Independent thinking for complex markets and current events
SPENCER PRATT DROPS THE HAMMER… Brutal ad targets Mayor Bass… Allegations of ‘NGO Profiteering’ in LA… Keeping addicts on the street to keep the billions flowing… The Homeless Industrial Complex exposed… Spencer Pratt just dropped a bombshell video accusing LA Mayor Karen Bass of getting caught red handed paying street ops in black vehicles to …
Amazon Meta Microsoft Google earnings keep climbing on paper while real cash gets vaporized on AI buildouts. ⚠️ Private Credit woes won’t help this either… https://t.co/jjd0dvp99o — Kap (@AustrianEcon201) May 7, 2026
Advance estimates show March sales hit $752.1 billion, but the growth is almost entirely captured by “Non-store” retailers, up 10.1% year-over-year… Food services and drinking places saw a tepid 2.4% gain, failing to keep pace with the 3.3% CPI, meaning “real” restaurant traffic is actually down… Consumers are spending 5.1% more than last year, but …
The Wall Street Journal ran stories lately saying left wing political violence is rising fast and is now just as serious as right wing violence. They pushed back on the old idea that its mostly a right wing problem and said both sides are driving real threats right now. https://www.wsj.com/opinion/free-expression/the-radicals-next-door-ff654a2c What we have are:•The assassination …
Worst ever recorded since The Great Depression. https://t.co/cXaMHdUWES — Robert Barnes (@barnes_law) April 25, 2026 People aren’t cutting luxuries anymore. They’re cutting life. No concerts. No trips. No eating out. No small joys. Everything is just too expensive. And sure, you can tell me places are packed. But I see more and more people going …
This billionaire just warned the debt is unsustainable and he expects forced sell-offs and a wave of deals that leaves only the strong standing. “…There’s billions and billions of refinancing required just to keep these things sustainable. When does enough become enough for some of the big banks?”….” https://t.co/gcMSQZcEki — kristen shaughnessy (@kshaughnessy2) April 22, …
S&P 500: Top Ten Companies are 40% of Market Cap and 32% of Earnings h/t RobertBartus
Wow! The BBC was not expecting a black man to start bashing immigration! A British man went viral after unloading on the show, declaring Britain is “full” and that mass immigration has destroyed the country. He slammed open borders, called out the crime spike, and said enough… pic.twitter.com/wvsQyIwXWQ — Don Keith (@RealDonKeith) April 14, 2026
In Phoenix, a pilot dodged cars and street poles on a normally busy street to make an emergency landing. The two passengers on board were not injured and credited the pilot with a life-saving landing. NBC News’ Tom Costello has more.
JP Morgan Q1 results beat on record trading revenue, yet Dimon is issuing quiet warnings on “unprecedented” tail risks and structural inflation persistence. They are selling their “record” performance to the crowd before the credit cycle turns. $JPM closed lower Tuesday despite beating earnings estimates across the board, and the culprit is net interest income …
As we were passing through a Haitian street market in the Dominican Republic, we noticed a bag of rice from USAID. USAID has provided hundreds of millions of dollars in aid to Haiti. We now know that this food is not used to feed the hungry, but is instead sold for profit, at the expense …
It’s less than 48 hours to Trump’s ultimatum to Iran: open the Strait of Hormuz or the power grid gets destroyed. Iran has rejected every U.S proposal so far, and seems to relish the opportunity to call Trump’s bluff. So what happens when April 6 arrives, and Trump orders strikes on Iran’s grid? 90 million …
Trump has privately told his inner circle that some of his administration’s deportation policies have gone too far https://t.co/5XxW7E6z3b — The Wall Street Journal (@WSJ) March 20, 2026 WASHINGTON—President Trump is seeking to lower the profile of his mass deportation effort, and has directed his top advisers to adopt a new approach on one of …
Markets are teetering on the edge and the tension is growing by the hour. Michael Hartnett warns that if the S&P 500 falls to roughly 6,600, policymakers may feel forced to act. At the same time, Jerome Powell is expected to signal that stagflation risks are rising, meaning slower growth coinciding with higher inflation. This …
A new debate is spreading across Wall Street. Is the market starting to resemble the period right before the Global Financial Crisis? Bank of America strategist Michael Hartnett believes the comparison is becoming harder to ignore. In a recent note, Hartnett warned that asset performance in 2026 is beginning to look “ominously close” to the …
