Independent thinking for complex markets and current events
Treasury Analysts: AI Bet Could Sink Us All Why is this a secret report – we’ve been warning about this for years Treasury insiders drafted a report quietly warning that the massive AI investment boom looks like the dotcom bubble – overhyped, infrastructure-heavy, and risky to banks, private credit, chips, and the whole economy if …
Financial disclosures show the exact buy before the announcement. HuffPost confirms the publicity jackpot for his personal stake. Reddit corruption map drops the full web linking Roberts court straight into the admin. This isn’t random. It’s the full family and financial capture running in plain sight. Swamp didn’t drain. It just upgraded its hardware. America …
NOW – Treasury Secretary Scott Bessent: "There will be no central bank digital currency," adding, "the most important thing we can do is to make digital assets come into the United States." pic.twitter.com/nDHHEd6xdw — Disclose.tv (@disclosetv) May 28, 2026
They’re rolling out “Trump Accounts” as a patriotic savings program while moving federal onboarding, activation, and account management straight into a government-linked app ecosystem. Treasury already tied the system to IRS Form 4547 filings and activation emails before the July 4 rollout. Robinhood and BNY are sitting inside the infrastructure from day one. They sell …
Simon Black highlights in Schiff Sovereign that global demand for American debt is vanishing as yields hit twenty year highs. Public debt hit 38.9 trillion dollars in May 2026 per congressional records. Foreign ownership of federal debt has collapsed from 34 percent to 24 percent of the total market over the last decade. Interest expense …
Treasury Secretary Scott Bessent claims the recent surge in bond yields and energy costs is purely transient in nature … He insists inflation expectations will normalize once regional Middle East supply routes stabilize and conflict volatility fades … Market analysts remain skeptical of this outlook as benchmark 10-year Treasury yields test levels not seen since …
Doug Casey’s International Man @intlmandotcom The 10-year Treasury yield is perhaps the most important financial benchmark in the global fiat system, as it drives valuations and market trends worldwide. It is widely—and erroneously—regarded as the risk-free rate of return. The 10-year Treasury yield can be thought of as a key barometer of the US dollar-based …
Fixed-income sell-offs intensified today as the 30-year U.S. Treasury yield breached a multi-decade ceiling… The long-bond yield settled at 5.14%, marking its highest operational point since the dawn of the 2007 financial crisis… Aggressive selling pressure accelerated across the entire curve following persistent energy shocks and a hotter core inflation matrix… Market desks report institutional …
Acting Attorney General Todd Blanche signed a sweeping, historic legal addendum this afternoon… The newly executed order explicitly folds all outstanding tax audits into Monday’s massive IRS settlement… The directive dictates the federal government is “forever barred” from examining past tax returns of the President… The absolute legal immunity extends to Donald Trump Jr., Eric …
There is no other explanation, other than the slight possibility that Scott Bessent is dumber than dirt about the very things that are supposed to be his area of expertise. by David Haggith No sooner did Treasury Secretary Scott Bessent declare that inflation would only be rising for another two months before it starts to …
From the Financial Times:"The Treasury department issued $25bn of new 30-year bonds on Wednesday, with the high yield at auction reaching 5.046 per cent."#economy #markets #debt #bonds #ust @ft pic.twitter.com/mt4f5jR861 — Mohamed A. El-Erian (@elerianm) May 14, 2026 It’s never been easier in the US. Thanks to President Trump, the government is now paying 5% …
Long-bond yields see largest one-day jump in weeks as inflation fears bake in… 3 p.m. ET Data Talk: 10-Year yield climbs to 4.33% as bond prices tumble… Market signal: Investors dumping long-term debt as “indefinite war” risk persists… Bessent-Šefčovič readout: US and EU lock arms on “Critical Minerals Action Plan”… https://tradingeconomics.com/united-states/government-bond-yield
#URGENT THIS IS A FULL-BLOWN OIL SHOCK 14.5 MILLION BARRELS PER DAY — WIPED OUT. GONE. The Gulf isn’t just disrupted… it’s crippled. Crude production has COLLAPSED by a staggering 57% in April, and even if the Strait of Hormuz reopens, recovery won’t be quick. 💣 Goldman Sachs warns: “FULL RESTORATION COULD TAKE MONTHS.” Here’s …
The Senate Appropriations Subcommittee holds a hearing to review President Donald Trump’s Fiscal Year 2027 budget request for the Department of the Treasury with Treasury Secretary Scott Bessent on Wednesday.
