Independent thinking for complex markets and current events
I have a question. OpenAI is supposedly on the hook to pay the circle jerk crew $1,300,000,000,000 over the next few years. Meanwhile, their operating revenue is negative $8,000,000,000. How do they even cover that gap? Here is the breakdown of the big fantasy-level deals people are talking about: Oracle, $300 billion: 4.5 gigawatts of …
$1.33 trillion in credit card debt. That is not strength. That is panic. The average family owes $10,668. You can feel it in the lines at the grocery store, in the gas pump, in the monthly bills that never stop. Yellen says it shows “a strong consumer.” Families call it desperation. First Brands just collapsed. …
The elephant in the room isn’t hiding. Nobody trusts fiat money anymore. You can see it everywhere if you stop listening to the TV. Cash allocations for institutional investors are down to 3.8 percent, the lowest in 12 years. That is not random. That is a signal. Everyone is moving, shifting. Stocks at record highs, …
The gap between survival and wealth has never looked this brutal. Americans are sacrificing small joys like vacations and eating out, selling their belongings, and skipping meals to afford housing. Meanwhile, billionaire wealth rose by $33 trillion in the last ten years. These two things are related. pic.twitter.com/clny0mRqsF — Melanie D'Arrigo (@DarrigoMelanie) October 17, 2025 …
Authored by Mike Shedlock via mishtalk, At its latest FOMC meeting, the Fed discussed the ampleness of $6 trillion. Increasing Definition of Ample In January of 2007, prior to the Great Recession, the Fed’s total balance sheet was under $875 billion. And the Fed held no mortgage backed securities (MBS). That was considered ample. January …
by Michael Was this just an isolated incident, or is this the beginning of the Big Crash? The carnage that we witnessed on Friday was absolutely breathtaking. The largest single day wipeout in the history of the cryptocurrency industry was accompanied by a tech bloodbath of epic proportions. Many investors that were very highly leveraged got …
BREAKING NEWS THE INTERNATIONAL MONETARY FUND IS WARNING BANKS AND SUPERVISORS OF LIQUIDITY RISKS IN $9.6 TRILLION FX MARKET Nothing to see here… — Gold Telegraph ⚡ (@GoldTelegraph_) October 7, 2025 LONDON (Reuters) -Financial institutions that dominate the $9.6 trillion currency market should hold the necessary liquidity and capital buffers and run enhanced stress tests …
Trump: You Grow Yourself out of Debt ! (Meaning: Inflate your way out of debt by running the economy hot & Financial Repression while eroding Purchasing power of American Middle Class and creating an asset bubble) pic.twitter.com/9MmDZGMJVM — Navroop Singh (@TheNavroopSingh) October 3, 2025 So we bailed out Argentina to save Bessent’s friend & they …
Credit Card debt is absolutely exploding higher, now over $5 trillion and personal interest payments just hit a record high The consumer debt picture also indicates that decades ago, there was a massive, structural break in the economy and broader financial system- will we ever recover? “Credit card debt in the United States at the …
BRICS nations are buying gold left and right. JUST IN🇺🇲🇨🇳🔥 China has acquired record-high #Gold to establish #BRICS currency by limiting the holding of US treasury bonds to its new alliance groups. 🚨 China may control American financial, Banking and Firms soon🔜. pic.twitter.com/zIbAezAK9J — RKM (@rkmtimes) September 28, 2025 BREAKING: China buying up massive amounts …
JUST IN 🚨: U.S. M2 Money Supply jumps to a new all-time high of $22.2 Trillion 🤑 pic.twitter.com/tAVX6YZsWm — Barchart (@Barchart) September 23, 2025 Every new dollar weakens the old ones and people feel it every day when groceries cost more, when rent eats paychecks, when savings vanish in silence. This is how empires rot, …
A $20 trillion project proposes a 3,400-mile underwater tunnel connecting London and New York, potentially reducing a 7-hour flight to a 1-hour train ride.pic.twitter.com/Qw4O0V4kjv — Massimo (@Rainmaker1973) September 22, 2025 Some of the dozens of sites that report the subject:https://t.co/0LEgVt8uwFhttps://t.co/j7jfR5avTvhttps://t.co/jN76beB4zDhttps://t.co/u8AIR9u15Zhttps://t.co/BtxuaNEohm — Massimo (@Rainmaker1973) September 22, 2025 “The proposed transatlantic tunnel would use vacuum-sealed maglev trains …
Britain has stepped into something far larger than a symbolic vote at the United Nations, because when Keir Starmer recognized Palestine, he opened the door for Mahmoud Abbas to revive a demand that carries a number almost too big to grasp, £2 trillion, equal to the size of the entire British economy, and presented it …
