Independent thinking for complex markets and current events
The biggest test for SpaceX might not be Starship. It might be simple supply and demand. After becoming one of the largest IPOs in history, SpaceX is now facing its first major lockup expiration. And the numbers are ridiculous. The first major unlock could release around 911.5 million shares. That’s about 142% of the original …
by Michael Did you know that the number of Americans that are out of work right now is far higher than it was at any point during the Great Recession? I know that sounds crazy, but I will prove it to you in this article. A whopping 111 million Americans do not have a job, …
Central bank policies create hidden losses and distortions that favor elites over regular people. Paying high interest on reserves while holding long bonds flips normal central bank profits into losses. This keeps government borrowing cheap but builds bigger problems for the future. A former World Bank president warns that the Federal Reserve has lost over …
The private credit bust is now starting to spread into AI and the AI buildout which up to now has been mostly financed by these shadow banks. The reason for it spreading is simple – the run on the shadow banks hasn’t abated at all, with our favorite sad bird the latest to disclose laughably …
TRUMP: The United States spends more money on NATO than any other country, by far, to protect them, without getting any benefit from so doing: U.S. 999 Billion Dollars, United Kingdom, 90.5 Billion Dollars, France, 66.5 Billion Dollars, Italy, 48.8 Billion Dollars, Poland, 44.3… pic.twitter.com/Q1MYQsajVS — Breaking911 (@Breaking911) July 2, 2026
by Sufficient-Juice2978 Microsoft: -32.2% Meta: -31.0% Tesla: -18.2% Nvidia: -17.5% Amazon: -16.5% Google: -16.1% Apple: -8.7% Market weight impact The “Magnificent 7” account for more than 30% of the total market capitalization of the S&P 500. A concentrated drawdown among these names can drag down the Nasdaq and broader indices, triggering follow-on selling and capital …
The numbers are starting to stack up. The US debt ceiling was raised by $5 trillion in 2025 through the One Big Beautiful Bill Act. The new limit is now around $41.1 trillion. That gives Washington more room until 2027. But the market is watching something else: The cost of carrying all that debt. The …
BlackRock CEO Larry Fink say in May 2026 event in Texas that trillions of dollars for AI data centers and power grid need to come from private savings accounts and pension funds. Blackrock CEO says the money for data centers is going to have to come from our pensions, retirement accounts etc byu/Snapdragon_4U ininflation He …
This number is honestly hard to process. America’s billionaires went from a combined $7.009 trillion net worth in June 2025 to $9.236 trillion one year later. That is a gain of $2.227 trillion. A 31.8% increase in just 12 months. And the wildest part? A huge chunk of that explosion came from the same place …
SpaceX IPO’d around $1.75–1.8T valuation (priced at $135/share), raised record ~$75B. Stock jumped fast, pushing market cap over $2T+ quickly. 2025 revenue: ~$18.7B (mostly Starlink). Reported net loss in 2025 (around $5B range in filings, partly due to heavy capex on Starship, xAI integration, etc.). Starlink itself is profitable/growing fast. Valuation is extremely high vs …
The AI giant has confidentially filed for a U.S. debut expected this September. Valuation targets are being floated near $1 trillion to match investor frenzy. This is the ultimate test of whether the AI boom has any real revenue legs. Combined with Anthropic’s push, the market is bracing for a massive liquidity drain. Wall Street …
Stephen Miller drops the bomb hundreds of billions already funneled into trillions for illegals… This system democrats rigged keeps taxpayers bleeding cash while locking in future voters… People demand arrests and prison time after years of this open grift… Working families watch their money vanish into the endless migrant pipeline… Trump insiders finally name the …
Dot com finale territory locked in. 60 percent of 2027 data centers still not started. Gordon Johnson calls out warehouses full of unused GPUs at fake high margins. This euphoria is pure illusion. Record chase right before the rug. Biggest dump of the year loading up right now. Retail about to eat it hard. Ladies …
The Conference Board’s latest index dropped to 93.1 in May, a clear sign that shoppers are feeling the pinch. Consumers cited soaring prices at the gas pump and grocery checkout as the primary drivers of their sour mood. Mentions of war and geopolitics in the survey hit new highs, signaling deep anxiety over the Middle …
