Independent thinking for complex markets and current events
by Michael Are we defined by what we do? For so many of us, our identities are tied to our occupations. For example, when I worked in the legal field many years ago so many of my colleagues took great pride in being able to say “I’m a lawyer” when they were asked about their …
🤔🤷♂️ pic.twitter.com/CB1yKtUzUe — Monitor Earthprime (@MEarthprime) September 5, 2025
Basically saying that perp traders can now play Russian Roulette with two bullets in the revolver instead of just one. — Studious Stoic (@StudiousStoic) September 4, 2025
The US now has more unemployed people than job openings for the first time since April 2021. pic.twitter.com/D82jmvYP4L — *Walter Bloomberg (@DeItaone) September 3, 2025 “The number of job openings fell to 8.8 million in July, the lowest level since March 2021. Meanwhile, the number of unemployed people rose to 6.4 million.” https://www.cnbc.com/2025/09/01/job-openings-fall-to-lowest-level-since-2021.html Two numbers. …
Prices are flying in the worst of ways and going nowhere in the least of ways. by David Haggith Prices are flying. You’ll soon need to fly, too, just to keep up. The theme of the Personal Consumption Expenditures price index (PCE), which measures inflation and which came out on Friday, was that the smallest …
Trump Says He Will Order Voter ID Requirement for Every Vote President Donald Trump said on Saturday that he will issue an executive order to require voter identification from every voter. “Voter I.D. Must Be Part of Every Single Vote. NO EXCEPTIONS! I Will Be Doing An Executive Order To That End!!!,” Trump said on …
The collapse isn’t theoretical. It’s procedural. Spirit Airlines filed for Chapter 11 bankruptcy protection for the second time in less than a year. The company emerged from its last restructuring in March. By August, it was back in court. Again. https://www.cnbc.com/2025/08/29/spirit-airlines-chapter-11-bankruptcy.html “Spirit Airlines filed for Chapter 11 bankruptcy protection for the second time in less …
Germany’s unemployment has surged past 3 million for the first time in over a decade, reaching 3.025 million in August 2025. The jobless rate ticked up to 6.4%, with manufacturing and energy-intensive sectors hit hardest. Labour Minister Baerbel Bas called for “countermeasures,” while Chancellor Friedrich Merz faces mounting pressure to deliver reforms. DW reports the …
If insiders aren’t buying, why should anyone else? BREAKING NEWS: Out of the top 200 insider trades over the last week (by value). 0/200 were buy orders. I have never seen anything like this in my life. pic.twitter.com/QS2r2QvSR9 — Kevin Malone (@Malone_Wealth) August 29, 2025 https://twitter.com/NorthmanTrader/status/1961448152004759780 The last time the FED Rate Cut: September 2024: …
“The Fed can’t rescue this in its entirety. You’ve got 4M homes in Texas and 42M across the U.S. at risk of bankruptcy or losing the roof over their heads. That’s nearly 38% of households. The money to pay these bonds doesn’t exist. You can’t get blood out of a stone.” When… pic.twitter.com/dSuXD5SIPf — ITM …
CHINA'S BYD OUTSELLS $TSLA IN EUROPE FOR 2ND TIME THIS YEAR BYD crushed Tesla again in July with European 🇪🇺 sales more than tripling to 13,503 vehicles versus Tesla's 6,600 registrations that dropped over 42% from last year. This marks the second time BYD has outsold Tesla in… pic.twitter.com/PwvTJrpD3W — Wall St Engine (@wallstengine) August …
Are U.S. Treasuries finally as risky as stocks? First, what is a Treasury? When you buy a U.S. Treasury bond, you’re lending money to the government. They promise to pay you interest (called a coupon) and then return your money when the bond matures. Safe, right? Except prices can swing if yields change. — StockMarket.News …
🚨 HOLY CRAP! A Chicago resident in a red cap is sending shockwaves through liberal circles after calling on President Trump to send in the troops to their city pic.twitter.com/euzcOsXG6p “The National Guard has to come here! Even if it’s for a scare tactic. There’s no control.… — Eric Daugherty (@EricLDaugh) August 25, 2025
George Conway, outside of John Bolton’s house in a turtleneck, speculates that Trump ordered the raid because Bolton wrote a negative book about him. TDS patient zero. pic.twitter.com/Y2YaefL0Em — johnny maga (@johnnymaga) August 22, 2025
