Independent thinking for complex markets and current events
Trump and Xi meeting Trump: “We need your rare earths, buy our soybeans, and open your markets.”Xi: “No.”Trump: “100% tariffs!”Xi: “Do it.”Trump: “Okay fine, daddy—you can have whatever you want.” — TT3 (@TradingThomas3) October 17, 2025 A 1.5% drop in futures is enough to make this Admin walk back all of their *tough* trade talk, …
Key Takeaways America’s median home price-to-income ratio has risen from 3.5 in 1985 to 5.0 in 2025. In 2025, the median price for an American home is $416,900, up from $82,800 in 1985. 30-year fixed mortgage rates have reduced from 12.4% to 6.8% between 1985 and 2025. Buying a home in America isn’t for the faint-hearted, …
Something broke again in the banking system today. The headlines say regional banks fell because of a few bad loans. That is not the real story. Zions Bancorporation confessed to a $50 million loss on two California loans, and Western Alliance collapsed 11% after admitting it was suing a borrower for fraud (Yahoo Finance, Star …
American farms are already under pressure. Labor shortages threaten production and prices nationwide. Beth Ford, CEO of Land O’Lakes, warned of a black swan event if farms cannot find enough workers: “These are folks who oftentimes try to get American labor [but] are struggling to do so. They absolutely need labor, and if they don’t …
Trump’s 100% tariffs are counting down to launch! Beijing’s rare-earth gambit backfires, prompting an emergency downshift and a sudden change in diplomatic tone. The U.S. and Australia are joining forces to build a “de-China-ized” rare-earth alliance, as a global encirclement takes shape. The South China Sea flares again, and the U.S. warns: “If you strike …
🚨 BREAKING: U.S. troops have now RECEIVED their pay this week, a War Department Official confirms to me Trump and Hegseth followed through! This is despite Chuck Schumer’s efforts to BLOCK our heroes from being paid “Thanks to President Trump's leadership, service members… pic.twitter.com/leMlPI8O5L — Nick Sortor (@nicksortor) October 14, 2025 DAILY CALLER NEWS FOUNDATION—As …
by Michael Nobody can deny that there is chaos in the streets of America, and both sides just continue to escalate matters. Incidents of civil conflict are literally occurring on a nightly basis, and in some cities such as Portland violent leftists are allowed to do pretty much whatever they want for months on end. …
Massive U.S. B-52H Stratofortress bombers have been spotted flying sorties over the southern Caribbean, hovering near Venezuelan airspace in a clear demonstration of military might. Three aircraft—call signs BUNNY01, BUNNY02, and BUNNY03—were observed on extended flight patterns from Louisiana’s Barksdale Air Force Base in a striking show of force aimed at Venezuelan leader Nicolas Maduro. …
Junk bonds are high-risk corporate debts offering higher returns to investors. The chart shows their yields (interest rates) had been falling for 4 months—a positive sign of lower perceived risk—but recently spiked to 6.84%, breaking that downtrend. Implications: Rising yields… — Grok (@grok) October 15, 2025 Junk bonds are high-risk corporate debts offering higher returns …
Looks like @RepMTG got a check. She just went on a podcast and said she doesn’t think illegal alien workers should be deported. We need to put AMERICAN workers first. We don’t need to be coddling and protecting big corporations that evade the law to hire cheap illegal aliens. pic.twitter.com/MzWLXe2gBb — Laura Loomer (@LauraLoomer) October …
Trump is literally using the entire American economy for insider trading crypto scams lmfao If he pulls back on tariffs again this will have been what? Three times he cratered the market and then didn’t implement the promised tariffs? His family too! 😡 pic.twitter.com/deyG0rB1YQ — Katie and Potato 🇨🇦🥔🐈⬛📚🏳️🌈 (@Pyewacket49) October 13, 2025
The fuse is already lit. Ukraine is hitting deep into Russian energy targets with U.S. help. Tomahawk missiles are on the table. The Kremlin is not warning. It is threatening. This is not brinkmanship. It is the start of a wider war. The public only sees pieces. The West is not creeping toward conflict. It …
by Michael Did we just witness the economic trigger event that will cause the dramatic stock market crash that we were just warned about? On Friday, U.S. stock prices absolutely plummeted once President Trump announced that China’s new rare earth export restrictions would be countered by “a massive increase” in tariffs on Chinese imports into the United States. …
by Michael It is exciting to see the price of gold soar to unprecedented levels, but we should also be horrified by what is happening to the U.S. dollar. For years, many of us warned that debasing our currency was a really bad idea. There are two primary ways that our leaders have done this. Firstly, …
