Independent thinking for complex markets and current events
Multiple risk stack flagged, macro shock, private credit stress, AI valuation reset risk combined. Global stock markets are too high and set to fall, says Bank of England deputy “The thing that really keeps me awake at night is the likelihood of a number of risks crystallising at the same time – a major macroeconomic …
bro was right. Atlassian down 75%. HubSpot down 69%. Figma down 86%. Almost all of them down 30–70% from their 52-week highs. AI is literally eating software alive and repricing every company in real time. SaaS is cooked fr 😭 https://t.co/NsOxRTLLEp pic.twitter.com/Xk8QBCTJD3 — shirish (@shiri_shh) April 10, 2026 Anthropic's valuation just surged past OpenAI'sin private …
🇮🇷 Odds of another leadership change in Iran before the end of the year just surged to 62% Source: Polymarket https://t.co/QuWnl8InO5 pic.twitter.com/bLQMKRsqCO — Mario Nawfal (@MarioNawfal) April 7, 2026 🚨 68% chance Trump is impeached before his term ends. pic.twitter.com/McyJUHWh2V — Micah (@micah_erfan) April 7, 2026
‼️ FERTILIZER PRICES NOW AT NEAR 4 YEAR HIGH—UP 44%. FOOD INFLATION IS COMING – 30% world’s fertilizer supply & 20% oil supply goes thru Hormuz. – It’s planting season now: Rising fuel & fertilizer costs will reverberate through economy & be felt in grocery stores this summer. pic.twitter.com/1pYuYw1fkp — Maine (@TheMaineWonk) March 22, 2026 …
BREAKING: Oil prices in Oman have surged to $167 a barrel. — Polymarket (@Polymarket) March 19, 2026 How do I explain that massive gap between US oil futures and the ROW? Manipulation of oil futures by the US government and/or its proxies. The line in the sand is $100. These efforts will backfire and are …
Markets are reacting to a risk of a global LNG crisis, which is much worse than an oil shock. An oil shock is quickly solved by non-OPEC supply, alternatives, and flexible systems. LNG is only 15% of the total gas market but very tight in supply and much more challenging to… pic.twitter.com/vCf5mQJAA0 — Daniel Lacalle …
The AI boom is fueling the South Korean economy: South Korea exports surged +47% YoY in the first 20 days of February, the strongest reading in at least 2 years byu/RobertBartus inEconomyCharts
Gold has overtaken the U.S. Dollar as the largest Global Reserve Asset 🚨🚨🚨 pic.twitter.com/IM2ataEtgZ — Barchart (@Barchart) January 24, 2026 Gold is clocking ~200$/o per monthSilver is clocking ~10$/o per monthin the tariff-era capital flows re-direction since last summer. There is healthy episodic push back from pussybanksters but resistance remains futile because the East has …
1971. The year Nixon took the dollar off gold. House: $25,200. Now: $410,000. Car: $3,560. Now: $48,000. Harvard: $2,600/yr. Now: $57,000/yr. Gas: $0.36/gal. Now: $2.88/gal. Average income went from $10,000 to $60,000. Everything got 8–22x more expensive. Wages only went 6x. But sure, it’s the avocado toast. @grok so nixon did a big mistake??? That …
Currently a 77% chance on Polymarket. This morning it was 9%. Looks like something has been set in motion in Minneapolis today. https://polymarket.com/event/will-there-be-another-us-government-shutdown-by-january-31 If SNAP benefits are not paid again, in addition to many stores already being cleaned out by Winter Storm Fern, this can also be very bad for grocery store supply chains. h/t …
When most real estate agents sold nothing and layoffs are popping everywhere, anyone saying the economy is fine is either lying or too dumb to notice what’s right in front of them. 🚨US layoffs have surged to recessionary levels: US employers announced 1,206,374 job cuts in 2025, up +58% YoY, the highest since the 2020 …
Nancy Pelosi’s net worth before Congress: $785,000 Nancy Pelosi’s net worth after Congress: $133,000,000 She beat the market by 17,000%.. lol pic.twitter.com/lR7RGVvEnW — Thrilla the Gorilla (@ThrillaRilla369) December 17, 2025 This is what Corruption looks like on a chart! pic.twitter.com/jvFNb4u8nO — MauiTony 🌺 (@maui_tony) December 17, 2025
I have another chart that shows the US labor market improving. The NFIB Small Business Optimism survey saw a rise in the number of firms who plan to increase employment versus decrease employment. Over the last 6 months, the rate-of-change exceeds 96% of all periods since 1985. pic.twitter.com/i492W5C7wG — Jeff Weniger (@JeffWeniger) December 9, 2025 …
Flu strikes every winter, but this year something seems to be different. A seasonal flu virus suddenly mutated in the summer. It appears to evade some of our immunity, has kick-started a flu season more than a month early, and is a type of flu that history suggests is more severe. The NHS has now …
Rent vs Wage Growth Data: “Since 2000, housing costs have been rising faster than median household income. Inflation-adjusted rents have grown steadily, to more than 20 percent above their 2000 level. Inflation-adjusted prices for single-family homes have grown even faster… In contrast, inflation-adjusted median household income barely rose over the whole time period.” Source: https://home.treasury.gov/news/featured-stories/rent-house-prices-and-demographics …
