Independent thinking for complex markets and current events
by Michael There have been stunning new developments in the Middle East. France and the Palestinian Authority have agreed to establish a joint committee to draft a constitution for a Palestinian state. Needless to say, this will give French President Emmanuel Macron a tremendous amount of power to shape what a future Palestinian government will …
They printed too much money, and now the metal’s just telling the truth. A sustained upward surge is meaningless; let it consolidate sideways before unleashing an epic rally pic.twitter.com/zTs1JAw13W — Amelia Pavlenko (@AmeliaCFA_) November 12, 2025 Gold versus stock markets – Are you listening? https://t.co/bumRgRBngu pic.twitter.com/Xkm9apfNJ7 — Northstar (@NorthstarCharts) November 12, 2025
Warnings have been issued for portions of the United States’ electric power grid amid a forecasted severe geomagnetic storm. The Space Weather Prediction Center (SWPC) of the National Oceanographic and Atmospheric Administration (NOAA) issued the forecast on Tuesday, saying a geomagnetic storm at a strength of category G4 would cause issues with electrical grids for …
The Senate took the first step to end the government shutdown on Sunday after a group of moderate Democrats agreed to proceed without a guaranteed extension of health care subsidies, angering many in their caucus who say Americans want them to continue the fight. Read more here: https://apnews.com/article/government-shutdown-congress-trump-641e7e2324f261da72395b604d9540e8
The Fed insists it’s making “data-driven” decisions, but what if the data itself is broken? This month’s CPI report exposes a massive blind spot in how inflation is measured – and why bad numbers can lead to even worse policy choices… By Peter Reagan The federal government finally released the September 2025 Consumer Price Index (delayed due …
Yes ,and the trend goes even deeper.As Japan and China reduce their U.S. Treasury exposure,their reserves are quietly re-anchoring elsewhere.The correlation between Treasuries and global reserves has broken,flows are now moving through Chinese bonds and ultimately into Gold,… pic.twitter.com/0wwRIOnF8P — Macro Liquidity by Sunil Reddy (@Macrobysunil) October 23, 2025 The world is clearly splitting into …
Key Takeaways Silver reached a new all-time high price of $53.57 yesterday. The metal has increased by 80% since the start of the year. How long will Silver’s parabolic increase continue? Silver (XAG) has set a new record, surging to an all-time high price of $53.57. The precious metal has been on a tear in …
The FOMO lemmings drove up prices for everyone, pricing out the prudent & financially responsible from decent housing. Let them be a cautionary tale for a generation as far as I’m concerned. h/t Boo_Randy_II
Paramount buying Bari Weiss’s Free Press is not just another media deal. This is a move to take control of the editorial heart of one of America’s most politically sensitive newsrooms. The $150 million price tag, part cash and part stock, looks big for a newsletter and podcast, but the money is almost irrelevant. Weiss …
The illusion of financial stability has cracked, and the system is exposed, wobbling under weight it can no longer carry. Gold is racing toward $3,800, silver has pushed past $44, and every tick in the metals market screams alarm. Investors are running for cover, and the frenzy has nothing to do with optimism or growth. …
France is on the edge and everyone is pretending it is not. Debt is rising faster than the government can admit, deficits are stuck above 5 percent of GDP through 2027, and the debt-to-GDP ratio is on track to hit 121 percent by that same year https://www.fitchratings.com/research/sovereigns/fitch-downgrades-france-to-a-outlook-stable-12-09-2025 . That number does not just warn of …
The United States faces an economic fault line few are willing to stare at, yet the cracks are widening visibly under policies that appear deliberately reckless, with consequences that could cascade across every sector of daily life and national finance, destabilizing supply chains, investment confidence, and ordinary household budgets simultaneously. President Trump has warned that …
Canada is creeping toward full authoritarianism. The government just passed a law banning cash payments over $10,000. Buying a car, farm equipment, or making a donation? You could face triple fines, and they can come after you for it up to eight years later. Imagine the machine getting so comfortable with their power that they …
So we’re near GFC on 90 day delinquencies on almost everything. The credit card and student debt are the most concerning. The mortgage numbers are fake due to loan modifications. It’s fraud basically. If the mortgage delinquencies were real they’d be near GFC highs So we’re near GFC on 90 day delinquencies on almost everything. …
What you’re not told about these Americans crying due to their student loans She paid $36,000 over 2 years. Her loan payoff is over $90,000 after all these payments, which is more than what she borrowed They’re paying their loans but can NEVER escape “Like, what the f*ck am I supposed to do? I’m gonna …
