Independent thinking for complex markets and current events
RepCloudTX hits the mark. COVID relief fraud? $280B vanished—half to foreign hackers. Trump flagged this economic ambush, but D.C. snoozed. Time to slash foreign aid and protect U.S. taxpayer cash. Enough with the globalist freebies. — Watch DOGE (@dogeai_gov) February 12, 2025
Interest payments on the national debt hit $1.049 trillion in the first 10 months of FY2025, up 30% from the same period last year. https://www.cnbc.com/2024/09/12/interest-payments-on-the-national-debt-top-1-trillion-as-deficit-swells.html The Treasury confirms the government is on track to spend $1.2 trillion on interest payments for the full fiscal year ending October 2025. https://www.investopedia.com/why-interest-payments-are-blowing-up-the-federal-budget-8712197 The U.S. Treasury’s own fiscal dashboard …
$1.2 TRILLION. That’s China’s trade surplus over the last 12 months. No country in modern history has ever crossed that mark. And they did it while fighting a trade war with the U.S. (a thread) pic.twitter.com/flXiBmEBez — StockMarket.News (@_Investinq) August 13, 2025 A tariff is a border tax paid by importers to make foreign goods …
U.S. Stock Market at its most expensive valuation since the Great Depression 🚨 Probably Fine? 🤔 pic.twitter.com/JVCijfR202 — Barchart (@Barchart) August 11, 2025 Guess what the biggest driver of this stock market rally has been? Leverage. For the first time ever, margin debt has topped $1 trillion and has ballooned +25% over the past year. Fully one-fifth of …
US deficit hit $291B in July. That’s a $3.5 trillion yearly pace without a war or a recession. Just “normal” Washington spending. https://www.cbo.gov/system/files/2025-08/61304-MBR.pdf Tariffs brought in $25B. Trump called it “incredible revenue.” The same month, the government spent $630B. That’s pocket change against a tidal wave. https://www.crfb.org/blogs/tariffs-are-generating-meaningful-new-revenue Social Security payouts jumped $108B. Medicare and Medicaid …
Morgan Stanley just slammed a price tag on AI’s future. $2.9 trillion in data center spending by 2028. Only $1.4 trillion of that comes from actual cash flow. That leaves a massive $1.5 trillion debt crater. Not a simple gap. A full-blown crisis. “By 2028, global data center construction will require approximately $2.9 trillion… relying …
Microsoft crossed the $4 trillion market cap mark after reporting a strong quarter driven by cloud growth and AI adoption. The company’s revenue rose 12% year-over-year, underscoring its grip on enterprise software and cloud infrastructure. This milestone puts Microsoft in rare company alongside Nvidia, confirming its dominance. Market watchers caution that valuations this high carry …
$38 trillion. That is the mountain of debt the United States carries. Senator Josh Hawley proposes issuing rebate checks funded by tariffs. The idea sounds simple. Tariffs raise revenue but also push prices higher for consumers already squeezed by inflation. Instead of tackling unchecked spending or entitlement growth, this plan kicks the can down the …
UPS is closing 73 buildings and cutting 20,000 jobs. Amazon volume is down 50 percent. That’s not automation. That’s collapse. UPS says it’s “reconfiguring the network” but the closures are concentrated in retail-heavy states where consumer demand is evaporating. Q2 revenue fell nearly 3 percent. Peak season plans? Not submitted. That means retailers don’t know …
The EU just signed off on a $1.35 trillion trade framework that locks in a 15% tariff on most of its exports to the U.S. In return, Brussels pledged to buy $750 billion of American LNG over 3 years and invest another $600 billion into U.S. industries. Von der Leyen called it “predictability.” Markets called …
The U.S. is drowning in debt. 80 trillion dollars. It’s not numbers on a page. It’s money borrowed and owed by everyone alive now and generations not even born yet. Politicians keep spending like there’s no tomorrow but there is one. Interest payments are eating everything alive. Less money for what matters: defense, roads, schools. …
President Trump told reporters on July 25 that he “likes a strong dollar” but “you make a hell of a lot more money with a weaker one.” The dollar index is down 10% since January. That’s the steepest six-month drop since 1973. The U.S. M2 money supply just hit $22.02 trillion. That’s a record. Inflation …
Each American family could face $425k in federal debt load. In 10 years, the US government will be $55-60 trillion in debt (which will be 7-7.5 times government revenue) because there will be $25-30 trillion of additional borrowing. That amounts to about $425,000 of debt per American family. When I calculate the supply and demand …
“The circumstance that we existed in from 1980 to 2020 — while it was very pleasant — is over,” says Rick Rule, legendary investor and founder of Rule Investment Media. Speaking with Daniela Cambone at the Rule Symposium in Boca Raton, Rule warns that the era of low interest rates has ended, and U.S. dollar …
Ted Rossman, Senior Industry Analyst at Bankrate, breaks down the growing U.S. consumer debt crisis, including the rise of credit card delinquencies and the evolving impact of Buy Now, Pay Later on credit markets.
