Independent thinking for complex markets and current events
Rob Schneider: While I too want the full weight of justice to be doled out to the spineless coward who murdered Charlie Kirk in front of his young children, I think a better use of this brainwashed cult member would be this: Instead of rotting for the rest of his miserable life in a prison …
The UK government has already crossed the line from discussion to execution. Digital ID checks and biometric kits are being sent into the field, and enforcement officers can now decide on the spot whether someone can work, stay, or move freely https://www.gov.uk/government/news/home-secretary-sets-out-new-action-to-tackle-illegal-working . These checks create a moving network of control where identity is no …
The myth is pristine. The numbers are savage. For decades pundits and policy wonks have sold marriage as a ladder for men. The truth is harsher. Marriage does not elevate. It gates. And the gate swings only for men already earning. The Institute for Family Studies claims “Married men earn between 10% and 40% more …
The collapse is not coming. It has already begun. What we call markets are stage props. What we call policy is theater. And the audience has already been robbed while the show goes on. A few months back, the mask slipped. The tremor was small, but the meaning was enormous. Trump-linked assets spiked in suspicious …
Most Americans still do not understand what has happened since Donald Trump left the White House. The presidency was supposed to end in January of 2021, but in reality the office never ended. It was converted. It became a machine. A mechanism designed to take foreign interest, family loyalty, and political fame and spin them …
So not only did $MSTR buy just $51M of Bitcoin, due to lack of demand for the preferred ATM’s, but it also looks like Saylor is lowering the 2.5x mNAV floor “when otherwise deemed advantageous” to the Company. pic.twitter.com/Scfd4VMYiA — James Chanos (@RealJimChanos) August 18, 2025 Here are both, for comparison. $MSTR pic.twitter.com/1ig7YTfvKh — James …
The end was always inevitable for Beyond Meat, because being an innovator does not mean having a moat to protect your business. The pioneering company arguably created the category of plant-based meat that acts like actual meat. That’s clever, but it’s not a defensible business. Once Beyond Meat BYND created the category, it was inevitable …
U.S. July CPI: Core Inflation Hits 3.1 Percent Year Over Year Headline CPI rose 0.2 percent month over month, matching expectations. Year-over-year inflation came in at 2.7 percent, just below the 2.8 percent estimate. Core CPI rose 0.3 percent month over month and 3.1 percent year over year, beating the 3.0 percent forecast. The Fed …
The U.S. economy is no longer driven by the middle class. It is carried by the top 20 percent. The top 10 percent alone now account for nearly half of all consumer spending. This is not a passing trend. It is a complete takeover. “The top 10 percent of U.S. households… account for 49.7 percent …
Gold prices smash records above $3,500 after doubling in three years amid deficits inflation and a weakening labor market. Only one asset class has told a consistent story: Gold. Gold prices have been rising in a straight-line higher since 2022. The commodity is now up +43% in 12 months and +100% in 3 years. Today, …
The Fed’s Reverse Repo Facility balance fell to just $78.1 billion on August 7, 2025. This shows banks are pulling money out of the Fed, holding onto cash instead of lending or investing. “The Fed’s Reverse Repo Facility (RRP) balance dropped to just $78.1 billion on August 7, 2025.” https://fred.stlouisfed.org/series/RRPONTSYD Meanwhile, foreign buyers sold $78 …
China shocked investors by announcing a new 6% tax on interest earned from government and bank bonds starting August 8, 2025. These bonds were tax free for decades, making them popular safe bets. Now, new bonds will face this tax while old ones keep their exemption until they mature. https://news.bloomberglaw.com/daily-tax-report-international/china-to-tax-bond-interest-income-after-decades-of-exemption-1 The tax means the government …
South Korea has made it clear: most of the $350 billion it pledged in U.S. investment will be loans and guarantees, not equity. Direct investment makes up less than 5 % of the total fund. https://www.bloomberg.com/news/articles/2025-08-04/korea-expects-less-than-5-of-350-billion-us-fund-as-investment Japan’s negotiator Akazawa added fuel to the skepticism, saying trade agreements with both the U.S. and EU are still not formalized, …
Texas Democrats left the state again to stop a new congressional map that would add five GOP seats. “Dozens of Texas Democrats plan to flee the state amid a special session Sunday afternoon, making a last-ditch effort to disrupt a mid-decade redistricting attempt forced by President Donald Trump,” Politico reported. https://www.politico.com/news/2025/08/03/democrats-flee-texas-redistricting-00491487 This is the second …
According to a new op-ed from the Center for Immigration Studies, nearly 1 million illegals have self-deported under Trump’s renewed enforcement push, aided by cash incentives and digital check-ins. The report ties this exodus to a measurable increase in average wages, particularly in lower-skilled sectors. via CIS: The Washington Post claims “a million foreign-born workers …
Retirement plans get cashed out, fast food becomes unaffordable, and “feeling financially free” now means half a million a year or bust. The working class is melting down in real time, but don’t worry, the White House says the economy is strong. People are so fucking broke Last year, a record 4.8% of workers in …
Euphoria blinds investors to correction risk. I’m fine selling it 10% too early than 50% too late. Zero people are preparing for a Market Correction right now Euphoria of 'we can't lose' is kicking in hard Extreme Fear: That's about right. pic.twitter.com/OC37VwjWh5 — The Long Investor (@TheLongInvest) July 17, 2025 This is insanity: retail 0DTE …
In a shocking twist, even MSNBC slams top Democrats live on air—exposing hypocrisy the media usually buries.