$MCD fast 'food' prices have surged pic.twitter.com/2aH6npolrB — Markets & Mayhem (@Mayhem4Markets) June 19, 2025 New American mother is at the grocery store to buy baby formula Prices are so high “I can’t tell if this is a joke or not” A single can is $52.99-$74. Having babies is not affordable Nestle lobbies against paid …
by Michael I am trying to find the words to describe the economic carnage that we are witnessing right now. Even before President Trump unveiled his new tariffs, the U.S. economy was rapidly heading in the wrong direction, layoffs were soaring, and stock prices were steadily falling. But now it is as if enormous amounts of gasoline have been …
by Michael I am trying to find the words to describe the economic carnage that we are witnessing right now. Even before President Trump unveiled his new tariffs, the U.S. economy was rapidly heading in the wrong direction, layoffs were soaring, and stock prices were steadily falling. But now it is as if enormous amounts of gasoline have …
"Tariffs are not inflationary" 5-year breakeven rate just surged to its highest level in nearly 2 years. pic.twitter.com/J6KIAhpiY1 — Otavio (Tavi) Costa (@TaviCosta) February 3, 2025 Trump is upset that Europeans aren't buying enough U.S. products. But Americans aren't buying enough U.S. products either; that's why we had a record $1.2 trillion trade deficit in …
Compare to August. On the Monday after the jobs report, stocks gapped down and the VIX exploded. Monday open was the low of the week. Today, the market gapped down amid relative complacency. This morning BTFD bounce could be the high of the week. pic.twitter.com/PnHNYjtIWw — Mac10 (@SuburbanDrone) January 13, 2025 This incipient bear market …
And today, someone was burned alive… which means Kathy Hochul lied, again. https://t.co/etvurtJEqw — Liberacrat™️ (@ViralVideos) December 23, 2024 The number of major crimes in NYC (defined as murder, rape, robbery, felony assault, burglary, grand larceny, and grand larceny of an automobile) has risen by about 32% since 2019's pre-COVID numbers. pic.twitter.com/lpaZl2pwSV — Hunter📈🌈📊 (@StatisticUrban) …
Biggest selling wave of the year — 483 S&P Stocks down on the day. Second highest was August 5 at 481. Deterioration began a week ago. Slowly, then all at once — that's how this game works. pic.twitter.com/G7AFPNgiuW — Macro Charts (@MacroCharts) December 18, 2024 Regarding today's broad market sell-off, it's yet another sign that …
Today's hotter-than-expected #inflation data, following similar news yesterday, is putting more downward pressure on #gold. But gold will soar when investors realize the Fed will keep cutting rates despite inflation, and return to QE, sending both inflation and gold much higher. — Peter Schiff (@PeterSchiff) December 13, 2024 Agricultural commodities have surged nearly 30% year-over-year, …
1000 bps hike neededhttps://t.co/qkw3r8OJR1 — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) December 9, 2024 UPDATE: Luigi Coin is now one of the most traded coins on Solana, with a market value exceeding $54 million—up over 34,707% in the past 24 hours. pic.twitter.com/jNRq1X5cmI — Jacob King (@JacobKinge) December 10, 2024 JUST IN: Luigi Mangione inspired …
🩸JUST IN: $1 BILLION leveraged crypto positions liquidated as #Bitcoin surged to a record $89,000 yesterday. pic.twitter.com/p3iTMWiEWy — Radar 𝘸 Archie🚨 (@RadarHits) November 12, 2024 JUST IN: 🇺🇸 BlackRock’s #Bitcoin ETF breaks the $40B mark in record speed: 211 days 🫡 @EricBalchunas pic.twitter.com/mWdlxWbWlP — Radar 𝘸 Archie🚨 (@RadarHits) November 13, 2024 JUST IN: 🇺🇸 Trump …
Commodities are not feeling very inflationary right now. https://t.co/cS1Yveed7h pic.twitter.com/LbdPayQmSx — Financelot (@FinanceLancelot) November 11, 2024 I'm keeping a close eye on 5 year and 10 year breakeven inflation. We saw a similar breakout in 2008 when inflation expectations were the complete opposite of the real economy. https://t.co/8T6u9d8NV4 pic.twitter.com/7RTwh6ApRm — Financelot (@FinanceLancelot) November 10, 2024 …
JUST IN: 🩸🩸🩸 $400m of leveraged crypto positions liquidated in 24 hours as #Bitcoin surged 10% after Trump victory. pic.twitter.com/stBKT2KneD — Radar 𝘸 Archie🚨 (@RadarHits) November 6, 2024
— Adam Hamilton 'Gold Stocks’ Secular Breakout' Gold stocks just achieved a major secular breakout to four-plus-year highs. A little more rallying will lift GDX to its best levels in nearly a dozen years.https://t.co/jqdO3DIjNV — Peter Spina ⚒ GoldSeek | SilverSeek (@goldseek) October 26, 2024 BREAKING: Central banks now hold 12.1% of global gold reserves, the …
A data scientist who constructed a model to predict who will win the 2024 presidential election says Donald Trump has surged ahead in the last week. Dr Thomas Miller from Northwestern University runs a website called The Virtual Tout, where he posts daily electoral vote forecasts. He also maps these predictions onto a graph with …
