Independent thinking for complex markets and current events
Micron has become one of the biggest winners of the AI infrastructure race. The company is benefiting from a historic memory shortage. Numbers explain why investors are excited. Micron reported $41.5 billion quarterly revenue with 84.9% gross margins. The next quarter guidance: $50 billion revenue. Around 86% gross margins. Sixteen strategic customer agreements. Nearly $100 …
BUFFETT SAYS US HAS NEVER HAD MORE INVESTORS IN A "GAMBLING MOOD" BUT OPPORTUNITIES STILL EXIST — *Walter Bloomberg (@DeItaone) May 2, 2026 Berkshire Hathaway Q1 2026 highlights: • $373.5 billion of cash • $10.4 billion of net operating cash flow • $234.2 million spent on share repurchases across Class A and Class B shares …
Your body produces a chemical every single day that can turn loose sand into solid stone. No cement. No heat. No cost. Scientists have confirmed it works. Universities have reproduced it. And the four-hundred-billion-dollar cement industry has made absolutely sure you never heard about it. This is the story of biocementation — the living chemistry …
MACRO DATA JUST DROPPED • Manufacturing PMI 52.4 vs. Est. 51.3 • Services PMI 51.1 vs. Est. 51.5 • Composite PMI: 51.4 This should ease the recession fears that started creeping into the market last week and suggests the bear case may have gotten ahead of itself. S&P PMI: "The PMI data are indicative of …
How is dyslexia a strength, Gavin? — Visegrád 24 (@visegrad24) March 17, 2026 Bill Maher already explained that this mentality is retarded It makes you wonder: Does the left WANT disabled people to earn money and power🤔 @billmaher pic.twitter.com/TfN8dLqJql — Rage Crusader (@RageCrusader) March 17, 2026
Valuations this lopsided don’t last. DXY looks like it has much further to rise. pic.twitter.com/Aw1QxqXfwg — Michael J. Kramer (@MichaelMOTTCM) July 28, 2025 Where do you think the risk vs. reward is? The last (and only) time the % distance was above 100% was… guess when? December 1999. This shift is inevitable. pic.twitter.com/DTCEv1K3bP — Guilherme …
DAX is breaking down hard. That is not just a Europe problem it is a global risk off signal. Capital is rotating. Expect the US dollar to catch a bid as investors flee to safety. Watch DXY, EUR USD, and gold closely. This move is just getting started. DAX looks like its breaking down… pic.twitter.com/dlLdU3fzbf …
Japan just blinked. Late last night, Japan’s Ministry of Finance said they are considering cutting back on how many super long bonds they sell. On the surface, this may sound like a dry technical tweak, but make no mistake, it sent waves through global bond markets. Here is why this matters. Fewer bonds issued means …
Billionaire investor Leon Cooperman on Trump’s policy and the markets: “You can’t fix 30 years of economic mismanagement overnight. He’s taking the right steps, but he’s moving too fast.” He also added: The bottom for the stock market isn’t in yet—sell into strength. The long… pic.twitter.com/CONDSUCR3U — Wall St Engine (@wallstengine) April 7, 2025 BILLIONAIRE …
$SPY first-hour trading volume was notably high, with approximately 24 million shares exchanged. A similar pattern occurred on December 30, 2024, when SPY experienced a gap down at the open, followed by two consecutive green hourly candles, before declining further later in the session. This historical context suggests that despite initial buying interest, the market …
The US Dollar is wiping out currencies worldwide. What a mess. Some type of dislocation is coming. Where and when? Who knows. https://t.co/okZ4Ritxou — QE Infinity (@StealthQE4) December 19, 2024 BREAKING 🚨: Brazil Brazilian Real plunges to its weakest level against the U.S. Dollar in history pic.twitter.com/Pcfv1rpdef — Barchart (@Barchart) December 18, 2024 August 5th …
https://twitter.com/MXAddict/status/1867588810462171277 Over 1,800 CEOs have resigned in 2024, making this the highest year of CEO exits on record #MacroEdge — MacroEdge (@MacroEdgeRes) December 13, 2024
Captain DEI isn’t beating the stereotypes. https://t.co/nj4j1X40LW — CONSERVATIVE (@ConservativeOG) October 21, 2024
In US BLS numbers for Q3 (published end April) should have been the wake-up call, but everyone still asleep at the wheel. 190k jobs destroyed over Q3 (600 k creations were expected from nfp surveys). Talking about hard data… — Manu (@SolalM) June 11, 2024 Global labor market slowdown is underway UK Claimant claims largest …
by sterk1984 I see so many articles, comments etc. proclaiming that it’s obvious that we aren’t going into a recession because the economy is doing so well and the unemployment rate is so low. Don’t recessions usually happen at the END of economic cycles when the FED puts the brakes on because the economy is …
7 Fear & Greed Indicators:* Market Momentum (Extreme Greed)* Stock Price Strength (Extreme Greed)* Stock Price Breadth (Extreme Greed)* Put & Call Options (Extreme Greed)* Market Volatility (Neutral)* Safe Haven Demand (Extreme Greed)* Junk Bond Demand (Greed) https://t.co/AR5REZUTVo pic.twitter.com/3C8MbfJiQI — Barchart (@Barchart) June 21, 2023 For the first time, (1) the S&P 500 earnings …
