Independent thinking for complex markets and current events
The Fraud is out of control. America has become an economic zone to be pilfered rather than a beloved country Those of us with WWII vet grandparents feel ill that this is what’s become of what they fought for — Amy Nixon (@texasrunnerDFW) March 13, 2026 Seriously, all of them with the last name Patel?! …
This is a serious problem for the Mag 7. Share buybacks always put a floor on how low these stocks could drop. It gave their shares a steady bid every quarter How do their stocks stay valued at $4 trillion without the buybacks? Microsoft is already rolling over💀 https://t.co/dzFek20ChN — QE Infinity (@StealthQE4) February 10, …
Today I met with Governor Walz, Mayor Frey, and top law enforcement officials to discuss the issues on the ground in Minnesota. We all agree that we need to support our law enforcement officers and get criminals off the streets. While we don’t agree on everything, these meetings… — Thomas D. Homan (@RealTomHoman) January 27, …
via notayesmanseconomics We find ourselves in what has become a rather familiar situation for 2025 where there is pressure for lower official interest-rates, but bond yields do not play ball. We can start with the former and as so often this year President Trump is making headlines. President Donald Trump suggested he would fire Scott …
1-yr CPI swaps are falling rather noticeably.. pic.twitter.com/BCqoN4fPRh — Michael J. Kramer (@MichaelMOTTCM) November 19, 2025 Grok: 1-year CPI swaps are financial contracts betting on future inflation (Consumer Price Index). The rate falling means markets expect lower inflation over the next year—currently around 2.58%, down 3.26% recently. This could signal economic cooling, Fed policy impacts, …
China choosing to escalate rather than deescalate. China has a near universal monopoly on rare earth minerals needed for essentially all modern manufacturing. This is a major problem. pic.twitter.com/qHeqtojax3 — Spencer Hakimian (@SpencerHakimian) April 13, 2025 BREAKING: China suspends exports of certain rare earth minerals to the United States. — Financelot (@FinanceLancelot) April 13, 2025 …
OpenAI’s o1-preview AI found a devious workaround when faced with losing to Stockfish – it hacked the game files instead of playing moves. Without any prompting for mischief, it chose system manipulation over accepting defeat. Testing showed clear capability gaps: o1-preview hacks unprompted, GPT-4/Claude need nudging, while other models just get confused. Looks like some …
by CyberInu4200 Need smooth brained ppl to comment. When you look at post 2008 (GFC) there was a relatively stable uptrend till 2020. After that we pretty much saw the stimulus check bubble burst in 2022 and now I could somewhat see the AI bubble burst later on. Not really based on what AI can’t do, …
$7 trillion is now sitting in U.S. money market funds, a record high. This happens because the fed overnight rate is close to 5% at this time, so it makes no sense for banks to park money there ONLY for them to have to pay customers the same rate. There’s no room for any profit …
https://twitter.com/gekoft/status/1855908644891615391 That feeling of disbelief 😂😂 pic.twitter.com/77egbtuU6X — Raunak Sinha (@RaunakVerse) November 11, 2024
If Nvidia’s results are cooked, it could trigger the biggest market correction since the dot-com bubble. IF Nvidia financial results are cooked (or any of their major customers – many of which are receiving federal funds)… It would be the biggest correction since the dot-com – 7 stocks driving the entire market and the greatest …
Vivek is very good at saying ‘move away from the insults and accusations and give me a policy issue that makes you feel so strongly’. It’s quite wonderful. — Polly (@PursueOptimism) September 21, 2024 I think something has lit a fire under Megyn Kelly recently She's now unapologetically calling out every single lie she hears …
The Canadian Dollar 🇨🇦 trend looks rather ominous. https://t.co/8mUoLq2NY7 pic.twitter.com/ipw8hce2WU — Financelot (@FinanceLancelot) July 29, 2024
Indeed, great damage was done today to the public’s faith in the American legal system. If a former President can be criminally convicted over such a trivial matter – motivated by politics, rather than justice – then anyone is at risk of a similar fate. https://t.co/zrHCyIZazh — Elon Musk (@elonmusk) May 31, 2024
The U.S. stock market soared to a new record high over the past week, but there may still be trouble on the horizon, according to JPMorgan analysts. The forecast from JPMorgan’s chief market strategist Marko Kolanovic is one of the most pessimistic on Wall Street. He and his peers see the S&P 500 ending the …
The above video is an Oxford debate Pelosi attended. At a few points she gets involved. The guy is the usual pompous brit but makes excellent points. h/t Guest
Mark Cuban: I’d Vote for Joe Biden Even if ‘He was Being Given Last Rites’ (Mark Cuban) said that he voted for Nikki Haley in the Texas Republican primary and will be backing Biden in the general election if he faces off against Trump. On the issue of Biden’s age, Cuban said that would not …
Revised GDP at 4.9%, market distrust raises concerns of an imminent asset crisis. 🚨 US 🇺🇸 GDP came out at 4.9%, revised down from 5.2%. How do you justify lowering interest rates to stimulate the economy when the data shows the economy doesn't need stimulating? ⚠️ At the same time, US 10Y Treasury Note yield …
They did a terrible job disguising their war intention against the Middle East. Israel was supposed look like the victim who was attacked but they completely screwed that up. Now both the U.S. & Israel look like the aggressors, which makes me think another false flag is coming. https://t.co/i805klxzzE — Financelot (@FinanceLancelot) October 20, 2023 …
The Bear Market never ended. The end of this bear market rally is rapidly approaching……. https://t.co/kf0JCvL7XA — Win Smart, CFA (@WinfieldSmart) October 5, 2023 G, we already there… Long-duration US TSY bonds have now lost more in % terms than stocks did during the GFC in 2008-2009 The drawdown in Vanguard Ext Duration Treasury ETF …
(7a) Lower Priced Teslas The average price of a used Tesla is over $24k lower than the peak last July. Video: https://t.co/uwLwbR3ssh pic.twitter.com/9qfGaCetiH — Charlie Bilello (@charliebilello) July 19, 2023 h/t Simian_Stacker
It’s time to start calling out NATO corruption The very organization designed to keep us out of nuclear WW3 is now dragging us faster towards it than anything else If NATO puts our national security & global stability at such great risk, it’s time to reform Peace not war! — DC_Draino (@DC_Draino) July 5, 2023 …
LinkedIn says that the next big job-market change is hiring on the basis of skills rather than degrees. — unusual_whales (@unusual_whales) June 13, 2023