Independent thinking for complex markets and current events
Something about this feels familiar. Not in the details, but in the tone. The warnings are starting to sound like they did before 2008. Quiet. Technical. Polite. But the words are the same. “Insurers shopping for better ratings on their private credit assets are creating a “looming systemic risk” to global finance, the chair of …
For a long time people said this couldn’t happen. That America would never turn its own soil into a bounty field. Now it’s being drafted in contracts. The government calls it “information gathering.” But everyone knows what this really is. Kristi Noem’s Department of Homeland Security is considering private contractors to help ICE track immigrants. …
“Patients are more likely to fall, get new infections, or experience other forms of harm during their stay in a hospital after it is acquired by a private equity firm.” https://hms.harvard.edu/news/what-happens-when-private-equity-takes-over-hospital “After private-equity firms acquire hospitals, the facilities’ assets and resources diminish significantly, leaving the facilities less equipped to care for patients.” https://www.nbcnews.com/investigations/private-equity-takes-over-hospitals-less-able-care-patients-jama-rcna164497 “Private equity …
Authored by Mike Shedlock via mishtalk, After a speech by Fed Governor Chris Waller in August, ADP stopped giving the Fed data. ADP vs BLS Private Payrolls – Month-Over-Month Lost Access The data in question is not the public data from which I produce monthly charts such as the lead chart. Rather, the Fed lost …
The entire economy runs on credit, and when it seizes up, this whole economy goes caput. Banks warning about private credit quality while funding its growth: Wells Fargo: $60B lent to private creditBofA: $33BPNC: $30BJPM: $22BTotal: Nearly $300B Can’t raise alarms about cockroaches when you’re the one feeding them pic.twitter.com/avZSHXZkR4 — junkbondinvestor (@junkbondinvest) October 22, …
AOC and Bernie jetting around like royalty. Socialism sure pays well when you’re the one selling it. pic.twitter.com/TqUIGokxT3 — Jammles (@jammles9) October 19, 2025 RFK Jr. flies economy with a carry-on. Bernie and AOC flew private to fight oligarchy.
The housing market has been the ONLY market that has remained oddly unphased out all the markets that have taken hits recently…and that fucker is GROSSLY OVER VALUED! — Blackpilled Millennial (@tronics_sniffer) October 12, 2025 I don't think you understand how truly fucked we are… Imagine 2008 but 10x the leverage, + a housing bubble, …
The golden age of graft isn’t coming. It’s here, and it’s smiling in a suit. Donald Trump’s new drug plan was sold as a crusade to crush Big Pharma, but behind the curtain, it’s a family business. The program, called TrumpRx, is supposed to help Americans buy cheaper medicine straight from the source. In reality, …
If you're going to criticize the socialist Mamdani for wanting to own grocery stores, you better criticize Republicans who want a share of Intel, of Nvidia or U.S. Steel. Owning even part of the means of production is a step toward socialism. It's a bad idea and a dangerous… pic.twitter.com/s31igmKg3M — Senator Rand Paul (@SenRandPaul) …
The gunfire came from inside a gated community in Lake Ariel, Pennsylvania. Police say the shooting happened Sunday afternoon in The Hideout, a private recreational neighborhood. Officers responded quickly, and a suspect was taken into custody. Officials have not released information on the number of injuries or whether there were casualties. Troopers emphasized that there …
A man walked into Sky Meadow Country Club in Nashua, New Hampshire, and started shooting during what should have been a quiet evening, and within minutes the place turned from a private retreat into a scene of panic, blood, and confusion, as people ran for cover, emergency crews rushed in, and the city declared a …
President Trump has signed an executive order directing the Pentagon to create a nationwide National Guard “quick reaction force” trained and resourced for rapid deployment to quell civil disturbances. Critics warn this effectively builds a presidential paramilitary loyal to Trump, eroding the traditional separation between civilian law enforcement and the military. Guest host Misty Winston …
A deranged leftist has been caught on camera firing shots towards a MAGA supporter’s home after ripping a Donald Trump sign from his property. Swain County Sheriff’s Office said they were called to a river rafting business in rural Bryson City, North Carolina, just before 6pm on September 6 to reports of gunshots. The chaos …
https://twitter.com/dadkc66/status/1965742232029528117 And how does Canadian PM Mark Carney plan to get from Ottawa to NYC for the General Assembly of the United Nations? By bike? Motor cycle? Car? It's 7 hr 28 min (440.3 mi) via I-81 S by car. — Belladonna Rogers (@BeladonnaRogers) September 10, 2025
