Independent thinking for complex markets and current events
🇨🇳 China dominates the global air-conditioning market, producing over 80% of the world’s units. With heatwaves driving demand higher, countries like the U.S., Japan, and South Korea, where AC penetration is over 88% of homes, remain some of the biggest consumers. Analysts say… pic.twitter.com/7UZXANaam2 — Mario Nawfal (@MarioNawfal) July 6, 2026
This number is honestly hard to process. America’s billionaires went from a combined $7.009 trillion net worth in June 2025 to $9.236 trillion one year later. That is a gain of $2.227 trillion. A 31.8% increase in just 12 months. And the wildest part? A huge chunk of that explosion came from the same place …
by Michael Now that the war with the Iranians appears to be fully back on, there will be no turning back now. President Trump just told reporters in the White House that “we’re going to be attacking them and attacking them very hard”, and so it should now be apparent to everyone that there isn’t going …
Walmart started cutting around 1,000 positions mostly in corporate and supply chain roles this week. Company pointed to efficiency gains and shifting consumer habits as main drivers. Cuts spread across a few distribution centers and headquarters teams without big store impacts. Retail giant still plans steady hiring in other areas like e-commerce and pharmacy. Move …
“Iran now wants to have nukes because of Israel and America.” Mehdi Hasan just DESTROYED the Israeli spokesperson on Piers Morgan Uncensored. He flipped the entire narrative: Israel is the only country in the Middle East with nuclear weapons Israel bombed six countries last year Yet the West acts like Iran is the existential threat? …
The 2008 parallels aren’t subtle anymore. Let me lay them out: ✓ Credit bubble reversing ✓ Shadow banks gating investor redemptions ✓ Forced asset sales to raise cash ✓ Collateral getting marked down (JP Morgan just did this) ✓ Oil shock driving prices toward $100 ✓ Central bankers focused on inflation, the wrong risk ✓ …
Something uncomfortable is starting to show up across several economic headlines at the same time. Fuel prices are climbing again. According to data from AAA, the national average price of gasoline has surged to roughly $3.43 per gallon, after sitting around $2.97 just a week earlier. That is a jump of nearly 50 cents in …
Midas @midascabal Here is why the AI bubble will implode. China is using a totally different approach to AI: – open source, mass scale, cheap The West approach to AI? – close source, private, profit driven China will mass produce AI and export it everywhere, like their products. This will be a race to the …
https://www.cnbc.com/quotes/@GC.1 https://www.cnbc.com/quotes/@SI.1/ 🚨🇺🇸 BREAKING: The U.S. dollar records its largest daily drop since mid-December 2025, falling 0.7% after Trump’s threats to Europe over the future of Greenland triggered widespread selling of U.S. stocks and government bonds. pic.twitter.com/Tf12qxAduf — Jackson Hinkle 🇺🇸 (@jacksonhinklle) January 23, 2026 Silver hits record high above $100/oz as gold closes in …
The biggest short squeeze of 2026 will be $TLT. I'm long with 60% of my portfolio. https://t.co/f7WhlB2cdT pic.twitter.com/8PKXPF5xEr — Common Sense Investor (CSI) (@commonsenseplay) January 2, 2026 WHY YOU SHOULD BE BUYING $TLT & https://t.co/U0FvaBIeCa WHILE GETTING PAID TO WAIT FOR HUGE UPSIDE! Two charts explain almost everything. Chart 1:– U.S. interest expense has exploded, …
PRIVACY, YOU’RE DOING IT WRONG: Italy antitrust agency fines Apple $116 million over privacy feature; Apple announces appeal. Italy’s antitrust authority fined Apple 98.6 million euros ($116 million) on Monday after determining that operating one of its privacy features restricted App Store competition. Apple said it would appeal the sanction. Apple abused its dominant position with …
THE THERMODYNAMIC RECKONING Oracle just lost $35 billion in market cap. In 48 hours. Wall Street thinks this is an earnings miss. It is not. This is the first domino. What happened on December 11 was not a revenue shortfall. It was a confession. Oracle revealed 57 percent of its $523 billion backlog depends on …
Tell me again how this is fine. This 10-day squeeze is among the biggest of the last few years. Source: Bloomberg pic.twitter.com/spGr4YK6rF — Connor Bates (@ConnorJBates_) December 4, 2025 During inflationary paradigms, midterm election years tend to be a time for the admin in charge to shift focus from keeping their donors bellies full to …
This screams short squeeze.https://t.co/A7VOHa2SbE — Zoomer 🧢 (@zoomyzoomm) December 3, 2025
“Here’s what’s going on with the Fed and Wall Street right now and it’s kinda wild when you understand the full picture (save this). The Fed created something called the Standing Repo Facility (SRF) back in 2021 as basically an emergency lending window for banks and dealers. Think of it like this, banks need cash …
