Independent thinking for complex markets and current events
An Iran-linked hacker group has claimed responsibility for a cyberattack of a medical tech company, in what appears to be the first significant instance of Iran hacking an American company since the start of war between the countries. The company, Stryker, produces a range of medical equipment and technology, and is headquartered in Michigan. Historically, …
🚨 JUST IN: In a huge win, the White House just confirmed the US trade deficit has PLUMMETED -30% with China in the past year "Our trade deficit with the rest of the world, since last April, has gone down by -17%!" 🇺🇸 The experts lose again. "The president's trade policy is… pic.twitter.com/XmeRlYg7H3 — Eric …
The bond market is getting twitchy. Over the past 20 years, when credit spreads blew out but the S&P 500 wasn't even beyond a pullback yet, it was 3-for-3 in bear markets. h/t @sentimentrader pic.twitter.com/xiba9GU3z2 — Jason Goepfert (@jasongoepfert) March 17, 2026 The market is green today and nobody's talking about the sector that refused …
WEST PALM BEACH, Fla. (CBS12) — Florida is experiencing a rise in gas prices, with the state average climbing 84 cents over the past 12 days, according to AAA. As of Sunday, AAA said that drivers are paying an average of $3.72 per gallon, marking the highest daily average since August 2023. Price Comparison Here …
Over half of Americans say health care, a weeklong vacation and a new car are unaffordable, per ABC — unusual_whales (@unusual_whales) March 17, 2026 JUST IN: US 30-Year Mortgage Rate jumps to 6.86%, the highest level since November byu/RobertBartus inEconomyCharts Another out of context quote. Full quote shows Hassett saying this is “going ahead of …
Gas prices in the US have moved up to $3.72/gallon, their highest level since October 2023. The 27% spike over the last month ($2.93/gallon to $3.72/gallon) is the biggest we've seen in the past 30 years. pic.twitter.com/C3HrTiRnH5 — Charlie Bilello (@charliebilello) March 16, 2026
Median family income in the US increased from $10,000 in 1971 to $106,000 today, a 10x increase. However, the median cost of homes increased from $25,000 to $445,000, a 17x increase. And the median cost of cars increased from $3,600 to $50,000, a 14x increase. The median cost of college increased from $2,900 a year …
INSIDERS ARE RUNNING FOR THE EXIT: Look at this data. – Diamondback Energy: $1.13 BILLION sold – Peter Thiel dumped $289 million in Palantir – VRT former officer: $263 million sold – BW Group: $210 million in DHT – Silver Point Capital: $155 million in GPOR – IBP CEO + Chairman: $255 million combined – …
JUST IN: Closure of the Strait of Hormuz has triggered the worst global energy crisis since the 1970s, WSJ reports. — BRICS News (@BRICSinfo) March 9, 2026 Factcheck: Yes, per WSJ and shipping trackers like MarineTraffic/Reuters: tanker traffic in the Strait of Hormuz has virtually halted amid the Iran conflict (down ~90% since early March), …
https://www.ft.com/content/d546fd5b-4a0c-4b90-8bee-9e85b75458ed Qatar expects all Gulf energy producers to shut down exports within weeks and drive oil to $150 a barrel, the country's Energy Minister Saad al-Kaabi said, per FT — unusual_whales (@unusual_whales) March 6, 2026
“America has $34 trillion in debt, crumbling bridges, unaffordable healthcare — and tonight we’re launching the biggest bombing campaign on Iran since the war began. For what exactly? For whom?” — WULF (@DerWulf) March 6, 2026
So we are in a position where : -COMEX going bust-AI bubble collapse after NVDA super earnings-BTC retests 4Q21 peak on ~69k$ and starts new wave down-Private Equity credit going bust-Housing market tanking-China entering next wave down after 2,5Ys of bear market rally to… pic.twitter.com/jl9ZJ8Dp9R — GregTheAnalyst (@Analyst_G) February 25, 2026 🚨 Google searches for …
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 …
🚨 President Trump Just Confirmed The War With Iran “We settled 8 wars and I think a ninth is to come.” This happens after the Fed injected $18,500,000,000 into banks overnight on 18th February, signalling the preparedness of the U.S. Banking system to the war. Remember:… https://t.co/pA3o96xhcd pic.twitter.com/d6jupykT7z — Stellar Rippler🚀 (@StellarNews007) February 19, 2026 …
Personal savings have dropped by -$469.2 billion since April, a decline of -37%. Americans have less and less cushion… pic.twitter.com/4s9DZ1IzEp — Jon Brooks (@jonbrooks) February 19, 2026