The dumbest call of all time was Wall Street telling investors to buy global stocks ex-U.S. ahead of this war – which everyone knew was coming. Global stocks ex-U.S. have far more risk exposure to this oil crisis than U.S. companies. But now U.S. investors have far more risk… pic.twitter.com/rrp7HR8Pot — Mac10 (@SuburbanDrone) March 5, …
Mac10 @SuburbanDrone This is the story of the stock market year to date as viewed by the equal weight NDX and the World ex-U.S.: Back in late January, U.S. stocks got hit by AI panic – The fear that AI was going to implode sector after sector including many Tech stocks. So Wall Street pundits …
At least 15 dead after military plane carrying wads of cash crashes on busy street in Bolivia https://t.co/WS4aJHAqHH — Daily Mail (@DailyMail) February 28, 2026 At least 15 people were killed and at least 30 more were injured on Friday evening after an Air Force Hercules aircraft carrying new banknotes crashed in Bolivia. The cargo …
A NEW CREDIT BLOWUP IN LONDON HAS WALL STREET CHASING BILLIONS – BBG — First Squawk (@FirstSquawk) February 27, 2026 BREAKING 🚨 RUMOR JEFFERIES AND WELLS FARGO TO COLLAPSE. OUR SOURCES ARE WATCHING THE MATTER CLOSELY STAY TUNED FOR UPDATES https://t.co/uyw14OpzRc — ThePPShow (@ThePPseedsShow) February 26, 2026 MFS, a UK mortgage lender, entered administration today …
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 …
AI is nothing without #DATA. A stringent DATA policy will kill anthropic overnight. It can even go bankrupt. It will happen soon. No country wants anthropic as it will cause job losses. No 1 wants that.So no DATA, no ML/ No advanced real time AI. — max (@BmaxBull) February 24, 2026 Seems like Claude is …
This is the exact same cope we heard at every top since 2021.Classic Wall Street shill pumping bags before the next rug pull. — The Dark Knight (@Andrew35487355) February 19, 2026 WALMART INC. WARNED OF SLOWER EARNINGS GROWTH, WITH CFO JOHN DAVID RAINEY CITING SIGNS OF A “HIRING RECESSION,” RISING CONSUMER DEBT DELINQUENCIES, AND TRADE …
via jokof Wall Street is dead wrong about the death of SaaS. The narrative that AI will let every company build their own software for pennies, misses how enterprise business actually functions. SMB revenue is a rounding error. The bear case focuses on small businesses using AI to replace simple tools, but major SaaS players …
SoftBank just missed Wall Street Net Income estimates by 70% https://t.co/615qtOBOAZ pic.twitter.com/KlUrlbZfiM — JustDario 🏊♂️ (@DarioCpx) February 12, 2026 Meta is paying $6.5 billion extra in interest to keep $27 billion in AI infrastructure debt off its balance sheet. They’re using something called conduit financing, where a special purpose vehicle borrows the money, builds the …
Private credit firms sold a record amount of debt to themselves last year as the buyout sector’s slowdown pushed them to find new ways to generate cash from loans to companies owned by private equity. Private lenders struck so-called continuation deals worth $15bn globally in 2025, up from almost $4bn the previous year, according to …
We’ve said this for how long? “Oracle and OpenAI's AI data centers buildout needs $500 billion, and Wall Street is starting to flinch” “Oracle and OpenAI have aimed to build $500 billion of data centers by the end of the decade to power their artificial intelligence… https://t.co/WbGD3j8UTO pic.twitter.com/IVkaC5OZCB — kristen shaughnessy (@kshaughnessy2) January 24, 2026 …
Congress just made them a $6 billion giveaway for issuers. US Congress just legalized the largest wealth transfer in financial history. Nobody noticed. Section 11 of the GENIUS Act prohibits stablecoins from paying yield to holders. Tether holds $135 billion in Treasuries earning 4.5%. That’s $6 billion annually. Passed to you: $0. Tether keeps everything. …
Fun fact: traders shorts on $VIX are heading towards ATH Shorting VIX (aka “Vol harvesting”) is one of the most popular strategies on Wall Street that can work for a very long time till a sudden jump wipes out many and brings things back to square one https://t.co/2GJr5biqiG pic.twitter.com/0ZDv3wThsy — JustDario 🏊♂️ (@DarioCpx) January 9, …
Please have the @FBIDirectorKash look into who is coordinating these attacks in ICE. This is 10 minute video of them typing the same exact message. pic.twitter.com/HWKjzlXmXg — 𝕊𝕂𝕐 (@SKYRIDER4538) January 8, 2026 Thank you.No ICE agents or Minnesota Police Officers should be hit by vehicles or chastised for neutralizing the perpetrator who hit them to …
Institutional homebuyers tanking on the Trump tweet pic.twitter.com/7gXizdG7DW — Don Johnson (@DonMiami3) January 7, 2026 Grok: Trump posted on Truth Social about banning large institutional investors from buying single-family homes, saying he’s taking immediate steps and will push Congress to codify it. This led to a sharp drop in stocks like Invitation Homes (INVH), down …