Independent thinking for complex markets and current events
🚨🇸🇪 Meanwhile in Sweden Today is the day that Sweden’s Ban on Cousin Marriage comes into effect. Meanwhile in the UK the British Government still fully supports the practice which is also commonly known as ‘Incest’ pic.twitter.com/SpHBdnNZmh — Concerned Citizen (@BGatesIsaPyscho) July 1, 2026 Now Sweden ban first cousin marriage complete, also uncle-niece, half brother …
REPORT: Dominion Voting Systems facilitated the overthrow of the United States government on November 3, 2020 DOMINION DELETED 2.7 MILLION TRUMP VOTES NATIONWIDE. DATA ANALYSIS FINDS 221,000 PENNSYLVANIA VOTES SWITCHED FROM PRESIDENT TRUMP TO BIDEN. 941,000 TRUMP VOTES… https://t.co/BVstXD5m5w — 🇺🇸RealRobert🇺🇸 (@Real_RobN) June 25, 2026 New massive evidence report hits at same time. Liberty Vote …
Spending is exploding (CapEx records, big acquisitions like Cursor). Pricing power is cracking (token costs falling, Microsoft looking at cheaper Chinese models). Competition is heating up fast from open-source and lower-cost models. Big players (Microsoft, SpaceX/Elon) are making aggressive moves because the economics of frontier AI are getting tough. ⚠️Is the AI pricing bubble starting …
They are trading at a very high price for earnings right now but the business faces a lot of hard problems that people are ignoring Memory and storage costs are going up fast because AI data centers are eating all the supply Apple has to pay much more for these parts and this will hurt …
Michael Burry calls Palantir a “sand castle supported by the AI narrative,” arguing sentiment is driving valuation more than fundamentals (IBTimes) Palantir falls in the same window despite broader market strength, reinforcing his near term downside view He points to a head and shoulders pattern forming in the stock, framing it as shifting bullish psychology …
The E. Jean Carroll litigation is no longer just a civil court fight, it’s now feeding into new federal scrutiny over how outside funding was used to support the lawsuits. A DOJ probe is examining whether a Democratic-aligned nonprofit linked to Reid Hoffman improperly funded legal expenses tied to Carroll’s cases, raising questions about disclosure …
The FCC is telling all broadcasters they will be held to “public interest obligations” or face the same kind of aggressive scrutiny now hitting ABC. ABC has already been forced into early license renewal filings two years ahead of schedule under protest, calling the move unprecedented and politically coercive. The agency is also signaling it …
Treasury Secretary Scott Bessent claims the recent surge in bond yields and energy costs is purely transient in nature … He insists inflation expectations will normalize once regional Middle East supply routes stabilize and conflict volatility fades … Market analysts remain skeptical of this outlook as benchmark 10-year Treasury yields test levels not seen since …
Something very bad is brewing. Futures now getting REKT 💀 pic.twitter.com/E3bgYlDfVZ — QE Infinity (@StealthQE4) May 18, 2026 Futures getting CRUSHED Never seen a crash this big Tomorrow will be BAD Buckle up! pic.twitter.com/lrnHeCx622 — Michael (Hedge Fund Manager) (@HedgeFundFomo) May 17, 2026 If you think this is bad, beware this is only the appetiser …
🇺🇸🇮🇷 U.S. Ohio-class submarine entered Gibraltar last night. It surfaced, in public. Royal Marines on the Rock. Most people think this is Tomahawk pressure on Iran. It isn't. USS Alaska is a ballistic missile submarine. Nuclear Trident missiles, not cruise missiles. SSBNs are… https://t.co/o64bFlAxYV pic.twitter.com/NQBt1TqKHm — Mario Nawfal (@MarioNawfal) May 11, 2026 **Notable public sightings …
Trump Jr. and Eric Trump-linked investors reportedly bought into a shell entity tied to a Kazakh tungsten mining project That project is backed by up to $1.6B in U.S. government financing through export and development agencies The initial investment reportedly happened before full public disclosure of the merger structure Additional share purchases reportedly followed after …
by David Haggith Ninety percent of Americans feel the nation is in an affordability crisis—the new catch phrase for endless above-target inflation, which has become the new norm. The new norm, however, was just reported as getting wore, rising to 3.5% YoY inflation. The rise was due to the war and particularly fuel prices. A …
Iran can likely hold out against U.S. pressure for at least 2 to 3 months. The question is whether America can too. – Trump’s belief that the blockade will trigger an Iranian oil storage crisis is “greatly exaggerated” – Iran has already found workarounds: 52 ships reportedly bypassed the blockade within 72 hours per satellite …
30-year yield at 5% is not the real shock on its own The persistence above 4.5% is the part markets keep underestimating In 2000 the 30-year sat around 6.5% at peaks But US debt levels were nowhere near today’s ~$1.9T deficit scale Now the rate is lower, but the debt base is vastly larger That …
This is not a simple “bull vs bear” earnings setup It is a fight between clean-looking unit economics and fragile distribution control The bull case is built on a very tight story Fast margin expansionHigh gross profitabilityRising ARPUStrong cash positionBuyback authorization On paper, it looks like a business that has already “solved” monetization But that …
