A hub for independent voices and hard truths
For years the tech world acted like whoever owned the most chips would dominate AI. China is now showing that smarter software and lower costs might matter just as much. By making AI models dramatically cheaper to run, they’re putting …
SMALLEST CROP SINCE 1972… Wheat harvest hits 55-year low… 70% of crop in drought zone… USDA slashes production by 424M bushels… The breadbasket is empty… Winter wheat harvest is down 25%.Hard red winter wheat is down 36%. pic.twitter.com/H6Un6tYlYc — Truth …
More pain for the Bay Area tech sector as another company announces layoffs — this time a staggering 23% of the workforce. The San Mateo action-based camera maker GoPro will let nearly a quarter of its workforce around the world …
China’s financial sector is entering another phase of pay compression, with senior bankers at state-backed institutions bracing for bonus cuts of at least 30% as regulators push forward with compensation reforms. Department heads at two major state-owned banks saw their …
'Out Of Africa': Beijing Slashes Investment Up To 85% https://t.co/RAINlwx80W — zerohedge (@zerohedge) February 24, 2026 Railways in Kenya, ports in Tanzania, energy projects across sub-Saharan Africa, and militarized infrastructure in various places have meant billions in state-backed loans. For …
India Set to Slash Car Import Tariffs Under EU Deal, Rates Dropping from 110% to 40%** Limited to vehicles over €15,000 with gradual decrease to 10%. — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) January 25, 2026 India plans to …
If BlackRock is taking hits now, who is next in private credit? Friday evening news drop Troubled Loans Hammer BlackRock’s Private Credit Fund “A BlackRock Inc. private debt fund expects to mark down the net value of its assets 19% …
DOGE IS QUIETLY DEFUNDING $3.5B IN WASTE, ONE RIDICULOUS CONTRACT AT A TIME DOGE dropped a silent nuke: 43 contracts terminated or descoped, ceiling value $3.5B, hard savings $222\\m, and the crown jewels are pure comedy gold: – $4.3M Treasury …
“Achieving these results required additional incentives, resulting in a reduced average sales price of $383,000, and our gross margin drifted down to 17.5%, while our SG&A expenses came in at 8.2%, reflecting the soft market conditions.” Source: https://newsroom.lennar.com/2025-09-18-Lennar-Reports-Third-Quarter-2025-Results “The average …
Walking just 2,300 daily steps (around 20 minutes) begins lowering major heart risks by 17%. Brisk walking (80+ steps per minute) cuts heart failure risk by 30% and strokes by 24%. Even people with high blood pressure see a 22% …
Ukraine just lost €1.5 billion in EU aid. Not because of war. Not because of budget shortfalls. Because its government tried to gut the independence of its anti-corruption agencies. The European Commission confirmed the cut on July 25, 2025. Kyiv …
Billions in chip projects scrapped in Europe. INTEL TO LAY OFF 15% OF WORKERS, CANCEL BILLIONS IN PROJECTS IN BID FOR REBOUND-WSJ — First Squawk (@FirstSquawk) July 25, 2025 INTEL EMPLOYEE COUNT BY YEAR 2022: 131,9002023: 124,8002024: 108,9002025: 75,000 INTEL …
Nearly 90,000 phantom jobs per month go unexplained. What is happening here? The BLS just said the number of jobs reported for the 9 months ending December 2024 was likely overstated by ~800,000. This comes as the Quarterly Census of …
“Japan’s passenger car export prices to the US declined by a cumulative 20% or so in April-June. This implies that, for the time being, the Japanese auto industry is absorbing more than half of the 25 pp additional tariff on …
Export prices fall three months straight pressure builds on yen… BREAKING: Japan’s passenger car export prices to North America dropped -12.0% M/M in May, the largest decline on record. This follows a -4.5% decrease in April, driven by the 25% …
BREAKING: China’s total export volumes of rare-earth magnets fell -74% year-over-year in May, the biggest monthly decline on record. This comes after a -45% drop seen in April. Total rare-earth magnet exports reached 1.2 million kilograms last month, the least …
*SWISS CENTRAL BANK CUTS KEY INTEREST RATE BY 25BPS TO 0.0%, LOWEST SINCE JUNE 2022$CHF 🇨🇭🇨🇭 pic.twitter.com/Ajfw639gAz — Investing.com (@Investingcom) June 19, 2025 Zero yields are back! For those who believed zero and negative interest rates were something of the …
It was bound to happen. You could feel it in the way people searched. The old habits weren’t working anymore. After nearly twenty years of digital supremacy, Google’s dominance in search is no longer unshakable. For the first time since …
One of the oddest things in the House budget bill was cutting the private market incentives in energy markets. 81% of incremental power generation will be crippled by that single stroke of the pen. How do we compete in AI …
*US TO CUT TARIFFS ON CHINESE GOODS TO 30% FROM 145% FOR 90 DAYS *CHINA TO LOWER TARIFFS ON US GOODS TO 10% FROM 125% FOR 90 DAYS China going to 10% is where I expect both sides to be …
A 1% annual investment fee will lower your portfolio by ~25.8% over 30 years. A 0.10% annual investment fee will lower it by only ~3% over 30 years. That 22 percentage point difference could cost you hundreds of thousands of …
Global trade outlook is deteriorating: The World Trade Organization expects world merchandise trade to fall -0.2% in 2025, down from +2.7% growth expected at the beginning of the year. This would follow the +2.9% growth recorded in 2024. North American …
CHINA’S 2025 GLOW-UP? CANCELLED. UBS SLASHES GROWTH FORECAST AS TARIFFS BITE UBS—the fancy Swiss bank that stares at charts for a living—just said “nah” to China’s 2025 economy. They downgraded the growth forecast from 4% to a gloomy 3.4%. Why? …
Summary: The University of Michigan’s final report shows five-year inflation expectations jumped to 4.1% in March, the highest since February 1993. Consumer sentiment plunged 12% from February, reaching its weakest level since November 2022. Two-thirds of respondents expect unemployment to …
CoreWeave Inc.'s initial public offering raised $1.5 billion in a downsized deal, selling 37.5 million shares at $40 apiece. $CRWV The company's valuation would be about $23 billion on a fully diluted basis, down from an initial plan to raise …
The Department of Government Efficiency (DOGE) announced it had terminated 113 contracts valued at $4.7 billion Tuesday, including a U.S. Department of Agriculture (USDA) consulting contract for Peru’s climate change activities. “[Tuesday] agencies terminated 113 wasteful contracts with a ceiling …
Tech giants rethink the future… cc: @Dr_Gingerballs @DarioCpx @RealJimChanos pic.twitter.com/k0tc6pnf8R — Gordon Johnson (@GordonJohnson19) March 26, 2025 JIM CRAMER JUST TOLD NVIDIA $NVDA INVESTORS TO PREPARE FOR ‘TURBULENCE’ – CNBC pic.twitter.com/ezPTeeisqZ — Evan (@StockMKTNewz) March 26, 2025 Microsoft, $MSFT, has …
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 …
Agents from Elon Musk’s Department of Government Efficiency are accused of breaking into the nonprofit US Institute of Peace on Monday night as it continues to take a chainsaw to waste, fraud and abuse in Washington. The organization’s CEO, George …
Earlier this week, the Departments of Health and Human Services (HHS), Education (DoED) and the U.S. General Services Administration (GSA) announced the initiation of a “comprehensive review” of more than $5 billion in federal grant money that goes to Columbia, …