Independent thinking for complex markets and current events
via Phoenix Capital Research The bull market that began in mid-2022, and which accelerated starting in late-2023, has been largely driven by the Artificial Intelligence (AI) revolution. Since late-2023, AI-related companies have accounted for 75% of S&P 500 market gains, 80% of corporate profits, and 95% of capital expenditures. To be clear, this is largely a …
🚨NEW: CNN's Harry Enten spells out GOP *ADVANTAGES* in midterms🚨 "Who leads on the economy? Republicans by 7! Immigration? Republicans by 13! How about crime? A big issue for Donald Trump and the Republicans. Look at that: lead by 22 points!" "What are you doing, Democrats!?… pic.twitter.com/iSRxpatIFS — Jason Cohen 🇺🇸 (@JasonJournoDC) September 22, 2025 …
China effectively acts as a “central banker” for key segments of the U.S. industrial economy—not through money, but through materials. — Craig Shapiro (@ces921) July 1, 2025
Uk10yr looks set to explode. A common theme across Europe. pic.twitter.com/iKIDrSJkZK — The Great Martis (@great_martis) March 14, 2025 The U.K.’s 10-year bond yield is on the brink of a major surge. If this trend continues, it could send shockwaves through not just the U.K. but the entire European market. Bond yields are often seen …
In 2022, the Washington Examiner’s Becket Adams reported that the Marine Corps Band was instructed to compose an entrance theme for First Lady Jill Biden. The song, Fanfare for the First Lady, was intended to be a counterpoint to the president’s Hail to the Chief. But of course, the president is the elected commander in chief, …
Breaking: Klaus Schwab is currently delivery opening remarks at the WEF 24 Annual Meeting in Davos. The theme this year is Rebuilding Trust. pic.twitter.com/V17DJTWKgY — Rukshan Fernando (@therealrukshan) January 16, 2024 https://www.youtube.com/@wef/streams
#recession … #GFC2 US #consumer edition#deflation 📉 👀 https://t.co/jH6050adSK pic.twitter.com/ODeFE8XM5y — Invariant Perspective (@InvariantPersp1) October 4, 2023 #DisneyPlus $DIS 📉 👀https://t.co/duIwR6TzY5 — Invariant Perspective (@InvariantPersp1) October 5, 2023