Independent thinking for complex markets and current events
🚨Honda is CANCELING it's $15B EV plant in Canada. The Honda plant was part of the failed $52B Liberal plan to shower manufacturers with subsidies to develop the industry here. Honda will make EVs and hybrids it needs in Ohio instead where it can do so on one production line. pic.twitter.com/h6MydWJh59 — Kirk Lubimov (@KirkLubimov) …
by Martin Armstrong The Banco Central do Brasil has raised gold’s share of reserves from 3.55% to 7.19% in just one year, effectively doubling its exposure and making gold the second-largest reserve asset after the US dollar, while total reserves stand at approximately $358.23 billion and the dollar’s share has declined to about 72%, marking a …
It is almost impossible to keep up with the sheer volume of extraordinary events hitting the news this week. A drug long forgotten by scientists has revealed a five-year-old migraine cure, a discovery that could dramatically change the lives of millions who suffer from chronic pain. At the same time, a breakthrough in plant-based batteries …
HOME RULE: Democrats are livid that National Guard troops deployed to protect DC residents are picking up trash during their shifts. They’re calling it tyranny. pic.twitter.com/2sYH8txr9x — @amuse (@amuse) August 27, 2025
CHATGPT BOTS START FORMING THEIR OWN MINI-CULTURES Well… this isn’t good… Left alone in groups, AI bots didn’t just chat — they built a shared language from scratch. 100 bots, no memory of the full group, just one-on-one interactions with rewards for agreeing on random names. The result: a system-wide naming trend, totally improvised, with …
The SSA is streamlining its communications strategy by shifting official updates from its traditional website to , giving Americans real-time access to crucial benefit information. Regional commissioner Linda Kerr-Davis told employees the platform “will become our communication mechanism” – aligning with the administration’s push for greater efficiency and immediate public outreach. The move comes as …
The bond market just sent another chilling signal. The latest 7-year Treasury auction was a disaster, exposing the ugly reality of collapsing foreign demand for U.S. debt. The numbers don’t lie. The auction tailed for the first time since August 2024, with a high yield of 4.233%—a clear sign that investors are demanding higher returns …
In the last two days, $NVDA, a $3 trillion market cap company, swung 6% up and 6% down like a penny stock. What does this tell us? It highlights the speculative nature of hedge funds moving in and out. Just 10 years ago, even a $100B company wouldn’t move more than 2% in either direction. …
Many famous investors including Warren Buffett, Bill Ackman and a bunch more just updated their portfolios Many famous investors including Warren Buffett, Bill Ackman and a bunch more just updated their portfolios Here's what their portfolios looked like as of the end of Q3 ⬇️ Warren Buffett: pic.twitter.com/5eHc63GmUz — Evan (@StockMKTNewz) November 14, 2024 Michael …
“Gold has quietly outperformed all year. The precious metal is up almost 40% in the past year, steadily gaining value despite the gyrations in bond yields or inflation expectations.” Gold has quietly outperformed all year. The precious metal is up almost 40% in the past year, steadily gaining value despite the gyrations in bond yields …
Gold prices closed at record levels today, but what’s even more significant: The gold-to-Nasdaq ratio is currently on the brink of breaking out from a historical resistance. Here is a reminder that this ratio surged 13x from the peak of the tech bubble in 2000 to 2011.… pic.twitter.com/UUVG14HImK — Otavio (Tavi) Costa (@TaviCosta) August 12, …
Project mBridge and CBDCs: Project mBridge is a multilateral initiative involving central banks and commercial banks. It aims to explore a multi-central bank digital currency (CBDC) platform built on distributed ledger technology (DLT) for instant cross-border payments and settlement1. The project involves collaboration between the BIS Innovation Hub, the Bank of Thailand, the Central Bank of …
Biden signed new guidelines on the conditions for the US use of nuclear weapons. This was announced by Special Assistant to the US President, Senior Director for Arms Control at the National Security Council Pranay Vaddi. "The updated guidance takes into account the realities of… pic.twitter.com/hKDnSRa6Og — Sprinter Press (@SprinterPress) June 7, 2024 https://twitter.com/WorldCrisi19621/status/1799137288515117507 US …
