Independent thinking for complex markets and current events
World oil buffer hits operational stress level by June then operational floor by September. The timeline according to JPMorgan:▸ Feb 2026 → Iran war disrupts supply▸ June 2026 → Inventories hit 7.6B barrels (Operational Stress Level)▸ Sept 2026 → Inventories hit 6.8B barrels (Operational Floor)That last number isn’t a warning.It’s the minimum required to keep… …
🇺🇸 🇮🇷 3 destroyers. 2 carriers. Broken ships holding position. Fmr U.S. Navy Intel Officer Malcolm Nance says this is strategic incompetence at the highest level. "This is the most incompetent group of people I have ever seen." The Strait of Hormuz needs a wall of warships…… https://t.co/H2RhuYYI3a pic.twitter.com/9VdN0zODuz — Mario Nawfal (@MarioNawfal) May 10, …
🚨 JUST IN: Donald Trump: "Iran has been given only 24 hours. After that, the world may witness one of the most devastating air strikes ever seen." pic.twitter.com/kqGShKEXUi — GBX (@GBX_Press) May 4, 2026
pic.twitter.com/PGltex7Dq6 — KidRock (@KidRock) March 28, 2026 This is a level of respect that shit for brains Governor of California will never know. God Bless America and all those who have made the ultimate sacrifice to defend her. 🇺🇸 🙏 pic.twitter.com/iD5mmkaXv1 — KidRock (@KidRock) March 28, 2026
Michael Yon warns dire times are ahead. Apart from this war escalating, he is warning that we all need to urgently prepare for widespread famine levels not seen in modern history, starvation levels none of us have likely ever experienced.
🚨‼️ BREAKING 💥Video goes viral showing thousands of crows flying over Tel Aviv. In many cultures, the flight of this type of bird is seen as an omen — a sign that something is about to happen. pic.twitter.com/GCUNckBde7 — Express News (@ExNewsHD) March 25, 2026
A former Pentagon adviser said Iran is entering negotiations with higher leverage than before the war began. The U.S. spent $12 billion, struck 9,000 targets, and deployed the 82nd Airborne. Iran still controls the Strait of Hormuz and can threaten chaos across the entire region. That’s not the outcome the opening briefings described. Source: CNN …
The institutions that once defined American news and culture are failing all at once. The Washington Post, a paper that once wielded enormous influence, is now shrinking faster than anyone imagined. Print subscribers fell below 100,000 for the first time in more than five decades. Losses exceeded $100 million in 2024, and more than 300 …
https://twitter.com/__Amoxicillin_/status/2029073549533851749
This photo did not age well. Stephen Hawking popping up in the Epstein files, grinning between two bikini models holding cocktails, and yeah, the vibes are uncomfortably suspicious in hindsight. Nobody knows exactly when or where it was taken, but there’s a very ugly… https://t.co/T5hDriNV33 pic.twitter.com/tQCRfY8DD9 — Mario Nawfal (@MarioNawfal) February 25, 2026 The photograph …
Fox News @FoxNews MAYOR MAMDANI: “So I’ve seen videos of kids throwing snowballs at members of the NYPD in Washington Square Park.” “And first, I want to say that officers have been on the front line of helping our city respond to this blizzard.” “The only person in our city’s workforce who deserves to be …
This is insane The US economy is now reliant on older Americans more than ever before pic.twitter.com/PE0U2wf7sI — Cheddar Flow (@CheddarFlow) February 20, 2026 US Consumer Sentiment collapses to levels not seen since the Great Financial Crisis pic.twitter.com/kMt4jDRY50 — Darth Powell (@VladTheInflator) February 20, 2026 Sam Altman just admitted AI will make most humans economically …
Trump: "We’re leading everybody in everything. This is the greatest period of anything that we've ever seen." pic.twitter.com/qfzXbn8UcT — Republicans against Trump (@RpsAgainstTrump) February 16, 2026
People have no idea how rare the events that are unfolding are. Todays guest breaks it ALL down.
