Independent thinking for complex markets and current events
IRGC flat-out says no peace until Israel is wiped out. Calls Trump’s whole vision “killing, murder and terror.” Launched ballistic missile at Kuwait + drone swarm at Hormuz right after ceasefire. All intercepted but the message landed: they’re still swinging. US just sanctioned Iran’s new Hormuz toll scam as straight IRGC terror finance. Trump says …
HSBC has said that OpenAI is going to have nearly a half trillion in operating losses until 2030, per FT: pic.twitter.com/KQrsGIqFnK — unusual_whales (@unusual_whales) December 4, 2025 “OpenAI may continue to attract significant funding and could ultimately develop products that…revolutionize the world. But at present, no start-up in history has operated with expected losses on …
“THE YEN CARRY SINGULARITY Japan’s 40-year bond just hit 3.69%. The highest since 2007. This is not a number. This is a detonator. Behind that yield sits $20 trillion in carry trade exposure. Borrowed yen funding everything from Treasuries to tech stocks to Bitcoin. For decades, this trade printed money. Now Japan’s bond market is …
Nancy Pelosi’s portfolio returned 816% over the past decade, beating by massive percentages both the S&P 500 and Warren Buffett. As good as Pelosi is, in 2024, she only ranked 10th among her Congressional colleagues despite beating the index 70% to 25%. Pelosi’s well-timed trades, including sales before regulatory actions, have drawn scrutiny despite denials …
Los Angeles City Controller Kenneth Mejia “I am the city’s accountant, auditor, and paymaster” overseeing $35 billion in spending 🚨 He says if he performs an audit to provide transparency and California Democrats don’t like his findings, they cut his staff. Last year they cut his staff by 27 positions “if I do an audit, …
JUST IN: Over $294 million in #Bitcoin long positions were wiped out in the past hour as $BTC flash-crashed below $110K. pic.twitter.com/8iJ7XE3ZmT — Jacob King (@JacobKinge) August 24, 2025
“Payroll employment growth slowed sharply to only 35,000 jobs per month over the three months ending in July. This is well below the moderate pace seen earlier in the year, likely due to a significant softening in labor demand.” https://www.upi.com/Top_News/US/2025/08/09/federal-reserve-rate-bowman/1681754774717/ The Fed’s dual mandate is breaking down. Inflation’s near target. Jobs are slipping. Tariffs are …
Canada’s labor market did more than stumble in July, it collapsed spectacularly. Missing job growth forecasts by over 54,000 is not just a minor slip. It signals serious cracks in the economy’s foundation. When youth unemployment reaches levels unseen since 2010, that sends a sharp warning about the future workforce and consumer spending. The sectors …
"Small traders are holding one of their most extreme net-long positions in gold futures in over a decade, historically a contrarian signal that has often preceded weaker 13-week forward returns." – @thedailyshot pic.twitter.com/KA4nxcqd3p — Lance Roberts (@LanceRoberts) May 7, 2025 So let me understand this. People are getting inflation refund checks so we can create …
https://twitter.com/WallStreetApes/status/1909415003498885157= Proof of the fact they organized! Now we have to trace back who placed the ads, who paid for them and on to who got paid by whom -banking details, etc
April 2nd …⏩ pic.twitter.com/o1y6e8Fvr9 — The Great Martis (@great_martis) March 21, 2025 Magnificent 7 stocks are more exposed to global growth risks than S&P 493 pic.twitter.com/Kk5oEocRsS — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) March 20, 2025 S&P 500 Dow Jones Both rejected resistance, both showing weakness below the undercarriage. This not good.This very bad. pic.twitter.com/QvB8qjdeL3 …
This week’s moves look definitive. All-out war against Iran’s nuclear facilities has moved up to the near horizon and is really already beginning. by David Haggith “Peace through strength” is a slogan moved solidly back into play by Defense Secretary Hegseth who just promised that war, which just became a lot more intense, against the …
by confoundedinterest17 Because they’re young. Bonds that is. Longer term bonds and notes are preferred by primary dealers over short-term Treasury bills. The US Treasury yield curve 10Y-2Y is finally positive after years of being negative. And the all important 10-year Treasury yield sits at 4.56%.