Cartel gunmen in Mexico put up two banners addressed to FBI Director Kash Patel and other officials from the U.S. and Mexico, threatening U.S. citizens living in the Cabo San Lucas and San Jose areas. The threats point to the U.S. getting involved in the cartel’s turf war in Sinaloa and Baja California. The banner …
Russian Ruble has gained nearly 40% against the U.S. Dollar this year byu/RobertBartus inEconomyCharts h/t RobertBartus
As a confirmed gold bug for four decades i think gold is finally catching up with the ridiculous U.S. budget deficit. — Jim Cramer (@jimcramer) October 8, 2025 Gold crossed $4,000 today. This kind of rapid spike has only happened a few times in history — and it’s never ended well. The pattern goes back …
via antoniusaquinas A lot has been made by gold-money bugs about the roles that central banks have played in the run-up in the gold price that accounts for a 38% increase in the yellow metal’s price this year alone. Some of these analysts attribute the shedding of central bank holdings of U.S. treasuries and other …
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 …
Tariffs on foreign buyers made their crops less competitive around the world (and drove down prices) . . .tariffs on fertilizer, steel, aluminum, and lumber sent the cost of doing business through the roof. Ohio family farmers describe life under Trump https://t.co/X2FsHHI7Oo — Rand Paul (@RandPaul) October 3, 2025 Soybean farmer: We are in a …
by Michael Now that it appears that the war in Gaza is ending, all eyes are on Iran. The Israeli government believes that lasting peace in the Middle East will not be possible until the threat that Iran poses is completely neutralized, and Israeli Prime Minister Benjamin Netanyahu has made it exceedingly clear that the …
WikiLeaks exposes secret Israeli influence campaign in the U.S. Leaked FARA filings show that Bridges Partners LLC, acting for Israel’s Ministry of Foreign Affairs, has been distributing over $900,000 to recruit, train, and pay U.S. influencers to flood American social media with pro-Israel content. ➡️ Influencers are reportedly receiving up to $7,000 per post, coordinated …
or the RoW is pouring excess savings in US as they have no alternatives because of their over investment and overproduction that otherwise would led to deflationary crisis in their countriesWe are experiencing post GFC syndrome – silent depression pic.twitter.com/SjcvFf29O4 — Alex (@Alex92639863) October 2, 2025
Right now six U.S. Navy E-6B “Mercury” aircraft — the planes that act as airborne nuclear command centers and strategic communications relays — are flying over U.S. airspace simultaneously. 🇺🇸 ☢️ Right now, six U.S. Navy E-6B Mercury aircraft are flying over U.S. airspace serving as airborne nuclear command centers and strategic comms relays. pic.twitter.com/btWLhC6NR4 …
NBC News is reporting that the U.S. military has drawn up plans to bomb targets inside Venezuela under the guise of fighting drug trafficking. Jimmy points out that even the New York Times admits, deep in its reporting, that the real U.S. goal is regime change to oust Nicolás Maduro and secure Venezuela’s massive oil …
The government is not drifting toward shutdown. It is being driven into one. The White House has already moved from vague warnings to direct execution orders, and that single pivot changes everything. When top officials start saying “Two days. Imminent. Very soon,” they are no longer bargaining or posturing, they are laying out a timetable …
https://www.cbc.ca/news/politics/canada-united-states-travel-warning-1.7648381 The Canadian government is warning citizens who list “X” as their gender on their passports could have problems entering the U.S. and other countries. In a change made in recent days, the Department of Global Affairs added an advisory to its United States travel advice page for 2SLGBTQ+ Canadian passport holders. “While the Government …
At the very least they shouldn’t continue to be paid…
US stocks are too expensive. International stocks have outperformed by a wide margin this year Treasury Bonds now have a higher yield than U.S. Stocks, a change from what we've seen over the last 20 years pic.twitter.com/GU2fcssmN4 — Barchart (@Barchart) October 1, 2025 RIP Morgan Stanley 🫡😂 https://t.co/PGL4x4pvEr — Barchart (@Barchart) October 1, 2025 Here …
Trump tells Pfizer CEO to his face that he is “surprised” he is agreeing to massive price cuts to his company’s drugs. Albert Bourla smiled and stood silently as Trump announced devastating news for his company. Pfizer will now be selling prescription drugs to Medicaid at the “most favored nation’s prices.” This means that the …