Independent thinking for complex markets and current events
by Michael On Monday morning, the front page of the Drudge Report featured a very alarming two word headline in all capital letters: “INFLATION ACCELERATES”. Of course that headline was 100% accurate. Prices are rising and our seemingly endless cost of living crisis is beginning to accelerate once again. I have heard from many of …
Classic DC brain rot at full volume. Marco my boy, you can’t punch someone in the face, then brag about ‘not being stupid’ when they hit back. That’s literally the definition of starting a fight and crying victim. — Observing… (@ErekoRex) May 8, 2026
Axios is reporting that Washington and Tehran are on the verge of signing a one-page, 14-point memorandum of understanding (MoU) to officially end the hostilities that began in February. This isn’t a final treaty, but a “30-day framework” designed to hold a ceasefire while the technical teams hammer out the fine print in Islamabad or …
Is Delta next? and yes people still fly delta — R A W S A L E R T S (@rawsalerts) May 2, 2026 So, Spirit air, gone. Delta, canceling hundreds of flights because of no crews. Gas is the highest it's ever been and confirmed to only get worse. All infrastructure bills have been …
Next up: Gemini casually suggesting edits using your actual kids’ faces or auto-generating “memories” you never asked for. And you’ll still click accept because it’s “convenient.” Google Starts Scanning All Your Photos As New Update Goes Live This is coming first to the U.S. before it rolls out everywhere else. Google assures that “bringing personal …
Source: https://t.co/1GPuLSkQ0W — Luke Gromen (@LukeGromen) April 19, 2026 WASHINGTON—The United Arab Emirates has opened talks with the U.S. about obtaining a financial backstop in case the Iran war plunges the oil-rich Persian Gulf state into a deeper crisis, U.S. officials said. U.A.E. Central Bank Gov. Khaled Mohamed Balama raised the idea of a currency-swap …
🇺🇸 JUST IN: President Donald Trump says a decision on Iran could come by the end of the day Following a high-level Situation Room meeting, the administration is weighing next steps. Reports say negotiations are still ongoing, but time is running short. This is a critical… pic.twitter.com/z2YGANUfnZ — And We Know©🇺🇸 (@andweknow) April 19, 2026
Interesting clip from a recent conversation featuring Matthew Piepenburg. He argues that rising debt levels are forcing governments into a corner where they prioritize protecting bond markets over preserving currency value… something we may be starting to see play out globally. Curious what people think about this perspective. h/t thetimeisgold
via notayesmanseconomics: One of the features of the conflict in the Middle East so far has been the way that measuring the incoming inflation wave has been made more difficult by two factors. Firstly the extreme volatility in oil prices driven by a cycle of extreme threats followed by talk of negotiations. For example there …
Giorgia Meloni is the new headache for Trump, this is how she has dismantled him in 48 hours 🗿 🇺🇸 Trump –– “Please support me in war” 🇮🇹 Meloni –– “Not at any cost” 🔥 🇺🇸 Trump : “You should help us otherwise we will remember and give befitting reply” 🇮🇹 Italy : “Doesnt matter, …
Everyone is still talking about oil pricesThat’s already outdated–This is no longer a price shock–It is the early stage of a system-wide supply shock — Robert A. Pape (@ProfessorPape) April 13, 2026 ~20% of global oil flows through the Strait of Hormuz.That flow is now constrained — by Iran AND USAnd it’s not just oil—it’s …
India is heavily dependent on Middle East energy transiting the Strait of Hormuz, from which it gets about 50 percent of its crude oil and most of its liquified gas. Iran’s blockade of the waterway has sent India scrambling to expand its energy base.
