Independent thinking for complex markets and current events
via notayesmanseconomics 2026 has started in economic terms at quite a pace. Today’s adventure can be looked at via something I have followed for several decades now. It involves which is sometimes called the Great British Peso and here is what I posted on social media yesterday morning, A new multi-year high for the UK …
BREAKING: President Trump says executives of US defense contractors will no longer be allowed to make more than $5 million unless they build "new and modern production plants." Trump also says he is banning dividends and stock buybacks for defense companies until these problems… pic.twitter.com/0pDiWBZbXz — The Kobeissi Letter (@KobeissiLetter) January 7, 2026
PLTR is the Only Stock Worth >$400B, without Achieving $4B in Annual Sales byu/hazxrrd inwallstreetbets
Major dealers are reporting a complete sell out on COPPER inventory. Standard 1oz rounds and 10oz bars are on backorder for 6-12 months. This is the exact same signal we saw before SILVER began its historic rally. Physical demand increases, and the price follows. The Catalyst: Global copper deficit has hit 600,000 tons already in …
via WSB Update of the post from Q2-2025 to account for full year In 2025, U.S. financial markets experienced repeated volatility driven by policy announcements from President Donald Trump. Approximately 150 announcements were issued throughout the year, spanning tariffs, trade measures, regulatory changes, and enforcement actions. The timing of these announcements by day of the …
Everyone’s ignoring cheap defensives again and history warns this won’t end well. This is INSANE: OpenAI is paying $1.5 MILLION per employee in stock-based compensation to 4,000 workers. This is ~46% of the firm’s projected 2025 revenue. This is 34x higher than the avg employee at major tech companies before they went public. 👇https://t.co/MysjOVDWbj — …
Former House Speaker Nancy Pelosi and her husband made at least $130 million in stock profits over the course of the California Democrat’s 37 years in Congress — a staggering return of 16,930%. Pelosi, 85, announced this week she will retire when her term ends in January 2027. The San Francisco pol became famous as …
http://twitter.com/1200616796295847936/status/2000689958886006822 Treasury Secretary Scott Bessent has renewed his call to end congressional stock trading, highlighting outsized returns by lawmakers that far outpace market benchmarks. In 2024, Senate Finance Committee Chair Ron Wyden’s portfolio surged 123.8%, compared with the S&P 500’s 24.9%, while Speaker Nancy Pelosi’s portfolio returned 70.9%. Bessent Urges End to Congressional Trading as …
@realannapaulina let me speak facts here. 90% of congress is corrupt. If were Speaker, I force every single one of my colleagues Republicans to sign it or else. I would advise to Donald Trump to rescind any republican endorsement that doesn't sign it. I can tell you Anna that my… pic.twitter.com/oE71jZHK5F — Matthew Zimmerman 🇺🇸 …
When the Fed cuts rates while $SPY is trading near all-time highs (within 1%), the market usually falls sharply 2–3 months later. That aligns closely with our model’s prediction of a serious correction beginning in February 2026. Every time rate cuts begin near market peaks, the aftermath has been very bad. Historically, the pattern is …
$SOFI OFFERING SoFi just announced plans to sell $1.5 Billion worth common stock pic.twitter.com/52f4zMsw1X — Evan (@StockMKTNewz) December 4, 2025 SAN FRANCISCO, December 04, 2025–(BUSINESS WIRE)–SoFi Technologies, Inc. (NASDAQ: SOFI) (“SoFi” or the “Company”) today announced an underwritten public offering of $1.5 billion of shares of its common stock. In connection with the offering, SoFi …
The Tesla paradox: the more profits fall, the more the stock rises. byu/cxr_cxr2 inTheTicker Over the past three years, the stock has risen by more than 120%, while revenue has grown by only 17% and profits have FALLEN by nearly 60%. h/t cxr_cxr2
Spitznagel told Reuters (1) in an interview that he expects “an 80% crash” but also noted that he believes it will only happen “after a massive, euphoric, historic blow off rally.” While the stock market might be headed for an unstable future, he believes that a 20% gain for the S&P 500 index is possible …
Google's forward PE looks like a meme stock. Nearly doubled off the low. 👇 pic.twitter.com/USQ1q0pyru — Matt Cerminaro (@mattcerminaro) November 26, 2025 Google is up 86% in last 6 months and Cathie Wood added 174k shares. Weekly RSI at 4 year highs. She is buying at all time highs with technicals overheated. $GOOGL pic.twitter.com/yJ8fAX3aBg — …
The most overvalued stock on Earth may be that of Palantir, the corporate Big Brother that is getting huge contracts from the Trump administration and helps the US government wage war and carry out mass surveillance. Executives have been selling billions of dollars worth of shares, yet CEO Alex Karp attacks short-sellers like “Big Short” …
In a surprising development that’s shaking the cryptocurrency world, JPMorgan recently made headlines by selling a massive $134 million worth of MicroStrategy stock. This significant move by one of the world’s largest financial institutions raises crucial questions about institutional sentiment toward Bitcoin-focused companies. When JPMorgan sells MicroStrategy stock, the entire market pays attention.
