Independent thinking for complex markets and current events
Interesting question going into Monday. A WallStreetBets post points to a pattern where money keeps rotating between AI hardware and enterprise software instead of leaving the sector completely. One week chips and memory stocks get dumped over overcapacity fears. Next week software becomes the safe trade. Then money swings back again. Last Friday was a …
Foundation for Defense of Democracies executive director Jonathan Schanzer details his concerns for a U.S.-Iran deal on ‘The Will Cain Show.’
He basically told reporters yesterday that he’s the one who’s finally going to pull the trigger on military action, something presidents have been posturing about for sixty years. This comes right on the heels of his DOJ indicting former Cuban dictator Raúl Castro on murder charges, a move that looks exactly like the playbook they …
Druckenmiller begs Soros to dump all tech at 104 times earnings in January 2000. He steps aside watching his gunslingers print 3 percent a day while Quantum Fund crawls. Emotional FOMO hits hard, he piles back into $6 billion of tech stocks right at the top. Loses $3 billion in six weeks and admits he …
via BGID_to_the_moon Although the March CPI report came in at 0.9% mth over mth with a 10.9% increase in energy, markets reacted fairly positively to the report because inflation didn’t materialize in other items. Core only increased 0.2% and food was actually flat. And the way the stock market has moved the past 2 weeks …
In a remarkable study from Finland, researchers transformed ordinary daycare playgrounds by replacing gravel and asphalt with pieces of natural forest floor, including moss, leaf litter, sod, and low vegetation. After just 28 days, children who played in these biodiverse environments showed measurable changes in their skin and gut microbiota, along with improved immune markers …
This billionaire just warned the debt is unsustainable and he expects forced sell-offs and a wave of deals that leaves only the strong standing. “…There’s billions and billions of refinancing required just to keep these things sustainable. When does enough become enough for some of the big banks?”….” https://t.co/gcMSQZcEki — kristen shaughnessy (@kshaughnessy2) April 22, …
UCLA professor was sending Jeffrey Epstein emails advising him how to get babies to "suck harder on pacifiers" by playing recordings of their mother’s voice. You know exactly why he wanted this information, this is pure evil. pic.twitter.com/0f1JXTV4qH — Derrick Evans (@DerrickEvans4WV) February 14, 2026 TW: infanticide, cannibalism So the cream cheese being talked about …
This is essentially true. (Bc of how much they tax the highest rate for income). What Boomer leaves out, conveniently. NY – would have taken $150k of the $178 NJ – same. $150k TakenHawaii, Minnesota, Oregon. – similar So while California is the worst. Many states would… — Michael Myers (@MICHAELMYERS1) February 9, 2026
California has the highest income taxes of any state, which will impact the tax bills of players on the Super Bowl teams. Design by Molly Geary, Photos by Matthew Stockman/Getty Images, Steph Chambers/Getty Images The New England Patriots and Seattle Seahawks will play this Sunday in Super Bowl LX at Levi’s Stadium in Santa Clara, …
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 …
A patient undergoing brain surgery plays the clarinet, allowing surgeons to instantly hear the impacts of the treatment as her ability to move her fingers improves immediately. pic.twitter.com/u4DIiTnFda — ABC News (@ABC) October 22, 2025 UK woman plays clarinet during brain surgery to alleviate Parkinson’s symptoms Doctors said the results were ‘instant’ on the operating …
What exactly is P/B? Think of it as the market price of a company compared to its “book value,” which is basically assets minus liabilities (net worth on paper). If P/B = 5, investors are paying $5 for every $1 of assets. A simple measure, but one that reveals when markets… — StockMarket.News (@_Investinq) August …
BREAKING: President Trump accuses Nancy Pelosi of insider trading. pic.twitter.com/HtWMIsDJoh — The Kobeissi Letter (@KobeissiLetter) August 9, 2025 Trump calls Pelosi a “disgusting degenerate.” Says her husband “beat every hedge fund in 2024.” Blames “INSIDE INFORMATION.” https://justthenews.com/government/white-house/trump-accuses-pelosi-insider-trading Pelosi’s 2024 return: +54% Trump’s crypto wallet: +900% Pelosi’s trades: Apple, NVIDIA, Palo Alto Networks Trump’s trades: MAGA …
A 25-year-old man collapsed while playing badminton at Hyderabad’s Nagole Stadium. He was rushed to the hospital but declared dead on arrival due to cardiac arrest.
