Independent thinking for complex markets and current events
Trump tears into 'weak' official who resigned over Iran war as his allies pile on 'crazed egomaniac' who was about to be FIRED https://t.co/i139w8JKdZ — Daily Mail (@DailyMail) March 17, 2026 Donald Trump said he is glad that his top counterterrorism official resigned over the war with Iran. In an extraordinary and unprecedented move for …
If BlackRock is taking hits now, who is next in private credit? Friday evening news drop Troubled Loans Hammer BlackRock’s Private Credit Fund “A BlackRock Inc. private debt fund expects to mark down the net value of its assets 19% after a string of troubled loans weighed on results, marking the latest sign of pressure …
Without the financial circle jerk of these 7 AI (Magnificent 7) companies, the US Economy would “officially” be in serious recession. The Stock market would be much, much lower. We are in a major league AI-driven ponzi scheme. And the America economy GDP growth is now reliant on this circle jerk and on a technology …
Businesses are eating 64% of tariffs right now. We know that. But according to Goldman, by October this will drop to only 8%, with consumers eating 67%. Nice one in @SamRo's note this morning. pic.twitter.com/vvWgG39mwS — Ryan Detrick, CMT (@RyanDetrick) August 17, 2025 Even the goat is bearish 🐐 pic.twitter.com/lIqSb7eHwv — QE Infinity (@StealthQE4) August …
Letitia James is boxed in. The New York Attorney General is now the subject of multiple lawsuits, budget scrutiny, and internal investigations—all while her office is being asked to intervene in the Colbert cancellation scandal. The timing is brutal. The legal exposure is real. On July 21, James led a coalition of 21 states in …
Retail buying the dip with record flows into triple leveraged ETFs while Buffett dumps more stocks and builds a record cash pile… wonder who’s on the right side of the trade here? https://t.co/1Cd2Sl9eCP — Ross Hendricks (@Ross__Hendricks) May 3, 2025 This is the clue you need to discern where we are in the business cycle. …
by Michael China is normally the largest export market for U.S. agricultural products. In a typical year, we sell tens of billions of dollars worth of agricultural products to the Chinese, but now that door has been slammed shut thanks to the extremely high tariffs that China has imposed on U.S. imports. If that door is …