Independent thinking for complex markets and current events
Bitcoin is trading at $80,592 tonight, snapping a four-day rally after the hot CPI print… The 1.4% drop is the largest intraday decrease for the coin since mid-April… Traders are rotating out of risk assets as the Fed’s rate-cut timeline evaporates… The “Digital Gold” narrative is being tested as the dollar gains strength on the …
Oregon has extended its policy dropping mandatory reading, writing, and math proficiency requirements for high school graduation. The state first paused these “Essential Skills” tests back in 2021 during the pandemic, saying they were hitting students of color, English learners, and students with disabilities harder. That pause is now extended through the 2027–2028 school year. …
UPDATE: Trump on Iran proposal: It’s not acceptable to me. I’ve studied it, I’ve studied everything – it’s not acceptable. — First Squawk (@FirstSquawk) May 3, 2026 The President told reporters in Miami he’s looking at the “concept” of Tehran’s deal, military strikes remain a possibility if they misbehave… Truth Social posts show Trump is …
BREAKING: IRAN ISSUES ULTIMATUM ➡️ “Either Iran’s rights are recognised, including our control over the Hormuz Strait, or there will be a return to war.” ➡️ NO extension of the ceasefire. ➡️ Tehran refuses to let this pause become preparation time for US ground attacks. ➡️ The message is simple and final: meet the demands …
Sellers are moving toward buyers but not fast enough to restore volume the $40k average cut on a median priced home still doesn't close the affordability gap at 7% mortgage rates — Alan Stalcup | CRE Investor (@alan_stalcup) April 9, 2026 Buyers: wait. Rent. Watch. Renegotiate your lease. Sellers: sell sooner rather than later. Every …
Trump decided at the last minute not to strike Iranian power plants and major infrastructure for two weeks. Iran said it accepts the two-week ceasefire and will coordinate safe passage for ships through the Strait of Hormuz. No other major terms were agreed upon by either side. Iran did not accept any U.S. core demands. …
**BREAKING 🚨** — Immediate 25 day ceasefire to be imminently announced (Pakistan Accord). — all hostilities stopped, Strait of Hormuz reopened. — then after 25 days, direct talks to begin on long term solution. — deal could come as early as Monday night. — tic toc (@TicTocTick) April 6, 2026 SENIOR IRANIAN OFFICIAL: TEHRAN WILL …
US and ISR today has hit Iran energy sites connected to the power grid. This is it. The global economy is done. byu/Former_Rush1821 inconspiracy US-Israeli strikes hit Iranian energy infrastructure hours after Trump announced a pause, raising questions over stated de-escalation efforts. Key Developments Iran says US-Israeli strikes targeted energy facilities in Isfahan and Khorramshahr. …
The Trump administration will lift sanctions on Iranian oil stranded at sea under a one month license, while the president looks to seize Iranian nuclear materials. The pause, which applies to Iranian oil loaded on ships as of Friday and is set to end on April 19, comes as the White House tries to bring …
“Nearly 12 million federal student loan borrowers are behind on payments, according to new Education Department data. 5.5 million are in default, mostly from before the pandemic. Another 6 million are delinquent, with most over 270 days past due and headed toward default. An additional 6.7 million are in forbearance from Biden’s SAVE plan litigation. …
They’re acting like delaying this rule fixes anything. Feels like someone’s protecting the dirty money. The new FinCEN rule (now delayed to March 2026) absolutely targets big private equity firms like BlackRock, Blackstone, Invitation Homes, etc. It requires full disclosure of beneficial owners and funding sources for any all-cash residential purchase made through an LLC,… …
More rotation out of tech and into value. DOW +620 Bitcoin is just useless at this point. pic.twitter.com/avclgXvAms — QE Infinity (@StealthQE4) November 25, 2025 $SPY Daily head and shoulder into December 👌 pic.twitter.com/J0UXQatMEW — JLoc (@JohnLoc18) November 25, 2025 $SPY THE 670 REJECTION pic.twitter.com/PUkVA3SnHX — 👁 (@Oculustrade) November 25, 2025 This is how it …
The Supreme Court extended until Thursday night a pause in a judge’s order that the Trump administration pay full SNAP benefits for November. About 42 million Americans get food stamps under the Supplemental Nutrition Assistance Program. The Trump administration originally said it planned not to pay any SNAP benefits as the U.S. government shutdown persisted, …
The Democrat shutdown has drained the Army Corps of Engineers' ability to manage billions of dollars in projects. The Corps will be immediately pausing over $11 billion in lower-priority projects & considering them for cancellation, including projects in New York, San Francisco,… — Russ Vought (@russvought) October 17, 2025
‘FOR IMMEDIATE RELEASE August 14, 2025 US health department reinstates task force on safer childhood vaccines HHS Revives Task Force WASHINGTON — The U.S. Department of Health and Human Services (HHS) today announced the reinstatement of the Task Force on Safer Childhood Vaccines, a federal panel created by Congress to improve the safety, quality, and …
