Independent thinking for complex markets and current events
via notayesmanseconomics Over the past week or two we have seen a rather curious development if you consider that the Strait of Hormuz is still closed. It has been highlighted today by the news from Nihon or Japan. The benchmark Nikkei 225 index has passed the 63,000 mark for the first time. Investors returned on …
For a comparison, these are the current grading standards of Purdue Global University. pic.twitter.com/lRtLGW4vxL — R Graves (@rgraves305) May 6, 2026 my parents weren't Asian, but they might as well have been (90%+) pic.twitter.com/ExVTXjRBv4 — Cynthia L Owens (@cynthialowens) May 6, 2026
via Exact-Paramedic-3357 Someone asked me this in another post and honestly it’s the kind of question that if you haven’t asked yourself yet you probably haven’t thought about this deeply enough. Everyone’s too busy debating which coin is going to moon or whether crypto is a scam. Meanwhile the actual architecture of what comes next …
EU energy commissioner warned this morning that even if the Iran war ended today the energy crisis could last years with jet fuel shortages grounding routes and diesel next in line plus potential catastrophic economic fallout beyond energy. The best case scenario still means years of tight energy supply. PROLONGED ENERGY CRISIS AHEAD, EU WARNS …
Powell gets shown the door in May while Trump lines up the softest replacement possible. Markets bet hard on rate cuts like 2021 never happened. Oil pushes higher on actual shortages and the Fed inherits an even weaker leader picked purely for loyalty. This follows the exact 1970s route with fresher memes attached. Politics wins …
Cracks in the US private credit market are widening: Investors requested a record -$14.0 billion in redemptions from private credit funds in Q1 2026. This is up +146% from -$5.7 billion in Q4 2025 and +278% higher than the -$3.7 billion in the full year 2024. Meanwhile, just… pic.twitter.com/wBJ3bUSW1X — The Kobeissi Letter (@KobeissiLetter) April …
JUST IN – Trump calls Alex Jones, Tucker Carlson, Candace Owens and Megyn Kelly, "Low IQ… stupid people… nobody cares about them, they’re NUT JOBS, TROUBLEMAKERS." pic.twitter.com/PMdTbd8sfB — Disclose.tv (@disclosetv) April 9, 2026
By Brandon Smith Perhaps the most common economic commentary circulating today is the fear that the average American family has been priced out of the housing market for the rest of their lives. Gen Z and even Gen Alpha teens are already planning for a future in which buying a home is impossible. This is …
Holy shit, catastrophic 12 hours for Israel and the US: – Iran bombed Israel’s TEVA PHARMACEUTICAL FACTORY — the largest generic drug manufacturer on Earth. Chemical leaks. Secondary explosions. Factory burning. – Iran knocked an Israeli POWER PLANT in the Negev completely OFFLINE. – Iran carried out 27 STRIKES on the Negev with ZERO visible …
Reporter’s summation of today’s episode from Frontline Africa news podcast: Five things you should take away from this episode. The number one thing is that this is now a four-front war. Iran from the east, Hezbollah from the north, the Houthis from Yemen in the south, the Iraqi militias hitting American targets across the Middle …
by Michael Is it just a coincidence that the United States is being hit by a remarkable series of natural disasters at the exact same time that a catastrophic war has erupted in the Middle East? This weekend, I came across an image on social media that someone had created that depicted 7 disasters that …
“We want to talk to Iran, but there’s nobody to talk to.” “Their leaders are gone. The next set of leaders are gone. The next set of leaders are mostly gone. Now no one wants to be a leader over there anymore.” That’s how you handle a violent regime! Churchill would be proud. pic.twitter.com/2ow3P7ulSJ — …
UAE JUST WENT TO ZERO. NO ONE IS F*CKING READY FOR THIS. The UAE — third biggest OPEC producer — just announced its oil and gas production is at ZERO. This is not a headline from a movie. Fujairah terminal: shut down.Shah gas field: suspended after drone attack.Hormuz: 20… — 🇦🇪 Rami Al-Hashimi رامي الهاشمي …
🚨BREAKING: TRUMP SAYS HE STARTED THE IRAN WAR TO KEEP US OUT OF WAR WITH IRAN pic.twitter.com/V89L6lSdjB — Spencer Hakimian (@SpencerHakimian) March 11, 2026 Macron said the quiet part out loud after a G7 call yesterday: nobody can tell what Trump wants from this war. “It will be up to the president of the United …
