‘America Is Past The Point Of No Return’: Why Peter Grandich Will Short Stocks
Peter Grandich, Founder of Peter Grandich and Company, discusses US markets, the broader economy, geopolitics, and precious metals.
return
The math for 14% interest rates is starting to look unavoidable
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 …
“At some point you reach a point of no return where re-opening of Strait is too late to avoid shifting inflation/interest rate expectations. That is now probably a matter of weeks away. This realization could provide the pretext for stocks to retest lows.” – Connor Broadley
We are past that point…Japan hurting…Europe hurting..we’re hurting https://t.co/Q0u8U8ceiV — Nicholas Mugalli (@RealNickMugalli) May 3, 2026 Inflation is on the way back up 🔥🔥🔥 Buckle up. pic.twitter.com/e6raSx52xu — QE Infinity (@StealthQE4) May 3, 2026 1/ This is what $200 per barrel of oil would mean for US gas prices, which currently average $4.30 per gallon. …
“STAGFLATION SHOCK”: Bond yields explode globally as inflation fears return
Japan’s 10-year yield hits 2.51%, highest since 1997; UK Gilts hit post-2008 highs… Bank of England holds rates at 3.75% but warns “higher inflation is unavoidable”… German 10-year Bund at post-2011 high as energy costs hammer Eurozone GDP… US March inflation surge (3.3%) kills hopes for a pre-summer “Pivot”… US Q1 GDP (Advance) prints at …
The Money Printers Have Crossed the Point of No Return
via Phoenix Capital Research The world is entering a new chapter in terms of investment. It is now clear that the pandemic opened the door to an amount of money printing/ stimulus that was previously unthinkable. It is also clear that once policymakers (governments and central banks) crossed that threshold, that they will never return …
San Diego Padres sell for a record $3.9 Billion after owner died. 5x return in 14 years.
Insane prices. They were looking north of 2 billion and got nearly double that. BREAKING: The San Diego Padres are nearing a deal to be sold to private-equity billionaire José E. Feliciano and his wife Kwanza Jones at a MLB-record valuation of around $3.9 billion. News with @miriamgottfried.https://t.co/nStdAXFcQ2 — Jared Diamond (@jareddiamond) April 17, 2026 The San …
BREAKING: IRAN ISSUES ULTIMATUM – ‘Either Iran’s rights are recognized, including our control over the Hormuz Strait, or there will be a return to war.’ NO extension of the ceasefire. Tehran refuses to let this pause become preparation time for US ground. JD Vance: The peace deal is not there but it’s there and not there
BREAKING: IRAN ISSUES ULTIMATUM ➡️ “Either Iran’s rights are recognised, including our control over the Hormuz Strait, or there will be a return to war.” ➡️ NO extension of the ceasefire. ➡️ Tehran refuses to let this pause become preparation time for US ground attacks. ➡️ The message is simple and final: meet the demands …
Thousand of Venezuelans riot claiming Trump is stealing all their oil and they get nothing in return
🇻🇪 Venezuela police tear gas protesters calling for pay and pension rises Police in Caracas on Thursday launched tear gas at thousands of protesters marching towards the presidential palace to demand pay raises and pension increases. Interim President Delcy Rodriguez announced… pic.twitter.com/atLpmwAgNT — Lord Bebo (@MyLordBebo) April 9, 2026 On April 9, Venezuelan police in Caracas …
Trump Threatens To Bomb Iran Back To The Stone Age, Crude Oil And US Gasoline Prices Return To Obama/Biden Era Levels For The Moment
by confoundedinterest17 Since the attack on Iran by Israelis and US forces, crude oil and gasoline prices have soared … back to Obama and Bidem era levels. How about the impact of the Arctic cold blasts the northern states have received? You can see the spike in the Henry Hub Natural Gas Spot Price
Flood risk continues in Hawaii as North Shore residents return to destroyed homes – still no power
A flood watch is still in effect for the Big Island, as well as a flood advisory for Maui, as people try to assess the devastating flood damage. The already battered Hawaiian islands may face more flooding today, with a flood watch still in effect for the Big Island and a flood advisory in Maui …
Oil Is Already Breaking the Global System and $125 May Be the Point of No Return
The oil market is no longer behaving like a single global system. Walter Bloomberg warns that oil at $125 per barrel would force a global reset. He says higher prices will hit growth, push inflation higher, and create real financial instability. Seth Carpenter of Morgan Stanley lays out the stakes in stark terms. He says …
BREAKING — President Trump: I don’t want us to return to Iran every two years – that’s why the job needs to be finished
JUST IN — 🇺🇸🇮🇷 President Trump: I don't want us to return to Iran every two years – that's why the job needs to be finished — UK Report (@UK_REPT) March 11, 2026 $SPY is dropping AH, you better pay me tomorrow. pic.twitter.com/wydNw3gwto — JLoc (@JohnLoc18) March 11, 2026 BREAKING: Two oil tankers have reportedly …
DoJ has taken down yesterday more than 47,000 files comprising about 65,500 pages. Links to those files now return a “page not found” error on the department’s website.