A $2 billion injection of federal funding is giving the quantum computing sector a much-needed shot of adrenaline. But beneath the enthusiasm lies a far more sobering reality. That’s according to Moody’s, which designated quantum technology as the next major cyber threat facing financial institutions in a sector report this week. The credit rating agency …
SpaceX IPO prospectus has been released SpaceX’s official IPO filing sets up a likely Nasdaq debut next month. Goldman Sachs is lead left on the prospectus, followed by Morgan Stanley, Bank of America, Citigroup and JPMorgan Chase. SpaceX was valued at $1.25 trillion in February after merging with xAI, Elon Musk’s artificial intelligence startup, meaning …
Federal financial flow charts reveal domestic household stock ownership has breached its highest level in two decades… Retail accounts scooped up an additional $4 trillion year-to-date, following a massive $10 trillion insertion across 2025… Total household equity dominance now commands 40% of the entire U.S. financial market, outpacing all institutional blocks… Foreign investment desks hold …
A fresh Gallup poll reveals 7 out of 10 Americans explicitly oppose building AI data centers in their neighborhoods… Protesters packed the Utah state capitol this week to block a massive hyperscale facility threatening the Great Salt Lake basin… Senators introduced a federal moratorium act to freeze all new data center permits above 20 megawatts… …
Insiders and employees salivate to cash out after years locked in, exit liquidity event incoming… via WSB: I’ve been following the SpaceX IPO for over 10 years and plan to put a significant amount in and hold for 10–15 years. That said the current implied valuation already looks very high, and I amm struggling to …
Quality of life for troops suddenly front and center. NEW: War Secretary Pete Hegseth unveils a massive $1.5 trillion budget aimed at restoring American commercial dominance and overhauling a "broken" military system. “This budget also includes a historic troop pay increase 7% that builds on the pay increases that Congress has… pic.twitter.com/V8e4BNaebm — Fox News …
I always talk about how there’s always a game on Wall St. Lessons from my dad. They run the game until they suck the life out of it then they move on to the next one. Wall St is nothing but a bunch of parasites looking to suck the game until it dies. Recent examples …
Funny thing is he was critical of QE at on point… pic.twitter.com/oad4mD2qSX — jas (@jasminOtt) May 1, 2026 If you think this is ever going to reverse, then you simply do not understand the delusional debt-driven fiat system. Own assets that cannot be debased to protect yourself from the never-ending madness. And have a great …
Alphabet and Microsoft lead strong Q1 recovery as cloud revenue surges… AI infrastructure spending arms race adds $4 trillion in market value… Amazon leads gains while analysts flag divergence from industrial fatigue… Investors monitor Elon Musk lawsuit against OpenAI naming Microsoft as defendant… Alphabet shares surged as Google Cloud crossed the $20B quarterly milestone with …
Everyone’s gonna chase this IPO like crack and end up as the exit liquidity for the insiders. SpaceX has confidentially filed for its IPO in April 2026 targeting a June listing with a valuation between $1.75 and $2 trillion. SpaceX just took a major step forward: according to Bloomberg, Reuters, CNBC and others, the company …
Michael Burry of ‘The Big Short’ fame is known for predicting the 2007-2008 housing crisis and financial crash. Now, the former hedge fund manager — who’s earned a reputation for spotting potential bubbles — argues in a recent Substack that Wall Street has been overstating tech earnings by 42% over the past decade (1). This …
The United States has spent EIGHT TRILLION DOLLARS fighting and policing in the Middle East. Thousands of our Great Soldiers have died or been badly wounded. Millions of people have died on the other side. GOING INTO THE MIDDLE EAST IS THE WORST DECISION EVER MADE….. — Donald J. Trump (@realDonaldTrump) October 9, 2019
Trump’s ridiculous, grandiose promise tells us something about the federal government’s fiscal affairs and the president’s approach to policy. Ten years ago today, Donald Trump said he would pay off the national debt in the span of just eight years. That did not happen. Instead, the gross national debt has doubled since that day—from about …