We’re in “reverse” now. 👇🏼 https://t.co/BoKr3sseXk pic.twitter.com/AHzh49jOwC — Kalani o Māui (@MauiBoyMacro) February 5, 2026 “Nobody could have seen this coming.” 👇🏼 pic.twitter.com/r94w0m3Xze — Kalani o Māui (@MauiBoyMacro) February 5, 2026 Can someone explain to me like I’m 10 years old, how Bitcoin has gone down -$32,000 with NO BOUNCE in 14 days? pic.twitter.com/WRcyBnbfcQ — …
Japan's 2-year bond yield has surpassed levels last seen during the 2007-08 crisis. pic.twitter.com/RFlJtwEfp7 — Koyfin (@KoyfinCharts) February 4, 2026 we have entered fear pic.twitter.com/7wCRBfGDch — amit (@amitisinvesting) February 3, 2026 We will get another wave of inflation… …but not until we get a deflationary crash first. https://t.co/Xmk3IqpGwR — Kalani o Māui (@MauiBoyMacro) February 4, …
Oracle's free cash flows isn't expected to go positive again until 2030 https://t.co/WCAPamfTiz pic.twitter.com/H9X5qJw8H7 — Joe Weisenthal (@TheStalwart) February 2, 2026 A Panicking Oracle Plans To Raise Up To $50 Billion, As Its Stock And Bonds Crater https://t.co/UBt8H4OO8W — zerohedge (@zerohedge) February 2, 2026 Just over a month ago, on Dec 17, alongside the news …
Dow Jones to Gold ratio is now at a level only seen 4 times in history:2026, 2008, 1973 & 1929 Every single time this has happened it's marked a fundamental change to the economic system: Banking Act of 1933Convertibility of the Dollar 1971Economic Stabilization Act of 2008 https://t.co/XQLCNKzbYu pic.twitter.com/OecvQCRg7R — Financelot (@FinanceLancelot) January 25, 2026 …
🚨 BREAKING: A major explosion hit a Bronx high-rise in New York, with residents reportedly hanging from windows while awaiting rescue. pic.twitter.com/hihNqLTqov — Derrick Evans (@DerrickEvans4WV) January 24, 2026 Key confirmed details: The blast occurred in a 17‑ to 22‑story building in the Bronx. The explosion caused massive flames and thick smoke to engulf upper …
The market is junked up on margin debt and teetering like it did in 2000 and 2007, ready to implode on anyone dumb enough to stay in. The increase in #margin #debt has outpaced the rise in the #market, as leverage provides additional buying power. However, while the current level is elevated, it is now …
Everyone’s ignoring cheap defensives again and history warns this won’t end well. This is INSANE: OpenAI is paying $1.5 MILLION per employee in stock-based compensation to 4,000 workers. This is ~46% of the firm’s projected 2025 revenue. This is 34x higher than the avg employee at major tech companies before they went public. 👇https://t.co/MysjOVDWbj — …
People are finally hitting the brakes on this AI takeover because enough is enough. The backlash against AI invading almost every aspect of the computing experience is growing by the day. Particularly as an onslaught of lazy AI slop subsuming news feeds, the tech is starting to feel like a massive distraction — and huge …
AOC: "Elon Musk is one of the most unintelligent billionaires I’ve ever met or seen." pic.twitter.com/18ihU36YoX — Defiant L’s (@DefiantLs) December 16, 2025 Larry Page: “Elon is one of the people who genuinely understands physics and applies it.” Sergey Brin: “Elon is someone who thinks extremely deeply about hard technical problems.” Eric Schmidt: “Elon is …
Heavy snow and ice in Indiana led to a huge pileup of 45 cars and trucks. On Saturday morning on the eastbound I-70 highway in Vigo county near the town Terre Haute, the bad weather caused vehicles to lose control on the road. A spokesperson for nearby Riley Fire Department told WTWO 2 it was …
Consumer sentiment among young people (18–34) is near an all-time low—worse than during the pandemic, the Great Recession, and even stagflation. This morning's US retail sales data — an overall growth of 0.2% (below the 0.4% consensus forecast) and a "control group" contraction of 0.1% — are consistent with two actionable hypotheses:Greater consumer stress is …
A Washington state resident has been hospitalized and is ‘severely ill’ with a strain of virus that has never before been confirmed in humans. The patient, an older adult with underlying conditions, was hospitalized with a strain of bird flu in early November after suffering from a high fever, confusion and severe breathing difficulties, officials …
GOLD EXIT LIQUIDITY in SYDNEY, Australia As promised , this is a video to show you the madness. Hundreds of people in line to buy gold , priced in at 4300$ per ounce This is by far the best top signal i have seen in my humble career. Enjoy #gold #bitcoin #crypto #trading… pic.twitter.com/X8Li0fB3Bn — …
WASHINGTON/NEW DELHI (Reuters) -India has halved its purchases of Russian oil, a White House official said, but Indian sources said no immediate reduction had been seen, as President Donald Trump’s administration presses New Delhi and other nations to buy less Russian crude. Russian oil is a main irritant for Trump in prolonged trade talks with …
1 minute later? Yeah, the call is coming from inside the house. “It’s a big club, and you ain’t in it” h/t @th3summoner
National Guard troops were seen patrolling in Memphis for the first time on Friday, as part of President Donald Trump’s federal task force, which faces multiple legal challenges.