Independent thinking for complex markets and current events
via Phoenix Capital Research The situation with silver is becoming even more ludicrous. As I’ve previously noted, according to the CME’s registry there are 440 million ounces of silver located in its depositories. However, the current silver futures contract which settles in late March 2026 has an open interest of 150,200 contracts. At 5,000 ounces …
Every warning light is flashing red and Wall Street is still pretending this is just a vibes problem. “The last lender” before the Fed – is it starting to approach critical levels?🛑 JPMorgan’s LCR in Q4 2025 stood at 115%… the lowest level since 2019. And this is after the bank reduced its repo book …
🚨#BREAKING: The U.S. government is warning Americans to depart Venezuela immediately and strongly advising against any travel to the country due to imminent and extreme safety risks What's happening round 2 👀 — R A W S A L E R T S (@rawsalerts) January 10, 2026 ALERT | U.S. urges its citizens in Venezuela …
by Michael If the Russians launch an all-out nuclear attack on the United States tonight, will you live or will you die? Of course I don’t think that the Russians will launch such an attack right now, but we live at a time when the threat of nuclear war is greater than ever. More than …
US GOVERNMENT SHUTDOWN MAY START ON JANUARY 31! I’ve been analyzing this for the last 12 hours and this is VERY BAD. Most investors ignore government shutdowns… BUT THIS IS A BIG MISTAKE. In 2026, the market is structurally fragile. A shutdown can hurt the financial system. If you have money invested, pay attention. Here’s …
Santa rally turning into Santa chop — TT3 (@TradingThomas3) December 29, 2025 From @SubuTrade : pic.twitter.com/w6KfyMZwDf — Barchart (@Barchart) December 29, 2025 THE S&P500 7,000 MIRAGE Wall Street is not telling you this. The equity risk premium just inverted to negative 0.69 percent. Stocks are now mathematically expected to underperform risk free Treasuries. This has …
On a frigid day after Mass at St. Ann’s Catholic Church in rural Nebraska, worshipers shuffled into the basement and sat on folding chairs, their faces barely masking the fear gripping their town. A pall hung over the room just as it hung over the holiday season in Lexington, Neb. “Suddenly they tell us that …
“We’re standing at the edge of a market reckoning that will leave 2007-2008 looking like a footnote. The longest bull market in history doesn’t end quietly. Consider this your final warning. Heading into 2026 the underlying stress in financial markets is clearer than most headlines suggest. Regional banks still carry significant commercial real estate exposure …
Big Pharma is clearly sweating. For decades they relied on mandates and lobbying to guarantee sales, and now someone is asking for real proof that their flu shot works. It is rare to see the system challenged like this, and the panic in the industry shows how entrenched those protections were. People watching this see …
Europe and Canada also…. pic.twitter.com/l7DBt4SsPd — E T Browning (@ETBrowning01) December 17, 2025 After more than a year of sustained community transmission of the measles virus, the WHO/Pan American Health Organization has had to officially acknowledge that Canada is no longer among countries that have eliminated the potentially fatal disease. This ominous development is the …
Tell me again how this is fine. This 10-day squeeze is among the biggest of the last few years. Source: Bloomberg pic.twitter.com/spGr4YK6rF — Connor Bates (@ConnorJBates_) December 4, 2025 During inflationary paradigms, midterm election years tend to be a time for the admin in charge to shift focus from keeping their donors bellies full to …
Hundreds of cases of dog food have been recalled after owners complained of finding plastic in their furry friend’s dinner. Fromm Family Foods issued the recall Wednesday for its Bonnihill Farms BeefiBowls Beef Recipe frozen dog food. The company said 300 cases of the dog food were recalled after it received complaints of plastic contamination. …
“This was not a short squeeze rally… This was real, honest-to-goodness, new money buyers coming in,” says veteran trader Bert Dohmen. As silver surges nearly 90% for its best year since 1980, the legendary analyst who called the 1987 crash, the dot-com bust, and the 2008 meltdown is sounding his loudest alarm in 49 years. …
*USPS SUSPENDS RECEIVING MAIL FROM SOME COUNTRIES *USPS POSTS NOTICE SUSPENDING SERVICE FROM RUSSIA, VENEZUELA *USPS SUSPENSION ALSO INCLUDES AFGHANISTAN, HAITI AMONG OTHERS pic.twitter.com/qaKAV07YJf — Investing.com (@Investingcom) December 3, 2025 International Mail Service Suspensions Updated: Nov. 28, 2025 The Postal Service™ is temporarily suspending international mail acceptance for certain destinations due to inadequate transportation options …
Jim Zelter’s warning hit hard because he was not talking about a normal slowdown. He was describing the kind of break that wipes out entire business models and leaves companies with no way back. He spoke calmly, but the message underneath was anything but calm. “I think you’re going to get more secular distress than …