– 🇻🇳 Vietnam told people to WORK FROM HOME because they’re running out of fuel – 🇧🇩 Bangladesh started fuel RATIONING – limits on how much you can pump per vehicle – 🇮🇳 Asia-wide petrol prices surging – traders can’t even find alternative supply – ✈️ Thousands of flights CANCELLED — airlines rerouting everything, carrying …
The white “bathtub ring” surrounding Lake Mead has become one of the most visible warnings of the American Southwest’s water crisis. Footage recorded near Hoover Dam now shows a 140-foot gap between the current waterline and where the reservoir once stood—a stark mineral scar left behind as water levels continue to fall. This pale band …
lol. pic.twitter.com/pFOutDbzEE — Count Biffur (@CountBifur) February 24, 2026 This has very little, if anything, to do with the sitting president. — Martin (@MerelyASaint) February 24, 2026 so yeah, time to reread this from March 2023: AI Will Lead To 300 Million Layoffs In The US And Europe https://t.co/iav1uCy07u pic.twitter.com/y5WjW2sPao — zerohedge (@zerohedge) February 23, …
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01649108.pdf This shows wilfully and intentional violation of the Epstein File Transparency Act and both should be charged in inherent obstruction. They’ll likely be given immunity as they were just “following orders”. h/t Stimul8ed
We’re in “reverse” now. 👇🏼 https://t.co/BoKr3sseXk pic.twitter.com/AHzh49jOwC — Kalani o Māui (@MauiBoyMacro) February 5, 2026 “Nobody could have seen this coming.” 👇🏼 pic.twitter.com/r94w0m3Xze — Kalani o Māui (@MauiBoyMacro) February 5, 2026 Can someone explain to me like I’m 10 years old, how Bitcoin has gone down -$32,000 with NO BOUNCE in 14 days? pic.twitter.com/WRcyBnbfcQ — …
Michelle Obama: "As black women, we don't articulate our pain… like nobody allows it" pic.twitter.com/IyM7MWC594 — End Wokeness (@EndWokeness) January 27, 2026
BREAKING: President Trump seems to confirm the use of ‘sonic weapons’ in the raid on Nicolás Maduro in Venezuela: “Nobody else has it. We have weapons that nobody knows about. It's probably good not to talk about it, but we have some amazing weapons.That was an amazing attack.” pic.twitter.com/Jmu70u3vag — ALX 🇺🇸 (@alx) January 21, …
Congress just made them a $6 billion giveaway for issuers. US Congress just legalized the largest wealth transfer in financial history. Nobody noticed. Section 11 of the GENIUS Act prohibits stablecoins from paying yield to holders. Tether holds $135 billion in Treasuries earning 4.5%. That’s $6 billion annually. Passed to you: $0. Tether keeps everything. …
California’s controversial wealth tax proposal leaves billionaires with little way out. The proposed California billionaire tax includes a special provision that makes it highly unlikely that anyone who wants to leave the state could avoid paying, according to tax attorneys. The Billionaire Tax Act, which could be added to the state’s general election ballot in …
The money is gone, the system shrugs, and life goes on. I'm starting to detect a pattern. https://t.co/xsLtyDoYmu — Scott Adams (@ScottAdamsSays) December 29, 2025 Still no coverage in NYT, WaPo, CNN, or Minneapolis Star-Tribune of massive fraud being uncovered in Minnesota. The media's willingness to ignore stories that hurt Democrats is truly astonishing. pic.twitter.com/xZcZcbUSm9 …
I found it on the epstein released email ( jmail.world ) I’m not accusing or conspiring of anything, I just want to understand why was this email there. h/t Illustrious-Cup-2652
Wall Street's S&P 500 Targets for 2026 🚨 Nobody is predicting a red year for stocks 🤯 pic.twitter.com/5LOfHmfI9y — Barchart (@Barchart) December 22, 2025 The stock market’s run has been historic: US households now own more equities than real estate as a percentage of their net worth, the 3rd such occurrence over the last 65 …
pic.twitter.com/dedI4AmIdt — Scott (@scottconso) November 8, 2025
Why to do you think the FED Reverse Repo (aka “cash on the sidelines”) is at ~14bn$ while the FED Repo is now actively tapped? Answer: within the group of banks with access to FED repo there is at least one nobody wants to lend $ to even with collateral My bet? Norinchukin https://t.co/Kt9XXlFMoQ pic.twitter.com/sc2n7tPdHV …
Is it normal that everyone knows we are in a bubble? Seems that pretty much everyone knows we are in a bubble – retails, CEOs, Wallstreet, you name it. Sooooo it should mean everyone understands that at some point (sooner or later) it will pop, right? I don’t think people are really that stupid to …
