Independent thinking for complex markets and current events
Advanced Micro Devices reported first-quarter earnings Tuesday that topped expectations, while the company’s revenue forecast also exceeded estimates as demand soars for chips to power artificial intelligence workloads. The stock ripped 20% higher in premarket trading on Wednesday. Here’s how the chipmaker did versus LSEG consensus estimates for the quarter ended in March: EPS: $1.37 vs. $1.29 …
https://www.ft.com/content/d546fd5b-4a0c-4b90-8bee-9e85b75458ed Qatar expects all Gulf energy producers to shut down exports within weeks and drive oil to $150 a barrel, the country's Energy Minister Saad al-Kaabi said, per FT — unusual_whales (@unusual_whales) March 6, 2026
🔥🚨BREAKING: Netflix just dropped out the massive bidding war for Warner Discovery resulting in Paramount being awarded Warner Brothers. Netflix co-CEOs Ged Sarandos and Greg Peters released a statement saying the deal was “no longer financially attractive.” pic.twitter.com/HFQQfi6qO4 — Dom Lucre | Breaker of Narratives (@dom_lucre) February 27, 2026 That’s All, Folks: Netflix Walks Away …
US TREASURY LAYS OUT $125B REFUNDING PLAN The US Treasury will sell $58 billion in 3-year notes, $42 billion in 10-year notes, and $25 billion in 30-year bonds next week as part of a $125 billion refunding through April 2026, raising $34.8 billion in new cash. Auction sizes for… — *Walter Bloomberg (@DeItaone) February 4, …
Compounding inflation is a global crisis: Since January 2021, the UK gas experienced the largest surge in prices among major economies, at +28.2%. The US saw cumulative inflation of +23.8%, followed by the Euro Area at +23.1% and Germany at +21.2%. France’s cumulative inflation reached +15.1%, while Japan recorded +12.4% over the same period. On …
NEW from me: California keeps losing tech jobs Amidst the AI boom, the US is in the largest sustained drawdown in tech employment since the dot-com bust And what tech jobs remain continue to leave California for the rest of the US The US continues bleeding tech jobs—tech employment is down 90k from its 2023 …
American Eagle said Wednesday its partnership with Sydney Sweeney has been its “best” advertising campaign to date as it announced fiscal second-quarter earnings that beat expectations. The company’s splashy, yet controversial, campaign with the “Euphoria” star led to some criticism and blowback but the launch, coupled with a recent partnership with Taylor Swift’s new fiancé …
by confoundedinterest17 So much for the defeatist mentality in the main stream media, Congress and economists! The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the third quarter of 2025 is 3.5 percent on August 29, up from 2.2 percent on August 26. After recent releases from the US Census Bureau and the …
BREAKING: President Trump accuses Nancy Pelosi of insider trading. pic.twitter.com/HtWMIsDJoh — The Kobeissi Letter (@KobeissiLetter) August 9, 2025 Trump calls Pelosi a “disgusting degenerate.” Says her husband “beat every hedge fund in 2024.” Blames “INSIDE INFORMATION.” https://justthenews.com/government/white-house/trump-accuses-pelosi-insider-trading Pelosi’s 2024 return: +54% Trump’s crypto wallet: +900% Pelosi’s trades: Apple, NVIDIA, Palo Alto Networks Trump’s trades: MAGA …
To put this into perspective$PDD has a $160 billion market cap 60% higher than $HOOD But it did $54 BILLION revenue last year. 60% higher market cap13.5x more revenue. ??????????????? pic.twitter.com/MqaHEB1zic — Zoomer 🧢 (@zoomyzoomm) August 9, 2025 And today they were loading $pltr $270 calls still lol https://t.co/YEAHCH37bY — jbulltard (@jbulltard1) August 8, 2025
Canada’s labor market did more than stumble in July, it collapsed spectacularly. Missing job growth forecasts by over 54,000 is not just a minor slip. It signals serious cracks in the economy’s foundation. When youth unemployment reaches levels unseen since 2010, that sends a sharp warning about the future workforce and consumer spending. The sectors …
American Eagle’s bold marketing sent its stock soaring, while Bud Light is still paying the price for going woke— proof that authenticity wins.
