Independent thinking for complex markets and current events
Marc Andreessen: “I’ve only met two people who are completely transparent in public about what they say in private: Elon and Trump.” “When Elon says something, it sounds like crazy shit, but in his mind, it’s true. Is he always right? No. Sometimes the rockets crash, sometimes he’s wrong. He’s human. He’s like anybody else. …
Dollars under the mattress: In Argentina, keeping savings outside the national banking system − whether hidden at home, in private vault companies, or abroad − and in US dollars is a deeply rooted habit. It stems from a long-standing mistrust of the peso’s value and from trauma that dates to the 2001 financial crisis, when …
First, confusion swirled around whether current tariffs were paused or still active. Now, the court ruling adds another layer — was it a halt, a pause, or a reinstatement? Despite all this chaos, $SPY holding near 590 is nothing short of remarkable.how long can it last? — optionGeek (@StockShark16) May 30, 2025 JPM has a …
The issue of illegal imm*grants receiving Medicaid benefits has sparked intense debate, with reports indicating that 1.4 million individuals may be affected by policy changes. A Congressional Budget Office (CBO) analysis found that a House-passed reconciliation bill would reduce federal funding to states that provide state-funded health insurance to people in the U.S. illegally. However, …
Monthly Global Economic Policy Uncertainty Index at its highest level in history 🚨 pic.twitter.com/MJGzrhLpxi — Barchart (@Barchart) May 19, 2025 Economic policy uncertainty is at an all-time high. pic.twitter.com/5Ln2KXdR82 — Justin Wolfers (@JustinWolfers) April 14, 2025
Thoughts about risks. Perhaps the greatest risk isn’t a recession or economic slowdown, it’s getting too distracted by the noise. The drama and headline theatrics surrounding the Trump administration and its legislation could overshadow a more subtle force: AI-driven growth… pic.twitter.com/e2fds7NWUc — THE SHORT BEAR (@TheShortBear) May 11, 2025 The correlation is what makes this …
It always starts slow. A whisper of tariffs. A hint of retaliation. A tough-talking press conference with flags in the background. But behind the noise, the playbook is already in motion. Not just from Washington. From the other side. They are not just reacting. They are setting the trap. And they know exactly what works. …
TRUMP MAY CUT CHINA TARIFFS TO EASE TENSIONS The Trump administration is weighing major tariff cuts on Chinese imports—possibly by over 50%—to reduce trade tensions, sources say. No final decision has been made, and options remain open. One idea is a tiered system: 🔸 35% tariffs on non-strategic items 🔸 100%+ tariffs on goods tied …
🇨🇳 CHINA’S NEW TRADE POLICY: FAFO Beijing’s throwing shade and warnings to its trading partners: cut deals with the U.S that sideline China and get ready for “resolute and reciprocal” payback. Trump’s reportedly offering tariff perks to countries that play ball with the U.S and… https://t.co/e64wUgVBEM pic.twitter.com/26m7IWj9jR — Mario Nawfal (@MarioNawfal) April 21, 2025 🇨🇳XI’S …
In 2008, the Fed came to the rescue of the Wall Street banks that caused the 2008 crash by transferring $2.7 trillion in toxic-waste Mortgage Backed Securities (MBSs) from the banksters to the public ledgers. Now it can’t offload these MBSs without imploding the housing bubble. Thanks to the Keynesian fraudsters at the Fed turning …
The American economy is suffocating under a mountain of debt so vast that traditional monetary tools no longer work the way they used to. Interest rate hikes? They barely move the needle now. We’ve entered a stage where the sheer size of the national balance sheet has paralyzed policymakers. The old playbook is useless. We …
U.S. Economic Policy Uncertainty Index soars to highest level in history 🚨 Congrats everyone, we did it 🥳🍾🫡 pic.twitter.com/ej3UmjGk1q — Barchart (@Barchart) April 16, 2025
EU energy policy is the biggest reason why Europe cannot unite against Russia in the long term. Germany is hooked on Russian oil & natural gas like a drug addict is on crystal meth.🤢🤮 https://t.co/otXlo5fc78 — Trent Telenko (@TrentTelenko) April 14, 2025 Trump warned them in his first term and tried to get them to …
Credit to this site for the graph: https://www.policyuncertainty.com/index.html 2/ The US stock market has staged a sharp rally off recent lows This comes immediately after some of the most oversold conditions seen since 2020 Given that level of selling pressure, a relief rally was almost inevitable pic.twitter.com/SecPiDFPuY — Bravos Research (@bravosresearch) March 31, 2025 4/ …
Germany has the most incoherent energy policy I have ever seen, — Frank Giustra (@Frank_Giustra) March 26, 2025
