Independent thinking for complex markets and current events
Banks know exactly what they do. They buy bonds cheap, crash lending to force rates lower, and sell high. The Fed takes blame while banks laugh to the bank. This is not accident. It is the plan to transfer more wealth upward. Its happening, consumers are suffering, not just inflation but high credit card rates …
This is starting to feel familiar. US tech companies have now committed a record $850 billion in future data center leases for AI, up 204 percent from a year ago. Oracle alone accounts for about $250 billion. Meta added $79 billion. Microsoft added $41 billion. That is an enormous amount of money being committed before …
Trump, Lutnick's sons stand to gain big profits from billion-dollar mining deal: report https://t.co/doNmv4YMtB pic.twitter.com/cG0vsaz26I — New York Post (@nypost) June 29, 2026 The sons of President Trump and Commerce Secretary Howard Lutnick stand to see a big windfall after businesses tied to the families helped secure a $1.6 billion mining deal in Kazakhstan, according …
🚨 SAMSUNG, SK HYNIX, AND MICRON ARE GETTING SUED FOR ENGINEERING THE MEMORY CHIP SHORTAGE. The lawsuit, filed June 25 in California, accuses the three companies of using their pivot to AI memory chips as cover to cut production of regular DRAM, the memory used in everyday… pic.twitter.com/eqMQeb8jFt — Bull Theory (@BullTheoryio) June 29, 2026
South Korea’s stock market just showed how nervous investors are about one idea: Pay taxes on gains you have not actually collected. The KOSPI crashed almost 10% on June 23. Trading was halted for 20 minutes after the market hit a circuit breaker. The damage hit the heart of Korea’s market. Samsung and SK Hynix …
Something weird is happening underneath this rally. The companies making the most money are not always the ones getting rewarded. In the Russell 2000, unprofitable companies have jumped around 60% since April 2025. Profitable companies? Up about 38%. The entire Russell 2000 is up around 48%, beating the S&P 500 at about 38%. On the …
Energy titan Shell reports Q1 earnings of $6.9 billion, far exceeding analyst expectations of $5 billion… Climate campaigners and UK lawmakers attack the “obscene” windfall generated by the spike in global oil prices… The profit surge is directly linked to the Iran-Hormuz conflict which pushed Brent crude toward $120 in April… Shell’s stock rises in …
The energy titan reported an underlying replacement cost profit of $3.2 billion this morning, fueled by higher realized margins and the Hormuz blockade… Upstream plant reliability hit 95.7%, while stronger midstream performance helped offset the impact of regional disruptions in the Middle East… Reported profit for the quarter hit $3.8 billion, a massive swing from …
Sheer insanity. Amazon, Google, Microsoft, and Meta collectively are spending more money than the Manhattan Project *every single month*. More than 12x the Manhattan Project every year. And what they have got to show for it? None are making major profits on AI; none has a… pic.twitter.com/1XeMRxDcQX — Gary Marcus (@GaryMarcus) April 29, 2026 well …
Oh man. I just listened to the $TSLA call and it’s very cringe-worthy. Tesla was up ~4% on what seemed like a beat before the call and after the call, the stock ended down. Tomorrow might be even worse as people start to digest all the info. Energy business, which was supposed to be growing …
Source: https://www.cnbc.com/2026/02/28/berkshire-hathaway-brka-q4-2025-earnings.html Berkshire Hathaway reported a big decline in its operating earnings for the fourth quarter, due in large part to weakness in the conglomerate’s insurance business. Earnings from operations totaled $10.2 billion in Q4. That’s down more than 29% from $14.56 billion in the year-earlier period. This was the final quarter under Warren Buffett as …
$SPX has been going nowhere for months. That's about to change. Price is tracing out a bearish B-Wave triangle. If not already complete, one more bounce into the Daily FVG at 6,883–6,915 and the triangle terminates. What follows is a sharp C-Wave decline to SPX 6,720-6500.… pic.twitter.com/4AEmMSJl7s — TRIGGER TRADES (@TriggerTrades) February 28, 2026 What …
The Washington Post lost more than $100 million last year, according to a Wall Street Journal report, a substantial shortfall that led the paper to lay off a third of the company earlier this month. The Post’s leaders had been vocal about the financial challenges amid changing consumer habits, but have not shared precise numbers …
Layoffs over the last year: • UPS: 48,000 • Amazon: 32000 • Intel: 27,159 • Microsoft: 15,387 • Nestle: 16000 • Verizon: 15000 • Google: 12000 • Chevron: 8000 • Paramount: 7000 • Walmart: 7000 • Procter & Gamble: 7000 • Estée Lauder: 7000 • Citigroup: 6500 • Disney: 5500 • Salesforce: 5000 • HP: …