Official reason: “Some of those removed documents contained explicit images or survivor information” Do you know if someone has a backup of these 65K files? h/t pacmanpill
U.S. Commanders: “TRUMP TO CAUSE ARMAGEDDON AND JESUS’ RETURN!”
A combat-unit commander told non-commissioned officers at a briefing Monday that the Iran war is part of God’s plan and that Pres. Donald Trump was “anointed by Jesus to light the signal fire in Iran to cause Armageddon and mark his return to Earth,” according to a complaint by a non-commissioned officer. From Saturday morning …
Susan Rice threatens law firms, media, and universities: “Take a knee to Trump, pay the price when Dems return”
Wow. So basically, if you do business with someone she doesn’t like, you’re on her hit list. Seriously, this is exactly why people distrust politicians and Washington in general. It’s not about policy or competence, it’s about vendettas and scorekeeping. FORMER OBAMA ADVISOR SUSAN RICE SAYS COMPANIES THAT WORKED WITH TRUMP WILL BE PUNISHED WHEN …
Atlanta and Cleveland Fed surveys show inflation expectations calm. Truflation: Business inflation expectations return to pre-pandemic levels
Business expectations back to pre-pandemic levels. Real-time inflation? Already there: 0.90% CPI (below 1% since Feb). Expectations catching up to real-time reality. pic.twitter.com/mkNQS0DZJS — Truflation (@truflation) February 17, 2026
BRICS may become BICS. Russia proposes return to USD system
And just like that, BRICS is over 🙌 https://t.co/Q78elGhviR — Peter St Onge, Ph.D. (@profstonge) February 12, 2026 Just like that… BRICS is dead.#BREAKING — The Kremlin drafted an internal document proposing a wide-ranging economic partnership with the Trump administration that would see Russia RETURN to using the US dollar for international transactions. The high-level …
Return to office hit hard in 2025, and now women are leaving their jobs to stay home with their kids.
Return to office hit hard in 2025, and now women are leaving their jobs to stay home with their kids. Labor force participation for women aged 25–44 with children under age five fell by the steepest decline in over four decades!!!! pic.twitter.com/Y7HI1VwOvz — Amy Nixon (@texasrunnerDFW) February 7, 2026 And for those curious, 60% of …
Return Policy | Sweden offers to pay refugees $37,000 to go home — for good.
The offer reflects the radical transformation in the Scandinavian country’s once open attitude to newcomers Over the years, my mother and I have developed a system for handling whatever political storm is blowing through Sweden. She calls me — often breathless, sometimes panicked — after seeing a news segment or reading a headline about a …
Canadian Prime Minister Carney says the US-led rules-based international order is over and will not return.
