Independent thinking for complex markets and current events
Foreign buyers stepping back from US debt market. This means more money printing and yield control later. Pain moves from bond markets to currencies and inflation. Japan holds about $1.21 trillion US Treasuries. UK holds about $937 billion. Both now face rising yields at home. Japanese 10-year and 20-year JGB yields at 30-year highs. BOJ …
In the months leading up to Jeffrey Epstein’s arrest on federal sex trafficking charges on July 6, 2019, a small U.S. Virgin Islands bank he owned that had employed no one and laid dormant for years suddenly came alive. A flurry of transactions totaling more than $20 million passed through the bank named Southern Country …
Something bigger may be developing behind the scenes. Trump and Vladimir Putin reportedly spoke for about 85 to 90 minutes on July 4 in what the Kremlin described as a businesslike and highly constructive conversation. According to the Kremlin, Trump reiterated his willingness to help bring about the earliest possible end to the war in …
Peter Schiff, host of The Peter Schiff Show, explains why he believes a major market crash, bond crisis, and inflation surge are still ahead, discusses Japan as a potential trigger for global financial turmoil, and outlines why he expects gold to ultimately outperform stocks, Bitcoin, and the U.S. dollar.
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 …
“Our AI is shit, so we make more money renting out the GPUs to other companies to recoup some of our expenses.” h/t tke248
BofA cites CFO transition as the big red flag causing the 7 percent pre market drop. They just hired the ex Visa North America CFO specifically to crush the US launch next year. Investor Denis and the thread catch Wall Street doing the exact same old game again. People call it out as straight bullshit …
The old advice is simple but still being ignored at scale: use a password manager and turn on 2FA everywhere it matters. The reality is most breaches still start with reused passwords or stolen credentials, not “elite hacking.” Password managers remove the human failure point by generating and storing unique credentials per site, which kills …
Financial disclosures show the exact buy before the announcement. HuffPost confirms the publicity jackpot for his personal stake. Reddit corruption map drops the full web linking Roberts court straight into the admin. This isn’t random. It’s the full family and financial capture running in plain sight. Swamp didn’t drain. It just upgraded its hardware. America …
Yang drops the bomb. A dozen CEOs privately told him they’re firing people with AI and will never admit it publicly. Newsom sits there smiling after years of sucking Silicon Valley cash and vetoing real rules. Now he’s suddenly “protecting workers” and hugging Elizabeth Warren. Pure 2028 desperation theater. Jobs are getting wiped while this …
Rich investors moving into gold, foreign currencies, and overseas assets while U.S. GDP growth just got revised lower again to 1.3%. Average 401(k) balances dropped again in Q1 as market volatility keeps hitting retirement accounts tied almost entirely to U.S. equities. CEO confidence is falling sharply too, with executives increasingly worried about Iran, inflation pressure, …
They sold us on cheap smart tools and now even big names run out of money in months. When the bubble starts leaking from inside the companies themselves you know the party is ending fast. This shows that the traditional software model does not work for generative AI. You cannot just pay a flat fee …
Nvidia teams now spend more on compute than full time salaries while Uber burns entire yearly budget in four months… Executives hype endless efficiency gains and stay quiet on the real cost overruns… MAJOR COMPANIES PREPARE TO CUT BACK ON ITS AI USE AI NOW COSTS MORE THAN HUMAN WORKERS — Merlin Capital 🧙♂️ (@merlinscapital) …
US–IRAN TALKS HARDEN OVER NUCLEAR AND STRAIT OF HORMUZ Pakistan’s interior minister is in Tehran for new talks, according to Al Arabiya sources. The U.S. has intensified demands on Iran over its nuclear program and security in the Strait of Hormuz, while signaling it will not… — *Walter Bloomberg (@DeItaone) May 20, 2026 IRAN CLAIMS …
If the Strait of Hormuz doesn't open soon, then no amount of money printing will be able to stop what is coming. — Anthony M. Hopper (@elander777) May 15, 2026 Global money supply is now up to a record $121.9 trillion. Over the last 2 years, money supply has soared +$17.1 trillion, or +16% byu/RobertBartus …
Walmart started cutting around 1,000 positions mostly in corporate and supply chain roles this week. Company pointed to efficiency gains and shifting consumer habits as main drivers. Cuts spread across a few distribution centers and headquarters teams without big store impacts. Retail giant still plans steady hiring in other areas like e-commerce and pharmacy. Move …
