Independent thinking for complex markets and current events
James O’Keefe @JamesOKeefeIII WHITE HOUSE CONFESSIONS: President Trump’s Special Assistant on the White House Domestic Policy Council Admits Advisors Make Decisions Based on What “Feels Like a Good Idea,” Says “There’s No Cost-Benefit,” Reveals WH Staff Independently Shape Domestic Policy Based on Their Own Interpretation of What Trump “Would Want” — as Executive Office Budget …
via WSB: This sort of blew up on r/ValueInvesting so posting here too. I work in AI and started trading casually last year. Like any good regard, I immediately subscribed to every investing newsletter I could find on Substack. 23 paid subscriptions. $9,600/year, including Michael Burry’s. The problem? I can’t actually read them all. And I have …
You might think everybody hates Scott during segments featuring CNN senior political commentator Scott Jennings where despite what are supposed to be balanced panels, he regularly seems to be the only Trump supporter in the room. No doubt, it is not easy being Scott Jennings at CNN and overcoming that is part of how he …
CARGO CRASH: THE GLOBAL ECONOMY JUST BROKE Right now, as you read this, 42% of shipping containers between China and America have vanished in three weeks. Gone. From 71 vessels to 41. Below the 60-ship floor that held for twenty years. This is not a dip. This is cardiac arrest of the $28 trillion trade …
Even a minority stake held by ByteDance now represents a potential pressure point, and the slightest misstep could expose user data or algorithmic insights. Engineers replicating recommendation engines on U.S. servers may create sovereignty, but they also open a new frontier of control over what millions see and share. 🚨 BREAKING: TikTok US Deal Finalized …
by Michael I was recently reminded that as we were getting ready to enter September I described it as a “pivotal” month. I got to thinking about that, and I decided to look up the definition of “pivot”. According to Vocabulary.com, to pivot “is to turn or rotate, like a hinge”. I found that to be very …
“For nearly a decade Elon Musk has claimed Teslas can truly drive themselves. They can’t. Now California regulators, a Miami jury and a new class action suit are calling him on it.” https://www.forbes.com/sites/alanohnsman/2025/08/20/elon-musks-self-driving-tesla-lies-are-finally-catching-up-to-him/ BREAKING: "For nearly a decade Elon Musk has claimed Teslas $TSLA can truly drive themselves. They can’t. Now California regulators, a Miami …
Oh wait, is there any regulation left truly enforced to companies? 😳 https://t.co/hYdJYtFlLb — JustDario 🏊♂️ (@DarioCpx) June 25, 2025 U.S. exchanges and the Securities and Exchange Commission are deep in talks to loosen regulatory burdens on public companies. The discussions, ongoing for months, involve Nasdaq, the New York Stock Exchange, and SEC Chairman Paul …
It’s not a good thing that housing, education, and healthcare are sold at inflated prices. Comparing mortgage rates and healthcare costs to income in the U.S. in the past and doing the same comparison with other countries today, shows a troubling trend. Financial services are often pointless, like insurance for overpriced homes or cars or …
A single drone, a high-explosive warhead, and a direct hit on Chernobyl’s protective shelter. Think about that. If this was an intentional act by Russia, it’s an unprecedented gamble with global consequences. But if not—if this was a miscalculation, a rogue strike, or something deeper happening behind the scenes—then what the hell is going on? …
It really fucking hurts to hear and see all of these people making this kind of moneyI’m not a jealous person, but I only make 50 grand a year. I can’t even imagine what it would be like to get paychecks like that. I have to bleed for my money and I always have it …
SiriusXM host Megyn Kelly is joined by Emily Jashinsky, host of “Undercurrents” on UnHerd, and Eliana Johnson, editor of the Free Beacon, to talk about MSNBC’s Joy Reid’s racist rant against progressive white women, the left turning on each other, Reid’s guest claiming people should disown family members who voted for Trump, and more. https://www.realclearpolitics.com/video/2024/11/11/megyn_kelly_theres_no_way_msnbc_can_keep_joy_reid_she_and_ellie_mystal_are_truly_the_most_racist_people_on_television.html
⚠️MEANWHILE, US EXECUTIVES ARE SELLING STOCKS LIKE CRAZY⚠️ The insider sell-to-buy ratio jumped to the highest level since 2021 While managers were busy offering promising earnings outlook of their firms, at the same time they were selling their stocks👇https://t.co/bIERMrrT9K — Global Markets Investor (@GlobalMktObserv) October 28, 2024
These people truly are sick — One Bad Dude (@OneBadDude_) October 27, 2024
