Independent thinking for complex markets and current events
Here is the set-up going into tomorrow and next week: Two weeks ago on Friday Trump pounded stocks lower in the morning by threatening to escalate the trade war with China. Last week, there were concerns over a renewed bank run. And early this week there was a momentum stock crash. Each time the lower …
$46.7 billion in revenue. A 56% jump from last year. A figure no chipmaker has ever touched. And the stock still fell more than 5% after hours. That is not strength. That is fragility revealed. The illusion is scale. The reality is concentration. The world’s most valuable chipmaker is leaning on a single platform, a …
If you've ever wanted evidence that Chinese data are completely made up, now's a good time for that view. The US imposed huge additional tariffs on China early this year. But China's GDP growth (black) is rock-solid and the PMIs also look suspiciously stable. This is fiction… pic.twitter.com/XLBC5GSgpC — Robin Brooks (@robin_j_brooks) August 10, 2025
The current US administration cannot stop one of the best Biden’s trick to masquerade the health of the economy, why? Guess what’s going to happen to stock the moment NFP prints collapse https://t.co/arwdoBy3s6 — JustDario 🏊♂️ (@DarioCpx) July 7, 2025
En route. https://t.co/IYWUnsv92A pic.twitter.com/icffQrEtAQ — The Great Martis (@great_martis) June 13, 2025 Missile landing in Tel Aviv pic.twitter.com/cS0GXLGtVH — QE Infinity (@StealthQE4) June 13, 2025 🔻Iran calls its operation "Severe Punishment” pic.twitter.com/J9zU84f5O9 — Informer (@X_Informer_X) June 13, 2025 🚨A senior Israeli security official tells Channel 12 that Israel has warned Iran that if it targets …