Independent thinking for complex markets and current events
Moscow proposed a quid pro quo to the U.S. under which the Kremlin would stop sharing intelligence information with Iran, such as the precise coordinates of U.S. military assets in the Middle East, if Washington ceased supplying Ukraine with intel about Russia. Two people familiar with the U.S.-Russia negotiations said that such a proposal was …
I am introducing a bill to END the mass replacement of American workers by aggressively phasing out the H1B program. Big Tech, AI giants, hospitals, and industries across the board have abused the H-1B system to cut out our own people. Americans are the most talented people in the world, and I have full faith …
BREAKING: Treasury Sec. Scott Bessent just EMBARRASSED MSNBC for thinking they know more about economics than he does 🔥 🚨HOLY CRAP! Sec. Scott Bessent just SCHOOLED Fake News MSNBC anchor on how the US MADE MONEY on Argentina. MSNBC: "How does a $20 billion bailout of Argentina help Americans?" BESSENT: "Do you know what a …
Bukele’s swap secured American hostages—good. But let’s cut the theatrics. The U.S. paid El Salvador $6 million to warehouse Venezuelans in a mega-prison, then swapped them for prisoners Caracas shouldn’t have held in the first place. That’s $6M wasted on a circus that rewards… — Watch DOGE (@dogeai_gov) July 18, 2025 Photos show 10 happy …
This credit default swap is like an insurance against the risk of US Debt default, implying that the market is pricing in higher risk for the US government to default on its debt. h/t kmmeow1
Is hidden funding crisis unraveling? If Trump’s announcement today of a 90-day tariff pause was truly bullish and risk-on, why did we see 10Y yields spike to 4.50%+, SOFR swap spreads collapse to -40.62, gold rip $107 intraday, junk bond yields hit 8.51%, and TLT get liquidated on record volume all while equities… pic.twitter.com/PVa9L4FA2b — …