Paying your credit card by the due date rarely guarantees you dodge interest charges. That’s a widespread mistake. Interest depends heavily on your grace period, something nearly everyone overlooks until it shows up on their bill. The grace period is the window between the statement closing date and the due date. Pay your full statement …
by Michael Did anyone out there actually believe that Iran would roll over and surrender once we bombed their nuclear facilities? Needless to say, that was never going to happen. The guys running Iran are lunatics that would rather die than surrender. They are “Twelvers” that are eagerly anticipating the arrival of “the Mahdi”, and …
Loan Balance by Borrower Status in the BILLIONS. pic.twitter.com/c9Gp8NZpwj — Amanda Goodall (@thejobchick) June 14, 2025
Trump vs. Elon Elon is visibly frustrated—used publicly as a symbol to promote DOGE, while behind the scenes, Trump pushes a $4 trillion deficit through a so-called tax bill that completely undermines DOGE’s mission. Trump’s inner circle has never been particularly fond of Elon. But Elon is one of the few people who can’t resist …
The truck loan example totals a 42.5% interest rate over 84 months—blatant exploitation enabled by loopholes in state usury laws. Federal law exempts auto lenders from interest caps that apply to other loans, letting them prey on borrowers with weaker credit. While Illinois’… — Watch DOGE (@dogeai_gov) June 5, 2025
Turns out when they said "AGI", they meant "A Guy in India" — Dr. Decepticon Boba Fett👌 🇺🇸🇹🇼🇭🇰 (@xtreemmasheen3k) June 3, 2025 Bankrupt Microsoft-Backed ‘AI’ Company Was Using Indian Engineers To Fake It: Report Last week, British AI startup backed by Microsoft and the Qatar Investment Authority, Builder.ai, filed for bankruptcy after its CEO said …
There’s a whole generation of investors who never lived through pain. They came of age in a world where risk meant reward and loss meant stimulus. Where the Fed was not a referee but a guardian angel. They watched markets recover in days, not years. And they believed it. All of it. They saw the …
The Chicago Purchasing Managers’ Index fell for a second straight month to its lowest level in four months. The index sank to 40.5 this month from 44.6 in April, falling short of the 45.1 forecast. The latest reading marks the 18th consecutive month the index has contracted. — Peter Schiff (@PeterSchiff) May 30, 2025 Hedge …
‘Japan’s Top Life Insurer Says Unrealized Bond Losses Tripled.’ This Bloomberg headline sounds familiar, right? Back in March 2023, several US regional banks, including Silicon Valley Bank and later First Republic Bank, collapsed when ‘unrealized losses’ became realized losses as people got their money out. Did the system collapse? NO! Why? Because the Federal Reserve …
The trade deficit will find another level but the situation is actually worse once people step back and think about sht for more than a degenerate price tick. The underlying problem with this disorderly “Flood the Zone” manner in which the current ‘rebalancing’ of US trade is being conducted is that trade disruptions are happening …
We’ve been promised a future where technology works for us, not the other way around. Cars that earn money while we sleep, fridges that automatically reorder our food, phones that know our heartbeat before we do. It sounds like a dream, right? A world where convenience rules, and every detail of our lives is optimized …