Did they consider not lying for political gain? https://t.co/f8nuy1ZMjB — Bonchie (@bonchieredstate) November 11, 2025 IT ALWAYS WAS: The BBC licence fee is now a tax on stupidity. HAVE you handed over your annual BBC tribute money yet? If so, what were you thinking of? Panorama’s cheap digital conjuring trick, its ‘footage’ of Trump agitating for violence …
CEO confidence has slipped below the danger line, signaling what many already feel: Higher prices, slower growth, and fading optimism. With inflation rising and growth stalling, even corporate America sees the specter of 1970s-style stagflation returning… By Peter Reagan Heading into fall weather means lower temperatures in many parts of the U.S. Unfortunately, those lower …
The housing market didn’t collapse. It was looted. The 2008 crash wasn’t a failure. It was a transfer. The Fed absorbed $2.7 trillion in toxic mortgage-backed securities from its bankster accomplices, dumped the fallout onto taxpayers, and called it stability. “The Fed still holds about $2.7 trillion in mortgage-backed securities, down only slightly from its …
This isn’t a question of ‘paper hands.’ The O/N RRP is now fully drained – something we haven’t seen since it surged in 2021. Thus, unless the Fed abruptly abandons QT & reverts to QE, US liquidity is going to contract for the 1st time since 2022. And the last time that happened, @Bitcoin collapsed …
Trump’s second-term data purge didn’t stop with the Bureau of Labor Statistics. In August 2025, he told the Congressional Budget Office to do a “methodology review,” which led three senior analysts to quit. Memos inside the CBO show the aim was to make deficit numbers match White House growth claims. At the same time, the …
In 2008 and again in 2020, similar steep drops in credit were quickly followed by aggressive Fed rate cuts and liquidity injections. This time, we’re seeing the same kind of credit contraction, but the Fed is still holding rates high, and there’s no sign of emergency fiscal support coming either. That’s what makes the current …
Everyone sees the train coming, but no one wants to leave the tracks. We are living in the largest Bubble ever. It is insane (….and it will burst)! Market Capitalization to GDP: Long-term average: 88%Typical historical range: 70% – 115% Peak before Great Depression (1929): 81%Peak Dot-com Bubble (2000): 136%Peak before Great Financial… — Henrik …
When VIX is high, it’s time to buy. When VIX is low, it’s time to go defensive. Getting a bit frothy out there pic.twitter.com/6hw8vrENWh — Markets & Mayhem (@Mayhem4Markets) July 26, 2025 Yes I thought Palantir $PLTR was super expensive at $50, now I just believe it’s astronomical levels of expensive at $160. The market …
Momentum building toward fresh 52-week highs. Silver breakout surges while most of the world sleeps on it. The 45-Year Cup & Handle for Silver 🚨 Congrats everyone, it took a long time, but we did it 🥳🫂 pic.twitter.com/jPcG9Qzqsr — Barchart (@Barchart) July 21, 2025 🚨 Silver just touched $39 this morning — up $0.53 on …
Where’s the money going?! Personal Income: -0.4% vs 0.3% exp. Weakest in 4 years. pic.twitter.com/vajFt4oLJE — Geiger Capital (@Geiger_Capital) June 27, 2025 Not good https://t.co/KVlatfqiI9 — Merlin Capital 🧙♂️ (@merlinscapital) June 27, 2025 Breaking Core PCE +.2% vs +.1% exp Core PCE price index vs a year ago 2.7% vs 2.6% 🔥🔥. Or more importantly …
The squeeze is going to be so spectacular once they realise every other currency is in a far worse condition relatively to the USD https://t.co/wttGiwYG8t — JustDario 🏊♂️ (@DarioCpx) June 17, 2025 Global central banks are cutting rates: World central banks cut interest rates 15 times in May, the fastest monthly pace this year. This …
April came with blood on the screen. Stocks sold off, yields surged, and the Fed kept its poker face. Retail panicked. But one group didn’t buy the dip: hedge funds. They saw the trap. Or at least they thought they did. They didn’t touch equities. Instead, they went after bonds with a vengeance. Hedge Funds …
Was it a margin call yesterday and now a silver squeeze is developing after years of manipulation? 🤔 https://t.co/Q03fESeSk8 pic.twitter.com/lHvg53vj5W — JustDario 🏊♂️ (@DarioCpx) June 6, 2025 ⚡️#Silver prices have surged past $36/oz, reaching levels not seen since 2012, signaling robust market momentum.Fundamentals remain compelling: since 2022, silver has faced persistent supply deficits, with demand …
Is higher unemployment coming to the US? US consumers' perception of the labor market has weakened to the second-lowest level since 2021. The difference between the share of Americans saying that jobs are plentiful minus those saying they are hard to get fell to 13.2%, marking… pic.twitter.com/gv045S3LhL — The Kobeissi Letter (@KobeissiLetter) May 28, 2025 …
$1M 30yr mortgage at 2.50% (covid time frame) = $3,951/month payment $1M 30yr mortgage at 6.85% (current national average) = $6,553/monthly payment Annualized that is a $31,224 difference. If you took out a mortgage or refi'ed with a mortgage that begins with a 2 percent, why… — Heisenberg (@Mr_Derivatives) April 26, 2025 The cost of …