The Fed’s choice to hold rates high is often misunderstood. It removes dollars from circulation, balancing the impact of tariffs and fewer global trades. Liquidity dries up, which means stocks lose their usual momentum. Investors turn to bonds instead, pushing yields lower without direct Fed intervention. “The Fed is cautious because inflation remains a threat …
Here’s some breaking news: 10 juveniles were found at this marijuana facility – all illegal aliens, 8 of them unaccompanied. It’s now under investigation for child labor violations. This is Newsom’s California. https://t.co/Z1XoRMtBSN — CBP Commissioner Rodney Scott (@CBPCommissioner) July 11, 2025 These are the juveniles found in the marijuana facility – almost all unaccompanied, …
We’ve had like 5 TV appearances today from cabinet members on “countries ripping us off”. There’s a non zero chance we do Liberation Day all over again next week when the 90 day pause expires. Trump is humiliated that nobody came forth to negotiate with him and he might just go full moron yet again. …
by Michael There are many people out there that seem to think that the Iranians have essentially surrendered by agreeing to this ceasefire, but that is not the case at all. The Iranians still hate the United States, they still hate Israel, and they still plan to move forward with their nuclear program. Ultimately, their long-term …
June 1st marked the day President Trump’s 50 percent tariffs on European goods officially kicked in. Many retail traders expected the tariffs to be delayed or rolled back and kept buying stocks. That assumption misses the bigger picture. The European Union is in a strong position. With closer ties to China and a need to …
From a macro perspective the tariff policy outcome is far more important than the nuances of the big beautiful bill. Even with the China "deal" a couple weeks ago rates are still quite elevated, with the question ahead of whether further relief comes or we revert back. pic.twitter.com/96CKCNBmFm — Bob Elliott (@BobEUnlimited) May 22, 2025 …
The very rapid reversal in #equity postioning suggest the recent rally probably needs to take a pause. pic.twitter.com/0R9SZTp7iw — Lance Roberts (@LanceRoberts) May 19, 2025
WELLS FARGO + COWEN FLAG AWS DATA CENTER LEASING PAUSE Both banks say $AMZN AWS has hit pause on some colo leasing deals—mainly international. Cowen notes hyperscale demand is cooling a bit, especially in Europe, with Amazon slightly pulling back on U.S. colocation activity too.… pic.twitter.com/aS5vN7UwnK — Wall St Engine (@wallstengine) April 21, 2025
First Adam Schiff, now New York Attorney General Letitia James. Letitia James is looking into possible insider trading in connection with President Trump’s 90-day tariff pause. CNN reported: New York Attorney General Letitia James is looking into potential insider trading by Trump administration officials and associates around last week’s 90-day tariff pause, James’ office confirmed …
Is hidden funding crisis unraveling? If Trump’s announcement today of a 90-day tariff pause was truly bullish and risk-on, why did we see 10Y yields spike to 4.50%+, SOFR swap spreads collapse to -40.62, gold rip $107 intraday, junk bond yields hit 8.51%, and TLT get liquidated on record volume all while equities… pic.twitter.com/PVa9L4FA2b — …
Elon Musk’s attempt to unilaterally dismantle the U.S. Agency for International Development likely violated the United States Constitution, a federal judge ruled on Tuesday. U.S. District Judge Theodore Chuang ordered Musk and his Department of Government Efficiency to immediately give USAID employees access to their “email, payment, security notification, and all other electronic systems,” and …
CNN — Amid a deluge of executive actions, the Trump administration has directed federal health agencies to pause external communications, such as regular scientific reports, updates to websites and health advisories, according to sources within the agencies. The initial orders were delivered Tuesday to staff at agencies inside the US Department of Health and Human Services, including …
Today, Jack Smith was supposed to file a reply brief in DOJ’s appeal of Judge Cannon’s order dismissing classified documents indictment based on Smith’s unconstitutional appointment. Instead, Smith just asked for a “pause” in the proceedings (similar to DC case) as his inquisitions slowly circle the drain. But Smith better not go too far. Both …
Are rate cuts bullish? No. Is the worst over? No. Can Wall Street be trusted? No. The chart of the week: "Not this again!" pic.twitter.com/ArMnkGs4vS — Mac10 (@SuburbanDrone) August 9, 2024 It took all week but the S&P 500 has rallied back to Friday's closing level. It was a week to nowhere and no net …
Spot gold (XAUUSD:CUR) fell 1.5% on Friday following reports that the People’s Bank of China paused their purchases in May after 18 months of continuous buying, while silver shed more than 2% even as the U.S. dollar weakened. Bullion held by the People’s Bank of China was unchanged at 72.80 million troy ounces in May, …