They are now offering their assisted suicide pills to the poor. Because death is easier than being poor. They've tested it in Canada, and now they'll bring it home to the UK.. pic.twitter.com/K6HNrTG32g — Thick Shelled Egg 🥚 (@ThickShelledEgg) October 21, 2024 The best of Britain is leaving the country, and with good reason. https://t.co/45HYcaz6QD …
When you just use words as if they are meaningless, they truly become so. MSNBC has mastered this tiered art. — Josh Barron (@adorationassc) October 4, 2024 Joe Scarborough goes full state TV: "Biden is far beyond cogent. He is better than he has EVER been intellectually, analytically. He is the best Biden ever." pic.twitter.com/QxgYVINQrV …
This is so wrong, Mayorkas is spending $ 1 billion on housing illegals over 2023-2024. And she wants to creat Maui 2.0 with her $750?https://t.co/2Bj8371lCO — floridanow1 (@floridanow1) October 3, 2024
Look at this organic turnout for Kamala, truly astounding: pic.twitter.com/ADRVFWUtAD — AlphaFox (@alphafox) August 11, 2024 https://twitter.com/_/status/1822463239726174497?ref_src=twsrc%5Etfw h/t MT Ballsack
In the last year, the U.S. bid farewell to a staggering 284,000 full-time jobs, only to welcome an army of 921,000 part-time positions. The rhythm of the job market seems to be changing, and not everyone might be dancing to the same tune. February witnessed a record-breaking surge of 1.2 million foreign-born jobs. Is this …
We truly live in a bizarro world when males are able to play in female sports by just saying they’re females. Good for Kim O’Brien for standing up against the cancellation of women. And good for Riley Gaines for paying her the prize money she forfeited by doing so. 👍🏻 — Paul A. Szypula 🇺🇸 …
by Michael If you think that what we are witnessing is “normal”, I honestly don’t know what to say. Over the past few years, the United States has been getting pummeled by one major natural disaster after another. The number of billion dollar natural disasters in 2023 established a new all-time record high for a …
by Michael In “The Wizard of Oz”, at one point Dorothy tells her dog that she has “a feeling we’re not in Kansas anymore”. She had been dropped in a strange new world that was crazier than anything she had ever imagined. Needless to say, many of us feel the exact same way. We’re not …
Well, it seems like the art of decision-making is truly evolving. Nancy Pelosi supports Biden’s border bill—which she hasn’t yet read 😂 pic.twitter.com/QP76PoMyaK — Julia 🇺🇸 (@Jules31415) January 29, 2024 Nikki Haley says she trusts the E. Jean Carroll jury verdict and thinks “they made their decision based on the evidence.” pic.twitter.com/HJMDZiaVIW — Julia 🇺🇸 …
The S&P 500 may be hitting a record high, but how much of the market does that actually apply to? And you look at other indexes like the iShares Micro Cap Stock Index, again, you see the same exact pattern here. Down in late 2012, early 2022, bottoms out around the middle part of 2022, …
USDA extends LGBTQ agenda globally via farm-aid, tying international grants to transgender ideology, per redacted Oct. 18 memo. The U.S. Department of Agriculture intends to cultivate the transgender ideology on a global scale using international farm-aid programs. That could mean attaching strings to international grants that the USDA doles out to support the Biden administration’s …
Bonkers explanation from CNN reporter Matt Egan on the Harvard plagiarism scandal: "We should note that Claudine Gay has not been accused of stealing anyone's ideas in any of her writings. She has been accused of sort of more like copying other peoples writings without… pic.twitter.com/ONArO75NLE — Steve Guest (@SteveGuest) January 2, 2024 The replies are golden: Community Notes wins …
California. The “do whatever you want all the time and get away with it” state. Newsom must be so proud. pic.twitter.com/W9UgbPHODQ — Ian Miles Cheong (@ianmiles) December 26, 2023 The crime scene in commie California. @GavinNewsom you want to be President? Between the sad fact that so many people have left because of crime, high …
by yourmomsaccountant I’ve created a personal finance tracking spreadsheet that tracks all of my financial activity for the year (2023). Based on the numbers, I have net purchases amounting to $59,767.76. Because I pay the statement balance off in full every month (with the exception of 0% intro offer cards) I have not been hit …
I've heard some dumb shit in my life, but this takes the cake. https://t.co/vZhw5dYsvG — Catturd ™ (@catturd2) December 5, 2023 Related: New study covered in the Washington Examiner shows that children with liberal parents are more likely to suffer mental health problems Sometimes the apple doesn’t fall very far from the tree🍎 But y’all …
If a speech like that doesn’t inspire you, nothing will. — Western Lensman (@WesternLensman) September 19, 2023 h/t PURA SANGRE