Independent thinking for complex markets and current events
People don’t realize what’s about to hit grocery stores this summer. In mid-March 2026 the United States fertilizer supply was at 75 percent of normal levels at the exact moment Corn Belt farmers were preparing their soil for planting. The Strait of Hormuz, which carries approximately one-third of all internationally traded fertilizer, has been effectively …
JP Morgan analysts mapped out how the Hormuz closure may unfold over the world. The red lines are oil from the Persian Gulf. Asia: April 1. Europe: April 10. North America: April 15. Australia: April 20. This is a game to see who blinks first. JP Morgan analysts mapped out how the Hormuz closure may …
bessent saying more ships going through hormuz while amena bakr tracked exactly which ships. chinese COSCO vessels with revolutionary guard inspection and $2M tolls. more ships going through is technically true. who they belong to and what they pay to transit is the part bessent… — Stephen Lee (@Go_Crene) March 30, 2026
by Michael It appears that Iran is quietly getting quite a bit of help from Russia and China. As you will see below, it is being alleged that China is mass producing drones for the Iranians, and one report is claiming that hundreds of Chinese military and technical personnel are “feared dead or slowly suffocating” …
Wall Street Mav @WallStreetMav Many people are looking at Iran too narrowly. They are not considering that eliminating Iran’s leadership is part of a larger more important strategy, weakening China and protecting Taiwan. China imports 70% of it’s oil. Venezuela and Iran accounted for 2 million bpd of imports and that oil was heavily discounted …
by Michael The elite aren’t stupid. They can see that our society is coming apart at the seams all around us, and so they want to live some place safe. In fact, for many among the elite security has become the number one priority when choosing a new home. Unfortunately, the vast majority of us …
This kind of labor data doesn’t drift by accident. When cuts hit this hard and long-term unemployment jumps past that line, it usually means the slowdown already slipped out of control and nobody wants to admit it yet. People don’t realize how badly the economy is doing. It’s literally unprecedented. https://t.co/XbdXHHNmw8 — Andrew Lokenauth | …
This is why there is literally “no bid” in housing unless you are wealthy and paying cash. https://t.co/p538tx6F5H — QE Infinity (@StealthQE4) October 23, 2025 Sellers Are Getting Ghosted: 15% of Homebuying Contracts Were Canceled in September Housing costs are frightful and economic jitters are in the air, leading some buyers to leave sellers in …
JUST IN 🚨: U.S. M2 Money Supply jumps to a new all-time high of $22.2 Trillion 🤑 pic.twitter.com/tAVX6YZsWm — Barchart (@Barchart) September 23, 2025 Every new dollar weakens the old ones and people feel it every day when groceries cost more, when rent eats paychecks, when savings vanish in silence. This is how empires rot, …
He said the market is high. https://twitter.com/fiatmoneysucks/status/1970640552535441662 Gold is at all time highs Money market assets are at all time highs Stocks are at all time highs Housing prices at all time highs This isn’t an everything bubble This is an everyone has too much money bubble — Ben Carlson (@awealthofcs) September 23, 2025 JEROME …
The labor market may already be contracting, and when the official numbers arrive, the public could finally confront the fragility that has been quietly building. …and if you are lucky to land a new job, it will be at a compensation level well below your current or last job. We didn’t learn our lesson in …
You realize how misguided some people really are in this game or risk/reward. — Chris (@StonkChris) August 21, 2025 Oops! 👇🏼$QQQ $NDX pic.twitter.com/JkSXMLJ1c7 — Kalani o Māui (@MauiBoyMacro) August 21, 2025 *META FREEZES AI HIRING Well at least I warned you. https://t.co/o058ZHJp4Q — Spencer Hakimian (@SpencerHakimian) August 21, 2025
The bond market is jittery, with investors offloading bonds and pushing yields up, like the 30-year U.S. Treasury hitting 5.13%, the highest since 2007. A new House-passed tax bill, now in the Senate, could add trillions to the U.S. debt. Moody’s recent U.S. credit rating downgrade and sticky inflation are fueling fears. Higher yields mean …
As Thomas Sowell puts it, it takes considerable knowledge just to realize the extent of your own ignorance. — PownalForever (@PownalForever) May 22, 2025
by Michael Consumer sentiment is plummeting, delinquency rates are rising, and nearly three-quarters of all U.S. consumers admit that they are “financially stressed”. If U.S. consumers are experiencing this much pain now, what will things look like six months from today if there are empty shelves and widespread shortages? We witnessed a brief period of severe financial …
Luke Gromen, Founder & President of Forest For The Trees joins James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth in discussing the outlook for economic growth, the U.S. dollar, inflation, monetary policy, and gold.
