Independent thinking for complex markets and current events
🚨 SAMSUNG, SK HYNIX, AND MICRON ARE GETTING SUED FOR ENGINEERING THE MEMORY CHIP SHORTAGE. The lawsuit, filed June 25 in California, accuses the three companies of using their pivot to AI memory chips as cover to cut production of regular DRAM, the memory used in everyday… pic.twitter.com/eqMQeb8jFt — Bull Theory (@BullTheoryio) June 29, 2026
Pakistan looks to buy emergency LNG shipments to ease its energy shortage 🇵🇰⚠️ State-owned Pakistan LNG seeks cargoes for June 13-14 and June 20-21 (very prompt delivery) via tender The Hormuz closure has choked Pakistan's usual LNG flows from Qatar, triggering a gas crunch pic.twitter.com/j6dpjiL64c — Stephen Stapczynski (@SStapczynski) June 10, 2026
Jet fuel shortage are about to disrupt summer travel and even flights cancellation across EU and Asia byu/hsg8 inEconomyCharts This will affect you even is you don’t travel. A lot of cargo goes by plane as well. Obviously a lot has to be cut now. The alternative is ships, but even shipping is fucked up …
by Michael There have been persistent rumors that industry insiders are bracing for a widespread shortage of motor oil. Are these rumors accurate? I decided that I was going to investigate this and discover the truth. Unfortunately, I have very bad news. Multiple sources within the industry are confirming that we are facing much higher …
Delta Air Lines canceled dozens of flights out of Atlanta this evening due to unexpected crew shortages. The airline cited a combination of weather delays earlier in the day and crew fatigue. Passengers are facing major rebooking issues at Hartsfield-Jackson Airport. Delta is offering hotel vouchers and meal credits where possible. This isn’t a one-off. …
Live recession oddshttps://t.co/yvED3yZNF6 — NewsWire (@NewsWire_US) April 26, 2026 Grok: Accurate per the American Farm Bureau Federation’s survey (April 3-11, 2026; 5,700+ farmers). 70% say they can’t afford all the fertilizer needed this season due to price spikes. Many plan to cut rates or acres, risking lower 2026 yields. South hit hardest (78%). Full report: …
NEW: The International Energy Agency chief is sounding the alarm that Europe is running out of fuel due to the Strait of Hormuz blockade: "We have maybe 6 weeks or so of jet fuel left… I can tell you soon we will hear the news that some of the flights from City A to City …
by Michael Even the mainstream media is now openly admitting that shortages are coming. But right now I am seeing so much apathy about the war in the Middle East and the global supply chain disruptions that are happening right in front of our eyes. So many people seem to be convinced that the war …
Trend may be difficult to sustain as China remains under US export controls, analysts say HONG KONG — Samsung Electronics and SK hynix are stepping up investments in their wafer fabs in China, racing to boost supply amid high market demand for artificial intelligence (AI) computing, according to industry analysts. The move underscores China’s continued …
Major cities in India, particularly #Hyderabad is currently experiencing a severe Compressed Natural Gas #CNG shortage, forcing thousands of auto-rickshaws and cabs off the roads or into long, hours-long refueling queues pic.twitter.com/h0xMYHXDNr — S.M. Bilal (@Bilaljourno) March 24, 2026 This is what a real supply squeeze looks like on the ground. In Hyderabad, drivers are …
Chinese manufacturer Yangtze Memory Technologies Corp (YMTC) has just listed its first commercial PCIe 5.0 NVMe SSD. The PC550 SSD features a PCIe 5.0 x4 interface along with the NVMe 2.0 protocol, and is being offered in 512GB, 1TB, and 2TB capacities. The SSD features YMTC’s X4-9070 3D NAND chips based on Xtacking 4.0, along …
The housing shortage pic.twitter.com/U00dO89D4p — MegaDitto (@Choosey_Beggar) December 7, 2025
Trying to figure this out… everyone already knows you should NOT be buying right now, but someone got sold on this property and for them to put up $300k would still leave them with a $1M mortgage so I’m even confused how the $6k is clearing, let alone producing? 🤦♂️🤦♂️🤦♂️ pic.twitter.com/RlKvWWTtgz — Jordan Lamonte III …
🚨#BREAKING: At this time, the FAA has issued a ground stop at Newark Airport, citing staffing shortages caused by the ongoing government shutdown — R A W S A L E R T S (@rawsalerts) October 29, 2025 A ground stop was briefly issued at Newark Liberty International Airport on Wednesday, with the Federal Aviation …
The regional banking crisis is much worse than they make it out to be. Since Aug, banks have tapped the Fed for $863 million, and from May to June, $555 million. As shown by the facility, it is progressively getting worse. Contagion is beginning to look like a reality. The regional banking crisis is much …
