Independent thinking for complex markets and current events
Fed Chair Jerome Powell and Treasury Secretary Scott Bessent met with the heads of major U.S. banks to discuss the cyber threat of Anthropic’s new Mythos model. Anthropic rolled out Mythos this week in a limited capacity over concerns that hackers could exploit its capabilities. JPMorgan’s Jamie Dimon was the only major banking CEO who …
⚠️⚠️⚠️⚠️⚠️SUDDEN SCRAMBLE OF AERIAL RE-FUELERS FROM THE U.K. TOWARD THE ATLANTIC COULD MEAN U.S. BOMBERS OR OTHER STRATEGIC ASSETS ARE COMING TO THE MIDDLE-EAST THEATRE!! pic.twitter.com/rvy221B5i6 — NYPrepper (@nyprepper1) March 31, 2026
If Asia’s biggest energy importers are already scrambling, the global fuel shock may only be getting started. BREAKING: China has just told their largest oil refiners to SUSPEND exports of diesel and gasoline. This is NOT good. — Brian Krassenstein (@krassenstein) March 5, 2026 BREAKING: An oil tanker has been hit by a "large explosion" …
2026.1.30 Beijing struck on the 24th, purging Xi’s closest military ally under the safe label of “corruption.” The next day, a tidy WSJ foreign-bureau “exclusive” alleged a nuclear leak, convenient, containable, familiar. It wasn’t discovery; it was packaging. NFSC had already… https://t.co/nrbHttXv4Z pic.twitter.com/Oq9c236GAU — NFSC Speaks (@NFSCSpeak) January 30, 2026 The fall of Zhang Youxi, …
SOFR Volume is shockingly at $3.41 trillion! The recent spike is reminiscent of past crises where there was a sudden surge in demand for overnight REPO liquidity in the banking system right before something blew up. We can see the smoke but where is the fire? https://t.co/OKlDZBhgFb pic.twitter.com/3v5On9odWt — Financelot (@FinanceLancelot) December 3, 2025 https://fred.stlouisfed.org/series/SOFRVOL …
The Fed is back in the bond market. No cameras. No policy announcement. Just $43.6 billion in U.S. Treasuries scooped up in a single week. In May 2025, the Fed quietly bought $43.6 billion through its System Open Market Account (SOMA) — including $8.8 billion in 30-year bonds on May 8 https://dailyhodl.com/2025/05/24/fed-quietly-buys-43600000000-in-us-treasuries-in-alleged-stealth-qe-operation-after-china-abruptly-dumps-billions-in-bonds/ The official term …
Support for UK aviation is near universal until the sky goes dark. On July 30 engineers at NATS confirmed they had “restored the system that was affected” after a radar failure grounded all outbound flights from UK airports during peak travel hours https://www.ft.com/content/8b6b23d6-6586-4ea6-b745-6e1e45e6c5fe. London’s Gatwick confirmed outbound departures were paused while arrivals continued, though inbound flights …
Ground beef just hit $6.12 Highest price ever recorded by the USDA Up 12% year over year Up more than 50% since 2022 This isn’t a seasonal spike It’s systemic US cattle inventory has collapsed 94.2 million head as of July 1 Lowest mid-year count since 1973 June feedlot placements: 1.44 million Lowest since 2017 …
CTA and more specifically global macro funds did the heavy lifting so far, taking the reins after the biggest retail inflows ever. pic.twitter.com/DPEj91qljV — THE SHORT BEAR (@TheShortBear) May 19, 2025 Retail squeezing Wall Street into buying. pic.twitter.com/BCrILye83w — THE SHORT BEAR (@TheShortBear) May 20, 2025
BREAKING: 🚨🚨 U.S. INTEL WARNS: MASSIVE RUSSIAN AIRSTRIKE IMMINENT — WORLD LEADERS SCRAMBLE TO KYIV 🚨 🔴 Macron, Starmer, Merz, and Tusk just landed in Ukraine’s capital under heavy security. 🗣️ “We are here to demand a 30-day ceasefire,” Macron said. 🔴 But behind the… pic.twitter.com/2eyDe91id1 — Jim Ferguson (@JimFergusonUK) May 10, 2025 Western leaders …
The global trade chessboard is shifting again, and this time, the European Union and its allies are making it clear they won’t sit idly by. President Trump’s latest round of reciprocal tariffs has drawn swift responses from world leaders, each scrambling to protect their own economic interests. The retaliation isn’t just talk. It’s a coordinated …
Another day, another scramble for physical gold, pushing Comex gold to a record high 41.6 million ounces. BUT the real action is now clearly in silver, where we are seeing an unprecedented delivery scramble pushing total silver also to a record high. Expect a price move soon pic.twitter.com/tUAswBFN9d — zerohedge (@zerohedge) March 21, 2025 Gold …
We’re still seeing unprecedented flows of physical gold bullion worldwide, creating logistical challenges and causing not a little market chaos. The world’s biggest bullion dealer just accepted their second-largest delivery of gold since 1994 – what exactly is going on? By Peter Reagan Your News to Know rounds up the most important stories about precious …
After the bombshell indictment of Eric Adams by a federal grand jury, New York City’s powerful business community is scrambling to figure out how to deal with the real possibility of a socialist taking over City Hall. Business titans are said to be terrified at the prospect of Jumaane Williams, the left-wing, anti-cop Public Advocate …
Foreign investors have pulled a record £12bn out of China in an economic blow for President Xi Jinping. Fears over the future of the world’s second largest economy meant foreign investors withdrew $14.8bn (£11.6bn) between April and June, data from the State Administration of Foreign Exchange shows. It was only the second time more foreign …
Students in Singapore are scrambling after a security breach wiped notes and all other data from school-issued iPads and Chromebooks running the mobile device management app Mobile Guardian. According to news reports, the mass wiping came as a shock to multiple students in Singapore, where the Mobile Guardian app has been the country’s official mobile device …
Italian PM Giorgia Meloni rolls eyes, checks imaginary watch waiting for Biden’s arrival at NATO WASHINGTON – Hurry up, Joe. With an eye roll for the ages, Italian Prime Minister Giorgia Meloni appeared annoyed Thursday morning as she and other world leaders waited for President Biden and the alliance’s Secretary-General Jens Stoltenberg to finally grace …
by Michael The balance sheets of America’s banks are packed with bad loans and bad investments, and that is really bad news for all of us because the banks are the beating heart of our economic system. Without the loans that they provide, we would not even have a functioning economy. So the health of our …
Harvard Students Doxxed, Groups Withdraw Signatures Amid Continued Backlash to Israel Statement Amid continued national backlash, multiple Harvard student groups have withdrawn their signatures from a controversial statement calling Israel “entirely responsible” for the ongoing violence, and group members have faced doxxing attacks. As of Tuesday night, at least five of the original 34 signatories …
by confoundedinterest17 Between work at home, Bidenflation and The Feral Reserve, commercial real estate and regional banks are suffering … and it could get a lot worse. And Joe Biden (aka, Negan) in general. Living in Negan Country! By Kevin Stocklin, Epoch Times The work-from-home trend has been taking its toll on office landlords and is now …