For 2024, long-term capital gains offer a rare tax loophole for married couples filing jointly. If taxable income stays below $96,700, those gains are taxed at 0%. With the standard deduction of $30,000, that effectively means a couple can make up to $126,700 in total income and still owe nothing on long-term capital gains—assuming no …
We’re in a new speculative mania and it’s starting to feel eerily familiar. This new mania could end like the last one—just pay attention to the signs. Imagine when they realize what a real bottom looks like. pic.twitter.com/QOYOMqHChU — Guilherme Tavares (@i3_invest) March 12, 2025 I’m hearing markets are cheap again. Just a reminder. https://t.co/xfStBRsHDT …
by Michael We really are at one of the most pivotal moments in human history. Decisions that are being made now will have very serious implications for every man, woman and child on the entire planet. We have entered a time of “wars and rumors of wars”, and we have seen so much death and destruction …
19% of people are bringing their parents???? — Abigail Jackson 🇺🇸 (@abigailmarone) July 29, 2024 I got turned down for a job Asked why They said I scored too high on the testAnd smart people got bored at that job I convinced them to hire me anyway They turned out to be right Lasted a …
Authored by Charles Hugh-Smith via oftwominds, Maybe we should rephrase the slogan to “you’ll appear to own things you don’t actually control and be happy.” The World Economic Forum’s catchphrase you’ll own nothing and be happy was widely mocked as an eyebrow-raising vision of a “sharing economy” future without the implicit agency granted by full ownership. Renting stuff …
by Michael If stock prices are going to start plunging just because inflation is running a little bit hotter than expected, what is going to happen once the market finally realizes that the entire economy is literally starting to come apart at the seams? Consumer delinquency rates are spiking, the commercial real estate crisis is rapidly picking …
After this deaf man's cat realized that meowing was useless, he learned to communicate with him through signs. pic.twitter.com/St04bzdHYr — Fascinating (@fasc1nate) January 2, 2024 After this deaf man’s cat realized that meowing was useless, he learned to communicate with him through signs. https://twitter.com/_/status/1742040113876811809 Gorilla using sign language to communicate that he isn’t allowed to …
by welp007 IN a few months we will realize, no one was ever planning on paying anything back — axcilla (@axcilla) November 28, 2023 Banks Face Large Losses and Potential Job Cuts Due to China’s Property Sector Bailouts China’s banking sector is under severe stress, tasked with propping up its faltering $57 trillion property industry. …
Many are realizing the US government manipulates economic data through various means, raising concerns about data authenticity. Others are catching on to the fact that the US government is faking economic data. There are thousands of economic PhDs and statisticians whose entire job is to massage the data so that it fits the narrative desired. …
SALENA ZITO: Democrats beware: These Black voters are fed up, and looking for a political home. Biden dropped the ball for me on inflation, so no I don’t think he’s doing a good job — not just because I don’t think he has the cognitive ability to do it effectively, but because he knows no …
Solar radiation modification (SRM) is a form of geoengineering that aims to cool off the Earth by reflecting sunlight back into space The controversial strategy comes with significant risks, but that didn’t stop The White House from moving forward with a research plan for “solar and other rapid climate interventions” The congressionally mandated research plan …
The dancing TikTok nurses are back except this time it’s for “climate change” Do these people not realize they’re singlehandedly ruining the reputation of the medical industry? Humiliating pic.twitter.com/ApI6LG3TRG — DC_Draino (@DC_Draino) July 24, 2023 These are real climate activists, not those who commit crimes. https://t.co/bZh2JXMptI — Russian Market (@runews) July 24, 2023 Don’t trust …