Independent thinking for complex markets and current events
By Peter Reagan A thousand dollars looks like a great deal in a maternity ward. Eighteen years later, when that baby is preparing for college, looking for a first home or trying to build an adult life, the same thousand dollars may not look quite so substantial. That does not make Trump Accounts a bad …
via gainspainscapital The U.S. is looking poorly on the global stage. For one thing, the debacle in Iran is dragging on far too long. Iran’s military capabilities are nowhere near the level of the U.S. And while the U.S. has crippled Iran’s navy, air force, and most of its missile defense systems, the latter nation …
The company is now considering cutting up to 100,000 jobs, roughly double earlier workforce reduction plans. Several major factories, including Hanover, Zwickau, Emden, and Audi’s Neckarsulm plant, are reportedly at risk as management looks for deeper cost savings. The proposed cuts would come on top of restructuring already underway across Volkswagen, Audi, Porsche, and the …
by Martin Armstrong Canada’s inflation rate accelerated to 3.2% in May, coming in above expectations and once again exposing the fantasy that inflation was somehow defeated. Policymakers spent the past year congratulating themselves for bringing inflation down, yet the cost of living continues to rise while the economy itself is sliding toward recession. This is precisely the …
The U.S. military was charged $4,361 for a half inch metal pin that costs $46. Why? Defense contractors—with ties to private equity—are raking in excess profits. Instead of cracking down, Trump's DoD is inviting private equity to be MORE involved in our national defense. pic.twitter.com/uIAAz2eNTw — Elizabeth Warren (@SenWarren) June 22, 2026 Senator Warren posted …
Something strange is happening in the bond market. The Fed spent years shrinking its balance sheet through quantitative tightening. Then QT ended in late 2025. Now the Fed’s balance sheet is around $6.7 trillion and has started growing again through Treasury bill purchases designed to keep enough reserves in the banking system. Supporters call this …
This number is what caught my attention. China’s government debt to GDP ratio jumped from 90.4% to 99.2% in one year. Almost a 10 percentage point increase. That means debt grew much faster than the economy. China’s official GDP growth in 2025 was about 5.0%, but government borrowing increased at a much faster pace. And …
“They’ve collapsed tunnel entrances and placed explosive mines around underground sites believed to hold the uranium. Most of the material is believed to be stored in tunnels at the Isfahan Nuclear Technology Center, with roughly half a ton of highly enriched uranium now reportedly harder, slower, and more dangerous to access. This came after public …
Don’t take away the meth, just hand out dental work on your dime. Democrats destroy everything they touch, now funding junkie tooth repairs. Bass pushes addict dental plan while California streets stay a disaster. This clown world gets dumber daily. Taxpayers funding the teeth they grind off. KAREN BASS REALLY IS A DUMB ASS! PEOPLE …
EU energy commissioner warned this morning that even if the Iran war ended today the energy crisis could last years with jet fuel shortages grounding routes and diesel next in line plus potential catastrophic economic fallout beyond energy. The best case scenario still means years of tight energy supply. PROLONGED ENERGY CRISIS AHEAD, EU WARNS …
The incident happened around 12:30 p.m. Monday when the Robinson R44 helicopter crashed into a vacant warehouse near the 3800 block of South Congress Avenue, Boynton Beach Police and Federal Aviation Administration officials said. A helicopter that crashed into a Boynton Beach warehouse on Monday killing the two people on board was apparently experiencing an …
The only problem is winding down. The war doesn’t end it https://t.co/fQwCfazoOQ — @mcm_ct_usa (@mcm_ct_usa) March 20, 2026 We control the Strait Iran has no Navy NATO will help us take the Strait back Oil tankers are flowing through the Strait Oil tankers aren’t flowing through the Strait Iran’s Naval and Missile capabilities have been …
NEW: 🇮🇷🇮🇱🇺🇸 Politico from a White House source: "The Trump administration sees that oil prices will not become a political problem before 4 weeks The US administration has not thought of changing its military strategy to confront the rise in oil prices The US administration… pic.twitter.com/rt2oAMdBjB — Megatron (@Megatron_ron) March 11, 2026 TRUMP ADMINISTRATION BELIEVES …
TraderHC @traderhc We’re cooking. Bonds just sold off on a clean inflation print. Read that again. CPI came in benign. The 10Y still rose to 4.18%. When good news can’t push yields down, the problem isn’t inflation. It’s term premium. The market wants more compensation to hold long-duration government debt. $TLT breaking below its lower …