Klarna, a popular “Buy Now, Pay Later” service, just announced a +110% increase in their Q1 2025 loss of -$99 million. On top of this, consumer credit losses surged to $136 million in Q1. This is the same company that just announced “Buy Now, Pay Later” for DoorDash orders. The worst part? Klarna announced they …
That dotted line isn’t noise. It’s China quietly moonwalking past the U.S. and Europe in patent output. While the West debates regulation, China’s filing innovation at warp speed. Ignore this curve, and you’re ignoring the next cycle of global leadership. pic.twitter.com/szsPY5v4i4 — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) May 13, 2025
Households are leaning hard on debt just to stay afloat. Total consumer credit stood at over $5 trillion in Feb. 2025 — a nearly $1 trillion jump since the Covid-19 pandemic — while the personal savings rate has dropped to barely 2.5%, among the lowest levels outside of historic recessions. This isn’t just headline noise; …
Worst Dallas Fed manufacturing survey since 2020: New orders collapse.Prices paid soars. There’s a term for this. It’s called ‘margin compression’, and it’s deflationary for asset prices. pic.twitter.com/5HmmYd57T2 — Kalani o Māui (@MauiBoyMacro) April 28, 2025 Dallas Fed Manufacturing Index down to -35.80 (forecast-17, previous-16.30). 👇🏼 pic.twitter.com/isnBK90Tw2 — Kalani o Māui (@MauiBoyMacro) April 28, 2025 …
U.S. Economic Policy Uncertainty Index soars to highest level in history 🚨 Congrats everyone, we did it 🥳🍾🫡 pic.twitter.com/ej3UmjGk1q — Barchart (@Barchart) April 16, 2025
from Kerry Lutz’s Financial Survival Network Kerry Lutz and Chris Vermeulen discussed the current volatility in the markets, particularly influenced by political events. Chris highlighted significant selling pressure affecting equities, suggesting that the market appears oversold and may experience a bounce in the coming weeks. However, he expressed uncertainty about whether this would lead to a recovery or …
by confoundedinterest17 Because they’re young. Bonds that is. Longer term bonds and notes are preferred by primary dealers over short-term Treasury bills. The US Treasury yield curve 10Y-2Y is finally positive after years of being negative. And the all important 10-year Treasury yield sits at 4.56%.
Was at the Apple Store yesterday to get some upgrades before the tariff war increases prices, this was literally the worst holiday sales the store has seen (per employee) Its so bad you can see the 0 demand for the Vision Pro, totally worth the 40X. 2 weeks before xmas lol pic.twitter.com/nhhdizGBQy — The Punisher …
Profile in WSJ today on struggles of high-end real estate market in Chicago. Again, no one is crying for these sellers, but it’s bad for tax base if property values get reset lower. More taxes for everyone else… We should aspire to have people competing to move here. Not out. https://t.co/RwLK9B6vEb pic.twitter.com/ngr7gKRtsD — Stuart Loren …
https://taxprof.typepad.com/taxprof_blog/2024/11/biglaw-associate-compensation-soars-to-251k-for-1st-years-575k-for-8th-years.html
🚨🇺🇸WALMART STOCK SOARS 60%, BEST YEAR SINCE 1999 Walmart shares have surged 60% this year, far outpacing the S&P 500's 23% rise. The retailer's low prices and growing e-commerce and advertising revenues have given it a strong edge over rivals. Third-quarter results are… pic.twitter.com/vzKi5FgoV5 — Mario Nawfal (@MarioNawfal) November 18, 2024 MarketBeat: https://www.marketbeat.com/stocks/NYSE/WMT/forecast/ Benzinga: https://www.benzinga.com/money/walmart-stock-price-prediction
via Alasdair Macleod It has been an excellent week for gold and silver bulls. But is a correction now due, and if so, how deep and for how long? It looks like being severely limited. Gold continued to make new highs this week, today trading below yesterday’s best level of $2685 spot this morning in …
Investing.com– Gold prices hit record highs in Asian trade on Tuesday, extending a recent run of gains amid persistent optimism over U.S. interest rate cuts, with focus turning to more upcoming cues this week. Among industrial metals, copper prices rose sharply after the Chinese government announced a barrage of stimulus measures, raising hopes of an …
by confoundedinterest17 Washington DC Saturday Night! Or at least Monday night. 13 will get you 20, unless you are in Washington DC. S&P Global US Manufacturing PMI 47.0 (48.6 exp, 47.9 prior) – lowest since June 2023. Gold continues to soar! No, not cold sores, GOLD SOARS!
Off to the races! The Consumer Finance subindex reflects the number of intakes related to consumer finance issues such as billing disputes, auto repossessions and payday loans, as a share of total intakes across all areas of law. pic.twitter.com/CwtdHZLp8f — Darth Powell (@VladTheInflator) August 26, 2024 Electricity prices are up 📈 46% since January 2021. …
With stocks relatively flat, attention has turned now to gold where the precious metal has broken out from its range and is hitting new record highs on an almost daily basis ahead of the coming dollar debasement about to be unleash by the Kam-unist regime of Kamala Harris who plans on “fighting” food inflation with price control. …
Gold price surges to new all-time highs over $2,500 – and analysts rush to raise their price targets. We weren’t supposed to get to $2,500 till 2025. So will the next stop be $3,000? Let’s see what the experts think… From Peter Reagan for Birch Gold Group | Reading time: 9 minutes This week, Your News to …