Big Pharma is clearly sweating. For decades they relied on mandates and lobbying to guarantee sales, and now someone is asking for real proof that their flu shot works. It is rare to see the system challenged like this, and the panic in the industry shows how entrenched those protections were. People watching this see …
Former House Speaker Nancy Pelosi and her husband made at least $130 million in stock profits over the course of the California Democrat’s 37 years in Congress — a staggering return of 16,930%. Pelosi, 85, announced this week she will retire when her term ends in January 2027. The San Francisco pol became famous as …
For the past three months, we've received a flood of questions about Candace Owens and her claims attacking Charlie's closest friends. For three months, we preferred to remain silent, but the attacks have not stopped. Today, I delivered this response. pic.twitter.com/JvlL0XP997 — Blake Neff (@BlakeSNeff) December 3, 2025
The Tesla paradox: the more profits fall, the more the stock rises. byu/cxr_cxr2 inTheTicker Over the past three years, the stock has risen by more than 120%, while revenue has grown by only 17% and profits have FALLEN by nearly 60%. h/t cxr_cxr2
Palantir is the corporate Big Brother. The CIA-backed company gets most of its revenue from government contracts. It profits from war, mass surveillance, and even dystopian “predictive policing”. Ben Norton shows how Palantir is run by extreme hawks who insist the West is “superior” to the rest of the world, and seek an “unfair advantage” …
If the AI revolution is real, why are companies changing the way the books are counted? 2–3 year hardware lifespan suddenly becomes 5–6, profits magically rise. $NVDA AI chip demand is built on lies apparently… according to Michael Burry. pic.twitter.com/Vc93KNWmGK — Kris Patel 🇺🇸 (@KrisPatel99) November 10, 2025 MICHAEL BURRY WARNS OF ‘EARNINGS FRAUD’ FROM …
⚠️This is INSANE: Retail investors' options volume spiked to a RECORD HIGH in October, according to Citadel Securities data. Mom-and-pop investors are now trading options TWICE as FREQUENTLY as they did last year. Also, their activity in 0DTE options hit a record ~60%. pic.twitter.com/cf4T9EIv3P — Global Markets Investor (@GlobalMktObserv) October 27, 2025 BREAKING: 🇺🇲 Starting …
Keep in mind, the Q3 average gold price was not much different from Q2. I am actually hoping they sell off after a disappointing earnings quarter, only to absolutely explode on Q4 earnings. — Doc (@EmmettBrownMD) October 20, 2025 The Fed is pissed about gold moving higher — Don Johnson (@DonMiami3) October 20, 2025
The chart below shows that labor’s share and capacity utilization often move in opposite directions because higher utilization today tends to amplify capital’s pricing power rather than labor’s bargaining leverage. In the late 1990s, utilization pushed above 83% while labor’s share drifted down, as globalization and lean supply chains let businesses capture demand without raising …
While the cattle focus on the US market, cracks have begun appearing elsewhere. pic.twitter.com/0xNzPgNRP0 — The Great Martis (@great_martis) September 18, 2025
Adobe sits at a strange crossroads where the numbers shout strength but the market refuses to listen and the gap between reality and perception is growing wider by the day. Cash flow per share climbs steadily while the stock price lingers at its lowest valuation ever. Subscription revenue continues to grow at 14 percent annually, …
Corporate profits demand that suburban consumers subsidize the huge energy consumption of AI data centers byu/Boo_Randy_II ininflation
For those who struggle to understand what’s happening here, what the original “ AI cartel” $MSFT – $NVDA is trying to achieve is to attract Lenders so debt can be raised to purchase GPUs ( $NBIS will try to use this contract as a guarantee). I wonder whether they are finally… https://t.co/1zXQ9oQbZI — JustDario 🏊♂️ …
Europe is frozen out. Russia just rerouted its natural gas straight to China for 30 years. Berlin is stranded. Brussels miscalculated. 🇷🇺🇨🇳‼️It has been decided: Russia stops supplying gas to Europe – All capacities go to China‼️ September 2, 2025 While Vladimir Putin and Xi Jinping exchanged documents in front of the cameras in Beijing, …
Crime is legal. https://t.co/KygCe6u0VT — Financelot (@FinanceLancelot) September 2, 2025 “The Trump family itself controls about 22.5 billion of the $WLFI tokens, suggesting that its holdings as of Monday afternoon were worth about $5 billion, making it one of the most valuable Trump assets” https://electionlawblog.org/?p=151872 That’s not a side hustle. That’s state-sponsored enrichment. The token …
95% of organizations that are pouring money into generative AI have little or nothing to show for it. That isn’t rumor. That’s MIT’s own conclusion. They say the machines can’t retain data. They can’t adapt. They can’t learn over time. So let’s stop pretending. They are not intelligent. Not artificial. Not anything. But Wall Street …