Independent thinking for complex markets and current events
This is not a clean move toward peace It looks like a negotiation being pushed forward under pressure Iran is preparing a revised proposal within days of rejection That kind of speed is not typical if a position is strong and settled So the first real question is What is forcing this timeline Because fast …
Semiconductor ETF flows just hit a record. March: record OUTFLOWS. Panic selling. April 15th: record INFLOWS. Biggest in 7 years. The same investors who sold in panic are now buying back at higher prices. This is the most expensive pattern in investing. Sell the low. Buy the high. Repeat. And here is the contrarian warning. …
Peace in the Middle East… pic.twitter.com/KuTb8JYR8L — Janitor Jack 🇺🇸🇺🇦🐱🐻🐸🪐 (@JanitorJack2) October 19, 2025 Israeli media report clashes between Hamas fighters and Israeli forces in Rafah. PM Netanyahu left a cabinet meeting for urgent security talks after alleged IED blasts injured soldiers. Israel now conducting air strikes, accusing Hamas of breaching the ceasefire.#Rafah pic.twitter.com/C6TR0SF3mq — …
Unemployment is climbing, inflation is creeping back, and the pressure is building exactly like it did a century ago. The Great Inversion is finally upon us. Get out while you still can. When the wealthiest top 0.00001% quietly unload their bags onto the 99.99% of retail sheep, it’s not a market, it’s a transfer. And …
Top administration officials said Sunday that more than 50 countries targeted by President Donald Trump’s new tariffs have reached out to begin negotiations over the sweeping import taxes that have sent financial markets reeling, raised fears of a recession and upended the global trading system. WATCH: What to know about the effect of Trump’s tariffs …
🇺🇸 RFK JR. HEADING TO TEXAS AFTER POSSIBLE MEASLES DEATH Health Secretary Robert F. Kennedy Jr. is heading to Texas after reports of a second child possibly dying from measles in a Mennonite community that recently lost another unvaccinated 6-year-old to the virus. Texas leads… https://t.co/qHuEW7fyli pic.twitter.com/43CX5kKA6a — Mario Nawfal (@MarioNawfal) April 6, 2025 🚨🇺🇸 …
https://t.co/bcJr84FDqI — Kashyap Sriram (@kashyap286) March 27, 2025 It’s almost laughable how easy it is to see through CoreWeave’s charade. Emanuel hit the nail on the head when he called it an “egregiously overvalued pig in a poke.” And he’s right. Just look at the facts. Microsoft, the company responsible for a large chunk of …
Trump’s Win Sets Off Race to Complete Chips Act Subsidy Deals Companies seek to finalize agreements as quickly as possible Republicans are brainstorming reforms to semiconductor law https://www.bloomberg.com/news/articles/2024-11-08/trump-s-win-sets-off-race-to-complete-chips-act-subsidy-deals h/t HighYieldLarry