Independent thinking for complex markets and current events
This week’s guest, Federico Faggin, helped invent the microprocessor – the technology that powers the modern world. By every measure, he had achieved success. And yet he felt something was missing. After a spontaneous and profound experience of consciousness, Federico began questioning everything he thought he knew about the nature of reality. What followed was …
This was actually a pretty revealing argument because both sides were talking about a different California. On Real Time with Bill Maher, Jonathan Martin defended living in California with the classic argument: Great weather. Great schools. Then Bill Maher immediately stopped him. The problem? What schools are we talking about? Because California has one of …
He was called “The Einstein of Brain Science.” A neuroscientist whose ideas quietly reshaped how we understand the mind, perception, and reality itself. In this talk, he doesn’t speculate. He demonstrates. What he shows challenges one of our deepest assumptions: that reality is simply out there, waiting to be perceived. Decades ahead of his time, …
The debate is no longer just: “Will AI change the world?” The bigger question is: “Did investors already pay for too much of that future?” A Michigan pension fund has sued Microsoft, accusing the company of misleading investors about AI and cloud growth. $MSFT getting sued for being down 20% by Michigan pension fund for …
Well, it’s because there’s too much money looking for SOMETHING to invest in. There are not enough shares available to buy. That’s another inflated bubble I personally had no idea existed. Watch the first 2 minutes of this video for why that is – also otherwise this guy is great in his plain, sarcastic blatancy. …
The market is currently pricing a speculative dream while ignoring the cold math of capital efficiency SpaceX just hit a $1.78 trillion valuation with a direct listing that ignored traditional wall street roadshows Compare that to Microsoft which holds a market cap near $2.9 trillion while generating massive recurring software profits Investors are pouring capital …
The idea that markets are efficient is failing to explain why the S&P 500 continues to hit new highs while consumer confidence sits at record lows. Morgan Stanley reports that the economy is splitting, with a massive rally in tech and semiconductor stocks driven by artificial intelligence spending while households struggle with weakening purchasing power. …
SpaceX targets a $135 share price at a $1.77 trillion total value. Morningstar cuts the company value to $780 billion, exposing a huge gap. STMicroelectronics grows data center sales to $1 billion to survive sector swings. Alphabet stock drops 10% from its high as investors pull back. Analysts say the company is worth less than …
The scary part isn't the 14%. The scary part is the context of 2011 vs today. In 2011, defaults hit 14% because unemployment was at 9%. Today, we are hitting 14% while unemployment is supposedly 'low.' It proves the 'Vibecession' is real: Consumers have jobs, but the jobs don't… pic.twitter.com/gTnf9b9i97 — The Quantified Universe (@TheQuantUni) …
Global inflation is now projected to hit 3.9% for the year, a jump that economists warn will hit developing nations the hardest as the cost of imported goods and energy erodes real income. While the U.S. economy is holding at a forecasted 2% growth rate, the U.N. report warns that European nations are dangerously exposed …
The prospect of a return to Volcker-era economics is no longer a fringe theory. As the 10 year Treasury yield continues its march upward, a growing chorus of macro analysts is warning that the current inflationary spiral is not a temporary spike but a systemic repricing. The argument for interest rates hitting 14% hinges on …
Then how do you explain people calling it a housing bubble in 2006 and people calling it a tech bubble in 2000. Just because everyone is standing on the beach filming the tide go out doesn't mean there isn't a tsunami coming. Humans love to ignore reality. — Financelot (@FinanceLancelot) May 5, 2026 ⚠️The AI …
100 LITERS OF GAS for $1 in ‘decimated’ Iran 16 liters for the price of WATER BOTTLE. pic.twitter.com/ec9AVDuz3z — Neelotpal Srivastav (@NS_Neelotpal) April 27, 2026
This video brings together disparate but connected events, starting with “donald trump” at a rally, followed by an explanation of “confidence” games, and a legal document detailing a civil rights case. We then explore breaking news concerning “5g” networks and their potential link to “cancer” rates. This “news commentary” offers a unique perspective on current …
