Independent thinking for complex markets and current events
by Michael Global food supply chains are under threat like never before. The war with Iran has created a worldwide fertilizer crisis, diesel prices have risen to very painful levels, and farmers in the U.S. have been dealing with an epic multi-year drought. Now a “Super El Niño” is here, and Fox News is telling …
Scientists are raising the alarm that one of the planet’s most disruptive climate patterns could return with force next year. Multiple climate models now suggest a major El Niño event is likely to develop in 2026, with some projections indicating it could rival or even surpass the devastating 1877 event — widely regarded as one …
The magnitude 4.9 earthquake on March 6 was the strongest to strike this part of the United States in nearly 14 years, according to the USGS. A magnitude 4.9 earthquake rattled Louisiana on the morning of March 5, striking 36 miles south-southeast of Shreveport, Louisiana, according to the USGS. Preliminarily, it is the biggest earthquake …
The AI boom is fueling the South Korean economy: South Korea exports surged +47% YoY in the first 20 days of February, the strongest reading in at least 2 years byu/RobertBartus inEconomyCharts
An S4 severe solar radiation storm is now in progress – this is the largest solar radiation storm in over 20 years. The last time S4 levels were observed was in October, 2003. Potential effects are mainly limited to space launch, aviation, and satellite operations. pic.twitter.com/kCjHj4XYzB — NOAA Space Weather Prediction Center (@NWSSWPC) January 19, …
Market liquidity is surging: The Treasury General Account (TGA) dropped -$78 billion over the last week, the largest liquidity injection since June. The TGA is the US government’s main cash account at the Federal Reserve, and when it declines, cash flows directly into the financial system and boosts liquidity. This marks the 4th-largest weekly drop …
⚠️China is DUMPING US Treasuries: China has sold $32 BILLION of US government bonds in 3 months, bringing its total to $700.5 billion, the lowest in 17 YEARS. China’s holdings have declined +$600 billion since 2013. China is diversifying from USD 👇https://t.co/PbgYVyVclh — Global Markets Investor (@GlobalMktObserv) November 29, 2025 The crypto industry is now …
They printed too much money, and now the metal’s just telling the truth. A sustained upward surge is meaningless; let it consolidate sideways before unleashing an epic rally pic.twitter.com/zTs1JAw13W — Amelia Pavlenko (@AmeliaCFA_) November 12, 2025 Gold versus stock markets – Are you listening? https://t.co/bumRgRBngu pic.twitter.com/Xkm9apfNJ7 — Northstar (@NorthstarCharts) November 12, 2025
Warnings have been issued for portions of the United States’ electric power grid amid a forecasted severe geomagnetic storm. The Space Weather Prediction Center (SWPC) of the National Oceanographic and Atmospheric Administration (NOAA) issued the forecast on Tuesday, saying a geomagnetic storm at a strength of category G4 would cause issues with electrical grids for …
Markets ripping higher into a shutdown isn’t strength … it’s proof the S&P 500 no longer trades on fundamentals. Liquidity, passive flows, and option mechanics have replaced cash flow and earnings. This isn’t history being made, it’s price discovery being euthanized. Markets ripping higher into a shutdown isn’t strength … it’s proof the S&P 500 …
by David Haggith You may have thought I’d be writing about inflation today since it is the main economic topic in today’s news, and I did—quite a lot actually—but I’m going to save it for my Deeper Dive because there is another inflation report coming out on Thursday to which I want to compare everything …
JUST IN – AfD party becomes the strongest party in Germany for the first time in history, according to the latest Ipsos poll. pic.twitter.com/ipbHoQYjVu — Disclose.tv (@disclosetv) April 9, 2025 “WHY AFD IS WINNING HEARTS IN GERMANY The Alternative für Deutschland (AfD) party is soaring in popularity, polling at 24.5% nationally and dominating in eastern …
Today is set to be the strongest Monday morning opening gap higher for the S&P 500 $SPY since 10/17/22. pic.twitter.com/2hbTZlOPau — Bespoke (@bespokeinvest) March 24, 2025 25 years ago today, after rallying 14.6% in the prior month, the S&P 500 hit its 'Dot Com Bubble' peak. The index would fall 25% over the next year …
This Gold Bull Market is occurring during the most distractingly delusional financial, political and speculative moments in history. As Gold continues it's "Stealth Bull Run", retail is blinded by innumerable alternative shiny objects. Wait till they realize Gold is essential. — Sold At The Top (@soldatthetop) February 10, 2025 🔥Gold has been truly one of …
Texans were rattled by a “notable” 5.1 magnitude earthquake—one of the strongest in the state’s history—on Monday evening, the U.S. Geological Survey (USGS) reported. The quake struck in Martin County, about 21 miles southwest of Ackerly shortly before 7:50 p.m. It was initially graded 4.8 on the magnitude scale, with a depth of 3 miles, …
A 4.4 magnitude earthquake struck Italy’s Campi Flegrei super volcano Monday evening, causing mild damage in the town of Pozzuoli, the epicenter, and as far away as the city of Naples, some 20 kilometers (12 miles) away, according to Italy’s National Institute of Geophysics and Volcanology (INGV). Cracks in walls and falling cornices were reported, …
(NEXSTAR) — A massive solar flare — the largest in years — was spotted on the sun on New Year’s Eve, sparking a warning to some high-frequency radio users. In an update Sunday evening, NOAA’s Space Weather Prediction Center (SWPC) released an image of the flare, which appeared as a large, glowing spot on the …