Josh Sigurdson talks with Mark Gonzales about the historic shift towards gold and silver as 75% of Americans report soaring inflation despite President Trump’s claims that inflation is over. Regardless of President, the work done by the Federal Reserve to print the United States into oblivion won’t be undone by some political policies. Fiat currencies …
American farms are already under pressure. Labor shortages threaten production and prices nationwide. Beth Ford, CEO of Land O’Lakes, warned of a black swan event if farms cannot find enough workers: “These are folks who oftentimes try to get American labor [but] are struggling to do so. They absolutely need labor, and if they don’t …
The American Trucking Association (ATA) is out here feigning outrage over cargo thefts like the Guy Fieri tequila heist that just hit 60 Minutes—24,000 bottles of Santo Tequila vanished in a slick double-brokering scam. For years, the ATA has lied to the entire country, federal agencies, and legislators about a “truck driver shortage” that doesn’t …
Gasoline shortage intensifies in Russia Supply disruptions are now reported in 10 regions, and half of the gas stations in annexed Crimea are out of service. Russian media report that gasoline production has dropped by about 10% over the past two months. Even residents of… pic.twitter.com/yOBZYC5n8w — Visegrád 24 (@visegrad24) September 25, 2025 Slowly but …
1) According to John Burns, from 2022-24, all of the growth in renter households came from immigration. While only 5% of buyer demand came from immigration. pic.twitter.com/hrjxgn5n1h — Nick Gerli (@nickgerli1) August 14, 2025 3) According to RealPage, there were 227k apartment units absorbed in Q2 2025, which was above last year. And allowed the …
"We are going to discover just like we did from the 2005-2008 time period, that this perception that there is an incredible shortage of housing is simply wrong." pic.twitter.com/BGlNAraweK — Darth Powell (@VladTheInflator) June 19, 2025 we know what's going on pic.twitter.com/3qd615gfqm — Darth Powell (@VladTheInflator) June 20, 2025 There are roughly 14.9 million vacant …
The White House has put itself and the country in a bad situation but doesn’t realize it yet. Around April 10th China to USA trade shut down. It takes ~30 days for containers to go from China to LA. 45 to Houston by sea, 45 to Chicago by train. 55 to New York by sea. …
by Michael We live at a time when global events are moving at a blistering pace. As Donald Trump and Elon Musk shake the very foundations of Washington D.C.’s giant bureaucracy, very alarming things are starting to happen all over the world. Chaos is erupting all around us, and I am entirely convinced that it is only …
https://twitter.com/Dani3lAndrew/status/1862163986159981018 Someone is lying hard here. pic.twitter.com/Pj5z1EOcAB — Guilherme Tavares (@i3_invest) November 27, 2024 U.S Home Sales on track for worst year since 1995 🚨 pic.twitter.com/y374xS1HMw — Barchart (@Barchart) November 29, 2024
Authorities in Russia announced Tuesday plans to ban cryptocurrency mining in several regions this winter to address electricity shortages. The ban will affect the Irkutsk region, parts of the republic of Buryatia and the Zabaikalsky region in Siberia, as well as six regions in the North Caucasus, including the republics of Chechnya and Dagestan. It …
The inventory shortage narrative runs out of steam as Realtor pivots on supply and price “This is the longest stint of four-plus months of supply in five years” “The percentage of homes with price reductions was 18.6%” – higher than 2017-2019 Just wait until Spring… pic.twitter.com/8VM0mX8nkS — Saw Chuck (@Saw_Chuck2023) November 19, 2024 OCTOBER HOUSING …
The remnants of Danville’s past are something of a metaphor for the small city in Southern Virginia. Old brick factories dot the shores of the Dan River, several of them undergoing conversions into hip, new apartment complexes. Boutiques occupy what used to be mom-and-pops that once served the town’s blue-collar workforce. Coffee shops and cafés …
In the U.S., only two companies are permitted to manufacture specialized formulas that meet the very specific needs of premature newborn babies. According to the Wall Street Journal, “These formulas are administered by doctors in the neonatal intensive care units because breast milk alone often doesn’t contain sufficient nutrients to sustain infants with low birth …
The Taliban ban on opium production in Afghanistan, the world’s biggest supplier of the drug, could drive up the use of synthetic opioids in its stead, consequently increasing overdose deaths, the UN drug agency warned on Wednesday. The United Nations Office on Drugs and Crime (UNODC) said in its annual drug report that opium production …