Authored by Mike Shedlock via mishtalk, I don’t know and you don’t either. Instead, let’s discuss “What If?” S&P 500 daily chart courtesy of StockCharts.Com, anecdotes by Mish Daily Technically Speaking Other than to say valuations are the most stretched in history, I don’t care to discuss fundamentals. Technically speaking there are four open gaps …
Warren Buffett’s Berkshire Hathaway revealed a new position in Alphabet , making the Google parent the conglomerate’s 10th largest equity holding at the end of September, according to a regulatory filing. Berkshire disclosed a $4.3 billion stake in Alphabet at the end of the third quarter, a surprising move given Buffett’s traditional value investing philosophy …
CoreWeave shares closed down 16% on Tuesday after CEO Mike Intrator addressed delays at a third-party data center developer that hit full-year guidance in its latest earnings report. “Quite frankly, every single part of this quarter went exactly as we planned, except for one delay at a singular data center,” Intrator told CNBC’s “Squawk on …
$2k check would make inflation great again and a 50 year mortgage is totally dumb. Trump’s desperation is showing. Consumer sentiment near a 70-year low. Layoffs at record highs. Insurance costs soaring double digits. Beef +14%. Electricity +17%. Coffee +41%. — Fifty Shades of Truth (@RamonGo62661955) November 9, 2025
All the signs are point that way. The fed is lowering interest even though we are still sitting at 3% inflation, there’s a massive AI bubble, the auto line bubble, people are financing groceries, job growth isn’t looking exactly great, trade is suffering because of the mind meltingly bad tariff policies, tourism is tanking, should …
Warren Buffett’s Berkshire Hathaway reported a sharp rebound in operating profit on Saturday, while its cash pile swelled to a new high with no buybacks. Berkshire’s operating profit generated from the conglomerate’s wholly owned businesses including insurance and railroads jumped 34% year over year to $13.485 billion in the third quarter. The gains were driven …
via WSB: Explanation: “The Hindenburg Omen is a combination of technical signals that together forecast the likelihood of a stock market crash. The technical inputs are the 10 Week Simple Moving Average, New 52 week highs on the NYSE, New 52 Week lows on the NYSE, and the McClellan Oscillator. If, on the same day, …
Japan’s stock market fell -25% then rallied +67% all within a 10-month period. We are living in unprecedented times byu/RobertBartus inEconomyCharts
The Fed’s expansion of the money supply inflates asset prices and stock portfolios, while eroding the purchasing power and standard of living of the bottom 90%. The top 10% of wealthy Americans now control 60% of the nation’s wealth America’s looming hunger crisis divides nation: 40 million to lose SNAP food aid amid government shutdown …
WALL STREET SHOCKER: MOST U.S. STOCK TRADING NOW HAPPENS IN THE SHADOWS — NOT ON EXCHANGES For the first time in history, more than half of U.S. stock trading is happening off the public exchanges — funneled into dark pools and internal trading desks of major Wall Street firms. — First Squawk (@FirstSquawk) October 25, …
via Matthew Piepenburg VON GREYERZ partner, Matthew Piepenburg, joins David Lin in this extremely informative, fact-based and sober overview of the macro forces impacting the USD, US citizens, US markets and increasingly poor options ahead. With gold racing north, Piepenburg addresses the highly unlikely forces which might halt its secular rise. This would require a global debt …
The current situation of stock market byu/sebitian ininflation I thought I was watching comedy show. Oh wait… h/t sebitian
Thank goodness we have vigilant, hyper-competent stewards of our financial system such as Sens. Maxine Waters and Elizabeth Warren to ensure no systemic risks are allowed to threaten the solvency of our banks. What’s going on in the Corporate Junk Bond Levered Funds? 👀 @DowdEdward pic.twitter.com/9XLSpJ5kf4 — Will O'Hara, CMT (@WillOHara131) October 20, 2025 “Bank …
Trump and Xi meeting Trump: “We need your rare earths, buy our soybeans, and open your markets.”Xi: “No.”Trump: “100% tariffs!”Xi: “Do it.”Trump: “Okay fine, daddy—you can have whatever you want.” — TT3 (@TradingThomas3) October 17, 2025 A 1.5% drop in futures is enough to make this Admin walk back all of their *tough* trade talk, …