Independent thinking for complex markets and current events
by Michael The speed at which global events are moving is simply breathtaking. All over the world, leaders keep talking about the need for peace, but we just keep getting more war. This month we have seen a series of very alarming escalations, and it is easy to imagine how things could spiral completely out of …
The new jobs numbers have been trending downwards for the last six months, or so. We are well into a recession at this point. Are we already in a jobs recession? Less than 50% of industries are adding workers the last 6 months. Numbers like this are only seen during recessions. pic.twitter.com/9J2H1FTyZr — QE Infinity …
The dollar’s collapse against gold is a warning few are ready for. When ETFs and institutional money start chasing the yellow metal, demand could explode, sending prices into uncharted territory. Every decline in the dollar erodes savings, pensions, and wages, and global markets that rely on dollar liquidity will face sudden shocks. The Dollar has …
They are printing billions in tether and it’s seeping into $BTC and $ETH. Tether(@Tether_to) just minted another 1B $USDT! In the past 3 days alone, #Tether and #Circle have minted a combined $4B in stablecoins.https://t.co/Ptsy2BsPoEhttps://t.co/6dITkpO0hm pic.twitter.com/nad7EQ7baI — Lookonchain (@lookonchain) August 30, 2025 https://twitter.com/3e3dev/status/1961958208609931344 Bitcoin Reminder: Each time Bitcoin hits the ceiling , an 80%+ drop …
Google has eliminated more than one-third of its managers overseeing small teams, an executive told employees last week, as the company continues its focus on efficiencies across the organization. “Right now, we have 35% fewer managers, with fewer direct reports” than at this time a year ago, said Brian Welle, vice president of people analytics and …
JUST IN: Over $294 million in #Bitcoin long positions were wiped out in the past hour as $BTC flash-crashed below $110K. pic.twitter.com/8iJ7XE3ZmT — Jacob King (@JacobKinge) August 24, 2025
That govt contracts have limited growth upside Anyone in industry understands this and that PLTRs revenue will likely peak soon https://t.co/l08pIIXfpD — Merlin Capital 🧙♂️ (@merlinscapital) August 24, 2025 Palantir CEO Alex Karp has sold more than $62.7 million worth of shares in the artificial intelligence software company, according to securities filings. This means Alex …
US bankruptcies are surging past 2020 pandemic levels, per Business Insider. What's going on? byu/AlphaFlipper inDegenBets In Wake of Trump Tariffs, John Deere Announces Mass Layoffs John Deere has been hit hard by President Donald Trump’s tariffs. The farm equipment manufacturer and industry bellwether just announced mass layoffs affecting more than 200 workers at three …
In July 2025, 71 large US companies filed for bankruptcy. That is the highest monthly total since the pandemic lockdown peak in 2020. June saw 66 filings, and May had 64. Source: https://x.com/KobeissiLetter/status/1955262243320541630 The year-to-date total now stands at 446 bankruptcies, already surpassing full-year totals for 2021, which had 405, and 2022 with 373. This …
Treasury volatility just hit rock bottom, the lowest since January 2022. The MOVE Index cratered. Fear? Gone. Hedging? Forget it. Market signals? Silent. Only a quiet calm that should scare you. “Volatility in the Treasuries market has dropped recently, with the ICE BofA MOVE Index falling to its lowest level since January 2022.” https://finance.yahoo.com/news/us-treasuries-volatility-gauge-falls-092845181.html Rates …
They hit $1 billion. But the multiple still demands miracles. Palantir posted second-quarter revenue of $1 billion, up 48% from last year. Earnings per share came in at $0.16, beating consensus by $0.02. U.S. commercial nearly doubled to $306 million. Government contracts jumped 53% to $426 million. Total contract value surged 140% to $2.27 billion. …
USA blocks Taiwan President’s NY stopover President Lai planned a New York transit on the way to Paraguay and Belize. Both countries recognize Taiwan’s sovereignty. The White House canceled the stop. No statement. No media defense. Beijing objected and Washington folded. Lai’s office cited weather and tariff negotiations. Insiders say it was trade talks. Xi’s …
Tesla’s Q2 2025 safety report shows cars using Full Self-Driving crashed once every 6.69 million miles, vastly outperforming human drivers who crash every 702,000 miles on average. Autopilot users still do better than non-Autopilot at one crash per 963,000 miles. Elon’s safety boast isn’t hype. Driverless Robotaxis are quietly proving it on Austin streets. FSD …
