Independent thinking for complex markets and current events
Red flag warnings posted in eight states. Covers Pacific Northwest to Desert Southwest. Gusty dry air make conditions like blowtorch. High risk for new fires to start and spread fast. People must be very careful with any sparks. This part of bigger fire season risk in west. Officials warn public to stay alert.
by Michael I cannot understand the people that are dancing around and celebrating the “memorandum of understanding” now that we have the full text of the agreement. After reviewing the document, I am having a difficult time processing how horrifyingly bad it is. JD Vance and the other U.S. negotiators essentially surrendered and gave the Iranians …
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 …
Goldman Sachs is warning of a “violent” shift in market mechanics as forced selling begins to take hold. In today’s video, we look at the ONE ETF that could trigger a wider market meltdown and why a massive liquidation event in semiconductors (SOXL) is the signal everyone is missing. While the bear case is mounting, …
Turkey and Argentina used rate pressure management to ease fiscal strain but ended up amplifying inflation and currency instability through loss of market confidence. The former US Federal Reserve chair Janet Yellen says lowering rates to reduce debt service costs can lead to inflation getting out of control. She compared the United States today to …
https://www.youtube.com/watch?v=b_fgOphaFbE New Zealand sits directly on the boundary between the Indo-Australian and Pacific plates — and the Alpine Fault, which runs 600 kilometers along the South Island, last ruptured in 1717. That is over 300 years ago. Current scientific consensus puts the probability of rupture at 75% within the next 50 years, with an 82% …
BREAKING: DDR5 memory prices crash up to 30% after Google unveiled TurboQuant. Google TurboQuant cuts AI memory usage to 1/6, raising concerns about memory demand. Memory prices are up 106% since 2024 lows, but are now falling. 32GB DDR5 on Amazon fell from about $490 to $379.99, while 16GB DDR5 fell from about $260 to …
via Phoenix Capital Research There is a significant chance the bull market begun in 2022 is over. Stocks bottomed in late-2022 due to several factors: The Fed’s war on inflation appeared to be working: the Fed raised rates from 0.25% to 4.50% that year resulting in the Consumer Price Index (CPI)declining from a peak of …
10-year Treasury yields hit 4.4% for the first time since July 2025. But war, exploding debt and soaring inflation will drive yields much higher. Without big rate cuts and massive QE (a mistake), stocks and real estate will crash, resulting in a financial crisis worse than 2008. — Peter Schiff (@PeterSchiff) March 20, 2026 🚨 …
via Oilprice: The Iran war is disrupting the petrocapital cycle—the flow of oil revenues from Gulf producers into global financial markets—raising the risk of a global credit crunch. Ongoing attacks, the Strait of Hormuz closure, and financial center instability (e.g., Dubai) are weakening Gulf economies and limiting their ability to recycle capital into global markets. …
THEY DIDN’T JUST KILL A DRUG LORD. THEY KILLED A DEEP STATE GENERAL. “El Mencho” was untouchable for 30 years. He had drones. Armored vehicles. Land mines. He shot down a military helicopter. The CIA looked the other way. Why? Because he wasn’t just moving drugs. He was… — Mr. Pool (@MrPool_QQ) February 23, 2026 …
via Nick Giambruno Warren Buffett once referred to derivatives as “financial weapons of mass destruction.” He wasn’t being dramatic—he was warning that if things went wrong, these complex financial instruments could cause massive, far-reaching damage to the global economy. What Buffett feared most was how a sudden, unexpected market shock could set off a dangerous …
This will put China into Great Depression (and spill over to the rest of the world including USA and EU). My old (ongoing) prediction says : It'll all start in Asia and it'll mostly start from around China as they'll enter first into Depression spreading it to the rest of the… https://t.co/qpnbu0HQ8U — GregTheAnalyst (@Analyst_G) …
NASA delays Artemis II after fuel seal failures trigger critical safety alarm https://t.co/or9wgwdZFo — Mary Jane Anderson (@MaryJan28337231) February 16, 2026 NASA’s Artemis II mission, intended to carry astronauts around the Moon for the first time since the Apollo era, has been delayed after a liquid hydrogen leak forced an automatic halt during a critical …
Rep. Melanie Stansbury @Rep_Stansbury The growing list of countries that are investigating or pushing leaders to step down over the Epstein Files ⬇️ -The UK -Norway -Sweden -Slovakia -France -Latvia -Lithuania -Poland -Ireland Meanwhile the U.S. President is trying to tell Americans to “move on” after he appears 38,000 times in the files, alongside dozens …
