Independent thinking for complex markets and current events
🩸 GLOBAL BLOODBATH ONE OF THE BIGGEST CRASHES IN MONTHS. STOCKS. CRYPTO. COMMODITIES. EVERYTHING IS GETTING HIT AT ONCE. SOMETHING IS VERY WRONG HERE. https://t.co/WXJzhrvJqZ pic.twitter.com/KpFqCFbC9r — Rekt Fencer (@rektfencer) June 23, 2026 🚨 BLOODBATH in Asian Markets Over $800 BILLION wiped out from Asian stock markets in just a few hours amid a massive …
Maybe it is a coincidence. But it is a pretty interesting coincidence. The Trump administration began dismantling USAID in early 2025. By March, roughly 83% of its programs had been cancelled. By mid-2025, the agency was effectively shut down. Then something happened across Latin America. Country after country started electing conservative candidates. Ecuador. Bolivia. Honduras. …
The technology is real. That is what makes this so interesting. The biggest risk to the AI boom is not that AI fails. It is that the economics fail. Look at what is happening. Microsoft invested roughly $13 billion into OpenAI. OpenAI then spent billions on Azure. Microsoft booked the revenue. Google committed tens of …
A major liquidity indicator just turned negative for the first time since 2021. That matters because this indicator is designed to track whether liquidity conditions are helping or hurting markets. And right now, it is flashing a warning. Then you look at the rest of the picture. JPMorgan is warning about a possible $165 billion …
by Michael Well, that ceasefire certainly didn’t last long. As you will see below, there was extensive fighting in Lebanon on Monday. Those that believed that the “memorandum of understanding” would somehow magically bring peace to the Middle East have already been proven wrong. In many ways, it is starting to look a lot like …
A viral WallStreetBets post argues the market has moved from buying AI to buying the fear of missing AI “Invest everything in AI or be left behind” That mindset alone is making some traders nervous Data centers, chips, memory, cloud capacity… money still pouring in But questions getting louder around the companies actually selling AI …
Gains, Pains & Capital argues Fed policy never eliminated inflation, only displaced it across categories and time Official CPI down from peak levels, but housing still elevated Insurance costs remain one of the fastest rising major expense categories Federal interest expense rising above $1T annually, adding fiscal pressure into price structure Higher rates increasing debt …
Michael Burry is warning that the Nvidia and xAI partnership has bubble characteristics The Big Short‘s Michael Burry is known for winning big from betting against the US real estate market during the 2008 global financial crisis. He recently shuttered his hedge fund on AI bubble fears, disclosing massive bets against AI leaders like Nvidia …
Quantinuum is heading public with a $12.7 billion valuation after generating just $36 million in revenue last year The IPO is reportedly being sold at a 27% premium to the last private funding round At the same time, investors across Reddit aren’t asking what to buy next They’re asking whether they’re already too late The …
Burry dropping bombs: SpaceX, OpenAI, Anthropic IPO wave could hit $4 trillion — bigger than the dot-com peak. It is already bursting. Why do you think the AI companies are rushing to get IPOs? They are trying to offload the bag before skipping out. Meta launches AI leaderboard to track employees, then shuts it down …
Notayesmanseconomics argues the net zero push is colliding with employment costs and growth pressure, not just energy transition goals. The core claim is simple. Higher costs are forcing a rethink of how fast and how far the transition can go, especially as job pressure builds in the wider economy. UK youth unemployment has passed 1 …
They’re throwing millions into gold-coated horse statues, fountains, marble work, and monument projects while national parks across the country keep getting squeezed. A $5 million gold leaf contract around the Lincoln Memorial got rushed through with limited competition and almost no market comparison. Same administration still talking nonstop about government efficiency. The timing looks insane. …
Africa’s trade finance gap has climbed above $74 billion, according to an African Development Bank assessment of trade financing conditions and commercial bank retreat. The key shift is not just the size of the gap. It is the behavior behind it. Private banks are reducing exposure to trade finance in higher risk regions and tightening …
by Michael Global health authorities are extremely concerned about an outbreak of Bundibugyo virus disease in the Democratic Republic of the Congo. The death toll has already reached triple digits and new cases have been detected hundreds of miles away from the original outbreak. BVD is a type of Ebola disease, but unlike other types …