What do $7.5 trillion, money markets, and your future purchasing power all have in common? They’re connected — and the implications could be huge. In this episode of The Gold & Silver Show, Mike and Alan reveal how an unprecedented amount of cash that’s supposed to be “safe” is actually anything but. With warning signs …
Interesting read. China has been hoarding gold and adding to it for 10 consecutive months. Meanwhile their treasury holdings have dropped. pic.twitter.com/xh9IdW8iYE — QE Infinity (@StealthQE4) September 10, 2025 BREAKING: Global broad money supply rose +9.3% YoY in July, to a record $140 trillion. This metric covers 169 countries and territories, representing 99% of global …
Context at 11:22 “I started noticing something wasn’t right with home appraisals,” says Mitch Vexler, a whistleblower and property appraisal expert. He tells Daniela Cambone: “They were inflating property values to raise taxes, and that was fueling trillions of dollars in school bond debt that I think will skyrocket.” Regarding the magnitude of the problem, …
Gold and silver are about to explode in value while the dollar slowly crumbles. The elites have been quietly hoarding metals, but soon the masses will realize fiat is collapsing and crypto is just a trap to keep money flowing into U.S. debt. Every other asset will fall as the global debt bubble finally bursts …
Putin’s top adviser is saying the quiet part out loud. $35 trillion in U.S. debt is a ticking bomb and Washington plans to shove it into crypto before detonating it. Russia is slamming America’s stablecoin push. Special adviser to Putin, Anton Kobyakov, says it’s a scheme to shove $35T debt into crypto, devalue it, and …
The Federal Reserve has turned housing into its private playground, holding trillions in mortgage-backed securities with no legal authority to do so. Every dollar it pumps into the market inflates prices, erodes real ownership, and turns homes into instruments of policy rather than shelter. If this escalates into a “housing emergency,” the next step could …
by Martin Armstrong NATO is not at war, and yet, the alliance has spent more on funding Ukraine than on any other conflict. The Defence Expenditure of NATO Countries (2014-2025) determined that the alliance is expected to spend $1.59 trillion USD in 2025, up from $1.5 trillion in 2024. The United States continues to uphold the alliance …
Is Tesla’s AI hype fueling a stock promotion or real growth? While deflecting attention from previous product that was supposed to justify market cap. His comment proves FSD and robotaxi is a flop. No-one could’ve seen that coming, right?! — Montana Troutslayer (@Troutslayer7272) September 2, 2025
Shocking stat of the day: 0DTE options now reflect a record 75% of the Nasdaq’s total options volume. This percentage has TRIPLED over the last 3 years. Furthermore, 0DTE activity in the S&P 500 hit an all-time high, at 65%. Across the 13 most popular tickers, nearly $2 trillion of notional value has been traded …
France is cracking under its own weight. Debt has surged past €3.35 trillion, more than 114 percent of GDP. The government’s answer is €5 billion in emergency cuts scraped from unspent funds and health insurance. “France faces €5bn in fresh cuts as debt balloons to record high” RFI The cuts are theater. The deficit is …
We Cannot Afford A Recession There has been ongoing debate as to whether the U.S. economy can weather some of the headwinds we’re currently facing. However, if the past two recessions are any indication, we simply cannot afford a recession—not fiscally, not politically, and certainly not mathematically. The core issue is that the debt-to-revenue ratio …
Chinese 🇨🇳 commercial banks including China Minsheng Banking and Huaxia Bank are tightening oversight of clients using credit cards to fund stock investments as retail investors pile into the nation’s $1 trillion market rally this month. Banks warned that credit card funds and cash advances can’t be used for investments with violations leading to canceled …
I don’t know who needs to hear this but… There is a NON-zero chance that tomorrow’s AI boom ends tomorrow. I’m not betting that way, but it is important to realize that there is a non-zero chance it all ends tomorrow with $NVDA earnings. Some of ya’ll way too concentrated.… — I Sell Options Guy …
A staggering $6.4 trillion in U.S. debt comes due by the end of 2025. As foreign central banks flee treasuries and inflation surges, the Fed’s last resort could quietly destroy your purchasing power. Who will bail out America this time?
Tariffs are supposed to pay down debt and maybe fund a public dividend. President Trump claims, “We’re taking in so much money that we may very well make a dividend to the people of America.” https://finance.yahoo.com/news/trump-says-tariffs-going-enough-080300997.html Reality check: the federal deficit for FY2025 is $1.8 trillion. Tariff revenue? $80 billion. https://economicsinsider.com/us-federal-budget-2025/ That covers 4.4 percent …