The First Amendment protects speech, but only from U.S. government action, not from private companies, not from your boss, and not from foreign governments. It applies to everyone physically in the U.S., citizens, tourists, even undocumented immigrants, but its shield only works against federal, state, and local government attempts to censor, punish, or restrict speech, …
The housing market didn’t collapse. It was looted. The 2008 crash wasn’t a failure. It was a transfer. The Fed absorbed $2.7 trillion in toxic mortgage-backed securities from its bankster accomplices, dumped the fallout onto taxpayers, and called it stability. “The Fed still holds about $2.7 trillion in mortgage-backed securities, down only slightly from its …
arak, a former Israeli PM, schemed with a sex offender to fund Carbyne, a surveillance startup tied to Israel’s Unit 8200, while plotting an unsecured island visit. Recently leaked emails from former Israeli Prime Minister Ehud Barak show that he and Jeffrey Epstein discussed arranging a meeting with Palantir co-founder Peter Thiel in 2014. The …
The government wants control. Not oversight. Not partnership. Control. It starts with Intel. It ends wherever this administration decides. The Trump administration purchased a 10 percent stake in a private chipmaker. Now conversations swirl around Lockheed, Boeing, and Palantir. The logic is simple and raw. “We use them. We want a piece.” That is not …
The downfall of private credit will be epic. For all of my followers, don’t put your 401Ks in Private Credit please. byu/kmmeow1 inGenerationalRiches
Shock deal: America takes 10% of Intel, government now in the chip business How it started… how it's going pic.twitter.com/3Lq3iC1ult — zerohedge (@zerohedge) August 22, 2025 Our government should not have ownership in private companies. There are so many specific problems with an arrangement like this, but fundamentally, this is not who we are as …
Introducing: Richland High School Opening next week in Prosper, Texas Nobody builds high schools like North Texas pic.twitter.com/sIqzLfXeAQ — Amy Nixon (@texasrunnerDFW) August 7, 2025 Prosper ISD’s debt load is $5 billion with interest. “Prosper ISD’s 2023 bond package is the largest on Texans’ ballots… the total cost to taxpayers would be $5 billion with …
The Treasury quietly redesigned its bond strategy in plain sight. Scott Bessent said the Treasury has “a big toolkit” to stabilize markets if the Fed refuses to act.https://www.bloomberg.com/news/articles/2025-04-14/bessent-says-treasury-has-big-toolkit-if-needed-for-bond-market He also warned that yields have become too high: “It wouldn’t make sense for the government to ramp up sales of longer‑term securities given where yields are …
New law awaits signature while chaos spreads. GOV. JB PRITZKER @JBPritzker needs to sign this law tomorrow. We need this for our communities, this has to END. I’ve literally had to create a team to remove squatters over the years, this shouldn’t be the case. END THIS NOW! pic.twitter.com/8MNLsdR5nK — Ja'Mal Green (@JaymalGreen) July 19, …
Which has worked every time tried, ever, throughout history. 100% success rate. Great choice from a 30 something with no experience. — Jack Naneek (@JackNaneek) July 17, 2025
The UK’s National Health Service is showing signs of structural rot. Not just in funding, but in function. The latest Darzi investigation, commissioned by the Department of Health and Social Care, laid it out in plain terms: the NHS is in “critical condition.” Waiting lists have ballooned from 2.4 million in 2010 to over 7 …
Zohran Mamdani: "We will slowly buy up the housing on the private market and convert properties into communes" pic.twitter.com/u7RQxaERYt — End Wokeness (@EndWokeness) July 1, 2025 Communism…with animation. https://t.co/fq4kzNVzCr — Tom Fitton (@TomFitton) July 2, 2025
Flying private for recreation has always been marketed as status. Lately, it looks more like blind risk. In 2025, the fatal accident rate for private and charter aviation remains multiple orders higher than commercial carriers. NTSB data puts the number between 5 and 13 times for small aircraft. For charters, risk increases dramatically depending on …
VOO — S&P 500 tracker Yield: ~$3,900/year on $300K (roughly 1.3%) Pros Pure exposure to the top 500 U.S. companies Extremely low expense ratio (0.03%) Liquid, tax-efficient, and proven over time Long-term compounding machine with broad diversification Cons Low yield Little protection in drawdowns No active management or income focus Growth slows when the big …
Hillary Clinton received USAID funds despite hosting a $3 million wedding and owning a $10 million mansion. The Intelligence Community Inspector General confirmed Clinton violated the Espionage Act under 18 U.S. Code § 793. Her private email server contained Special Access Programs, which are more sensitive than Top Secret information. A review found several dozen …
Just when you thought your jaw couldn't drop any further… Donald Trump releases a private message sent by NATO Sec General Mark Rutte – with a very big claim, and written, it would seem, in the most Trumpian language (NATO has confirmed to BBC it is genuine). What a world. pic.twitter.com/TZiB7MeLtr — Mark Lowen (@marklowen) …