Independent thinking for complex markets and current events
HOLY SH*T 🚨 In case you missed it: Josh Hawley said $1 TRILLION in taxpayer money is lost to fraud every year ‘We The People’ want a refund THIS IS RIDICULOUS pic.twitter.com/qmGaNRgNuw — QUANTUM GUARD ™️ (@QuantumGuard17) April 2, 2026 Elon Musk says he and DOGE found 14 ‘magic money computers’ that create money …
Trump is seeking to pay for his new $1.5 trillion military budget by cutting the following: $510 million – Grants for farmers and agricultural research $82 million – Loans for rural small businesses (Fully eliminated) $61 million – Support for farmers and food markets (Fully eliminated) $240 million – School meals and food education for …
BREAKING: SpaceX has boosted its target IPO valuation to above $2 trillion, per Bloomberg. This would make SpaceX bigger than all but 5 companies in the S&P 500. pic.twitter.com/hUZRFY2N6Y — The Kobeissi Letter (@KobeissiLetter) April 2, 2026
Angel investor Simon Dixon explains how the U.S. economy Ponzi scheme is approaching imminent collapse: “[This] is an absolute disaster.” “The only solution [now] is to print more money than Covid… more money than the global financial crisis.” “[The U.S. needs] to roll over $7 trillion of debt at either 4.5% or 5%.” This clip …
*TREASURY 30-YEAR YIELD RISES TO 4.986%, HIGHEST SINCE SEPTEMBER — zerohedge (@zerohedge) March 27, 2026 The perfect storm.#US national debt over $39 trillion and kicking. #WTI scratching $100 per barrel #NYSE with massive losses#OOTT pic.twitter.com/z3m18jaWon — Einstein Millan Arcia (@EinsteinMillan) March 27, 2026 TRUMP: CUBA IS NEXT — *Walter Bloomberg (@DeItaone) March 27, 2026 TEN …
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 …
My brother Jim— almost $2 trillion wiped off stocks in 20 hours after his post . What kind of black magic is this. pic.twitter.com/X8vD5SejgQ — tic toc (@TicTocTick) March 21, 2026
(Bloomberg) — Goldman Sachs Group Inc. and JPMorgan Chase & Co. are among investment banks offering hedge fund clients ways to bet against the $1.8 trillion private credit market, people with knowledge of the matter said. The firms have assembled baskets of listed companies with exposure to the space, the people said, who requested not …
Trump in 2020: We’ve spent $8 trillion in the Middle East, and we’re not fixing our roads in this country? How stupid. How stupid is it? And we’re not fixing our tunnels, our bridges, our hospitals, our schools? It’s crazy. pic.twitter.com/2A9bfOrskF — Clash Report (@clashreport) March 1, 2026 TRUMP HAS NO REALISTIC PLAN FOR IRAN’S …
BREAKING: 🚨 Federal Reserve purchases of short duration Treasury Bills now exceeds the height of the 2020 pandemic. Jerome Powell is currently holding $329B short duration T-Bills on the Fed's balance sheet, exceeding the previous crisis peak of $325B. This marks the first… https://t.co/fvDjn6VCQb pic.twitter.com/v4a9OZj3Zb — Financelot (@FinanceLancelot) February 27, 2026 Yup, REPO jumped to …
Another day, several more critical development in the credit markets. Loss projections are soaring. A second fund stepped forward acknowledging asset sales (at lower prices). Big (related) shift in rates markets that ties in the Fed, yield curve, and everything else. Here we go over all three; what happened, what it all means.