WASHINGTON — President Donald Trump is considering a major change to the U.S.’ participation in the North Atlantic Treaty Organization, according to three current and former senior U.S. officials and one congressional official. Trump has discussed with aides the possibility of calibrating America’s NATO engagement in a way that favors members of the alliance that …
Facebook ban Starting on January 19, 2025 Facebook’s internal policy makers decided that Linux is malware and labelled groups associated with Linux as being “cybersecurity threats”. Any posts mentioning DistroWatch and multiple groups associated with Linux and Linux discussions have either been shut down or had many of their posts removed.[/color=red] We’ve been hearing all …
by notayesmanseconomics This morning economic eyes are again looking East. Let us start with this from the Financial Times. China’s regulators sought to reassure markets on Monday as equities and the renminbi extended losses in a rocky start to the year, following weak economic data and geopolitical uncertainty ahead of Donald Trump’s inauguration. The Financial …
Cutting rates was a colossal mistake. pic.twitter.com/Wd41S5B8Cp — The Great Martis (@great_martis) January 3, 2025 $TLT is not the same as $ZB_F fwiw. 30-year bond futures are quite a ways away from all-time lows. The long-end is on the rise for reasons that include: – Upside economic surprises – Risks of inflation resuming – The …
by Mike Shedlock An energy policy battle is brewing and I believe Trump will win on day one. Pulling the Plug on EV Mandates The Wall Street Journal reports Trump Can Pull the Plug on EV Mandates Overly stringent emissions targets ignore American consumers’ preferences and block economic growth. They’re also restrictive, costly and unachievable for …
By Brandon Smith It’s been a wild ride. After years of near total leftist control of every significant social and governmental institution in the US and abroad the American people have said enough is enough. The progressives have once again been slapped with the ultimate lesson of our era – Get Woke, Go Broke. This …
https://twitter.com/MichaelAArouet/status/1859509748216782958 Mississippi, America’s poorest state, outpaces France and Italy in GDP. The second poorest, West Virginia, has a GDP larger than Canada or Germany. These figures aren’t just surprising; they reveal a stark disparity in economic outcomes driven by policy choices. Europe and Canada face mounting economic stagnation. Overregulation, excessive bureaucracy, and aggressive redistributive policies …
🚨🇷🇺 RUSSIA: FULL TEXT OF NUCLEAR POLICY Russia views nuclear weapons as a last resort, intended only to safeguard its sovereignty and territorial integrity in the face of unavoidable and extreme threats. The decision to use nuclear weapons rests entirely with Putin, who can… pic.twitter.com/KWNbcIzFDk — Mario Nawfal (@MarioNawfal) November 19, 2024 RUSSIA'S MOSCOW EXCHANGE …
TLDR Migrant caravan in Mexico halves in size after Trump’s election win Many migrants, disheartened by Trump’s tough border stance, turn back Trump’s immigration policies could include birthright citizenship end and increased deportations Some continue journey, hoping to secure asylum before Trump assumes office Impact of Trump’s previous policies left many migrants stranded at the …
SEOUL — Japan’s ruling party on Sunday lost its parliamentary majority for the first time in 15 years, a stunning upset that threatens the future of the new prime minister and marks the beginning of an unusual period of political disarray for a key U.S. ally in Asia. The Liberal Democratic Party, which has been …
“BIDEN POLICY: 823,000 ALIENS FLOWN INTO THE U.S. Biden-Mayorkas allegedly implemented a policy flying inadmissible aliens into the interior of the U.S., reportedly bringing in up to 45,000 per month from various countries. Since the policy’s launch, 823,000 individuals have been transported. For comparison, only 65,000 were relocated in the 10 years prior to this …
Exactly.People are too quick to blame "the people," for things they clearly didn't want. pic.twitter.com/fbGv1Q3XeE — Emergent Perspective (@_emergent_) October 10, 2024
by confoundedinterest17 It turns out that Powell’s “emergency” 50bps rate cut was – drumroll – another major policy mistake by the Fed. Or it is Presidential election interference by The Biden/Harris Administration giving Cacklin’ Kamala as talking point? Moments ago, the BLS reported that at a time when prevailing consensus was for jobs to continue their recent downward slide …
BIDEN: "As Vice President, there wasn't a single thing that I did that she couldn't do and so I was able to delegate her responsibility on everything from foreign policy to domestic policy." Joe is Kamala. Kamala is Joe. pic.twitter.com/iPAPZUoOjL — Trump War Room (@TrumpWarRoom) September 25, 2024 President Joe Biden said Wednesday that he …