THE FED IS NOW PRIVATELY PREPARING FOR A POSSIBLE $2 TRILLION CREDIT MARKET COLLAPSE. For the first time in over a decade, the Fed has started directly asking U.S. banks to hand over their exposure numbers to the private credit market. This is the exact move regulators make when they stop trusting public numbers and …
Conservative commentator Tucker Carlson claimed on Friday that US President Donald Trump may be facing 'pressure' from Israel as he seeks to end the war with Iran, adding that the country has a history of 'blackmailing' US presidents https://t.co/t79NZ2vWat pic.twitter.com/odOSLVbqRN — Anadolu English (@anadoluagency) April 10, 2026 This aired in 2008. You don’t really know …
Sellers are moving toward buyers but not fast enough to restore volume the $40k average cut on a median priced home still doesn't close the affordability gap at 7% mortgage rates — Alan Stalcup | CRE Investor (@alan_stalcup) April 9, 2026 Buyers: wait. Rent. Watch. Renegotiate your lease. Sellers: sell sooner rather than later. Every …
BREAKING: The Bank of Japan’s total assets fell -$98 billion in Q1 2026, to $4.14 trillion, the lowest since Q2 2020. Since the Q1 2024 peak, the BoJ has reduced its balance sheet by -$590 billion, or -12.6%. Japanese government bond holdings fell -$84 billion in Q1, the largest quarterly decline since QT began. This …
Several countries across Asia are confirming they experienced major dollar funding losses last month amidst a cash crunch on surging demand for money to buy oil. Officials in Taiwan, Indonesia, India and in other places have had to scramble to contain the monetary pressure, causing several of them to expend significant reserves just to keep …
THIS HAS NEVER HAPPENED BEFORE 🚨 🚨NOBODY UNDERSTANDS WHAT THEY JUST TRIGGERED. 🚨 🚨 People always talk about Iranian oil in terms of barrels, but rarely about what’s actually inside them. That’s the key difference—and the reason Western refineries have quietly relied on back-channel networks through places like Dubai for years to keep getting it, …
let me tell you what just happened because most people are missing what Iran actually did.. for 47 years, closing the Strait of Hormuz was Iran’s biggest threat.. they said it in 1987.. they said it in 2012.. they said it again and again.. and they never did it.. because the threat was more powerful …
Iran Military News ☫ @IranMilitaryEN Strategic Assessment: The intensification of blind US attacks, which in some cases target civilian infrastructure such as airplanes or wheat silos in remote cities and have also damaged Iran’s industrial infrastructure, along with successive covert messages to start diplomacy with Iran, all of which have been met with Iranian indifference, …
JP Morgan analysts mapped out how the Hormuz closure may unfold over the world. The red lines are oil from the Persian Gulf. Asia: April 1. Europe: April 10. North America: April 15. Australia: April 20. This is a game to see who blinks first. JP Morgan analysts mapped out how the Hormuz closure may …
Analysis: A new oil shock is building. The next few weeks of war will be decisive for the economy. The clock is ticking on the U.S.-Israeli war in Iran. The emerging view from oil industry executives and analysts is that the economic and market fallout from the war could escalate sharply if the Strait of …
Originally published on my Substack. Fertilizer is getting stuck in transit, with shipments piling up on the wrong side of the Strait of Hormuz and plants in India, Algeria, and Slovakia shutting down or slowing while China restricts exports. Australian wheat farmers are planting less. U.S. corn and soy farmers are asking President Trump for …
🚨🌍 THE WORLD HAS 2–3 WEEKS BEFORE COLLAPSE Luke Gromen says supply chains are already cracking under pressure. He says if nothing changes, the global economy won’t hold much longer.@LukeGromen https://t.co/QYajJHCA85 pic.twitter.com/T4PyWG3vRl — Mario Nawfal (@MarioNawfal) March 26, 2026 Per Grok: If the US-Israel-Iran war extends another 2-3 weeks (now ~4 weeks in): – **Energy**: …
China’s industrial system depends heavily on fuel it does not control. Its factories, ports, shipyards, and military production all rely on imported oil and LNG to keep operating. That dependence means any disruption in supply routes or supplier stability is felt quickly inside the system, often before there is time to adjust. A significant portion …
The Trump administration will lift sanctions on Iranian oil stranded at sea under a one month license, while the president looks to seize Iranian nuclear materials. The pause, which applies to Iranian oil loaded on ships as of Friday and is set to end on April 19, comes as the White House tries to bring …
Something is happening inside the air travel system, and it is no longer subtle. The strain is showing up in staffing data, operational performance, and the way passengers are experiencing airports across the country. At the center of it is the Transportation Security Administration, where absenteeism has climbed sharply above normal levels. Reports show TSA …