Independent thinking for complex markets and current events
This video brings together disparate but connected events, starting with “donald trump” at a rally, followed by an explanation of “confidence” games, and a legal document detailing a civil rights case. We then explore breaking news concerning “5g” networks and their potential link to “cancer” rates. This “news commentary” offers a unique perspective on current …
10Y moving higher in hot patch of economic data this morning pic.twitter.com/aaJ7AJh615 — Don Johnson (@DonMiami3) February 2, 2026 US ISM Manufacturing PMI came in at 52.6% vs 48.5% expected. The US economy has entered the expansion phase. — Ted (@TedPillows) February 2, 2026 Do not confuse the increase in shipping rates as being bullish …
The insiders are cashing out. The leaders are walking away. They see something coming that the public has not felt yet. Insiders are still dumping their holdings. The biggest transactions in the past few weeks are sell-only. This isn't a good sign. pic.twitter.com/2GHWk1HfVV — Ted (@TedPillows) November 8, 2025 A slump in stock buybacks could …
Dotcom vibes for sure but bonds eroding is the real tell. Feels like nobody's pricing risk properly right now. $TLT getting hammered lately — StockStorm (@StockStormX) October 24, 2025 America’s stock market is now a playground for the rich, Goldman Sachs, $GS, has said. — unusual_whales (@unusual_whales) October 24, 2025 How is CPI “cool” at …
Japan just set a record. The 30-year bond yield jumped to 3.32%. That is not a number. That is 235% of GDP hanging over the country like a guillotine. Interest on the 30-year portion alone could now be roughly 7.8 trillion USD equivalent annually. The yen is below ¥150, a drop of 11% in weeks. …
According to President Donald Trump, the world is full of unprecedented things, and he loves claiming something has never been seen before. (AP Video: Mike Pesoli).
Trump: "We have planes that are undetectable flying around. Nobody's able to see them. Stealth." pic.twitter.com/DDym3R8L2d — Aaron Rupar (@atrupar) June 18, 2025
1/ Container ships from China to US down 30%+ already. This isn't a far-off risk – it's happening NOW and will ripple through supply chains within weeks Container departures literally falling off a cliff since tariffs announced pic.twitter.com/Wb6GQz0iUP — junkbondinvestor (@junkbondinvest) April 27, 2025 3/ Markets missing the biggest risk: S&P 500 revenue from China …
Global trade outlook is deteriorating: The World Trade Organization expects world merchandise trade to fall -0.2% in 2025, down from +2.7% growth expected at the beginning of the year. This would follow the +2.9% growth recorded in 2024. North American trade is set to be hit… pic.twitter.com/c6h7dlUv4h — The Kobeissi Letter (@KobeissiLetter) April 23, 2025 …
it’s no secret that the Harris/Walz campaign is the most extreme we’ve ever seen in US history. These two radical political puppets are among the most dangerous to ever crawl out of the swamp. With their lawless agenda—ranging from open borders and trans madness to their pro-riot stance—if these Marxist maniacs get anywhere near the …
BY CHARLES HUGH SMITH Speculation has its own expiration dynamics, and they don’t depend on us recognizing speculative excess for what it is. They will unravel the excesses regardless of what we think, hope or deny. The Federal Reserve has so completely normalized speculative excess that these extremes are no longer even recognized as extremes. Rather, …