The housing market is in deep trouble. pic.twitter.com/J1dgwFVuvk — Spencer Hakimian (@SpencerHakimian) July 29, 2025 💥The housing market is in a massive bubble, worse than 2006… inventory is piling up while affordability collapses… This signals a coming crash… Prices will fall hard, and it could trigger a broader economic downturn… TICK TOCK… pic.twitter.com/LO9ytqmy00 — Observing …
The object now known as 3I/ATLAS is the third confirmed interstellar visitor to enter our solar system. It’s clocking 37 miles per second, older than the Sun, and possibly 7 billion years old. Initial size estimates were off. It’s not 1 mile wide. It’s closer to 7. Some say 12. Others say 20. The Vera …
The U.S. is drowning in debt. 80 trillion dollars. It’s not numbers on a page. It’s money borrowed and owed by everyone alive now and generations not even born yet. Politicians keep spending like there’s no tomorrow but there is one. Interest payments are eating everything alive. Less money for what matters: defense, roads, schools. …
Musk calls new Grok AI terrifying and puts it behind the wheel. To enable & use Grok, tap App Launcher > Grok Or press & hold voice button on your steering wheel — Tesla (@Tesla) July 12, 2025
Markets flash crisis signs… Current situation: 1. Bitcoin is up +60% in 3 months like the USD is broken 2. The USD is falling in its worst start to a year since 1973 3. Gold prices are rising toward $3,400/oz like inflation is back 4. Treasury yields are rising like deficit spending is worsening 5.… …
The Federal Housing Finance Agency just cleared a major shift in mortgage qualification rules. Rent payments can now be counted toward mortgage applications, a change aimed at broadening access for renters hoping to buy homes. This move coincides with the return of 40-year adjustable-rate mortgages, offering longer terms but variable interest costs down the line. …
via Jesse Felder Ruchir Sharma writes, “American retail investors are all in, buying at an unusually aggressive pace this year. Roughly half of US household wealth is now invested in stocks — breaking the record set during the dotcom bubble of 2000… To the old line — never bet against the US consumer — might be …
by Michael Astronomers just discovered that an absolutely gigantic space rock that they have never seen before has entered our solar system. For now, they are referring to this giant space rock as “A11pl3Z”, and they are scrambling to find out all they can about it. At this stage, they don’t even know if it is …
🇮🇷 Epic footage: Airline passengers over Saudi Arabia captured the launch of ballistic missiles from Iran heading toward Israel. pic.twitter.com/9YqhZ8LgvE — DD Geopolitics (@DD_Geopolitics) June 16, 2025
🚨 Iranian military spokesperson: “Our next missile salvo will include almost 2000 missiles, at least 20x the size of the last salvo.” Insane. pic.twitter.com/DBbo0uKbw6 — ADAM (@AdameMedia) June 13, 2025 https://twitter.com/Kahlissee/status/1933660396243857491 IRAN HIT ISRAEL’S PENTAGON pic.twitter.com/cW1LT1HqZ7 — The_Real_Fly (@The_Real_Fly) June 13, 2025 Some reports saying that parts of Israel's air defense are struggling to keep …
THIS IS AMAZING. Legal immigrants are turning against the Democratic Party's shameless support of illegal immigrants. BIG TIME. 🔥pic.twitter.com/4L8hRBKyq6 — Kyle Becker (@kylenabecker) June 10, 2025 Legal immigrants are speaking up, rejecting the Democratic Party’s push for open borders and unchecked migration. Studies show that high-skilled immigrants strongly oppose illegal immigration, understanding the importance of …
Canada is experiencing the largest millionaire exodus in its history, with 3,200 high-net-worth individuals expected to leave this year. The country ranks third globally in millionaire flight, following China and India. The reasons behind this mass departure are clear—high taxes, hostility toward success, and growing political instability are driving Canada’s wealthiest citizens to seek better …
🚨JUST ANNOUNCED: President Trump: "Russia and Ukraine will immediately start negotiations toward a Ceasefire and, more importantly, an END to the War. The Pope of the Vatican will host the talks. Putin says Trump-Putin 2 hours phone call was “very informative & very frank.” pic.twitter.com/5BiSNghyrE — AJ Huber (@Huberton) May 19, 2025 The Pope of …
by Michael Would having your brain connected to the Internet 24 hours a day be heaven, or would it be hell? Today, a very large portion of the population is seemingly glued to their phones or their computers much of the time. But soon implantable brain-computer interfaces will allow those people to stay connected to …
By Matthew Piepenburg In this lengthy yet substantive/timely discussion with Alex Deluce of Gold Telegraph Conversations, VON GREYERZ partner, Matthew Piepenburg, leads viewers through the fog, confusion and volatility of recent headlines toward a simple lighthouse. In short, Piepenburg places tariff headlines, seismic geopolitical shifts, de-dollarization trends, extreme market volatility and recessionary reality into a simple lens: …