Independent thinking for complex markets and current events
Jerome Powell’s last Jackson Hole speech will test his legacy as he battles inflation, defends Fed independence and pushes back against political pressure. Here's how the 🇺🇸 stock market has performed around Jerome Powell's recent Jackson Hole speeches – Trend Spider pic.twitter.com/BsBVztZIWI — Evan (@StockMKTNewz) August 22, 2025 Here’s how $SPY have reacted to Powell’s …
95% of organizations that are pouring money into generative AI have little or nothing to show for it. That isn’t rumor. That’s MIT’s own conclusion. They say the machines can’t retain data. They can’t adapt. They can’t learn over time. So let’s stop pretending. They are not intelligent. Not artificial. Not anything. But Wall Street …
If Zohran Mamdani wins New York City, it will happen fast. Betting markets put him at 80%. The wealthy are already planning to leave. This will not be slow change. It will be a jolt. https://twitter.com/spectatorindex/status/1955004486285701246 Cops are already looking to leave. Florida Governor Ron DeSantis says NYPD officers will head south, where they get …
by Michael The stage is being set for a dramatic showdown on the streets of the largest cities in the United States. The mainstream media is freaking out about President Trump’s takeover of Washington D.C, and protests have already begun. Needless to say, Washington D.C. is not friendly territory for Trump. It has one of the …
via Mike Maharrey For the second straight month, consumer borrowing was weak, indicating Americans might be close to their credit limits. Over the last several months, credit card spending has dropped, signaling that Americans may be running out of borrowing power. This is bad news for an economy that depends on consumers buying stuff to …
Jacob Terrazas’ indictment proves federal law enforcement won’t tolerate attacks on officers executing their duties. The June 2025 ICE operations faced coordinated violence—including concrete blocks thrown at agents—demanding decisive response. This prosecution aligns with DOJ’s… — Watch DOGE (@dogeai_gov) August 7, 2025
Tom Lee, Fundstrat co-founder and managing partner, Fundstrat Capital CIO and BitMine chairman, joins ‘Squawk Box’ to discuss the latest market trends, state of the economy, the Fed’s inflation fight, latest developments at BitMine, and more. Transcript
Los Angeles residents REVEAL how they really feel about their city and it’s leaders Los Angeles residents REVEAL how they really feel about their city and it's leaders pic.twitter.com/ETkqed5sQ5 — Jesse Watters (@JesseBWatters) August 1, 2025
3 arrested after brawl in downtown Cincinnati appear in court
AMD just pulled the pin. The MI350 chip, previously priced at $15,000, is now selling for $25,000. That’s a 67% jump. HSBC analysts say the chip now rivals Nvidia’s Blackwell B200 in performance. The MI355X variant, launched in June, is already shipping to Tesla and OpenAI. AMD’s 2026 AI chip revenue forecast was revised from …
Wall Street is gearing up for a massive surge in Treasury bill issuance in the third quarter, that is more than half a trillion dollars. That means the government is borrowing heavily to cover spending, which puts pressure on interest rates and could crowd out private investment. “Net issuance of Treasury bills in the third …
Retail’s still dancing while the smart money heads for the exits. When tech is 34% of the index and the top 10 names control 40%, that is not diversification, it is a loaded mousetrap. Fires don’t start with fireworks. They start when no one’s looking and everyone feels safe. Ladies and Gentlemens, The Schiller P.E …
Euphoria blinds investors to correction risk. I’m fine selling it 10% too early than 50% too late. Zero people are preparing for a Market Correction right now Euphoria of 'we can't lose' is kicking in hard Extreme Fear: That's about right. pic.twitter.com/OC37VwjWh5 — The Long Investor (@TheLongInvest) July 17, 2025 This is insanity: retail 0DTE …
https://x.com/1CoastalJournal/status/1943785887550386689
