Independent thinking for complex markets and current events
View post on imgur.com Ooof Bitcoin 82k ☠️💀 Saylor liquidation getting closer 🤦♂️ pic.twitter.com/if7OKR4ktE — QE Infinity (@StealthQE4) November 21, 2025 Investors are selling crypto funds at a record pace: Crypto funds saw -$2.0 billion in outflows last week, the largest since February. This also marks the 3rd consecutive weekly sale, bringing the total to …
#recession … #GFC3 South Korea $USD #Liquidity Squeeze edition https://t.co/DeDvoB9pIT — Invariant Perspective (@InvariantPersp1) September 29, 2025 Japan 🗾 $USD #Liquidity 📉 👀https://t.co/eXFm0cD6Rn pic.twitter.com/H1dDKVdnRv — Invariant Perspective (@InvariantPersp1) September 30, 2025 Oops! 👇🏼 https://t.co/qW1QqOZzfH — Kalani o Māui (@MauiBoyMacro) September 30, 2025
He said $600bn because Tim quoted that number; Zuck hates Apple, so he is unable to say a lower number. CFO in shambles — martin (@rev1ck) September 5, 2025 How much money are you spending in America Zuck? 🇺🇸 $META Probably $600 billion, the exact same amount as $AAPL… pic.twitter.com/WUqKwbEtmF — Special Situations 🌐 Research …
Germany’s economy is struggling, but the DAX keeps soaring to fresh all-time highs. How? It’s a blatant disconnect from reality. Manufacturing is in decline, energy costs are crippling industries, and consumer sentiment is weak—yet the market marches higher. This isn’t growth; it’s artificial inflation propped up by central banks and corporate buybacks. At some point, …
FT article: https://archive.is/siA0a Microsoft acquires twice as many Nvidia AI chips as tech rivals. OpenAI’s biggest backer buys nearly half a million GPUs this year in global race to build artificial intelligence systems. From the article it seems like msft is only at the beggining of the long journey to build AI chips. google has one, …
BREAKING: 🇨🇳 China announced a $1.4 TRILLION debt bailout and is working on more measures to boost the economy. pic.twitter.com/VP3iNzn2rl — Radar 𝘸 Archie🚨 (@RadarHits) November 8, 2024 BEIJING — China on Friday announced the central government would allocate an additional 6 trillion yuan ($840 billion) to local governments for tackling hidden debt issues. The …
Germany is not in a recession, German business model based on cheap energy from Russia, growing exports to China and cheap subcontractors in Eastern Europe is imploding. Grotesque overregulation, green paranoia and ideological amateurs in key government positions do the rest. https://twitter.com/MichaelAArouet/status/1854439365608423836 Europe's Manufacturing "Powerhouse" in shambles pic.twitter.com/SYtIymSVcX — The Macro Guy (@SagarSinghSetia) November 7, …
The Japanese auto industry is shaken by a new scandal after Toyota, Mazda, and Yamaha have been discovered to have faked their safety data. Deliveries of six models, including three manufactured by Toyota, have been halted. This is the second safety-related scandal affecting Toyota after revelations in December 2023 that its vehicles have not been …
Fun fact: banks are cutting "ESG focused" teams, both in markets and investment banking, across the board and regions……… https://t.co/E9RehnITsJ — JustDario 🏊♂️ (@DarioCpx) May 6, 2024
The legacy media is in shambles because we’ve caught onto their lies and propaganda. Tucker Carlson has every right to interview Putin. We need more transparency instead of less. It used to be understood journalists would interview world leaders, even those with whom we were at… https://t.co/loLOTneDS0 — Robert F. Kennedy Jr (@RobertKennedyJr) February 5, …
In the tumultuous financial landscape, Hong Kong investors are on a dumping spree, while their Chinese counterparts seize the opportunity to buy the dip. Today’s colossal outflow of -13 billion yuan marks the largest since the ominous October 2022, signaling a potential trend reversal. Behind the scenes, a strategic game is unfolding. Hong Kong investors …
The media landscape continues to face severe challenges, exemplified by The Washington Post’s decision to cut 10% of its staff, indicating a substantial financial loss exceeding $100 million this year. The broader trend is evident as over 25% of all U.S. newspapers (daily and weekly) folded in the past 15 years. Newspaper advertising revenue mirrored …
The Japan 10y swap goes beyond the 1% ceiling, BOJ's UEDA in shambles pic.twitter.com/MDrgOWzNgg — Alessio (@AlessioTMAD) October 31, 2023 The BOJ's strategy seems to be as obscure as possible as it tiptoes away from yield curve control. What does this even mean? “We decided that it’s appropriate to increase flexibility so that long-term yields …
Fun fact: bank credit is now contracting! Since dollar standard (‘71), that’s only happened once before: 2008. Losses in T bonds will far worse than mortgage losses. Stocks are on the verge of a massive collapse. Fractional banking does’t work in reverse. Few. pic.twitter.com/0fzX16lYGn — Porter Stansberry (@porterstansb) October 15, 2023 Banks losses on held …
pic.twitter.com/b5LO5kiVsG — Don Johnson (@DonMiami3) October 3, 2023
Young people in Amerizuela are in shambles this month pic.twitter.com/DJmcBBTyLK — Alessio (@AlessioTMAD) October 1, 2023 About 50% of Americans aged 18 to 29 are living with their parents Nearly half of all young adults in the US ages 18 to 29 live with their parents, and this living arrangement is boosting the profits of …