Seriously, it’s ugly, and we’re the ones paying. This is not good… It’s very very bad pic.twitter.com/coBViTkxQL — Dr Danish (@operationdanish) February 9, 2026 Billionaire investor Ray Dalio has said that President Trump’s policies could spark “capital wars,” with countries and investors pulling back from U.S. assets, per BI — unusual_whales (@unusual_whales) February 9, 2026 …
UNDENIABLE PROOF that Donald Trump voluntarily assisted the 2009 investigation into Jeffrey Epstein, which led to his first arrest and conviction. the reason why Epstein was convicted was because of the evidence provided by Trump. this is called a RECEIPT. pic.twitter.com/BO3gs8mhr6 — The Rubber Duck ™ (@TheRubberDuck79) February 3, 2026 The claim that Trump's assistance …
UBS worst-case AI disruption scenarios: – Private credit: 13% defaults – Leveraged loans: 8% – High-yield bonds: 4% PC most exposed because that’s where 2021-2022 vintage software deals got funded when banks couldn’t syndicate. The concentration is now becoming the vulnerability. UBS worst-case AI disruption scenarios: – Private credit: 13% defaults– Leveraged loans: 8%– High-yield …
If you’re wondering why asset prices are getting hit like gold down over 10% and silver down more than 30% in a day then listen to this Kevin Warsh clip. He’s openly critical of QE and favors a tighter Fed balance sheet which means less liquidity across markets. pic.twitter.com/fye4ds2o06 — Shay Boloor (@StockSavvyShay) February 1, …
Kirkland & Ellis has withdrawn from representing Optimum after the company used a separate law firm to launch a lawsuit against creditors. The antitrust complaint alleged that investors, including Apollo, Ares, and Oaktree, conspired via cooperation agreement to raise debt prices and make it more expensive to refinance. These types of creditor protections have made …
People always ignore the warnings when something shiny and new shows up, and AI is the latest shiny object. Just like in 1929, everyone wants a piece of the “next big thing” and convinces themselves it can’t fail, even when the numbers don’t make sense. Trillions are flowing into data centers and tech hype, while …
THIS IS VERY VERY VERY BAD!!! Japan may have just snapped a 30-year global financial balance and the clock is ticking. Today, Japan’s 20-year bond yield hit 2.94%, the highest level ever recorded. That single number marks the end of the ultra-low-rate era that shaped global markets, pensions, and asset bubbles for three decades. And …
#Silver has broken out of a bullish triangle after weeks of coiling. The strong breakout candle indicates continuation of bullish momentum. pic.twitter.com/ZMMt99NwOz — Gold Predictors (@GoldPredictors) December 3, 2025 Investors are rushing into the silver market: Physical silver-backed ETF holdings jumped +15.7 million ounces in November. Year-to-date, silver ETF holdings have increased in 9 out …
BREAKING 🚨 US OFFICE OF FINANCIAL RESEARCH SHOCKED TO LEARN OFF-EXCHANGE REPO MARKETS (DARKPOOL REPO LOANS) EXCEEDS $5 TRILLION 😱 That’s over 100% MORE than expected… The report states this could cascade into domino bankruptcies and systemic crisis. Lehman Bros on mega steroids💥 Repo = basically short-term loans backed by bonds that can amplify systemic …
Chapter 7 Individual Bankruptcy Filings Jump 15 Percent In First 9 Months Of 2025 — NewsWire (@NewsWire_US) October 6, 2025 A total of 249,152 individual Chapter 7 bankruptcy filings were made in the first nine months of this year in the United States, which is a 15 percent jump compared to the same period last …
The AI money loop is creating a surge in valuations that feels unstoppable, but it hides enormous risk. Nvidia’s investments into OpenAI, Oracle’s GPU purchases, and OpenAI’s massive capacity orders keep pumping cash around in a cycle that inflates stock prices far faster than real-world growth. Each transaction looks like progress, but the system depends …
Tricolor Auto Holdings just blew up, and the fallout is spreading fast. What was once a quiet giant in subprime car lending has collapsed into Chapter 7 bankruptcy. Cars are gone, loans are unpaid, and billions in debt are floating in the system with nowhere to land. But the real danger isn’t the bankruptcy itself, …
On October 1, the federal government flips the switch on a new set of FHA rules that will pull the rug out from under millions of homeowners. There will be no big announcement. No cameras. The change hides in mortgagee letters and fine print, dropped the same week COVID-era protections disappear. People waiting for relief …