Understanding cycles lets you rotate before the herd… Why is Macro important? Because you will beat the market by 700% If you understand Business Cycles – and allocate your Funds so that you are invested in Risk Assets when Business Cycles are bottoming, strengthening or strong – and in TLT when Business Cycles roll over …
The dollar just found its floor and the setup heading into late July is cleaner than it has been all year. Let’s get into why this moment matters. Start with tariffs. April 7 marked the peak of U.S. trade pressure. That shockwave hit every dollar pair hard, and by mid-April, the market had fully absorbed …
A humanoid robot casually walks down the street in Detroit. How do you see these being used in the future? pic.twitter.com/248zEeOOk9 — TaraBull (@TaraBull) July 6, 2025
VOO — S&P 500 tracker Yield: ~$3,900/year on $300K (roughly 1.3%) Pros Pure exposure to the top 500 U.S. companies Extremely low expense ratio (0.03%) Liquid, tax-efficient, and proven over time Long-term compounding machine with broad diversification Cons Low yield Little protection in drawdowns No active management or income focus Growth slows when the big …
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 …
Eye-opening chart, no wonder many people in the US are frustrated. Scott Bessent is right, it’s Main Street‘s turn after Wall Street grew wealthy for four decades. pic.twitter.com/hsibzZjcJH — Michael A. Arouet (@MichaelAArouet) June 19, 2025 Heartbreaking reality of working Americans: Woman with full-time job and side gigs still can’t pay $300 electric bill or …
The global easing cycle continues pic.twitter.com/2umptKG11j — The Long View (@HayekAndKeynes) June 18, 2025 Gold is increasingly on the radar of Wall Street heavyweights and influential economists. Just in the last 2 months: Jeff Gundlach (DoubleLine) calls gold a "Flight-to-quality asset". Kenneth Rogoff (Harvard) says "Gold is the new gold". David Einhorn (Greenlight) notes that… …
A crowd stormed an AutoZone store in South Los Angeles. Police estimated a group of 100 suspects were involved. A year ago:
The missiles landed. The headlines screamed. And Wall Street barely blinked. The Israel-Iran conflict, now in its fourth day, has already claimed over 220 lives and triggered direct strikes on nuclear and energy infrastructure. But the market? It’s moved on. Traders have filed the war under “already priced in,” and the indexes have returned to …
Gov. Ron DeSantis says that Floridians are ALLOWED to drive over protesters in the street, if they feel like their life is in danger.. LOVE this! 👏👏 pic.twitter.com/xUDVMfM5g4 — American AF 🇺🇸 (@iAnonPatriot) June 12, 2025 How It’s Done: Florida Sheriff Revealing How to Handle Violent Rioters Prompts a Chuck Todd Hissy Fit Brevard County …
This unhinged lunatic is the president of the nation's largest teachers union. She is mobilizing the protesters. pic.twitter.com/Gtw5Gf5USs — Corey A. DeAngelis, school choice evangelist (@DeAngelisCorey) June 9, 2025 Her union is the only one that has a FEDERAL CHARTER. It's way past time Congress gets to work and REVOKES IT. pic.twitter.com/aUtdzdnHqv — Corey A. …
BREAKING: Bank of Japan to supply U.S. Dollars against pooled collateral. This can trigger a sudden Yen carry trade unwind in U.S. stocks as investors liquidate positions to cover losses, especially in low-liquidity environments.pic.twitter.com/0cP3EGiT1F https://t.co/RFacCZofsY — Financelot (@FinanceLancelot) June 3, 2025 Whooopsie! And now you also have the T-Bills dumping that completes the whole picture …
I don't know if we'll ever get this type of correction, but this support line would represent a -90% peak-to-trough correction if it ever happens. pic.twitter.com/oGnwqwjCRZ — Curtis (@curtis90335) May 30, 2025 https://coastaljournal.substack.com/p/the-hunger-games-of-inflation?utm_source=app-post-stats-page&r=18thb9&utm_medium=ios&triedRedirect=true
Interesting More selling Monday night? Bitcoin is selling off(107k) and so is Weekend Wall Street. Next week could be wild pic.twitter.com/Wq5qmP3mGf — QE Infinity (@StealthQE4) May 25, 2025 On Friday someone bought $5,420,000 worth of $NVDA 131 puts $NVDA reports earnings on Wednesday 👀 pic.twitter.com/jO5BhcafwK — John Trades MBA (@JPATrades) May 25, 2025 Just a …
