A hub for independent voices and hard truths
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 …
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 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 …
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 …
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 …
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 …
$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 …
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 …
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 …
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 …
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 …
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. …
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 …
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 …
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 …
⚠️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 …
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 …
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 …
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 …
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 …
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 …
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 …
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. …
Meta’s reported profits might be misleading because of how it accounts for depreciation on its capital base. James Chanos pointed out that Meta’s $210 billion capital base as of June 30, 2025, is depreciated over 11 to 12 years. The …
Tariff pain set to deepen in current quarter. Fox: General Motors shares T-boned by tariffs. The stock is diving 7% after the auto giant reported a 32% slump in quarterly profits due to a $1.1 billion hit from the tariffs, …
China’s industrial profits dropped 9.1% in May 2025 compared to the same month last year. That is the sharpest monthly decline since October. The fall is not isolated. It is part of a broader contraction that has now stretched across …
S&P 500 already trading back at peak 2025 multiples, only difference is that earnings estimates for this year are significantly lower. pic.twitter.com/vALbxftwDK — Michael J. Kramer (@MichaelMOTTCM) June 10, 2025 It looks like nobody is hedged pic.twitter.com/cBLSBJ1GdI — James Choi …
Historical profit margin swings over 20% warn of looming U.S. equity cycle change Dear AI, I hope that this time things are different, because every time the percentage deviation from the linear growth of the SPX profit margin exceeded 20%, …