Independent thinking for complex markets and current events
Woman who lives only 1.6 miles from the META Data Center in Wisconsin speaks out She says their water system has been completely destroyed She says there is discharge that turns the entire river white like milk. She paid for testing and found extremely high heavy metal levels “I live on a horse farm and …
I have another chart that shows the US labor market improving. The NFIB Small Business Optimism survey saw a rise in the number of firms who plan to increase employment versus decrease employment. Over the last 6 months, the rate-of-change exceeds 96% of all periods since 1985. pic.twitter.com/i492W5C7wG — Jeff Weniger (@JeffWeniger) December 9, 2025 …
It’s very unusual for the dollar to selloff in risk-off periods. This is EM style behavior. It’s getting violent now. As the dollar sells off, it raises import inflation. Which will make the tariff situation worse. That’s the Doom Loop. — Danny Dayan (@DannyDayan5) June 12, 2025 At what point does a major gold/silver producer …
It was the kind of contradiction only the American financial machine could pull off. A dollar gaining strength while the nation bleeds money. A currency rising even as the balance sheet tilts further out of control. But this isn’t strength born from stability. It’s a balancing act. A tightrope stretched over a canyon of risk. …
Borrowing in JPY, exchanging for USD (unhedged), buying US equities now they need to buy a rising JPY to cover their new obligations, and to get it they need to sell those equities. h/t _amc_
The Canadian 10-year interest rate has reached a new 52-week high, driven by a recent surge in inflation. In response to this economic climate, the Royal Bank of Canada, the nation’s largest mortgage lender, has disclosed concerning data about its residential mortgages. As of July, a significant 43% of these mortgages had an extended amortization …