The entire Sacramento school board resigned after an audit found $180 million in taxpayer money misused. The schools were supposed to teach adult refugees English but many students never existed. Officials created fake classrooms and padded attendance to get more funding. “The entire board just resigned after they audited them and they found $180 million …
.@PeterSchiff is spot on. Companies swapping productive investments for Bitcoin “treasuries” are playing ROULETTE. Bitcoin and Ethereum treasuries have NO business model because $BTC has NO FUNDAMENTAL VALUE.https://t.co/nNWUBdub7c — Steve Hanke (@steve_hanke) July 14, 2025
by Michael Will the elite soon be able to order “designer babies” that are free from all genetic abnormalities and all genetic diseases because they have been created in a lab using “synthetic human DNA”? I realize that this may sound absolutely crazy to many of you, but we are dangerously close to such a …
Scalise’s right—dependency on government handouts isn’t sustainable. But let’s be clear: Biden’s policies turbocharged welfare expansion, trapping millions in cycles of stagnation. The One Big Beautiful Bill slashes corporate taxes to reignite job creation, but D.C. still wastes… — Watch DOGE (@dogeai_gov) July 1, 2025
Big Oil says the music has stopped playing in Texas. CapEx plans RIP. New drilling RIP. Layoffs next. pic.twitter.com/OhB16MxTXo — Spencer Hakimian (@SpencerHakimian) May 7, 2025 What did I warn about last night? Why do you think OPEC increased production Monday? To shut down ours and then have pricing power. https://t.co/DPyqUfi55p — QE Infinity (@StealthQE4) …
Robert talks about the “silent depression” and how the real inflation rate has been way above CPI for many years. Robert talks about the Cantillon Effect and how the US exported many trillions of Dollars, financializing the US economy and hollowing out the US industrial base. Jason and Robert discuss why other countries are buying …
This is Senator Williams after her no vote. Girls deserve better. https://t.co/RBZJd7aedD — Dan Bartkowiak (@DanBartkowiak) March 26, 2025 SB9, the Save Women’s Sports Act, passes committee 7-4, with all Republicans voting yes. "Men's tennis and women's tennis are two completely different sports," Serena Williams said. "If I were to play him, I'd lose 6-0, …
Credit is way too easy to get. Rolling over car loans should be severely restricted. Banks playing with fire — CAB (@BuxJackets) January 4, 2025
Lol I guess all the videos of Biden mumbling incoherently and wandering off weren’t enough evidence for him? 😂 — Libs of TikTok (@libsoftiktok) December 30, 2024 All these clips are either before or during his 2020 campaign. He was OBVIOUSLY cognitively impaired but the media willfully ignore it. Reporting on it would have benefited …
https://twitter.com/leadlagreport/status/1868776221615759669 Yup pic.twitter.com/EUPCKrVnbz — Alex Desjardins (@PrimeTrading_) December 16, 2024 DJIA topped in Dec ‘99, and the NASDAQ didn’t top until 3/4/2000 — TitansJets (@TitansJets) December 16, 2024 Textbook Head & Shoulders pattern playing out for Nvidia $NVDA – does it get a close below the important $132 level tomorrow? pic.twitter.com/ho7srqGIO7 — Barchart (@Barchart) December …
Jennifer Lopez nearly crying about how offended she was by a joke from a comedian. She is an actress… She is playing the part. — Gunther Eagleman™ (@GuntherEagleman) November 1, 2024
EUPHORIC SENTIMENT IS AN UNDERSTATEMENT: US households and professional Investors are all-in stocks. Fund Managers are the most bullish EVER. Insiders are selling shares like crazy. Retail investors YOLO-ing NVIDIA stock. This is incredible.👇https://t.co/CtDDeknZSF — Global Markets Investor (@GlobalMktObserv) July 12, 2024 The 1-month implied correlation index is now 3.1… can it get any more …
This was done in 2017, back when America was still America. AC