by Michael By the time we got to this stage, I always thought that far more people would be awake. Perhaps the reason why so many Americans are still sleeping is because the major wars that are currently raging are happening on the other side of the planet. It is easy to relax when nobody …
Even the worst performers are flying while market enters danger zone. Even Money-Losing Stocks are blasting 🚨 Goldman Sachs Non-Profitable Tech Index has soared 66% since the April low 👀 pic.twitter.com/D51qBKHeO7 — Barchart (@Barchart) July 20, 2025 The S&P 500's CAPE Ratio is about to cross above 38 for the 3rd time in history, now …
Mike Wilson sees setup repeating as sentiment peaks. The last time Extreme Greed was this extended was in March 2024.$SPX went up about 1% more before spending the next 15 or so trading days dropping 6%. Proved to be a massive buying opportunity. And this fits well with Mike Wilson’s narrative. De ja vu? pic.twitter.com/HoiTwY8TLe …
AI Bubble Today Is Bigger Than the IT Bubble in the 1990s The difference between the IT bubble in the 1990s and the AI bubble today is that the top 10 companies in the S&P 500 today are more overvalued than they were in the 1990s, see chart below. APOLLO – Torsten Slok I have …
That dotted line isn’t noise. It’s China quietly moonwalking past the U.S. and Europe in patent output. While the West debates regulation, China’s filing innovation at warp speed. Ignore this curve, and you’re ignoring the next cycle of global leadership. pic.twitter.com/szsPY5v4i4 — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) May 13, 2025
NEW: 3 Black Trump Voters — who previously opposed Trump — tell CNN’s Van Jones why they flipped🚨 “Part of it is he’s an *sshole. I like authenticity.” “I read [Candace Owens’] book and it just opened my eyes to maybe he’s not this person that I have been led to believe that he was.” …
The M2 money supply (basically all deposits in all banks) has surged since 2008. From $7.7 T to $21.7 T – In other words, $65 out of every $100 dollars in circulation today were created in the past 17 years. To put it in another context, FDIC insurance is still $250,000 per… pic.twitter.com/9nE4Z6lXqa — Brian …
2/ The US stock market is in full panic mode In our last YouTube video, we said there was still plenty of short-term downside risk Which is why we removed most of our exposure to US stocks during the recent bounce pic.twitter.com/xtKKEFKVuU — Bravos Research (@bravosresearch) April 7, 2025 4/ This isn’t doom and gloom, …
Yahoo — A Texas police department has been left in shock after four of its deputies died by suicide within the span of six weeks. The death of Deputy Christina Kohler was announced by the Harris County Sheriff’s Office (HCSO) last week. The 37-year-old law enforcement officer had joined the force in 2018 and served in …
Gold is outperforming the S&P 500 in 6 of the last 7 years. Stock market returns are not as impressive as many had hoped. pic.twitter.com/i9Ps6dOd3D — Anthony Pompliano 🌪 (@APompliano) March 5, 2025 https://twitter.com/leadlagreport/status/1897817984992694374 Russia Begins Piloting Digital Gold System for International Settlements The pilot program, includes the purchase of digital gold assets for rubles …
Only 20 trillion Yen $JPY in debt. 150 bln $USD, or half GDP of Costa Rica or New Zealand. We live in money illusion world. pic.twitter.com/0ULLL31RYv — Kacper Piotr Kaminski (@Kacper_PK_CH) March 4, 2025 https://twitter.com/leadlagreport/status/1896895309919424582 Don't be alarmed; it gets much worse. pic.twitter.com/GDnjp7VVl1 — The Great Martis (@great_martis) March 3, 2025
If you invested in the S&P 500 in 2000 you basically didn’t turn a profit until 2013. Gotta add incrementally if you’re investing passively. In the past 30 years, MSFT was under water for 16 years byu/Fun-Marionberry-2540 inwallstreetbets h/t Expensive-Anxiety-63
DEMOCRAT DEAN PHILLIPS BLOWS UP CNN NARRATIVE.pic.twitter.com/NrqiGHp0SU — Citizen Free Press (@CitizenFreePres) February 14, 2025
In 1999, his convertible bonds triggered a catastrophic dilution, wiping out shareholders. Now, with Bitcoin, the same signs are flashing red. The hype is fading, order books are thinning, and there are whispers of manipulation. Pushing for a Bitcoin Strategic Reserve is nothing short of financial lunacy—a bigger ripoff than USAID ever was. Bitcoin was …
Heavy truck sales – a leading indicator of past times – weakest since August 2021 pic.twitter.com/1E4fNfox5A — Don Johnson (@DonMiami3) February 5, 2025
Apple has bought back $673 billion in stock over the past 10 years, which is greater than the market cap of 488 companies in the S&P 500. $AAPL byu/IAmNotAnEconomist inFluentInFinance
Palantir is up 1,000% in the past two years. byu/IAmNotAnEconomist inFluentInFinance