US TRADE DEFICIT WIDENS, CAPPING ONE OF BIGGEST SINCE 1960 The U.S. trade deficit widened to $70.3 billion in December, pushing the full-year gap to $901.5 billion — among the largest since 1960, Commerce Department data showed. Imports rose 3.6% in December, while exports fell 1.7%. Economists had expected a $55.5 billion deficit. The goods …
".. lenders have stopped pretending .. .. The delinquency rate for office loans in commercial mortgage-backed securities climbed to a record 12.34% in January, the highest level since .. 2000." 👇🏼 pic.twitter.com/d3N92Hr4YR — Kalani o Māui (@MauiBoyMacro) February 17, 2026 Lenders to commercial real-estate owners are reaching the breaking point, calling in tens of billions …
🚨 JUST IN: AG Pam Bondi just UNLEASHED the FULL Epstein Files under the Transparency Act, ALL 3.5 MILLION pages DROPPED, redactions JUSTIFIED only for victims, and HIGH-PROFILE names EXPOSED with ZERO cover-ups for embarrassment or politics. “No records withheld or redacted… pic.twitter.com/Hr7mnBW1ZX — Gunther Eagleman™ (@GuntherEagleman) February 15, 2026 This is some serious disinformation …
via confoundedinterest17 The gap between 2s and 10s Treasuies is now the widest it’s been since early 2022. According to the Atlanta Fed GDP Now report, the current real GDP growth rate is 3.7%. But the yield curve is a forward looking measure.
BREAKING: January CPI inflation falls to 2.4%, below expectations of 2.5%. Core CPI inflation fell to 2.5%, in-line with expectations of 2.5%. Core CPI inflation is now at its lowest level since March 2021. Odds of further interest rate cuts are back on the rise. — The Kobeissi Letter (@KobeissiLetter) February 13, 2026 🚨 TRADERS …
JUST IN: US home sales fell -8.4% in January, the largest monthly decline since Feb 2022. — Hedgeye (@Hedgeye) February 12, 2026 Realtors have sounded the alarm over a potential “new housing crisis” after home sales fell by over 8 percent in January, the biggest monthly drop since 2022. “Improving affordability should have brought more …
9 large companies filed for bankruptcy in the US last week. This brings the 3-week average to 6, the highest rate since the 2020 pandemic byu/RobertBartus inEconomyCharts Mega bankruptcies becoming more common among large firms There’s an ongoing surge in mega bankruptcies (large companies with significant assets) across the U.S., driven by rising interest rates, …
This is a serious problem for the Mag 7. Share buybacks always put a floor on how low these stocks could drop. It gave their shares a steady bid every quarter How do their stocks stay valued at $4 trillion without the buybacks? Microsoft is already rolling over💀 https://t.co/dzFek20ChN — QE Infinity (@StealthQE4) February 10, …
“Just spoke with a couple of MDs at a large institutional private equity fund They still believe that Claude is a fad and it will take decades before any real companies adopt them Currently only subscribed to a ChatGPT corporate account at work Mentioned multiple times that absolutely nothing has changed about their workflow since …
The economy looks fine on paper while people struggle just to get by. As Statista’s Felix Richter reports below, according to the U.S. Bureau of Labor Statistics, 9.3 million Americans reported working multiple jobs in November 2025 – the highest number ever recorded since the BLS started tracking multiple jobholders in 1994. https://www.activistpost.com/9-3-million-americans-work-multiple-jobs-to-make-ends-meet/ https://fred.stlouisfed.org/series/LNS12026620 FED'S …
1971. The year Nixon took the dollar off gold. House: $25,200. Now: $410,000. Car: $3,560. Now: $48,000. Harvard: $2,600/yr. Now: $57,000/yr. Gas: $0.36/gal. Now: $2.88/gal. Average income went from $10,000 to $60,000. Everything got 8–22x more expensive. Wages only went 6x. But sure, it’s the avocado toast. @grok so nixon did a big mistake??? That …
BREAKING: MicroStrategy stock, $MSTR, is now officially down -80% since its November 2024 peak. Michael Saylor's Bitcoin position is now down -$6.5 BILLION. https://t.co/M7q4bIZdl4 pic.twitter.com/0PoADw1hBV — The Kobeissi Letter (@KobeissiLetter) February 5, 2026 MSTR is sitting on an $8.8 billion unrealized loss byu/Independent-Cress382 inwallstreetbets People waking up to the fact that $BTC is nothing more …
by Michael Look out below, because the dam is beginning to break. Many of us were projecting that our economic problems would accelerate during the early portion of 2026, and that is precisely what has taken place. Employers are conducting brutal layoffs all over the nation, the number of job openings continues to decline, stores and restaurants …
