Independent thinking for complex markets and current events
Bill Ackman is right… 2005-2020, globalisation and Chinese urbanisation caused 15 years of global deflation and a long era of ZIRP. 2025-2045, AI will likely cause a long period of deflation (big productivity gains) and likely a long era of ZIRP. The West mostly failed to make use of the first ZIRP era, we didn’t …
JPMORGAN: BUY THE DIP, V-SHAPED REBOUND LIKELY JPMorgan Chase says investors should buy market pullbacks, arguing conditions support another V-shaped recovery despite geopolitical risks. Strategist Mislav Matejka notes volatility may persist, but a 3–12 month horizon favors… pic.twitter.com/lWOXJYnm35 — *Walter Bloomberg (@DeItaone) April 13, 2026 MORGAN STANLEY: S&P 500 CORRECTION NEARLY OVER Morgan Stanley turns …
Iran now knows how big of a leverage the Hormuz is. It had never tested it before, now they know. This leaves Trump between a rock and a hard place. If he demands the peace now, it won’t be on the terms he wants. The other way is that he keeps escalating which erodes his …
FM 3-39.40, titled Internment and Resettlement Operations, was published by the U.S. Army in February 2010. It outlines procedures for handling detainees in various operational contexts, including domestic scenarios under civil support operations. The manual includes references to psychological operations (PSYOP), detainee rehabilitation, and coordination with agencies like the UN, Red Cross, DHS, and FEMA. …
"I’ve never wished to create a dynasty" – Warren Buffett pic.twitter.com/mlZ7jmWzpp — Evan (@StockMKTNewz) November 26, 2024 Here's an AI summary of Warren Buffett's thoughts from Grok @elonmusk pic.twitter.com/9FK7e9qAOW — Evan (@StockMKTNewz) November 26, 2024
Speaker Mike Johnson (R-La.) on Tuesday outlined his economic agenda for the first 100 days under a second Trump administration — a plan that assumes Republicans will win unified control of government in 2025. In a speech at the conservative America First Policy Institute that was followed by a discussion with Larry Kudlow, Johnson outlined …
NATO has confidentially and unofficially identified at least two “red lines” that could lead to the Alliance’s direct intervention in the war in Ukraine, according to Repubblica. While there are currently no operational plans for deploying troops to Ukraine, these “red lines” represent potential plans for extraordinary circumstances, such as third-party involvement in the war. …
UPS says a projected rebound in parcel demand combined with an aggressive strategy for network consolidation and automation to reduce excess capacity and labor costs will drive double-digit profit margins by 2026. Up to 200 facilities are slated for closure over a five-year period. The optimization plan, code-named Network of the Future, is expected to …
As the questioning of witnesses continues, Judge Engoron has issued an order outlining the next steps to dissolve Trump’s companies in New York. Engoron last week found that Trump and his adult sons used fraudulent documents to conduct business, and ordered the cancellation of his business certificates in the state. Trump appealed that ruling yesterday. In today’s …