A hub for independent voices and hard truths
Nvidia went from 95% market share to effectively zero in China’s AI accelerator market after years of export restrictions. Even Jensen Huang is openly saying the market has been conceded. What was supposed to slow China’s AI ambitions is now accelerating domestic alternatives from companies like Huawei. China used to …
Powell gets shown the door in May while Trump lines up the softest replacement possible. Markets bet hard on rate cuts like 2021 never happened. Oil pushes higher on actual shortages and the Fed inherits an even weaker leader picked purely for loyalty. This follows the exact 1970s route with …
Hedge funds don’t fold this fast unless something ugly is happening under the surface. Today: Michael Burry shutting down hedge fund April 7: Tom Lee issues apology to investors 🤔 pic.twitter.com/uaobov5INq — The Market Stats (@TheMarketStats) November 13, 2025 CDS for the AI companies today… nothing to see here. pic.twitter.com/DhYEiOPdcb …
Delinquency rates across consumer debt classes are now brushing up against levels seen during the Global Financial Crisis. The New York Fed reports that 4.4% of all outstanding household debt is delinquent. “Loan delinquency rates remained ‘elevated,’ according to the report, at 4.4% of outstanding debt overall, with student loan …
Swaps — a historic move, Lehmanesque. The beast inside the market is about to break the Fed. A colossal policy reversal is coming. https://t.co/ewp0mUHB2k pic.twitter.com/r8psEJW3fL — Lawrence McDonald (@Convertbond) April 9, 2025 Literally off the charts, no further comments necessary pic.twitter.com/As70Iob5rv — Michael A. Arouet (@MichaelAArouet) April 10, 2025 If …
China is playing the long game, and America is still fumbling. The release of Ernie X1 and Ernie 4.5 by Baidu is a stark reminder that Beijing isn’t just competing; it’s coming for the crown. These are not mere innovations—they’re missiles aimed at the heart of Silicon Valley’s AI dominance. …
The New Jersey Turnpike is a major artery for government officials, military equipment, and key commerce, and yet we’re handing over its surveillance to a foreign entity? You think it’s just tolls? This is about tracking. About patterns. About leverage. Once they have access, they can monitor movement, gather intelligence, …
by Toddlovessilver This is directly related to observations about the economy, at least in middle Tennessee where I live. Precious metals should see robust influx of investments, as the weaker economy negatively impacts jobs, incomes, disposable income, consumer spending and ultimately personal security… citizens abilities to provide themselves with the …