Independent thinking for complex markets and current events
This feels like the opening move, not the end goal. Democrats just rolled out the first piece of their Project 2029 agenda called Kids Over Clicks. The proposal would narrow Section 230 protections, ban social media accounts for children under 16, and require platforms to redesign products around stricter child safety rules. Child safety is …
Mag 7 cutting buybacks and borrowing while private credit guys talk about heavy drawdowns and yields keep grinding higher is not “AI strength,” it’s stress showing through the paint. Money isn’t cheap anymore, lenders are pulling back, and somehow people still act like companies can burn billions a quarter forever. Then you look at the …
Fed will need to tighten. There are few bubble-like segments in equities and commodities that could pop.https://t.co/cw0WLRfiQC — Marko Kolanovic (@markoinny) January 22, 2026 Commodities collapse up continues pic.twitter.com/gC80f181mg — Don Johnson (@DonMiami3) January 24, 2026
Nasdaq didn’t tighten oversight to protect shareholders or promote transparency. It acted because the illusion had grown too grotesque to ignore, because the exchange finally recognized its own reflection in the chaos it had helped create. Nasdaq now requires shareholder approval before companies issue new shares to buy crypto, and non-compliant firms face delisting or …
Wall Street is gearing up for a massive surge in Treasury bill issuance in the third quarter, that is more than half a trillion dollars. That means the government is borrowing heavily to cover spending, which puts pressure on interest rates and could crowd out private investment. “Net issuance of Treasury bills in the third …
The latest round of economic sanctions against Russia is intensifying pressure on its financial and energy sectors. The United States, United Kingdom, and European Union have expanded restrictions, targeting major Russian banks and energy giants like Gazprom. The measures aim to cripple Russia’s ability to finance its war efforts while cutting off revenue streams that …
This make up wearing mofo used clothes pins to pull in the fire jacket he’s wearing as a prop, so he would look snacky for TV. pic.twitter.com/t9s1Z92iL5 — Cernovich (@Cernovich) January 9, 2025 ABC’s ‘narcissistic’ David Muir roasted for sprucing up ‘svelte’ looks while reporting on deadly LA fires ABC News anchor David Muir is …
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 …
by Mike Shedlock Perhaps there is one more Democrat convention upswing, but it appears euphoria over Harris is fading. What’s going on? On August 14, Harris held a 56.7 percent to 42.7 percent edge over Trump. Harris lead is now down to 53.8 percent to 45.7 percent. Silver Bulletin Comments 🕒 Last update: 12:30 p.m., …
California Democrats are planning to send the state’s astronomical gasoline prices soaring even higher by strengthening a pair of decade-old climate policies. The California Air Resources Board (CARB), whose most senior members are appointed by Governor Gavin Newsom, is considering amending two regulations — the Low Carbon Fuel Standard (LCFS) and the cap-and-trade program — …
With credit spreads on the rise and the 10-year TIP trading at 2.2%, financial conditions are tightening, sparking concerns among investors. While systematic funds tread cautiously amid thinning market depth, the next fortnight looms as a critical period. Contrary to expectations, inflationary fears drive Treasury yields up, leading to a plunge in stocks and a …
The Korean economy faces a slowdown, marked by households cutting food expenses for the first time since the Asian Financial Crisis. Surprisingly, a bustling airport on a Wednesday night tells a different story, while local joints like Shake Shack experience an unexpected downturn, raising questions about spending priorities amidst economic uncertainties. Interestingly, it's dinner time, …
The continuing lag will crush this economy! No more loans without very good collateral and prime lending is close to 9% and going higher. — Kerby Roberson (@KMACKROB) August 16, 2023
by Dismal-Jellyfish Table 1 (PDF) | Table 2 (PDF) | Charts (PDF) Wut Mean?: Commercial and Industrial (C&I) Lending: Banks tightened standards for C&I loans to businesses of all sizes. All loan terms for C&I loans, like rate spreads, premiums on riskier loans, credit line costs, and many others, were tightened. Both large and other banks tightened C&I lending …
by BoatSurfer600 As rates rise and the economy slows, banks tighten their credit lending standards out of fear of higher loan losses. If the credit to the economy dries up more than anticipated, then the slowdown might accelerate. A credit-starved economy is no bueno Source: Sagar Singh Yield curves around the world are inverting the …
