Independent thinking for complex markets and current events
Everyone talks about chips. Nvidia. TSMC. AI data centers. But a much smaller resource just reminded everyone that the AI race depends on things most people never think about. Helium. China temporarily banned helium exports as the Iran conflict disrupted global supply chains and raised concerns about shortages of a gas that is critical for …
California Governor Gavin Newsom order state workers back to office 4 days a week starting July 1 2026. This change from hybrid schedule where most work 2 days in office and 3 days remote. SEIU Local 1000 union represent about 96,000 workers. Union president warn of mass exodus. Many older workers near retirement may quit. …
U.S. military strikes on June 10 destroyed two critical water storage reservoirs in Sirik, Iran. The attack left roughly 20,000 residents without access to potable water during extreme heat waves reaching 50°C. Iranian officials have labeled the strikes as a war crime and a violation of international laws protecting essential civilian infrastructure. In retaliation, Iran …
🚨 RED ALERT: Houthis Threaten to CLOSE Bab al-Mandeb Strait 🔥Yemen’s Houthis just dropped a bombshell:“If we decide to shut Bab al-Mandeb… neither mankind nor jinn will ever open it again.”One of the world’s most critical shipping chokepoints could be sealed overnight.→… pic.twitter.com/GtleTdAttf — Vesselsurge (@Vesselsurge) April 20, 2026 Tasnim News Agency reports that Iran …
GAS PRICES THREATEN TO ERASE TAX REFUND BOOST Refunds rose 14% YoY (avg. $3,462, +11%) but came in slightly below expectations, offering only a modest lift to consumption. A ~15% jump in gas prices (~$3.60+) could fully offset that gain, leaving overall consumer spending flat… — *Walter Bloomberg (@DeItaone) April 15, 2026 GAS SPIKE SQUEEZES …
A Pakistan-brokered two-week ceasefire between the U.S. and Iran is under strain as Tehran issues new demands, including war reparations and U.S. military withdrawal. The truce, agreed on condition that Iran reopen the Strait of Hormuz, is critical for global energy flows but remains fragile amid regional tensions. China’s diplomatic role and potential strategic gains …
BREAKING: Within hours, ICE agents have reduced the wait time BY LEAPS AND BOUNDS! Wait times are now as short as 40-minutes. But, there's a catch. There are FAR LEFT dipshts planning a protest in a couple hours, forcing EVEN MORE law enforcement from the local area to… pic.twitter.com/c8ITwKE39X — Gunther Eagleman™ (@GuntherEagleman) March 23, …
BREAKING: President Trump: There will be ‘total decimation of Iran.’ — Leading Report (@LeadingReport) March 22, 2026 🚨 Reports coming in NOW on extensive attacks on the COAST of Iran 🇮🇷 — in Bandar Abbas, BUSHEHR, Bandar Lengeh, and Qeshm Island. It is apparently US 🇺🇸 attacks to soften Iran's defense systems ALONG the Strait …
China is building hundreds of missile silos so the US can’t tell which ones actually have nukes. That’s the whole point. It forces America to assume the worst every time. China is readying intercontinental missiles The US Department of War identified fields of missile silos in three remote areas in northern and western China: Hami …
European officials weigh the “nuclear option” of selling U.S. Treasuries if Trump negotiates a Ukraine deal unilaterally. Discover the implications for allied relations. European officials are contemplating the possibility of selling U.S. Treasuries if former President Donald Trump negotiates a deal regarding Ukraine without consulting America”s allies. This consideration has been described as the “nuclear …
The collapsing collateral pyramid: When MBS replaces Treasuries in repo, the system is running out of AAA ammunition. This is exactly how the shadow collateral system breaks: •Treasuries = pristine •MBS = haircut-heavy, riskier •Agencies = dead middle •Everything below = nuclear waste If the Fed is now vacuuming up MBS to keep funding markets …
The company has 114 million active consumers, with 27 million new active users in the prior three months. However, while Klarna is attracting more customers, the company’s average revenue per user fell about 10%. Klarna’s actual loan losses improved slightly year over year, underscoring that consumers are still paying on time. Sales of Klarna’s new …
BREAKING: Democrats’ latest election wins could stall Trump’s pro-crypto push. Republicans now face stronger resistance in Congress as more Democrats push for tighter crypto oversight. Analysts warn the Crypto Market Structure Bill may now face major delays. https://x.com/coinbureau/status/1986034560975659122 New York, New Jersey, and Virginia saw strong Democratic performances in mayoral and state legislative races. These …
@realDonaldTrump Dear Mr. President.I hope this finds you well.I'd like to bring to your attention the power of the @kadena_io blockchain.Written from the early designs of #Bitcoin chainweb technology. $KDA is an American made digital asset that could greatly help in MAGA. — Joseph Duke (@CryptoJoeDuke) March 3, 2025 Sale? Are you serious? Your trying …
