Independent thinking for complex markets and current events
Beijing cracks open on producer prices, China PPI surges 1.7 percent mom and ends the deflation run, last domino falls hard into 2026. 1.7 percent mom producer price spike ends the long deflation party, China factories crank costs higher, last domino tumbles while global buyers get the bill. They swore deflation was permanent, now look …
The total market capitalization of Korea-listed companies has surged 74% this year to $4.59 trillion, while Canada’s has climbed about 7% to $4.5 trillion, data compiled by Bloomberg show. Samsung Electronics Co., which recently crossed the $1 trillion valuation mark, and SK Hynix Inc. have both more than doubled this year as their dominance in the AI chip segment …
The greenback is gaining ground this afternoon, the USD/EUR exchange rate hit its highest level of the month as risk sentiment sours… Japan’s currency intervention last week is already fading, the yen is sliding again as the interest rate gap with the U.S. remains a canyon… Safe-haven demand for the dollar is being fueled by …
Something is still very wrong – $SPY 0DTE call premiums are surging. I don't believe they are buying back call shorts now, at the beginning of the session. Also a lot of VIX puts is being bought. Either everybody are delusional and believe in TACO or insider trading. The same… pic.twitter.com/7u9gQN8BQF — Data Driven Stocks …
Troops have arrived in the Middle East as the US starts its ground war against Iran in a massive escalation that has Iran’s retaliation surging. Yemen’s entrance in the war is sparking panic in the US-Israeli establishment and Danny Haiphong covers the latest developments as month 2 of the war begins. US soldiers 'seriously' wounded …
Something is happening inside the air travel system, and it is no longer subtle. The strain is showing up in staffing data, operational performance, and the way passengers are experiencing airports across the country. At the center of it is the Transportation Security Administration, where absenteeism has climbed sharply above normal levels. Reports show TSA …
Infographic: Global gold demand;Global gold demand is being reshaped by shifting sovereign reserve strategies, changing investment behavior and an increasingly uncertain outlook. Infographic: Global gold demand https://t.co/KL9R4F1O48 — MINING.COM (@mining) February 5, 2026 https://www.mining.com/infographic-global-gold-demand/ Without metals and industrial elements — steel, copper, aluminum, iron ore, nickel, zinc, titanium, etc. — human civilization cannot exist. Nearly …
Three so called six sigma moves in a week just means the system is levered to hell and the math everyone worships is garbage when panic hits. THE IMPOSSIBLE JUST HAPPENED The probability of what is happening is near zero. Three 6-sigma events occurred in one week. – Bonds – Silver – Gold We are …
Perhaps just one way of fascilitating payoffs. Much like the ol’ “book deals” of decades past. — Bruce (@Doomsday10tac2) January 13, 2026 Former New York City Mayor Eric Adams is facing a lot of heat today after his high-profile launch of a new cryptocurrency, dubbed the NYC Token, crashed within hours of launching. Adams launched …
Silver going vertical like this is not some quiet blip. Eight months straight green. Absolutely incredible: Silver is now hitting daily record highs, up +140% in 2025 alone. Technicals don't matter anymore and we've seen 8-straight green months. When do people finally start paying attention? pic.twitter.com/NCuHRY7VfZ — The Kobeissi Letter (@KobeissiLetter) December 22, 2025 Silver …
Breaking: In a rebuke of Speaker Johnson, four House Republicans sided with the Democrats to force a vote on extending ACA subsidies https://t.co/J9eBxdaptZ — The Wall Street Journal (@WSJ) December 17, 2025 WASHINGTON — Rebelling against their leaders, four House Republicans on Wednesday signed onto a “discharge petition,” giving Democrats the 218 signatures needed to …
by Michael Frustrated job seekers all over America just got more bad news. The unemployment rate just hit the highest level that we have seen in four years, and that is yet another indication that the labor market is getting even tighter. If you currently have a good job that you highly value, hold on …
Silver is experiencing a moment of profound significance, with major implications for the history of hard money, fiat currency debasement, and — most critically — inflation. We’re seeing one of the most volatile monetary assets approach a breakout above its previous highs, potentially setting the stage for a historic move. This is what explosive price …
Goldman says on Friday and Monday, hedge funds just logged their biggest two-day buying spree in over six months and one of the largest bursts of buying seen in the past two years 👀 — TT3 (@TradingThomas3) November 26, 2025 Yesterday the hedge funds had the largest buys of US stocks going back to atleast …
