Independent thinking for complex markets and current events
This started as U.S. vs Iran… now it’s slowly turning into a U.S. vs China situation, and that’s where things get risky. Follow the oil and it makes sense. China depends on Hormuz for ~40% of its oil and 30% of LNG, so it’s not sitting back. They’ve already sent warships from Djibouti, parked destroyers …
By Peter Reagan The U.S. dollar has been the world’s reserve currency (as the petrodollar) for decades now, but the current conflict in the Middle East seems to have accelerated the dedollarization trend. Now, I’m not talking about an immediate radical shift in how the world approaches the dollar. But I am talking about a clear …
Some shit about to happen in the stock market. There's a large put volume — Data Driven Stocks (@stockdatamarket) March 10, 2026 It happens slowly… then all at once. Just like the 2008 stock market crash. History doesn’t repeat exactly – but it definitely rhymes. pic.twitter.com/Aij0xlRaPY — Common Sense Investor (CSI) (@commonsenseplay) March 10, 2026 …
What happens when the excitement fades and the people left holding shares never meant to be long term investors cannot exit? Slowly, then suddenly. pic.twitter.com/bKAmVd81Ys — Michael Burry Stock Tracker ♟ (@burrytracker) November 11, 2025 🚨 SoftBank sold all 32.1 million of its $NVDA shares back in October for $5.83 billion. Is this bullish or …
$GLD is topping and $SPY is not too far. Gold topping is usually sharp spike and Equity topping is round top. More details below 👇👇 🟡 Gold Tops – Sharp Spikes Driven by Fear: Gold often rallies during crises, panic, or inflation fears. When fear peaks suddenly (like geopolitical shocks or banking stress), prices spike …
They say the economy’s fine. That’s the first lie. You walk through any town that used to have factories, used to have warehouses, used to have jobs, and you don’t see recovery. You see silence. Long-term unemployment just hit a post-pandemic high. That means people aren’t just out of work. They’ve been out for half …
Zohran Mamdani: "We will slowly buy up the housing on the private market and convert properties into communes" pic.twitter.com/u7RQxaERYt — End Wokeness (@EndWokeness) July 1, 2025 Communism…with animation. https://t.co/fq4kzNVzCr — Tom Fitton (@TomFitton) July 2, 2025
Tax cuts are great! Everybody loves them, and pretty much nobody votes for a candidate who promises higher taxes. But tax cuts aren’t free – the government still needs to replace the revenue lost when taxes fall. Today, we realistically assess whether the nation can afford the Trump Tax Cuts… By Peter Reagan There are two …
Biggest selling wave of the year — 483 S&P Stocks down on the day. Second highest was August 5 at 481. Deterioration began a week ago. Slowly, then all at once — that's how this game works. pic.twitter.com/G7AFPNgiuW — Macro Charts (@MacroCharts) December 18, 2024 Regarding today's broad market sell-off, it's yet another sign that …
Article quote here: An ominous warning by an ally of Russian President Vladimir Putin has been issued – “he isn’t bluffing”. The claim relates to the potential threat of Russian using nuclear missiles after the US gave Ukraine permission to launch American-made missiles into Putin’s territory. https://www.dailystar.co.uk/news/world-news/putin-isnt-bluffing–were-34165289
America is being slowly strangled to death by an accumulation of millions of regulations. Tens of thousands of new rules are added every year, but very few are ever removed. Eventually, everything becomes illegal. https://t.co/gGFwRs1FG9 — Elon Musk (@elonmusk) September 11, 2024
As Aatish Bhatia writes for The New York Times, a growing pile of research shows that training generative AI models on AI-generated content causes models to erode. In short, training on AI content causes a flattening cycle similar to inbreeding; the AI researcher Jathan Sadowski last year dubbed the phenomenon as “Habsburg AI,” a reference …
The pandemic left the U.S. labor market badly overheated. Reopening businesses panicked at labor shortages, paying big raises to hire. As prices shot higher, fears rose of a wage-price spiral. Recently, though, the labor market has cooled, and indeed, looks like something close to normal. Unemployment has crept up from a half-century low of 3.4% …
via naturalnews: Privacy experts are sounding the alarm about two recent court orders that allowed the federal government to order Google to release private information about users who watched certain unapproved videos and livestreams on YouTube. According to the orders, the feds demanded information on all viewers of select YouTube videos that Washington says involve criminal activity …
By Martin Armstrong The US border crisis is slowly, very slowly, becoming a bipartisan issue for the government. Blue cities and states have pleaded for help in recent months as crime rises and their budgets implode. Still, the majority of Democrats have not broken rank with their party regarding the border crisis. The House recently …
by Chris Black Once these missiles run out, the country is basically a sitting duck. Hamas’s Qassam rockets are made from sugar and fertilizer. Their supply is effectively infinite. Iron Dome interceptors are finite and very expensive. Hamas may be forcing Israel to expend Iron Dome ammo on Qassams so they’re defenseless when Hezbollah launch …
China Is Closing in on Itself: The absence of foreigners in the country is a symptom of China’s restrictive, security-driven view of the world. “The feelings and impressions I heard from people whom I had never known to be particularly political were grim with discouragement. For their safety, I must withhold their names, but they quickly …
Delinquency Rate on Credit Card Loans, All Commercial Bank. The “resilient consumer” choochoo train is slowly but surely headed towards the cliff. We have been saying it almost forever, but the train is closing in slowly for the big crash. NORDSTROM: “.. we have seen delinquencies rising gradually and they are now above pre-pandemic levels, …
Watch closely. pic.twitter.com/1zjdTjxcUn — Libby Emmons (@libbyemmons) August 24, 2023
Regional banks are still losing deposits and slowly failing. 🔊 https://t.co/YhK8gaYKxw — Wall Street Mav (@WallStreetMav) July 27, 2023
by confoundedinterest17 The Case-Shiller home price numbers are out for May. The national home price index is down -0.46% YoY as The Fed slows M2 Money growth into negative growth territory. No doubt Biden (and Karine Jean-Pierre) will take credit for slowing home price growth, although The Federal Reserve slowing monetary stimulus is mostly responsible. …
by BoatSurfer600 WASHINGTON, June 22 (Reuters) – U.S. banks are pushing to soften a major regulatory proposal to hike bank capital requirements, worried it could prove too onerous, especially for lenders still reeling from the March banking crisis, according to six people briefed on the matter. Bank regulators led by the U.S. Federal Reserve are …
8 to 10 million people would protest the introduction of a digital currency, 15 minutes cities and the great reset. via theguardian: The UK is home to millions more conspiracy theorists than most people realise, with almost a quarter of the population believing Covid-19 was probably or definitely a hoax, polling has revealed. About a …
via naturalnews: Without a doubt, the vast majority of Americans are aware that our systems and institutions have become virtually non-functional after having been taken over by countercultural leftists who channel Lenin and Marx and are working to destroy our country as founded. But what many of those same Americans may not realize is that soon, very soon, …
