Independent thinking for complex markets and current events
The Fed just held rates steady at 3.5% to 3.75% and sounded pretty hawkish. No rush to cut. Inflation still matters. Higher-for-longer remains the message. So far, pretty straightforward. Then I looked at the balance sheet. According to David Rosenberg, the Fed’s balance sheet has been growing at roughly a 10% annualized rate over the …
via gainspainscapital The pullback wasn’t unexpected and should not have been surprising. As we have been outlining to our clients for the last two weeks, both credit and breadth were signaling that a pullback was imminent. High yield credit usually leads stocks. The reason for this is simple: high yield credit/ junk bonds have a …
Vance flat-out admits Trump isn’t ready to endorse anything, uranium fight still deadlocked. Trump already peeling back since Sunday under Israeli pressure. Iran now says zero trust and won’t believe shit. The Hormuz Letter:”BREAKING: Israeli officials are now privately urging the Trump administration to completely abandon Iran negotiations, assassinate Iran’s lead negotiator Ghalibaf, and immediately …
by Michael How many times have we heard that a peace deal with Iran “is almost finalized” or “could be signed today”? And how many times has it not happened? Sometimes I feel like I am watching a really twisted version of “Groundhog Day” where people wake up each day and decide to believe the …
Paul Tudor Jones (PTJ) didn’t just say “buy”; he gave a specific timeline and a warning that adds massive value to your “Sell Signal” thesis. Paul Tudor Jones was on CNBC this morning telling everyone to buy AI and Tech hand-over-fist… That's the sell signal. Retail is buying while the big boys are unloading. https://t.co/RIbhKXr4gs …
by Michael We have entered such a dangerous time in human history. The largest land war in Europe since World War II has been raging for years, the Great Middle East War is poised to go to an entirely new level once fighting with Iran resumes, and the crisis in the Strait of Hormuz threatens to plunge …
King Charles is telling the United States government to prepare for a war with Russia by getting ready to defend Ukraine and “her most courageous people.” He reminds Congress that they fought together through two world wars, the Cold War, and Afghanistan. *The entire Congress… pic.twitter.com/Uo7DIVwdXa — Shadow of Ezra (@ShadowofEzra) April 28, 2026
Government promising fast money on a massive claims process… yeah, expect friction, not speed. TRUMP ADMINISTRATION TO BEGIN REFUNDING $166B IN TARIFFS The U.S. government will start refunding up to $166 billion in Trump-era tariffs after the Supreme Court ruled the policy unlawful. From April 20, businesses can file claims through a new Customs system …
The headlines say the job market is holding up. The official numbers say unemployment is under control. But if you’ve been out there applying, you already know that something doesn’t add up. People with degrees, experience, and stacked resumes are sending out hundreds of applications and hearing absolutely nothing back. In this video, we’re getting …
🚨 BREAKING: IRAN WARNS CIVILIANS TO EVACUATE IMMEDIATELY — STRIKES COULD HIT AT ANY MOMENT IRGC just issued a direct warning across Qatar, Bahrain, Saudi Arabia, UAE, Kuwait and Israel, telling civilians near facilities to: GET OUT. IMMEDIATELY. • Targets locked• Civilian… pic.twitter.com/64T5bRIMvd — HustleBitch (@HustleBitch_) March 27, 2026 Factcheck: The IRGC has issued warnings …
Canada is now trying to convince residents to get the flue vaccine by telling them it reduces the risk of stroke “We're starting to see more strokes — The good news is that getting your flu shot reduces your risk of stroke. According to a study from the University of California” pic.twitter.com/yFYvlAJdVL — Wall Street …
This morning’s developments are worse than most people realize. Iran is not just sitting back after initial strikes. Its military has openly declared that any ship tied to the United States, Israel or their allies passing through the Strait of Hormuz could be targeted, a move that effectively turns what used to be the world’s …
by Michael It appears that AI technology is making our national suicide crisis even worse. Today, millions of Americans are absolutely addicted to interacting with AI chatbots. There are supposed to be guardrails that keep those conversations from entering dangerous territory, but apparently those guardrails are not working. “Chatbot psychosis” has become such a widespread …
The dumbest call of all time was Wall Street telling investors to buy global stocks ex-U.S. ahead of this war – which everyone knew was coming. Global stocks ex-U.S. have far more risk exposure to this oil crisis than U.S. companies. But now U.S. investors have far more risk… pic.twitter.com/rrp7HR8Pot — Mac10 (@SuburbanDrone) March 5, …