Elbows up pic.twitter.com/ZZ5T9YPz05 — DivineAxiom (@DivineAxiom) October 6, 2025 Bill C-2: Police and border agents could track everything you do. Your calls, your messages, even your movements could be collected and shared without anyone checking. Bill C-8: The government could decide what you are allowed to see online. Websites, apps, and tools could be blocked …
Paramount Skydance is about to put Bari Weiss in charge of CBS News. This is not a small shuffle. Weiss has built a career on provocation and taking sides. She will report directly to Paramount CEO David Ellison, bypassing CBS leadership. That means she will have almost total control over what millions of Americans see …
The market’s heartbeat depends on one stock, and that stock just got a cold. $NVDA's "explosive growth is inevitably set to slow and Wednesday's results will be forensically examined for bumps in the road ahead."@Reuters pic.twitter.com/hCCFZaQMZ5 — Daily Chartbook (@dailychartbook) August 27, 2025 Sam Altman said AI “may be in a bubble.” High capex with …
Kansas City is staring down a failed experiment. Nearly a decade ago, the city spent $17 million to buy and renovate the Linwood Shopping Center on Prospect Avenue. The anchor tenant, Sun Fresh Market, opened in 2018 with fresh produce, seafood, and a full-service deli. It was supposed to end the food desert. It’s now …
BUY THE DIP AFTER MOODY’S DOWNGRADE: MORGAN STANLEY’S WILSON Morgan Stanley’s Michael Wilson sees the recent U.S. stock selloff after Moody’s credit downgrade as a buying opportunity, driven more by interest rate fears than fundamentals. He notes that Moody’s is the last major agency to downgrade U.S. debt—following moves that began back in 2011. Rising …
by Michael Decisions that are being made this month could dramatically alter the course of human history. If the Ukrainians decide to attack Russia’s Victory Day parade with a vast army of drones, the Russians would almost certainly absolutely devastate Kyiv in return, and any hope for peace in Ukraine would be gone. Meanwhile, negotiations between …
The reason why Trump paused tariff negotiations with the rest of the world is because he never expected the Asian Tigers ex-China to lower their trade barriers to ZERO. Now, If he makes an agreement to eliminate all trade barriers with Vietnam, Korea, Taiwan and Indonesia then… — Mac10 (@SuburbanDrone) April 10, 2025 That's the …
Growing opposition among hard-line House conservatives to the Senate’s framework for advancing President Trump’s ambitious legislative agenda is threatening to make this week’s vote one of the heaviest lifts yet for Speaker Mike Johnson (R-La.). At least 10 House Republicans have said they will vote “no” on the measure, and a handful of others have …
The 10-year Japanese Government Bond (JGB) yield has hit a 16-year high, creeping toward 1.75%. That may not sound extreme by global standards, but in Japan’s fragile system, even small increases in borrowing costs send shockwaves through the economy. The Bank of Japan has spent years suppressing rates with aggressive bond-buying. Now, markets are testing …
"Ottawa Sharpens the Axe" Thousands of federal public servants brace for potential layoffs as Ottawa targets $15.8B in budget cuts. 🪓 pic.twitter.com/IsYAPpTBoa — Shazi (@ShaziGoalie) December 24, 2024 1/ RE/MAX predicts a 5% national price increase in 2025, with GTA real estate maintaining its strength. But numbers alone don't tell the full story. Let’s peel …
SHOCK: @PressSec is warning Republicans that if they don't pass the Democrat's continuing resolution there could be a delay in the transition of power from Biden to Trump. If true this is a SERIOUS threat to democracy. h/t @TheChiefNerd pic.twitter.com/rykWpd1zDK — @amuse (@amuse) December 20, 2024 Wait…. what?! https://t.co/o8UBmHRPQF — Mario Nawfal (@MarioNawfal) December 20, …
Hawk Newsome, who founded BLM of Greater New York. Newsome went before the national media and uttered what could be regarded as a chilling threat.Newsome called for ‘black vigilantes’ to be unleashed on the public and seemingly suggested they could kill white people for running their mouths. He then said black people must hold community …
⚠️US FOOD INFLATION IS BACK⚠️ Food prices rose by 0.4% in Sep, the biggest jump since February 2023. 5 out of the 6 major grocery store food group prices increased with eggs jumping as much as 8.4%. Over the last 4 years, food prices SKYROCKETED 22.5%👇https://t.co/OAcZin2MlG — Global Markets Investor (@GlobalMktObserv) October 15, 2024 Rising …
Vowing that “California won’t wait” until the next mass shooting to act, Gov. Gavin Newsom on Sept. 24 signed a package of bills with a goal of strengthening firearms regulations and preventing gun violence. One new law, Assembly Bill 2642—authored by Assemblyman Marc Berman and also known as the PEACE Act—prohibits intimidation, threats, coercion and …