JUST IN: 🇨🇦🇺🇸 Canadian Prime Minister Carney says the US-led rules-based international order is over and will not return. pic.twitter.com/HCDAaD9fI4 — Whale Insider (@WhaleInsider) January 21, 2026 Canadian Prime Minister Mark Carney told the World Economic Forum in Davos that: The U.S.-led rules‑based international order is over It “will not return” The old system was …
California ordered to return $1.3 billion to federal government
California has been ordered to return over $1.3 BILLION Tax-Dollars to the federal government after an audit discovered the money was spent on Free Healthcare for illegal aliens. California dwarfs every other state audited combined — and is 42× larger than New York’s. – California: $1,310,032,549 – New York: $30,705,281 – Illinois: $29,778,645 – Minnesota: …
Nancy Pelosi made $130M in stock profits during Congress career — a return of 16,930%
Former House Speaker Nancy Pelosi and her husband made at least $130 million in stock profits over the course of the California Democrat’s 37 years in Congress — a staggering return of 16,930%. Pelosi, 85, announced this week she will retire when her term ends in January 2027. The San Francisco pol became famous as …
Is the Santa Claus rally in check? Many equities & indices appear to be forming the ‘return to normal’ shoulder going into 2026
Supreme intervention / coordination with Admin on the ‘grand’ TACO -> stimulus checks coming next year & likely a number of other policies of similar nature Hoover vibes pic.twitter.com/uGrNTjtjyu — Don Johnson (@DonMiami3) December 15, 2025 Even though the Nasdaq is not down a lot from its ATH, underneath the index some of the areas …
Trump softens his tone — ‘I would love to see Marjorie return to politics, after a break.’ Trump reverses in late day interview with NBC. Early this morning, Trump showed some anger.
WASHINGTON — President Donald Trump said Saturday he would like to see Rep. Marjorie Taylor Greene resume her political career at some point, despite their recent falling out. Trump’s comments came the day after Greene, one of the best-known faces in the Republican arena, made the stunning announcement that she will resign in January. In …
German Chancellor Tells Zelensky Young Men Should Return & Defend Their Homeland
German Chancellor Merz: In a call today, I asked the Ukrainian President to ensure that young Ukrainian men do not return to Germany in growing numbers, but serve in their own country where they are needed. pic.twitter.com/4fz8bLic8J — Clash Report (@clashreport) November 13, 2025 In televised remarks Thursday he revealed that he personally urged Ukrainian …
Map of U.S. airport flight cancellation rates… Trump demands air traffic controllers return to work as flight cancellations drag on
See a live map from Flightaware of flight cancellation rates as more than 1,700 flights have been canceled across the U.S. on Monday as the FAA limits capacity at 40 major U.S. airports. https://abcnews.go.com/US/1500-flights-canceled-us-monday-travel-disruptions-continue/story?id=127370393 Air travelers should expect worsening cancellations and delays this week even if the government shutdown ends, as the Federal Aviation Administration …
The Fed’s Pivot: The Return of Easy Money and the Inflation Storm Ahead
Authored by Lau Vegys via InternationalMan.com, Jerome Powell, the Fed’s chairman, recently gave the clearest signal yet that the Federal Reserve’s so-called “quantitative tightening” is about to end. Speaking at the National Association for Business Economics conference in Philadelphia recently, Powell said: “Our long-stated plan is to stop balance sheet runoff when reserves are somewhat …
ZIRP or ZAP? Will the Fed’s ‘Zero-Interest Rate Policy’ Return, and Will It Work?
Authored by Charles Hugh-Smith via oftwominds, Only the wealthy will benefit from ZIRP, and the benefits of “the wealth effect” and “trickle down” have not just diminished–they’re now negative. Welcome to the era of ZAP. Correspondent Scott suggested I consider the possibility that the powers that be will respond to a weakening of the economy by pushing …
Can We EVER Return To Pre-Covid Spending Levels? Both US Debt And Spending UP 56% Since Covid Outbreak In 2020
by confoundedinterest17 Can we ask the US House and Senate if they will ever return US Federal government spending to pre-Covid levels? Both US Federal government spending and public debt are up 56% since the Covid outbreak in 2020. The answer is no. Politicians thrive on Federal spending.
Covid subsidies expire Dec 31, ACA rules return, premiums jump. Democrats warn of “skyrocketing” health costs
Independent view:You are correct in what you are saying but did the insurance companies not sell Obama on the ACA in the first place? Seemed like that was a sweetheart deal to insurance companies while the people lost good coverage.I don’t see the insurance companies going… — RKbarbourjr (@RKbarbourjr) October 6, 2025 Mark Kelly: "In …