There’s no COVID excuse this time. 🤘 https://t.co/SrCCK8iqUO — QE Infinity (@StealthQE4) August 21, 2025 ⚠️US subprime auto loan delinquencies are ABOVE crisis levels: The 60-day delinquency rate for subprime auto loans has surpassed 5% for the first time in HISTORY. They have DOUBLED over the last 4 years. They are way ABOVE the Great …
If meat prices go up any faster.. theyll be going back in time#cattle pic.twitter.com/7ANY4XM9Pb — AGTrader (@agtrader) August 20, 2025 The Fed can only justify rate cuts with one datapoint: The labor market. But, the Fed just said they see inflation risks outweighing employment risks in the Fed Minutes. As we saw in September 2024, …
Businesses are eating 64% of tariffs right now. We know that. But according to Goldman, by October this will drop to only 8%, with consumers eating 67%. Nice one in @SamRo's note this morning. pic.twitter.com/vvWgG39mwS — Ryan Detrick, CMT (@RyanDetrick) August 17, 2025 Even the goat is bearish 🐐 pic.twitter.com/lIqSb7eHwv — QE Infinity (@StealthQE4) August …
BREAKING 🚨: U.S. Housing Market Homeowner Households declined for the first time in 9 years 👀📉 pic.twitter.com/8lUGHnHx93 — Barchart (@Barchart) August 14, 2025 Las Vegas has the 3rd highest home foreclosure rate among major US metro areas as of July pic.twitter.com/0iYxb3C9cx — Las Vegas Locally 🌴 (@LasVegasLocally) August 14, 2025 Cheap REITs aren't bargains – …
March 2008: Bear Stearns collapses under toxic mortgage exposure. The Fed guarantees $30 billion in assets. JPMorgan acquires it for $10 a share. https://www.investopedia.com/terms/b/bear-stearns.asp August 2025: Trump demands Intel CEO Lip-Bu Tan resign over alleged China ties and then floats a federal stake to support the delayed $28 billion Ohio chip plant. https://www.aljazeera.com/economy/2025/8/14/us-government-in-talks-to-take-stake-in-intel-report Intel stock …
Can someone explain to me how $BTC the greatest “inflation” hedge of all time is down on a hot PPI? Maybe Bitcoin isn’t an inflation hedge after all and instead is a speculation gauge. pic.twitter.com/djupZTujUT — Kris Patel 🇺🇸 (@KrisPatel99) August 14, 2025 Suddenly, the hope of many #Bitcoin maximalists is shattered https://t.co/AjMn1C2Ikw — David …
Tin foil hat: This would be the time to come out with a negative headline pic.twitter.com/TZo3FRSBKS — Kang (@thuhkang) August 12, 2025 🚨OH MY LORD: NVIDIA and Microsoft now account for 15.4% of the S&P 500's market cap, an all-time high. Never in the modern history of financial markets have two companies had such a …
Fun fact: the last time this happened Credit Suisse was imploding ⚠️ That wasn’t a coincidence in case you wonder https://t.co/B7nmfB00kB — JustDario 🏊♂️ (@DarioCpx) August 12, 2025 Follow through.😅 The future of mortgage backed securities lol pic.twitter.com/C9uXVzHD4V — The Great Martis (@great_martis) August 12, 2025
🚨Spotted in DC: Someone put a note on their car window asking for their car not to be broken into a FIFTH time. The person writes, “There is nothing of value in this car. Only restaurant supplies + broken dreams. Plz don’t break the windows for the fifth time.” @7NewsDC pic.twitter.com/2j6ZH1WD9G — Nick Minock (@NickMinock) …
Bitcoin vs. actually disruptive technology byu/doctorfeelgood33 inButtcoin “The Bitcoin line excludes lost and dormant wallets. The entire ecosystem of bitcoin is manipulated through whales and a niche market with price escalation almost entirely timed via FOMO narratives (halving, ETFs, inflation hedge, etc.). Thing fucking s**ks.”
Bessent acknowledges that tariffs *might* cause inflation for the first time ever. pic.twitter.com/j3SkWXhDQ0 — Spencer Hakimian (@SpencerHakimian) August 7, 2025
Sean ‘Diddy’ Combs was denied bail for the fifth time and will stay in jail until sentencing on October 3. The judge ruled that he is a flight risk and a danger because of evidence showing violence and threats against former girlfriends and escorts. The defense said he was just living a swinger lifestyle, but …
When traders begin reaching for unfamiliar names, it’s never about opportunity, it’s about scarcity.The market isn’t offering setups. It’s offering noise.And in the absence of edge, speculation becomes desperation.They’re not trading what they know.They’re trading what’s… — 👁 (@Oculustrade) August 5, 2025 Oh no… pic.twitter.com/TYKUYKzX5Q — TT3 (@TradingThomas3) August 4, 2025 so volume on the …