🇯🇵 🇨🇳 China has now sold half of its US treasury. Japan is massively unloading US treasury. If there was one way to precipitate the end of the US empire through the downfall of the petro-dollar, Trump has found it. pic.twitter.com/MNpW9xgslj — WithoutHistory (@WithoutHistory) April 20, 2026 China has steadily reduced its holdings of US …
Fed Chair Jerome Powell and Treasury Secretary Scott Bessent met with the heads of major U.S. banks to discuss the cyber threat of Anthropic’s new Mythos model. Anthropic rolled out Mythos this week in a limited capacity over concerns that hackers could exploit its capabilities. JPMorgan’s Jamie Dimon was the only major banking CEO who …
by confoundedinterest17 Trump’s threats of bombing Iran back to the stone age continues. But the impact on Treasury yields is interesting. As the US economy continues to grow, the US Treasury curve takes on the familiar upward slope. With rising long rates. Particularly when compared to the negative humped yield curve of a year ago. …
Senator Tom Cotton (R-AR) has introduced the Know Your American Customer Act, a bill designed to restrict illegal migrants from accessing the American banking system. The legislation mandates that U.S. financial institutions verify the legal status of new customers to ensure compliance with immigration laws. A statement from the Treasury to The National Pulse appears …
Uncle Sam needs you to help crush the billion-dollar financial fraud gangs. Treasury Secretary Scott Bessent is launching a new program on Monday that will reward tipsters with up to 30% of the fines imposed on criminals who are trying to bleed US taxpayers dry, The Post has learned. The program includes tips for Medicaid …
The Treasury just declared the US insolvent. The media missed it The U.S. government is insolvent. That’s not hyperbole — it’s the conclusion drawn directly from the Treasury Department’s own consolidated financial statements for fiscal year 2025, released last week to near-total media silence. The numbers: $6.06 trillion in total assets against $47.78 trillion in …
The U.S. doesn’t want you to know what De-Dollarization looks like in real time. Something strange is happening in the US Treasury market. pic.twitter.com/SA9Q5XqG6n — Vandell | Black Swan Capitalist (@vandell33) March 16, 2026 The backbone of petrodollar is the multi-decade agreement that all energy products are priced and traded in US dollar. Imagine if …
U.S. Treasury Secretary on Strait of Hormuz: "The Iranian ships have been getting out already, and we’ve let that happen to supply the rest of the world." pic.twitter.com/TwK7tIFHV2 — Open Source Intel (@Osint613) March 16, 2026 BREAKING: US oil prices extend losses to drop below $95/barrel, now down -8% in 12 hours. pic.twitter.com/bQfzNvx5AY — The …
🚨BREAKING: THE US TREASURY WILL WITHDRAWAL $81.273 BILLION FROM THE MARKET TODAY. https://t.co/s4AwuXDUo0 pic.twitter.com/jIQiGRxiVc — Gordon Johnson (@GordonJohnson19) March 16, 2026
BREAKING: U.S. Treasury Secretary Scott Bessent was suddenly pulled away from a live interview after being told “the President wants you right away” — Polymarket (@Polymarket) March 13, 2026 U.S. Treasury Secretary Scott Bessent was abruptly pulled from a live interview after being told “the President wants you right away.” After returning, his voice was …
NOW – U.S. Treasury Secretary Bessent says the Navy, possibly with an international coalition, will escort vessels through the Strait of Hormuz as soon as militarily possible and that they have been planning for this for months leading up to the Iran war. pic.twitter.com/ICXhH9B56S — Disclose.tv (@disclosetv) March 12, 2026 Sending out the big boy …
EndGame Macro @onechancefreedm The Treasury is basically trying to treat oil like a financial panic premium, not a physical shortage. The idea is simple. When the market is in shock, futures can overshoot because everyone piles into the same trade at once. If the U.S. government steps in as a credible seller in the front …
PRESIDENT TRUMP ANNOUNCES NEW GLOBAL TARIFF PLAN • 10% global tariff will be imposed for ~5 months on top of existing tariffs • Tariff refunds will be litigated and could take 2–5 years to resolve • Does not need Congressional approval to impose tariffs • Frames Supreme Court decision as not materially constraining presidential tariff …
Sen. Elizabeth Warren asked the Treasury Department and the Federal Reserve on Wednesday to confirm that they will not “use taxpayer dollars to bail out cryptocurrency billionaires and other highly leveraged cryptocurrency investors.” The Massachusetts Democrat’s request to Treasury Secretary Scott Bessent and Fed Chair Jerome Powell came as bitcoin continued a slide that has …
As of February 2026, Bitcoin is experiencing a major downturn, with experts like Michael Burry warning of a potential “death spiral” following a 40% price drop from recent highs, driven by speculative unwinding and pressure on corporate treasuries.
The House Financial Services Committee holds a hearing on the annual report of the Financial Stability Oversight Council with Treasury Secretary Scott Bessent on Wednesday.