Independent thinking for complex markets and current events
Only very large institutions can tap the overnight repo window at that scale. That means a major bank or a primary dealer needed the money. A regular hedge fund cannot walk in and take $25 billion overnight on top of $50 billion last week. That kind of access and size belongs to big banks that …
Donald Trump is building a ballroom twice the size of the White House. He says it’s “his money,” but it’s really from companies chasing favors. Meanwhile, farmers can’t sell soybeans and the government’s shut down. This isn’t what Americans voted for. pic.twitter.com/2pjpraDPfN — Jessica Tarlov (@JessicaTarlov) October 22, 2025 https://twittercom/WUTangKids/status/1981125568461746548 The Republican president and top …
China may have built 162 square miles of solar, but they also – built 95GW of coal in the same time – 33 nuclear plants under construction – 70GW of natural gas under construction Your paltry 15GWs (really, is actually only 3GW due to CF) of added power is basically a rounding error to china’s …
Real inflation is about 6% while reporting 3% and that how you get 3% gdp growth. It’s all a fugazi pic.twitter.com/ocpBvz3qzQ — The Coastal Journal (@1CoastalJournal) September 10, 2025 We're in a recession, but at least we'll cut rates into rising inflation pic.twitter.com/qZDnnkBNvA — Swingtrader (@Swingtrader) September 9, 2025
It went from tropical storm to Category 5 in a single day. Erin didn’t intensify. It detonated. Winds jumped from 75 mph to 160 mph in 24 hours. That is not weather. That is combustion. https://abc17news.com/news/2025/08/16/category-5-hurricane-erin-is-one-of-the-fastest-rapidly-intensifying-storms-in-atlantic-history/ The National Hurricane Center called it “very powerful.” Director Mike Brennan said Erin gained 96 km/h in nine hours. …
Taiwan’s state-backed drone industry alliance has grown from 50 members at its September 2024 inception to more than 200 today and is expeditiously decoupling from China-based supply chains, Chairman Hu Kai-Hung tells Aviation Week. Hu, who also serves as the chairman of Taiwan’s Aerospace Industrial Development Corporation (AIDC), says that the drone alliance is laser-focused …
BARCLAYS JUST CUT ITS YEAR END TARGET FOR THE S&P 500 DOWN TO 5900 FROM 6600 pic.twitter.com/iUeRyNjouC — Evan (@StockMKTNewz) March 26, 2025 UBS trying everything to prevent its capital reserve requirement from increasing by up to $25 Billion "UBS Group AG executives have suggested that a permanent limit on the size of its investment …
Europe grapples with its decline Americans consumed by their country’s election cycle may be struck by the mood across the pond. In the apocalyptic rhetoric of Republicans, the American economy is the proverbial sick man of the West, hampered by rampant inflation, battered by tides of plundering illegal migrants and doomed by the leftist schemes …
It looks like we’re heading back into a deflation and recession scenario, but this time, tech stocks won’t be the safe haven they once were, thanks to the overhype around AI. In summary, the deflation/recession trade is coming back on in size. And this time it won't include Tech stocks. The AI buffoonery made sure …
The American Meteorological Society confirmed the fireball sighting and had 49 reports from witnesses from Alabama, Georgia, Mississippi, Louisiana, Florida, and Texas file in on their website. “It was incredible, very large,” one witness reported. “It was still the size of a car when it went behind the trees.” “The magnitude of what I saw …