THE IMPOSSIBLE JUST HAPPENED The world’s largest corporate Bitcoin holder is now worth less than its Bitcoin. Stop and read that again. Strategy holds 650,000 Bitcoin. Worth $55.9 billion today. Its market cap: $45.7 billion. Wall Street is valuing the company at negative $10.2 billion. This is not a drill. This is the first sustained …
Black Friday is almost here, and as shoppers gear up for one of the biggest retail events of the year, companies are issuing warnings as concerns over cybercriminals rise. This includes online retail giant Amazon, which has shared advice to over 300 million active users ahead of the sales that cybercriminals may try to access …
$SPY is in danger of forming a Head & Shoulders… A 675 rejection would form the right shoulder After that, a 654 break would give us maximum downside to 480s😬😬 pic.twitter.com/mrOgdFMA62 — ThiccTeddy (@ThiccTeddy) November 24, 2025 GROK: Based on current charts (as of Nov 24, 2025), SPY shows elements of a potential head and …
Memory chip shortage accelerating as AI demand consumes supply, threatening price hikes. Samsung quietly hiked memory chip prices up to 60% in November amid supply constraints Consumer electronics and automotive industries face production bottlenecks as chipmakers prioritize lucrative AI demand Price increases likely to hit smartphones, laptops, and vehicles as 2026 AI buildout intensifies supply …
America’s banking system is entering a dangerous new phase — and the warning signs can no longer be ignored. In today’s video, “The American Banking Crisis Just Got Worse (Defaults Are Rising),” we break down the shocking financial data that major media outlets continue to downplay. Credit card delinquencies, auto-loan defaults, commercial real-estate collapses, and …
Every company would be affected if the AI bubble were to burst, the head of Google’s parent firm Alphabet has told the BBC. Speaking exclusively to BBC News, Sundar Pichai said while the growth of artificial intelligence (AI) investment had been an “extraordinary moment”, there was some “irrationality” in the current AI boom. In comments …
via notayesmanseconomics At the moment there is rather a public spat between China and Japan. In one sense this is sabre rattling by the new Sanae Takaichi administration which knows it will be popular with its core vote. But it brings to mind a different challenge between these two countries and let me illustrate by …
A potential collapse of AMOC could trigger a modern-day ice age, with winter temperatures across Northern Europe plummeting to new cold extremes, bringing far more snow and ice. The AMOC has collapsed in the past, notably before the last Ice Age that ended about 12,000 years ago. https://www.usnews.com/news/world/articles/2025-11-12/iceland-sees-security-risk-existential-threat-in-atlantic-ocean-currents-possible-collapse
When traders bid up the near-term $VIX over the next month’s contract, it means fear is front-loaded; they expect turbulence immediately. That’s exactly what we just saw. The Nov-Dec VIX spread widened significantly, followed by a rapid contraction. This kind of reversal often… pic.twitter.com/wP9DT1pDdN — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) November 11, 2025 This chart …
Fannie Mae is set to drop its 620 credit score minimum this month. On the surface level, this is huge, renters with good payment history, young people with thin files, anyone locked out by arbitrary score floors suddenly has a shot at conventional financing. Also, first time buyers are collapsing so Fannie Mae desperately needed …
by Michael Why is the Pacific Ring of Fire suddenly shaking so much? We are being told that the earthquake swarm that is rattling the San Francisco Bay Area could go on “for days”, and Japan has been hammered by a whopping 847 earthquakes within the past 24 hours. Is all of this seismic activity …
Authored by Charles Hugh-Smith via oftwominds, Just as a reminder of what’s being gambled on “AI supremacy”: it’s not just financial capital, it’s everything. The risk that AI transitions from Servant to Master is dramatically appealing–Skynet!–but the real risks are in the mundane realms of the socio-economic order. As I explain in my new book Investing In …
According to the report, SEC enforcement attorneys are “looking into whether the firm and some of its senior executives have exerted improper commercial influence on its ratings procedures, said the people, who asked not to be identified discussing the ongoing probe.” Officials in the agency’s complex financial instruments unit are involved in the investigation, the …
Dotcom vibes for sure but bonds eroding is the real tell. Feels like nobody's pricing risk properly right now. $TLT getting hammered lately — StockStorm (@StockStormX) October 24, 2025 America’s stock market is now a playground for the rich, Goldman Sachs, $GS, has said. — unusual_whales (@unusual_whales) October 24, 2025 How is CPI “cool” at …
Roughly million homes for sale right now and estimated ~400k will be added from this foreclosure wave 40% supply addition to the market by middle of 2026 — Swingtrader (@Swingtrader) October 20, 2025 Another way of looking at this: If you can afford a median priced home, but choose to rent instead, you have $50,000 …