There is something about the silence in this video that makes it louder than a riot. You see a man who clearly just finished a shift at a real job, and instead of going home, he is on his hands and knees picking up garbage that shouldn’t be there. He isn’t waiting for a government …
via notayesmanseconomics Over the past week or two we have seen a rather curious development if you consider that the Strait of Hormuz is still closed. It has been highlighted today by the news from Nihon or Japan. The benchmark Nikkei 225 index has passed the 63,000 mark for the first time. Investors returned on …
Amazon Meta Microsoft Google earnings keep climbing on paper while real cash gets vaporized on AI buildouts. ⚠️ Private Credit woes won’t help this either… https://t.co/jjd0dvp99o — Kap (@AustrianEcon201) May 7, 2026
Inside the Quiet Republican Effort to Flip Fetterman. If Fetterman does flip, according to officials who were given anonymity to talk about sensitive matters, it will be thanks in large part to his deepening friendship with a pair of senators and their high-profile spouses: Sen. Dave McCormick (R-Pa.), and his wife Dina, and Sen. Katie …
Next up: Gemini casually suggesting edits using your actual kids’ faces or auto-generating “memories” you never asked for. And you’ll still click accept because it’s “convenient.” Google Starts Scanning All Your Photos As New Update Goes Live This is coming first to the U.S. before it rolls out everywhere else. Google assures that “bringing personal …
by Martin Armstrong The Banco Central do Brasil has raised gold’s share of reserves from 3.55% to 7.19% in just one year, effectively doubling its exposure and making gold the second-largest reserve asset after the US dollar, while total reserves stand at approximately $358.23 billion and the dollar’s share has declined to about 72%, marking a …
Germany has banned unrestricted travel for its citizens. Since January, all men aged 17 to 45 must obtain permission from the 🇩🇪 Bundeswehr if they intend to leave Germany for more than three months — whether for work, vacation, or long-term travel. The requirement is permanent. The change came into effect almost unnoticed as part …
We’re approaching a long-term trendline that has held since the 2020 lows — and momentum is building. Key levels to watch: • First resistance: 95–100 • Macro breakout zone: 135–140 (cycle-level) What’s interesting is the sequence: Precious metals moved first. Then industrial metals followed. Energy came next. Now it’s agriculture’s turn. This rotation across commodities …
https://x.com/WhiteHouse/status/2036986672131326340?s=20 and the launching one is deleted uploaded it to a hosting site https://limewire.com/d/GglO1#cCZKkvniZY https://www.instagram.com/reel/DWVIQDfkXFq BREAKING: 🇺🇸🇮🇷 The Pentagon is drawing up “final blow” options for Iran. Invading Kharg Island. Seizing Larak. Taking Abu Musa. Blocking Iranian oil exports. Or ground operations inside Iran to secure highly enriched uranium. Iran’s parliament speaker says they already …
The historic moment when the dictator of Cuba, Miguel Díaz Canel, announces on national broadcast that they have given in to the pressure and are officially in negotiations with the United States. 🇺🇸🇨🇺 El momento histórico en donde el dictador de Cuba, Miguel Díaz Canel, anuncia en cadena nacional que han cedido a la presión …
Several developments appearing together suggest this conflict may be revealing far more than battlefield damage. It may be exposing cracks inside governments, militaries, and alliances that were not supposed to be visible. One of the most striking revelations involves how deeply Iran’s leadership appears to have been penetrated. Analysis circulating in recent reports says Israeli …
I verified this and it’s true “Lab-grown chocolate is coming to shelves in 2027. Oreo, Cadbury and Toblerone are already funding the Israeli biotech producing it because a lab is cheaper than a farm” “Cadbury has been quietly replacing your chocolate — This dairy milk isn't… pic.twitter.com/VgTyNkppsW — Wall Street Apes (@WallStreetApes) March 8, 2026 …
JUST IN: The United States quietly put its nuclear command aircraft in the air over the Gulf this week. Most people do not know what that means. They should. The E-6B Mercury is not a combat aircraft. It carries no weapons. It exists for one purpose and one purpose only: to ensure that if everything …
They all knew…But they chose this pic.twitter.com/lasbyrxzBL — Ounka (@OunkaOnX) March 2, 2026 🇺🇸🇮🇷 IRAN HAD AGREED TO ZERO NUCLEAR STOCKPILE! "Trump had a massive win there. He could have declared victory. Instead, he chose to declare war."– Former Obama advisor on Nuclear deal pic.twitter.com/f9hrkNOOyX — Radar 𝘸 Archie🚨 (@RadarHits) March 2, 2026 Mario Nawfal …