Independent thinking for complex markets and current events
Kinda wild seeing Nawfal completely flip tone today. He spent weeks talking like some truce was right around the corner, now suddenly he’s posting that the Gulf situation looks like “permanent war” territory after the Saudi airspace stuff. People in the replies noticed it fast because he was sounding way more hopeful before this. Mario …
Secretary of State Marco Rubio stated this evening that the US military operation against Iran known as Epic Fury is now concluded. He said the focus has shifted to reopening the Strait of Hormuz under Project Freedom. The ceasefire remains shaky but holding for now despite recent Iranian strikes on vessels and the UAE. Rubio …
Journalist: "Is the ceasefire over?" 🇺🇸🇮🇷 Hegseth: "No, the ceasefire is not over. Trump is going to make a decision whether anything were to escalate into a violation of the ceasefire." So basically, the ceasefire holds… as long as Iran lets us do whatever we want 20 miles… https://t.co/OUy4ACxWbz pic.twitter.com/XX9Zt6qdfE — Mario Nawfal (@MarioNawfal) May …
The route is basically dead and the media is still recycling the same old peaceful narrative. Why is everyone acting like this is normal? Omg. This is absolutely insane. Why is everyone acting like this is normal? pic.twitter.com/gO0lUmC7CO — NoLimit (@NoLimitGains) April 25, 2026 There will never be a deal. Markets are being set up …
🚨#BREAKING: President Donald Trump has announced on Fox News that the Iran War is over — R A W S A L E R T S (@rawsalerts) April 14, 2026 Join me tomorrow for my #exclusive @MorningsMaria @foxbusiness w @POTUS @WHITEHOUSE 6-9am et pic.twitter.com/y8d6AR1qfi — Maria Bartiromo (@MariaBartiromo) April 14, 2026 I just finished my …
MUST-SEE: PM Mark Carney states that "the days of [Canada's] military sending 70 cents of every dollar to the United States are over."pic.twitter.com/8Rq4XIaCQJ — Resist the Mainstream (@ResisttheMS) April 11, 2026 “The days of our military sending 70 cents of every dollar to the United States are over.” He received a standing ovation after saying …
https://www.youtube.com/watch?v=xpR9TQNGe9s New analysis suggests a major ceasefire negotiated by the Trump administration may have been a strategic deception used to facilitate a military buildup. The agreement, ostensibly designed to de-escalate a conflict, is now being examined as a cover for amassing missile stockpiles and repositioning troops within a key geopolitical region. Evidence indicates that during …
Bloomberg: "the energy industry is warning that the crisis is only beginning. In conversations with more than three dozen oil and gas traders, executives, brokers, shippers and advisers over the last week, one message was repeated over and over: The world still hasn’t grasped the… — Steve Lookner (@lookner) March 30, 2026 Bloomberg: “the energy …
The Fed has no choice. If oil goes up to $150-200 it’s over. Yet we act as if Iran is obliterated and everything is awesome. This is complete lunacy. https://t.co/xRRCIi61UV — QE Infinity (@StealthQE4) March 26, 2026 Markets are losing hope of any logical solution in the Middle East: pic.twitter.com/DgXPiTeIVE — QE Infinity (@StealthQE4) March …
🚨🇺🇸🇮🇱 NOW: Hillary Clinton has begun PRAISING Donald Trump’s foreign policy agenda 😂 It’s over… pic.twitter.com/eI1jPTswZD — Jackson Hinkle 🇺🇸 (@jacksonhinklle) March 10, 2026
Over the weekend Donald Trump surprised observers by declaring that the Iran war is “pretty much complete,” a move many observers described as a desperate “Mission Accomplished” moment driven by logistical reality—that the U.S. and Israel are running out of expensive missiles while Iran continues launching cheap drones, and American bases in the Gulf have …
by Michael Wouldn’t it be great if this war came to a very rapid conclusion? I think that there would be rejoicing all over the globe if that actually happened. When President Trump stated that “the war is very complete” on Monday, it got a lot of people really excited. Unfortunately, there are also lots …
The Chinese stock market about to open on Monday when they find out their oil supply from Iran was just cutoff. pic.twitter.com/ja7Quc1Rqh — Wall Street Mav (@WallStreetMav) February 28, 2026 Paging the Petrodollar: Apparently China buys "over 90%" of Iran's oil exports. China was buying nearly 70% of Venezuela's. Neither were being paid in dollars …
U.S. demands presented to Iran in Geneva: – Destroy all three nuclear sites: Fordow, Natanz, and Isfahan – Transfer all enriched uranium to the U.S. – No sunset clauses, meaning restrictions would be permanent – 0 enrichment, though the Tehran reactor could remain – Limited upfront sanctions relief, with more only if Iran complies Source: …
Higher tariffs, labor and health-insurance costs have pushed many businesses to raise prices Companies from Levi Strauss LEVI 0.69%increase; green up pointing triangle & Co. to McCormick MKC -0.22%decrease; red down pointing triangle & Co., among others, say they are raising prices early this year on items from bluejeans and spices to housewares and industrial …