Hegseth: "We've been willing to lead, President Trump has led the entire time, but it's not just us. You might want to start learning how to fight for yourself." pic.twitter.com/kUPlO6UXpt — unusual_whales (@unusual_whales) April 5, 2026
Today global leaders are addressing their nations about heightened geopolitical tensions and critical energy and security issues. ✅President Donald Trump ✅UK Prime Minister Keir Starmer ✅ Australian Prime Minister Anthony Albanese ✅ India’s Narendra Modi chairs security meeting These corrupt leaders have CREATED the crisis. Now they’ll use it to TRY to lock us down …
Reporter’s summation of today’s episode from Frontline Africa news podcast: Five things you should take away from this episode. The number one thing is that this is now a four-front war. Iran from the east, Hezbollah from the north, the Houthis from Yemen in the south, the Iraqi militias hitting American targets across the Middle …
💥 BREAKING: 🇬🇧🇺🇸🇮🇷 Iran has launched two ballistic missiles at the joint US-UK military facility at Diego Garcia in the middle of the Indian Ocean, according to several US officials. None of the missiles struck the base.#Breaking #IranWar pic.twitter.com/qp1mUezMHE — Six Pocket (@six_pocket) March 21, 2026 The UK has hit back at Iran’s reckless attacks …
Bessent tries to calm the oil markets and literally a minute later his senile boss has to start picking a fight with the Fed again. pic.twitter.com/NE1YiMdqNU — Michael Bento (@MichaelPBento) March 12, 2026 JUST IN: Trump demands "immediate" rate cuts 1% chance it happens — Kalshi (@Kalshi) March 12, 2026 🚨TRUMP DEMANDS IMMEDIATE RATE CUT …
Tech Layoff Tracker @TechLayoffLover I am hearing from multiple sources inside Oracle that the company is planning thousands of job cuts. Potentially 20,000 to 30,000 roles across the board. This is to free up $8-10 billion in cash flow. All to fund massive AI data center expansion. US banks are pulling back from financing. Borrowing …
A damning new report found that evangelical Christian fundamentalism is underpinning U.S. military action in Iran. U.S. President Donald Trump announced Saturday that the U.S. and Israel launched a joint operation and struck Iran overnight, killing Iranian Supreme Leader Ayatollah Ali Khamenei, among dozens of others across the region. The attack was launched amid Iranian …
The situation gets even tighter as we approach the March 15 corporate tax deadline. Historically, this triggers another massive spike in the TGA as cash moves from private bank accounts (reserves) into the Treasury’s vault. If you think a -$74B net drain is bearish, wait until the corporate tax receipts start hitting the ledger mid-month. …
by Michael I don’t think that most people in the western world fully grasp the importance of what has just transpired. Ayatollah Ali Khamenei was not just the supreme leader of Iran. He was a direct descendant of the Muhammad, and that gave him the right to wear the black turban. For Shiite Muslims, the …
Its a blue city, blue states and or city suffer the most. pic.twitter.com/r4mvf69mZq — Chris (@ChrisChris2964) February 16, 2026 Factcheck: Yes, a 2025 St. Louis Fed post cites a 2024 report showing 52% of graduates underemployed initially. However, New York Fed’s latest data indicates 41.8% for recent grads (22-27) in Q3 2025. Rates vary by …
Epstein literally said he worked for the Rothschilds. That might be a good place to start, no? h/t RegularFirm2179
Trump will end the world as we know it.He’s attacking Iran.China will get involved.It’s what I’ve been warning about.Good luck. — Kim Dotcom (@KimDotcom) February 8, 2026 BREAKING: Pizza restaurants near The Pentagon seeing a 250% increase in order activity. — Douglas Macgregor (@DougAMacgregor) February 8, 2026 BREAKING: Squadron of C-17's headed to the Middle …
Uncharted Territory: US & Russia Now Have No Limits On Nuclear Weapons https://t.co/msDea3821y — zerohedge (@zerohedge) February 5, 2026 On Thursday the world woke up entering uncharted territory as the US-Russia New START Nuclear Treaty has expired without renewal. The pact’s last active day was February 4. While there’s yet hope that a comparable replacement …
Elon none of this changes anything until they start arresting employers — Darth Powell (@VladTheInflator) January 20, 2026
Danish pension fund to sell $100 million in Treasurys, citing ‘poor’ U.S. government finances Danish pension operator AkademikerPension said it is exiting U.S. Treasurys because of finance concerns as Denmark spars with President Donald Trump over his threats to take over Greenland. Anders Schelde, AkademikerPension’s investing chief, said the decision was driven by what it …
Japan can’t print fast enough to save the party this time. BOJ Is Said to Start Selling ETF Holdings as Soon as January Bloomberg pic.twitter.com/m19QDzvpYS — Daniel Lacalle (@dlacalle_IA) January 16, 2026 JAPAN WILL CRASH THE MARKET IN 3 DAYS!! They’re currently sitting on $10 TRILLION in debt. Every Japanese government bond yield just hit …