https://x.com/WallStreetMav/status/2026103508877893783 CBO projects deficits and debt to worsen sharply over the next decade The CBO said that the deficit for fiscal 2026 – President Donald Trump’s first full fiscal year in office – will be about 5.8 percent of GDP, about where it was in fiscal 2025, when the deficit was $1.775 trillion. But the …
Bull Theory @BullTheoryio 🚨THE $2 TRILLION PRIVATE CREDIT MARKET COULD BE FACING ITS FIRST MAJOR BANKRUPTCY. Blue Owl manages about $273 billion in assets. It is one of the biggest lenders behind the AI data center buildout. When companies like Meta, CoreWeave, or Crusoe need billions to build large data center campuses, they often go …
🚨 HOLY SMOKES. President Trump announces the US will take in nearly $1 TRILLION DOLLARS in tariff revenue next year, throwing the experts into a state of SHOCK "Next year, $900 BILLION DOLLARS in tariffs! Unless the Supreme Court says you can't do it, can you believe it?!" 🔥 pic.twitter.com/hU7UAHKLRd — Eric Daugherty (@EricLDaugh) February …
Crypto Rover @cryptorover 🚨BIG WARNING: THE FIRST MAJOR DOMINO HAS FALLEN. Today, Blue Owl Capital announced that it permanently halted redemptions for Blue Owl Capital Corp II (OBDC II), its $1.7 billion private credit fund aimed at retail investors. And this is not a small thing. Blue Owl Capital is a major alternative asset manager …
Russia has floated a $12 trillion economic proposal — the “Dmitriev package” — and both Zelensky and Russian officials have acknowledged it. Russia is offering a $12 trillion pitch to Trump tied to Ukraine deal, per the Kyiv Independent. — unusual_whales (@unusual_whales) February 18, 2026 20% chance Trump makes a trade deal with Russia this …
Q4 2025 student loans transitioning to 90+ days delinquent surged to +14%, a level never seen before in history. pic.twitter.com/OIBZin9gx1 — Financelot (@FinanceLancelot) February 10, 2026 CREDIT CARD STRESS IS SURGING: 12.7% OF CREDIT CARD LOANS ARE NOW 90+ DAYS DELINQUENT, THE SECOND-HIGHEST LEVEL EVER, SURPASSED ONLY DURING THE AFTERMATH OF THE GLOBAL FINANCIAL CRISIS …
ECB President Christine Lagarde has called for Europe to break its dependence on American payment infrastructure, warning that every card transaction sends European consumer data to the United States. A coalition of 16 banks thinks it has the answer. QUICK ANSWER What’s happening? ECB President Christine Lagarde told Irish radio that Europe needs its own …
Amazon shares sunk more than 9% on Friday after the company’s hefty spending forecast surprised investors who were already wary that the artificial intelligence boom is at risk of becoming a bubble. The e-commerce company on Thursday was the latest tech giant to announce plans for a massive increase in capital expenditures, after Google parent …
(Bloomberg) — Almost half a trillion dollars has been wiped off cryptocurrencies in less than a week as a selloff led by Bitcoin accelerated. Total crypto market value has slumped by $467.6 billion since Jan. 29, according to CoinGecko data. Bitcoin on Tuesday tumbled to its lowest level since US President Donald Trump won re-election …
Japan is losing control of its bond market and is threatening to dump $1.2 trillion in U.S. Treasuries that risks unwinding the Yen carry trade which could erase the last two years of stock gains overnight. At least three banks this morning calling for immediate YCC in Japan. Back to square zero — zerohedge (@zerohedge) …
💥BREAKING: 🇺🇸 BofA CEO warns that interest-bearing stablecoins could drain $6 trillion from U.S. banks. Crippling lending and sending borrowing costs soaring. Translation: banks are insanely afraid of crypto. pic.twitter.com/LhUJ15os2F — Crypto Rover (@cryptorover) January 16, 2026 Bank of America CEO Brian Moynihan said his bank will be “fine” if stablecoins become a larger part …
Hear that sound? Over $20 trillion in market cap quietly breaking down to new 4-month lows relative to the S&P500. pic.twitter.com/MxZDHdyE3F — J.C. Parets (@JC_ParetsX) January 14, 2026 Fink Translator here: "There is a bubble and i am at the center of it. I am finding my exit liquidity. Check your 401Ks." https://t.co/Q9JYtqbd9i — Unicus …
via Phoenix Capital Research The situation with silver is becoming even more ludicrous. As I’ve previously noted, according to the CME’s registry there are 440 million ounces of silver located in its depositories. However, the current silver futures contract which settles in late March 2026 has an open interest of 150,200 contracts. At 5,000 ounces …
