Independent thinking for complex markets and current events
Multiple risk stack flagged, macro shock, private credit stress, AI valuation reset risk combined. Global stock markets are too high and set to fall, says Bank of England deputy “The thing that really keeps me awake at night is the likelihood of a number of risks crystallising at the same time – a major macroeconomic …
Tariffs hit fast. Inflation moves slower but with purpose. The consumer price index (CPI) doesn’t capture the full story. When tariffs arrive, importers take the initial hit, but CPI only partially reflects that cost. It undervalues imported goods, ignores wholesale price spikes, and delays the real impact of healthcare and insurance through flawed measurements. In …
AMD just pulled the pin. The MI350 chip, previously priced at $15,000, is now selling for $25,000. That’s a 67% jump. HSBC analysts say the chip now rivals Nvidia’s Blackwell B200 in performance. The MI355X variant, launched in June, is already shipping to Tesla and OpenAI. AMD’s 2026 AI chip revenue forecast was revised from …
Powell asked about the tools the Fed has to address supply-chain disruptions. “We don’t have that at all,” he says. That's odd: in 2021 the Fed vowed rates would be at 0 until 2024 because of covid supply chain disruptions. — zerohedge (@zerohedge) May 7, 2025 On the contrary. In 2015 and 2022, SPX found …
Millions of Americans depend on daily medication to function, to work, to stay alive. Blood pressure pills. Antidepressants. Insulin. Thyroid tablets. Inhalers. Medications for epilepsy, anxiety, heart conditions, diabetes. Take a guess how many people in the U.S. are prescribed drugs long-term. Over 131 million. That’s more than half the population. And in a crisis, …
Bulls keep agreeing that everyone is bearish so it's contrarian to be bullish. In what can only be described as the biggest circle jerk in market history. Here is the put/call ratio since the Liberation Day shock which occurred on April 2nd. Which was followed by the China shock… pic.twitter.com/ZsFJjjEf4a — Mac10 (@SuburbanDrone) April 13, …
Every market drawdown comes with whispers of opportunity. Talk of discounts. Bargains. Bottom-fishing. But few pause to do the math. Losses compound against you just as powerfully as gains work for you. And the deeper the hole, the harder the climb. This isn’t just theory. It’s arithmetic. A 10 percent drop requires an 11 percent …
Trump promises more lawsuits against Media 2025 will be blockbuster year for media deals. Atlantic | Mainstream media is dead.
ABSTRACT: We examine the role of metals as economic inputs by using a production network model, calibrated for various countries using input-output (I-O) tables. Empirically, we employ local projections to study how metal shocks influence inflation, testing country-level heterogeneity in the sensitivity to these shocks. Our findings indicate that metals price shocks have significant and …
“Byron Donalds STUNNED the Breakfast Club by telling them that Kamala Harris caused all the current inflation. When they didn’t believe him, he literally pulled out receipts. Hosts: “That’s not true.” Donalds: “Sure you want to go there?” (pulls out receipts) Hosts: SILENT The entire comment section on the episode is filled with black people …
The most shocking part about this is that MSNBC is shocked by what we all know is quite obvious. https://twitter.com/SpartaJustice/status/1824179111763513345 h/t Flying Elvii
Man, 35, shocks the world by transforming into a 'black alien' and throwing away his good looks https://t.co/wEN6VY4y4a pic.twitter.com/P5XmEhHpGq — Daily Mail (@DailyMail) July 12, 2024 When Anthony Loffredo walks on the side walk, people gasp, cross the road or stop and stare. Uber drivers turn him away. Restaurants refuse to serve him. He can’t …
Last year’s warnings echo louder as M2 data forecasts inflation surge, dismissing deflation fears. In Florida, over half of renter households strain under excessive rent burdens. Brace for wealth erosion as Biden’s historic Capital Gains Tax proposal looms, while gold’s ascent prompts speculation of $3,000 per ounce. In situations where the government runs record deficits …
A lawsuit against major credit card companies, like Visa and Mastercard, has sent shockwaves through the financial industry. Interchange fees, which are transaction charges merchants must pay every time a customer uses a credit or debit card, have been a contentious issue in the retail industry. Retailers have argued that these fees are excessively high, …
Day 2 |The African National Congress in South Africa holds dialogue on South Africa’s solidarity with Palestine, the ICJ case and the way forward.
https://twitter.com/Jules31415/status/1766993362488279464 Winning an Oscar now just means you won the woke contest — Elon Musk (@elonmusk) March 10, 2024 The Oscars have hit a new low in desperation. John Cena, who had a cameo in “Barbie,” walked onstage covered only by a large envelope on his private parts. Elon Musk’s remark that winning an Oscar …
Patrick Bet-David reacts to Javier Milei’s epic speech at the World Economic Forum’s annual Davos Event. Milei delivered a speech that not only silenced critics but championed capitalism with compelling data and historical insights. In this video, we dissect Javier Milei’s powerful message, focusing on how capitalism has dramatically reduced extreme poverty worldwide and highlighting …
Source: https://t.co/Il4NTKVI7m (https://t.co/Il4NTKVI7m) — Wall Street Mav (@WallStreetMav) July 20, 2023 90% of people look wealthy and thriving on Instagram but they are living paycheck to paycheck. Two months of no paycheck means financial ruin for a whole lot of people right now coming off the largest inflation cycle in 40 years. pic.twitter.com/4s8ue1CIyA — Don …
Newsmax Host @gregkellyusa Shocks Audience With Trump "Evidence" Reveal Live On-Air 😂https://t.co/tBQzlEpfYI — Benny Johnson (@bennyjohnson) June 14, 2023