Compare to August. On the Monday after the jobs report, stocks gapped down and the VIX exploded. Monday open was the low of the week. Today, the market gapped down amid relative complacency. This morning BTFD bounce could be the high of the week. pic.twitter.com/PnHNYjtIWw — Mac10 (@SuburbanDrone) January 13, 2025 This incipient bear market …
Another article confirming DOJ officials including the bottom feeding J6 line prosecutors are looking for new jobs and worried about prosecutorial payback. As @StarChamberMaid and I have discussed–white shoe law firms who either (1) hire these thugs or (2) offer pro bono… pic.twitter.com/0qqrhuTQxN — Julie Kelly 🇺🇸 (@julie_kelly2) December 29, 2024 Remember what the left …
meanwhile stock market 😂 pic.twitter.com/42t88hpxDv — Punet (@pm_2781) December 10, 2024 Historically, extreme retail investor bullishness has often been associated with market tops or speculative bubbles. For example: Dot-com Bubble (Late 1990s): During the late 1990s, retail investors poured into tech stocks, driving valuations to unsustainable levels. The Nasdaq peaked in March 2000 before a …
U.S. regulators have approved a nonstop stock exchange to begin operations in the country, which is expected to boost overnight liquidity available to traders. The U.S. Securities and Exchange Commission in Washington on Sept. 18, 2008. Chip Somodevilla/Getty Images “24 Exchange announced today that it has received approval from the U.S. Securities and Exchange Commission …
In the US, the ceding of free speech, anti-war and anti-corruption positions by Democrats to Republicans will go down as one of the worst political blunders of the 21st Century. Every person in this photo used to be a Democrat. https://imgur.com/a/all-former-democrats-CG7daTu h/t Alchemike
🩸JUST IN: $1 BILLION leveraged crypto positions liquidated as #Bitcoin surged to a record $89,000 yesterday. pic.twitter.com/p3iTMWiEWy — Radar 𝘸 Archie🚨 (@RadarHits) November 12, 2024 JUST IN: 🇺🇸 BlackRock’s #Bitcoin ETF breaks the $40B mark in record speed: 211 days 🫡 @EricBalchunas pic.twitter.com/mWdlxWbWlP — Radar 𝘸 Archie🚨 (@RadarHits) November 13, 2024 JUST IN: 🇺🇸 Trump …
JUST IN: 🩸🩸🩸 $400m of leveraged crypto positions liquidated in 24 hours as #Bitcoin surged 10% after Trump victory. pic.twitter.com/stBKT2KneD — Radar 𝘸 Archie🚨 (@RadarHits) November 6, 2024
.. https://t.co/cZYMXVtdPG pic.twitter.com/7YtP65tovb — The Great Martis (@great_martis) October 3, 2024 Ethereum is DOWN 66% priced in gold, and is in a BEAR MARKET #Preciousmetals #Gold #Silver #Ethereum #ETH #Crypto #Altcins #Blockchain pic.twitter.com/sdoZdVtVxY — Northstar (@NorthstarCharts) October 3, 2024
WASHINGTON—The Biden administration is moving military forces to deter an Iranian response following Israel’s stepped-up air campaign against Hezbollah and the start of a ground operation in southern Lebanon, U.S. and Israeli officials said. Those moves come after the U.S. warned Iran and the militant groups it supports against targeting American personnel or escalating the …
https://twitter.com/susancrabtree/status/1818291679469965647/history
Asset managers have significantly increased their short positions on the Japanese Yen. The currency is at risk of sliding to levels last seen in 1986, with bearish traders seemingly unfazed by the possibility of government intervention to support Japan’s embattled currency. Some experts suggest that a slump as far as 170 yen per dollar (approximately …
"Financial firms announced 23,238 job cuts in January, the highest monthly total in more than five years."@lizrhoffman pic.twitter.com/nRNmMCrLmF — Daily Chartbook (@dailychartbook) February 2, 2024
Japan faces a significant economic shift as bankers grapple with the challenge of learning to raise rates, prompted by a back-to-back wage bonanza. The move is seen as opening the door for a potential exit from the ultra-loose monetary policy by the Bank of Japan (BOJ), with Pimco already positioning by buying yen in preparation …
Billionaire investor Stan Druckenmiller, known for his market insights, is making significant moves by taking “massive” bullish positions in two-year notes. His actions come as growing worries about the economy loom on the horizon. Recent data showing a spike in youth unemployment during September and October is ringing alarm bells, historically indicative of past recessions. …