No more forms or forgetfulness, feds hunt every guy through records. 🇺🇸 Starting December, the military draft goes fully AUTOMATIC. If you’re male and 18-24, you’re getting enrolled whether you sign up or not. No more “I forgot.” Uncle Sam’s flipping the switch…pic.twitter.com/W64rq1pD1k — Mario Nawfal (@MarioNawfal) May 18, 2026 Factcheck: Yes, starting December 2026, …
The prospect of a return to Volcker-era economics is no longer a fringe theory. As the 10 year Treasury yield continues its march upward, a growing chorus of macro analysts is warning that the current inflationary spiral is not a temporary spike but a systemic repricing. The argument for interest rates hitting 14% hinges on …
McDonald’s CEO is catching heat for openly worrying about higher gas prices hurting their business while regular people are already getting crushed at the pump and on grocery bills. Worried about fuel costs:$MCD CEO: "Obviously, higher gas prices…are not going to be helpful, particularly for lower income consumers who are already, I think, under pressure" …
The tariff applies to all internal combustion and electric passenger vehicles. Light trucks and SUVs—already at 25% under the “Chicken Tax”—will see additional enforcement of origin rules. Trump announces tariffs on European cars going to 25% next week – claims block 'not complying' with trade deal https://t.co/G5yLqRAR7J pic.twitter.com/pQviq46HHb — New York Post (@nypost) May 1, …
by herntonAdvocacy Buyer activity hit a significant lull in March, as high prices and cautious consumer sentiment created a “perfect storm” of headwinds. Annualized Rate: Existing home sales fell 3.6% in March 2026 to a seasonally adjusted annual rate of 3.98 million units. This marks the lowest level since June 2025. Missing Expectations: This volume trailed the market’s projected target …
Meta to cut 8,000 jobs, Microsoft offers buyouts to to staff as AI spending costs hit Big Tech workers. Meta (META) on Thursday became the latest Big Tech company to announce layoffs as the ballooning costs of the AI build-out and efficiencies continue to hit workers in the industry. The company says it will cut …
This is what a cornered regime does when it cannot sell its oil anymore. JUST IN: Iran just pulled a thirty-year-old empty supertanker out of retirement and began towing it toward Kharg Island. She is moving so slowly that a voyage that should take a day and a half is taking four days. Her name …
🇺🇸 For the first time, American men will be automatically registered for the military draft starting in December. No more “forgetting” to sign up, the government will handle it for everyone aged 18–25. You can thank the 2026 National Defense Authorization Act, signed into law… https://t.co/kRY8hhMse8 pic.twitter.com/29KqntOFVy — Mario Nawfal (@MarioNawfal) April 15, 2026
The top 20% of Americans now own the majority of US real estate: The top 1% of US earners hold a record $6.1 trillion in real estate, followed by the next 19% who hold $21.0 trillion, an all-time high. This means the top 20% own a combined $27.1 trillion, or 56.4% of total US real …
BREAKING: China will eliminate tariffs on all imports from all 53 African countries with which it holds diplomatic ties starting May 1, excluding Eswatini, which maintains ties with Taiwan. pic.twitter.com/cDiIr2Aqx9 — Current Report (@Currentreport1) April 3, 2026
Tensions in the Middle East have reached a critical level. Iran’s Islamic Revolutionary Guard Corps (IRGC) has threatened major American technology and aerospace companies, including Instagram, Facebook and WhatsApp-parent company Meta, Google and Apple, with an attack and urged the staff to evacuate their office in the region. The Iran’s multi-service primary force has said …
JP Morgan analysts mapped out how the Hormuz closure may unfold over the world. The red lines are oil from the Persian Gulf. Asia: April 1. Europe: April 10. North America: April 15. Australia: April 20. This is a game to see who blinks first. JP Morgan analysts mapped out how the Hormuz closure may …
~300 stations currently out of diesel nationwide—3x the normal level—mostly from panic buying tied to price spikes after Middle East tensions. Ooof. Ugly. And we’re just getting started. https://t.co/4dsN3OmUIf — QE Infinity (@StealthQE4) March 29, 2026 https://www.essence-moins-cher.fr/guides/carte-ruptures/gazole
UBS freezing withdrawals for up to three years and firms like Apollo and BlackRock putting limits in place is not normal market behavior, that is liquidity stress showing itself in real time. People keep comparing this to 2008 like it is a straight repeat, it is not the same structure, but the core problem feels …
Analysis: A new oil shock is building. The next few weeks of war will be decisive for the economy. The clock is ticking on the U.S.-Israeli war in Iran. The emerging view from oil industry executives and analysts is that the economic and market fallout from the war could escalate sharply if the Strait of …