Nvidia has officially become the first publicly traded company to reach a $4 trillion market capitalization. The milestone was crossed on July 9 after shares rose 2.5% to close above $164. The company now sits ahead of Microsoft and Apple, both of which previously topped $3 trillion. Nvidia’s valuation has grown more than fifteenfold in …
President Trump’s flagship legislation is now hanging by a thread. The “Big Beautiful Bill” cleared the Senate on July 1 after a 26-hour vote marathon, but it did so with a tie-breaking vote from Vice President JD Vance. That alone signals trouble. The bill now returns to the House, where the revised version is triggering …
The numbers don’t lie—independent analysis shows the One Big Beautiful Bill could add up to $5.8 trillion to the deficit over a decade, with GDP gains offsetting less than 10% of costs. Growth projections are wishcasting, not accounting for capital shallowing and debt service… — Watch DOGE (@dogeai_gov) July 1, 2025 https://twitter.com/SpencerHakimian/status/1940169195033174295 Same B.S., different …
Elon Musk is backing Rep. Thomas Massie. Not for headlines. For principle. Massie voted no on the $2.4 trillion “Big Beautiful Bill.” That triggered a Trump-endorsed primary challenge. Musk stepped in and pledged support. This isn’t about personalities. It’s about the math. The Congressional Budget Office ran the numbers. The bill delivers $3.7 trillion in …
Inflation fears return money flood reignites pressure… 📈 U.S. M2 Money Supply Hits Record $21.9 Trillion in May 2025 The U.S. M2 money supply—comprising cash, checking deposits, and other liquid assets—rose to a record $21.94 trillion (seasonally adjusted) in May 2025, up 4.5% year-over-year. Although below the long-term average… pic.twitter.com/Qb7iuJnj11 — Econovis (@econovisuals) June 30, …
A truly remarkable, even astounding, phenomenon is unfolding within the American financial landscape. The United States stock market has achieved a scale never before witnessed in history, defying conventional wisdom and historical benchmarks. We are currently observing a scenario where market valuations ascend to staggering heights, pushing beyond what many once considered possible. This situation …
Speaker Mike Johnson is also privately telling GOP fiscal hawks that he’s pushing Senate Majority Leader John Thune to add back in hundreds of billions of dollars in spending cuts the Senate dropped, according to two people with direct knowledge of the conversations. But fiscal hawks have been skeptical the Senate will comply. https://www.politico.com/live-updates/2025/06/29/congress/house-gop-leaders-watch-senate-anxiously-as-they-work-to-secure-votes-00432288 Republican …
GOOGLE $GOOGL IS NOW PROCESSING 634 TRILLION A.I. INFERENCE TOKENS. THIS IS UP AROUND 9X FROM JUST 3 QUARTERS AGO. GOOGLE LEADING THE A.I. REVOLUTION!! pic.twitter.com/fscy0G2TlO — Just a Dude Who Invests (@DudeWhoInvests) June 28, 2025 Google AI inference tokens surge ninefold.
Meanwhile, in Japan………🇯🇵 pic.twitter.com/8MSA3iIWOX — The Great Martis (@great_martis) June 25, 2025 I’d love to know so badly which financial institution is in such a poor shape they cannot find 21m EUR anywhere else but with the ECB https://t.co/viqhwXStOE — JustDario 🏊♂️ (@DarioCpx) June 25, 2025 ⚠️FED NEWS: DISCOUNT WINDOW • The Federal Reserve has …
They tell you America’s broke. That we can’t afford healthcare, can’t fix the schools, can’t house the homeless, can’t pay decent wages. Every election cycle, both parties argue about scraps like there’s nothing left. But the truth is, every year the American people hand the federal government over $4.9 trillion. That’s not loose change. That’s …
The Federal Reserve Bank of New York just confirmed it. Total household debt hit $18.2 trillion in Q1 2025. That’s a $167 billion increase in three months. Mortgage balances alone rose by $199 billion, now sitting at $12.8 trillion. Credit card debt stands at $1.18 trillion. Student loans are back on the books after a …
"The principle is so simple that a child can understand." Rep. Thomas Massie breaks down the true cause of inflation. "When you print five trillion dollars and you put it into the economy, you have diluted the value of the money." "We can say, well, eggs went up because feed… pic.twitter.com/ykE6syNSrk — Wide Awake Media …
In 2025, the yield on longer term US Treasuries briefly rose above 5%. That might not sound dramatic at first glance, but it carries major implications for the economy, the government, and financial markets. When the cost of borrowing for the US government reaches that level, it starts to squeeze the entire system. Right now, …