This is beautiful except that it was an innocent driver she screwed over. — JohnnyCat (@JohnnyCat21) February 7, 2026 Occurred on October 13, 2024 / Tempe, Arizona, USA Info from vid owner: "This person rear ended me with my daughter in the car and then took off! We just kept driving in the direction we …
2026 just started and China already dropped a financial bomb 💣 Beijing quietly EXTENDED a policy letting banks roll over 3.8 TRILLION yuan of bad personal loans. Translation: the debts are so bad they can’t be cleaned up. Banks are dumping credit-card defaults at 10–20¢ on the dollar, hiding losses, and repackaging the trash into …
Stephen Miller has spent the bulk of his White House career furthering hard-right domestic policies that have resulted in mass deportations, family separations and the testing of the constitutional tenets that grant American citizenship. Now, Mr. Miller, President Trump’s 40-year-old deputy chief of staff for policy and homeland security adviser, is casting his hard-right gaze …
Nope. She tried to run him over. https://t.co/sGrXfSRSui — Gentry Gevers (@gentrywgevers) January 7, 2026 Weapon pulled after she hit the gas with the wheels pointed towards him. You can see the wheels move. https://t.co/nDdc0D5QCo — Chris Edwards (@Chris5piece) January 7, 2026 https://twitter.com/sepril23NG/status/2009012205791113461
The "AI Bubble" bubble may have burst. Citadel Rubner pic.twitter.com/dbrRsC9d8R — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) December 8, 2025 ETF activity has normalized after November’s spike. On November 20th, ETFs accounted for 41% of total equity volume (a 98th-percentile reading) but volumes have since reverted to the 28% 1-year average. This suggests less aggressive …
The signs are all there: Google making it’s own chips Meta buying those chips Nvidia’s finished inventory on hand increasing Nvidia’s accounts receivable aging due to shady deals Ilya Sucker saying that the age of scaling is over The thing people don’t realize is that NVDA chips don’t have to be worthless for NVDA’s share …
The explosion of the “greatest carry trade in financial history,” explaining how for 30 years, Japan’s zero-interest policy artificially suppressed borrowing costs worldwide, fueling everything from cheap mortgages to sky-high stock multiples. For risk assets, the sudden reversal of the decades-old yen carry trade is the actual nightmare. For years, global funds borrowed almost gratis …
Moderna Analyst Day Highlights Pipeline Progress and Business Strategy Updates Announces three-year business strategy and commercial growth drivers, targeting up to 10% revenue growth in 2026 Expects to expand seasonal vaccine franchise from three to up to six approved products by 2028 Over the next three years, we expect to build a large seasonal vaccine …
Trying to figure this out… everyone already knows you should NOT be buying right now, but someone got sold on this property and for them to put up $300k would still leave them with a $1M mortgage so I’m even confused how the $6k is clearing, let alone producing? 🤦♂️🤦♂️🤦♂️ pic.twitter.com/RlKvWWTtgz — Jordan Lamonte III …
We live in a Deeply criminal financial system. It is this way by design. It allows Wall Street to do speculation investing and turn America and the World into a Giant Financial Casino without consequence. This is how the Wall Street and the Banking Elite have stolen most of the wealth on planet earth. 5 …
Russia’s offensive in eastern Ukraine has intensified as Pokrovsk teeters on the edge of collapse. Satellite imagery and battlefield reports indicate Russian advances through the city’s industrial zone and rail district, while Ukrainian President Volodymyr Zelenskyy insists that “no Russian success” has been recorded. A viral video of a Ukrainian soldier from Pokrovsk has sparked …
Josh Sigurdson reports on the pummeling of the West Bank with bombs by Israel despite a so-called “ceasefire.” As we’ve pointed out from the beginning, the 7 country plan isn’t going to just magically disappear because President Trump signed a peace deal with Israel. Israel continues to create problems in the region and then use …
Shocking stat of the day: Working Americans now allocate an average of $2,358 per year into the Magnificent 7 stocks. This comes as 71% of 401(k) contributions, totaling $8,580, are going into equities, according to Apollo. Meanwhile, the Magnificent 7 account for almost… pic.twitter.com/2arwU9RXrG — The Kobeissi Letter (@KobeissiLetter) October 15, 2025 Addressing Charlie Mungers …
via Phoenix Capital Research While yesterday’s sell off was ugly, there were multiple warnings that stocks were due for a pullback. For one thing, the S&P 500 has been in a confirmed uptrend for over 110 days. That is an EXTREMELY long period of time and highly unusual. Historically there have only been 12 such instances …
The Big Short wasn’t about 2008. It was about every earnings call you’re watching right now. 2006: lenders bragged about profits while delinquency rates exploded. 2025: – Corporates brag about “AI revenue” but hide costs. – They brag about “stable headcount” but bury workforce hollowing. – They brag about “strong balance sheets” but roll silent …