🇨🇳 China is testing robot dogs with mounted machine guns, pushing warfare closer to a Terminator-like reality.pic.twitter.com/1H2IKZxibu — Mario Nawfal (@MarioNawfal) April 1, 2026
As shown below, the Walmart Recession Signal (WRS) currently warns of a potential recession or at least a significant economic slowdown. I haven’t published the WRS for some time and “Walmart Worries” just keep multiplying. For the details see my latest @ https://t.co/cmZvbGqspf pic.twitter.com/GU4EJg2Hx6 — Jim Paulsen (@jimwpaulsen) March 30, 2026 Walmart recession signal on …
Iranian Missiles Sow Panic, Destruction In Israeli Towns Sheltering from an Iranian missile attack on his town in southern Israel on Saturday, 17-year-old Ido Franky heard “terrifying” blasts like nothing he had experienced before. An Iranian missile hit Franky’s town of Arad, hours after another struck Dimona — home to a nuclear facility — wounding …
Not sure who is telling POTUS that supertankers cost $2 Billion? A brand new 320,000-dwt VLCC supertanker costs $125M right now. Used ones are much less expensive. And fertilizer bulkers even less. pic.twitter.com/izbDvZeMMZ — John Ʌ Konrad V (@johnkonrad) March 17, 2026 What is the value of a full VLCC supertanker? What is the value …
via Ashes of Pompeii The Strategic Folly of a (Serious) US Ground Invasion of Iran It simply can’t be done. Tucker Carlson recently spoke of a potential false flag operation designed to manufacture consent for a US ground invasion of Iran. Tucker is no longer an “insider” in Washington but he still likely has his …
Iran didn’t slowly become what you see on the news — it was psychologically taken. In this episode, I break down the real mechanism behind Iran’s transformation: the difference between a people and the system that cages them, how revolutions don’t shift power but shift who gets to use violence, and why fear — not …
The machines aren’t just coming for your jobs. Now, they want your bodies as well. That’s at least the hope of Alexander Liteplo, a software engineer and founder of RentAHuman.ai, a platform for AI agents to “search, book, and pay humans for physical-world tasks.” When Liteplo launched RentAHuman on Monday, he boasted that he already had over …
The last 20 months of Biden's presidency averaged just over 3% inflation (just under 3% in his last year). Here is Kennedy in June '24 as inflation stayed at or below 3% for the remainder of Biden's term. Costs have only risen since then. Where is the outrage now @SenJohnKennedy? pic.twitter.com/hyqSP4Q9Wg — GOP Absurdity (@ConservativeTa9) …
To summarize: Carnegie Mellon took over $1 billion from Qatar and gave the Qatar Foundation a say in the hiring of their VP of DEI, and now the school is being sued by a Jewish student who says the VP of DEI discouraged her from filing a formal antisemitism complaint…yikes. https://t.co/71v1xgAVvv — Steve McGuire (@sfmcguire79) …
By Jonny Haycock In this latest Gold Sessions, Jonny Haycock, Partner at VON GREYERZ, is joined by Alasdair Macleod to examine what may be shaping up to be a perfect storm for global markets. The discussion begins with Japan’s emerging role as a potential warning signal of wider sovereign debt stress, alongside accelerating de-dollarisation and rising geopolitical …
OMG. Doctor REFUSES To Admit Men Can’t Get Pregnant Sen @HawleyMO: Do you think that men can get pregnant? Dr. Nisha Verma: I hesitated there because I wasn't sure where the conversation was going or what the goal was… Hawley: Let me just remind you, you testified a moment… pic.twitter.com/HKtXMzjfA4 — Mr Producer (@RichSementa) January …
Here comes Santa. pic.twitter.com/EDchiOt10Y — Mac10 (@SuburbanDrone) December 20, 2025 What do I think of today's rally? I will wait until the close to decide. I don't know why I think this, but it could be a trap. pic.twitter.com/6hqIcv8R52 — Mac10 (@SuburbanDrone) December 22, 2025 MIRAN: IF WE DON'T ADJUST POLICY, WE RUN RISING RECESSION …
One of Kentucky’s largest bourbon producers apparently is pausing whiskey production at the end of the year. Jim Beam, which is one of the largest makers of American whiskey in the world, is planning to shut down production in Happy Hollow in Clermont on Jan. 1 through 2026. The visitors center on site will remain …
Non-Player Combat, an AI-generated reality show, features 6 contestants on an island trying to kill each other. The reviewer criticises its technical glitches, bland dialogue, and lack of creativity, calling it dull and uninspired. Despite scathing feedback, the article acknowledges potential future improvement in AI-driven media. Created with AI assistance. Quality assured by Metro editors. …
