Independent thinking for complex markets and current events
They’re tightening pressure on Cuba’s food and energy system and still calling it stability policy. Military options are already in play if things break further. This is not just sanctions pressure anymore, it’s drifting into direct confrontation territory. Axios reports the pressure push, Mediaite flags internal military scenario talk. This is moving one direction, escalation. …
Giant jumps in $nvda inventory and AR levels 🚩🚩🚩 Huge discrepancy between net income declared of nearly $32B and operating cash flow of $24B Accounting stays creative pic.twitter.com/3JlYNbXqiS — 🏴☠️ (@calvinfroedge) November 19, 2025 Valuation is 10x forward sales and a lot of the sales are to related parties Good luck — 🏴☠️ (@calvinfroedge) November …
The economy breaks to 2 basic industries; MAKERS and TAKERS Do not underestimate the transportation industry as a key economic indicator — The Sagami Letter | Tony Sagami (@anthonysagami) August 20, 2025
By Graham Summers, MBA | Chief Market Strategist Outside of the U.S., the world economy is in serious trouble. Europe is teetering on the verge of recession with its collective economy barely growing for three quarters in a row. Germany, the largest most dynamic economy in the EU has only just established a new high in its …
https://www.wsj.com/world/europe/germany-is-losing-its-mojo-finding-it-again-wont-be-easy-c4b46761 Germany Is Losing Its Mojo. Finding It Again Won’t Be Easy. BERLIN—Two decades ago, Germany revived its moribund economy and became a manufacturing powerhouse of an era of globalization. Times changed. Germany didn’t keep up. Now Europe’s biggest economy has to reinvent itself again. But its fractured political class is struggling to find answers …
via Reuters LONDON, Aug 17 (Reuters – Hedge fund EDL Capital is betting on further falls for China’s offshore currency and says the yuan’s slide could be the next “black swan event” to rattle world markets, according to an investor presentation this month seen by Reuters. The U.S. dollar has strengthened roughly 6% against the …
by Dismal-Jellyfish Reminder, while banks have the liquidity fairy, ‘we’ get the promise of 2 more rate hikes this year, Atlanta Fed President Raphael Bostic yet again enrichens himself inappropriately from his position. What I want to talk about tonight is something new–Commercial and Industrial Loans, All Commercial Banks. What are Commercial and Industrial Loans? Commercial and Industrial …
This is the climb to Mount Everest. Just past the base Camp. Notice people are not wearing oxygen cylinders yet. And yes dead bodies sliding down. Morbid. pic.twitter.com/IqpBQIIrKH — Vaibhavi Limaye (@LimayeVaibhavi) June 4, 2023 Over 200 dead bodies lay along the route to the top of Mount Everest. The bodies are used as landmarks …