via notayesmanseconomics 2026 has started at quite a pace in economics and financial markets. A further push to events took place late of Friday evening UK time as something we had been expecting took place. NEW YORK/LONDON — The yen rose sharply against the dollar in volatile trading Friday, hitting the 155 yen range as …
Japan’s debt is a ticking time bomb and the whole world is about to get shredded while everyone pretends zero interest rates fixed anything. You've got to start asking: who's going to pay Japan's debt? Population growth is negative. Aging demographics are overwhelming the working. People aren't starting families. So who wants to buy their …
NEW: Records show US Capitol Police Capt. Michael Byrd, who fatally shot unarmed J6 protester Ashli Babbitt w/o warning, has been running an unaccredited day-care center w/ wife Kaleska from their MD. home since 2008. MD. rec's $190m in HHS day-care funds.https://t.co/Ly2JCVx966 — Paul Sperry (@paulsperry_) January 6, 2026 Wowza! That’s in addition to his …
Everything is breaking records at the same time and that’s not strength, that’s stress. When stocks, gold, debt, and delinquencies all hit highs together, it means the system is being force fed cheap money. Cutting rates now doesn’t fix the problem, it pours gasoline on it. This rally isn’t confidence, it’s desperation dressed up as …
An American goes to the ER for high blood pressure. He’s there less than TWO hours. No surgery. No scans. The bill comes back at $41,297 — even AFTER he’s paid his FULL out-of-pocket max. This isn’t healthcare — it’s extortion. pic.twitter.com/8czWauKyG8 — MatrixMysteries (@MatrixMysteries) December 24, 2025
via notayesmanseconomics Today the European Central Bank has a policy meeting and not much is expected apart from them wishing everyone a Merry Christmas. Actually in its own way that is a defeat as surely it should be Felix Navidad. But underneath the surface a lot is going on and we can look back to …
When Nvidia this week said it would take a $2 billion stake in chip design company Synopsys, it was just the latest in a string of massive investments announced by the chipmaker this year. Nvidia has also said it would take a $1 billion stake in Nokia, invest $5 billion in Intel and $10 billion …
A systemic problem in our cuntry byu/Effective_Reach_9289 intucker_carlson Meet the Chicago DEI judge who let 15 time felon go free — who later set woman on fire. Judge Teresa Molina-Gonzalez (D) who let Lawrence Reed out before he lit a woman on fire despite prosecutors begging to keep him detained and 72 prior arrests, basically …
This is the real Carney. He’s now using our tax dollars to make this happen. And if you aren’t on board & not part of the solution, you are part of the problem. This is the real Carney. He’s now using our tax dollars to make this happen. And if you aren’t on board & …
We should wish Ukraine and Europe the best of luck. It is their problem now. We should focus on cleaning out Venezuela, Columbia, and Mexico that are poisoning Americans. — Jim Collins (@JimCollinsJr) November 20, 2025
Honda recalls 256K cars nationwide over potentially dangerous software glitch Accord Hybrid models from 2023-2025 are potentially affected by the software error Honda announced Tuesday that it is recalling roughly 256,000 Accord Hybrid vehicles in the U.S. due to a software glitch that could cause “loss of power while driving,” increasing the risk of a …
Student loans (yellow) are a problem (getting worthless degrees). But the overwhelming problem is mortgage debt (green) byu/RobertBartus inEconomyCharts “Now you can't afford a 50-year mortgage so you're taking out a 100-year mortgage to pay $500 less a month but pay $3 million more in interest to the Bank?" byu/TonyLiberty inFluentInFinance “Now you can’t afford …
Neither one of them touched on the real problem. The people coming over the border for expensive surgeries are not collapsing the healthcare system. It is the MILLIONS of illegals who blew past our border during Biden’s reign who are bankrupting the healthcare system. Yes – we… — Myrtle (@MyrtlesGirdles) October 6, 2025 Neither one …
The lights are still on, but keeping them that way is getting expensive fast. No one in charge wants to admit how bad it has become. Electricity in the average U.S. city now costs 18 cents per kilowatt-hour. That is a 35 percent increase in five years. Prices are rising faster than wages, faster than …
Also, I think Hillary Clinton saw this post. She posted this right after I did. 😳 It’s been fun guys. Nice knowing you… pic.twitter.com/WIFPRIK2Yt — C3 (@C_3C_3) September 17, 2025