Wow UK Payrolls -85,000, unemployment up to 4.3% Employed persons -177K Global cuts shifting to 5th gear soon?#MacroEdge https://t.co/1rYIcxxCP7 — Don Johnson (@DonMiami3) May 14, 2024 The UK labor market buckles under the weight of staggering unemployment figures, with payrolls plummeting by a jaw-dropping 85,000 and the unemployment rate skyrocketing to 4.3%. Employed persons take …
“Swedish MP Louise Meijer reneges on open borders stance: “When a large wave of refugees came to Sweden in 2015, I took a stand for ‘openness and refugees welcome.’ But I have changed my mind. Now, I represent an even stricter immigration policy than the one I opposed at the time.”” Swedish MP Louise Meijer …
BREAKING: Michael Burry has updated his portfolio. He has closed his $47 million bet against semiconductors, $SOXX. Holdings now:1. Alibaba, $BABA: 6.15%2. JD, $JD: 6.11%3. HCA Healthcare, $HCA: 5.72% 4. Oracle, $ORCL: 5.57% — unusual_whales (@unusual_whales) February 14, 2024 h/t DesmondMilesDant
While I didn’t see any snow when I lived in California, I was always hopeful to see a flurry or something aside from sea fog. By middle of next week — Feb 7, the weather pattern shifts to bring conditions that “could” drop snow at sea level. Where does the cold air in California come …
The "intense phase" of the ground offensive in the north of Gaza has been completed, and will soon be completed around the city of Khan Yunis in the south of the Gaza Strip , Israeli Defense Minister Yoav Galant said.Galant notes that the Israel Defense Forces have begun to… pic.twitter.com/dJ0gQpD85v — Sprinter Press (@SprinterPress) January …
The economic and demographic shifts in California present significant hurdles. The departure of high earners, as you pointed out, strains the tax base, with a small fraction of taxpayers now carrying a hefty portion of the state’s budget burden. The exit of over a million taxpayers and the purported replacement with what you describe as …
The rise of Geert Wilders and the anti-immigration PVV party in the Netherlands, securing 35 seats and becoming the largest party, sends a powerful message about the growing influence of nationalist sentiments. In the face of his impending victory, the ban on Wilders from speaking about mass immigration in the U.K. in 2009 takes on …
Moody’s Investors Service has revised the rating outlook to negative for Bank of America, JPMorgan Chase, and Wells Fargo, citing concerns about the U.S. government’s potentially weaker capacity to support systemically important banks. Despite the negative outlook, bank stocks rallied following subdued inflation data. Moody’s maintained a stable rating for Citigroup’s debt amidst these developments. …
Central banks are stuck, and the way governments handle money is causing trouble. Many people who suggest where to invest don’t have much gold in their plans right now. But, history shows that big money sources are starting to change and invest more in gold, making it a really good opportunity to consider. My thesis …
As we approach the new year, a shift toward credit risk is expected, replacing interest-rate concerns, according to Mohamed El-Erian. The recent steep drop in October’s Producer Price Index (PPI), the largest since April 2020 during the Covid lockdown, heightens worries. Fitch predicts ongoing challenges for US regional banks in 2024, and with earning trends …
https://twitter.com/_/status/1723250122652311891 Live stream from the Seynisbrún Grindavík earthquake meter This could shut down a large portion of commercial flights from North America to Europe for an extended period of time https://twitter.com/_/status/1723263882020446692 Massive Underground Operation is taking place in Iceland now — DUMBS are being taken out! 85 ‘so-called earthquakes’ within the hour. ALL of them …
Much of this can be attributed to the large drop in U.S. Treasury prices. However, it’s all so a general flight away from U.S. Treasury holdings as we have seen in China. There are a lot of moving parts here. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) …
Next week will be interesting because many charts are indicating market weakness which lines up with week 21. https://t.co/ggQXxGybX0 pic.twitter.com/U2aMp07RLv — Financelot (@FinanceLancelot) July 29, 2023 Here's an interesting chart. Volatility spikes have been occurring on the same weekly intervals the last two cycles. Weeks 8 & 17 are common across both, implying a large …
2) “Stalemate”, is the new talking point for Western MSM, in an attempt to slowly normalize the public to accept their defeat. But you’ll notice, the only articles about the “stalemate” over the weekend were from @nytimes and @WSJ , both of which have a paywall. They are… pic.twitter.com/JGZ3m9HKdT — Clandestine (@WarClandestine) July 24, 2023 …