Iran didn’t slowly become what you see on the news — it was psychologically taken. In this episode, I break down the real mechanism behind Iran’s transformation: the difference between a people and the system that cages them, how revolutions don’t shift power but shift who gets to use violence, and why fear — not …
by Michael If Iran is not bluffing, this war could be about to take a very apocalyptic turn. The Iranians keep dropping hints that they possess very powerful weapons that they will soon use against the United States and Israel. But why should we believe them when they have such a long history of lying? …
🚨 Trump to Democrats: "these people are crazy. I'm telling you. They're crazy." pic.twitter.com/ypXJnow4sL — Breaking911 (@Breaking911) February 25, 2026 If it wasn't for rightwing lawyers, Trump wouldn't have been on the ballot in 2024, the Ninth Circuit would still be an leftist law factory, Roe would still be law, Chevron would still be law, …
The market is telling the Fed to cut interest rates. Truflation is saying to cut rates. The President is saying to cut rates. And now the next Fed Chairman and the Treasury Secretary are saying to cut rates. What do you think is going to happen? — Anthony Pompliano 🌪 (@APompliano) February 9, 2026 Real …
Donald Trump slams the #GRAMMYs and threatens to sue Trevor Noah over Epstein Island remark: “It looks like I’ll be sending my lawyers to sue this poor, pathetic, talentless, dope of an M.C., and suing him for plenty$ […] Noah has said this might be his last time Mc duties. pic.twitter.com/hLoLvKbR3k — OBD MEDIA (@OBDMEDIAA) …
🇺🇸 ICE officers in Minnesota just received new orders explicitly telling them "DO NOT COMMUNICATE OR ENGAGE WITH AGITATORS" during operations – the only communication should be officers issuing commands. The internal guidance says engaging with protesters "serves no purpose… pic.twitter.com/Qtf3KtNtmh — Mario Nawfal (@MarioNawfal) January 29, 2026
by Michael The U.S. Mint obviously expects the price of silver to keep rising. When I first learned that the U.S. Mint was selling one ounce silver coins for 169 dollars, I thought that it must be a mistake. So I went to the U.S. Mint’s official website, and sure enough the report that I had heard …
Defense Secretary Pete Hegseth on Monday censured Democratic Sen. Mark Kelly for “conduct [that] was seditious in nature,” referring to a video Kelly participated in in November that told United States service members they have a right to refuse unlawful orders. Hegseth wrote that Kelly, who retired as a Navy captain and receives retirement benefits …
Nick Fuentes reacts to JD Vance telling him to "eat shit!" "It's honestly so flattering that the vice-president would invite me to join his family in a traditional Indian dinner!" 😂🤣 pic.twitter.com/BMK0rx4ol6 — Fuentes Updates (@FuentesUpdates) December 24, 2025
In a new experiment, Meta is limiting the number of links users can post on Facebook, unless they have a paid Meta Verified subscription. Over the last week, several users have spotted Meta’s test, which impacts link posting. Social media strategist Matt Navarra noted that users part of the test can only post two links …
Goldman: If the outlook on AI capex were to change dramatically, a reversion of long-term growth estimates back to early 2023 levels would imply 15-20% downside to the current valuation multiple of the S&P 500 according to GS Research macro valuation model. An extreme scenario in which the hyperscalers cut capex back to 2022 levels …
For the past three months, we've received a flood of questions about Candace Owens and her claims attacking Charlie's closest friends. For three months, we preferred to remain silent, but the attacks have not stopped. Today, I delivered this response. pic.twitter.com/JvlL0XP997 — Blake Neff (@BlakeSNeff) December 3, 2025
Only someone with low brain activity would allow a consultation with a doctor telling them they have low brain activity to be televised. — bobbyscaps.eth👺 (@dropgenius) November 29, 2025 Getting scientifically proven retarded is on another level — JESUS (@CRYPTOJEEZYY) November 29, 2025
This was their plan all along. They’re about to push it over the line. This is tryanny if this becomes normal. Original post: https://x.com/RealCarlVernon/status/1980292056418566477?t=zwzbxDURfZHIBlgfQas05A&s=19 There will be nowhere to run too when the entire world runs on a carbon footprint and digital gulag system! h/t UniversalSurvivalist
Is GPU go brrrr more important than medicine? https://t.co/RosnLp8upg — Martin Shkreli (@MartinShkreli) October 3, 2025
US stocks are too expensive. International stocks have outperformed by a wide margin this year Treasury Bonds now have a higher yield than U.S. Stocks, a change from what we've seen over the last 20 years pic.twitter.com/GU2fcssmN4 — Barchart (@Barchart) October 1, 2025 RIP Morgan Stanley 🫡😂 https://t.co/PGL4x4pvEr — Barchart (@Barchart) October 1, 2025 Here …