Intel is out with its latest quarterly earnings report. For Q3 2025, the tech company reported a beat on both EPS and revenue expectations. The stock received a decent bump as a result. Intel’s Q3 2025 earnings report was published at the close of markets today. Intel reported $13.7 billion in revenue for the quarter, …
All these deals being announced and it comes back to just one company…TSMC $TSM. — Mosaic Asset (@MosaicAssetCo) October 13, 2025 careful coz openai is shady pic.twitter.com/RusZw9Cojn — Dimitrios Paolo (@dimitriospaolo) October 13, 2025 pic.twitter.com/2n1rkvj68T — PeterK (@PeterKi97) October 13, 2025 Blackstone says the next big thing is chips, data centers & power. The first …
Gold Hits New Record High As China Moves To De-Westernize Global Bullion Market https://t.co/m4wGHLAMlX — zerohedge (@zerohedge) September 23, 2025 The Gold rally has accelerated since August and delivered a +12% return over the past month – 98th percentile for monthly returns since 1980 – supported by rising futures positioning and ETF inflows, as well …
The illusion of financial stability has cracked, and the system is exposed, wobbling under weight it can no longer carry. Gold is racing toward $3,800, silver has pushed past $44, and every tick in the metals market screams alarm. Investors are running for cover, and the frenzy has nothing to do with optimism or growth. …
Authored by Mike Shedlock via mishtalk, Interesting Combination Today: Gold, the long bond yield, and the dollar are all up strongly. Interesting Market Action Gold: +$85.00 to $3,602 (+2.4 percent) 30-Year Long Bond Yield: Up 5 basis points (0.94 percent) to 4.97 percent US Dollar Index: Index level up 0.57 points (0.57 percent) to 98.257 …
by confoundedinterest17 I feel like we are in the financial Twilight Zone. Home builder stock prices have surged, while home builder sentiment has plunged. Of course, The Fed’s endless money printing isn’t helping the supply side of home building. To make matters worse, pending home sales remain in the doldrums. Federal Reserve Board member Lisa Cook …
Germany’s unemployment has surged past 3 million for the first time in over a decade, reaching 3.025 million in August 2025. The jobless rate ticked up to 6.4%, with manufacturing and energy-intensive sectors hit hardest. Labour Minister Baerbel Bas called for “countermeasures,” while Chancellor Friedrich Merz faces mounting pressure to deliver reforms. DW reports the …
Japan’s political landscape just shifted. On July 20, the ultranationalist Sanseito party jumped from one seat to 14 in the upper house of parliament. The ruling Liberal Democratic Party lost 13 seats and its majority. That’s the first time since 1955 the LDP has lost control of both chambers. The shift wasn’t subtle. It was …
Palantir printed $149.24 this morning. That’s up 104% year to date. Volume hit 23.58 million shares by midday. Market cap sits at $352.1 billion. PE ratio is 651.68. The stock hit its high of $155.68 on July 17. Since then, price faded. Weekly RSI shows negative divergence. Momentum is soft. Price is not. $PLTR is …
What’s going on here is likely a sign of rising global stress. The sharp drop in the 10 year Treasury yield alongside a spike in the U.S. Dollar Index (DXY) points to a flight to safety and a scramble for dollar liquidity. Normally, falling yields would weaken the dollar but when both move in opposite …
Silver surges above $39 for the first time since the first US downgrade in Aug 2011 pic.twitter.com/2MUb0zDOZa — zerohedge (@zerohedge) July 14, 2025 Gold about to go on a canter. https://t.co/DVdYZ05t0F pic.twitter.com/u0bhtdLoG8 — The Great Martis (@great_martis) July 14, 2025
Flash flooding has struck three states in rapid succession, with Chicago now facing emergency rescues following a sudden deluge of more than 5 inches of rain in just 90 minutes. The National Weather Service confirmed that a personal weather station near the United Center recorded 5.14 inches during the evening of July 8. Streets on …
You can track the AI race here:https://t.co/scL5kacTBh — Wall St Engine (@wallstengine) June 23, 2025
Many guys are not understanding some few basic economic facts. Yes Trump is pro business & pro growth. 100%. But the way he schemed & plotted pretending to be negotiating for peace, this means no one and I mean no country is gonna buy and hoard treasuries & dollars. Then he… — tic toc (@TicTocTick) …
Also https://t.co/0RzE8ZIQeM — Abhijeet Patra (@abhijeetpatra88) June 11, 2025
President Trump is expanding federal enforcement, preparing to deploy ICE tactical units to five Democrat-run cities as Los Angeles remains locked down amid immigration riots. The administration is actively discussing broader troop deployments, signaling a nationwide crackdown on sanctuary cities resisting federal immigration policies. BREAKING – President Trump’s administration, along with the Pentagon, is actively …