Independent thinking for complex markets and current events
by Michael What I am about to share with you is some of the clearest evidence yet that the middle class in America is being systematically destroyed. Young adults are forming middle class households at an extremely depressed rate, and that is because the American Dream is simply out of reach for most of them in …
The largest illegal imm*grant detention facility in the history of the United States is being built in El Paso. It will enable Texas and the Trump Administration to quickly deport illegal imm*grants and dangerous criminals. We will Make America Safe Again.
Institutional investors are all in on tech, retail is buying 3 billion dollars a day, and real estate is frozen. This is more than a bubble, it’s a pressure cooker ready to blow. Well – let me man-splain it "Recession coming" And this at a time where we have the largest Bubble ever. 226% Market …
From CPI inflation earlier this week to skyrocketing producer inflation yesterday to stark proof today that foreign businesses are NOT compensating one bit for tariffs, YOU are the one getting stung! by David Haggith These tariffs are like a horror movie with unsuspecting victims. As I work on this weekend’s Deeper Dive that goes to …
FM 3-39.40, titled Internment and Resettlement Operations, was published by the U.S. Army in February 2010. It outlines procedures for handling detainees in various operational contexts, including domestic scenarios under civil support operations. The manual includes references to psychological operations (PSYOP), detainee rehabilitation, and coordination with agencies like the UN, Red Cross, DHS, and FEMA. …
Alcohol usage by U.S. Adults hits LOWEST ever. This is a week after Las Vegas reporting tourism is sinking down 11.3% year over year in June. Very interesting patterns. pic.twitter.com/SD05lMNMPW — Patrick Bet-David (@patrickbetdavid) August 14, 2025 U.S. ADULT DRINKING HITS RECORD LOW, GALLUP FINDS Alcohol consumption among U.S. adults has fallen to its lowest …
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 …
via cis.org: Analysis of the raw data from the Bureau of Labor Statistics’ (BLS) household survey, officially called the Current Population Survey (CPS), shows an unprecedented 2.2 million decline in the total foreign-born or immigrant population (legal and illegal) between January and July of this year. We preliminarily estimate that the number of illegal immigrants …
from Kerry Lutz’s Financial Survival Network The U.S. labor market is facing one of the sharpest corrections in over a century, even as AI-driven productivity gains push markets forward. In this conversation, Kerry Lutz and Dale Smothers explore the strange duality of slowing job growth alongside investor optimism — and what it means for interest rates, mortgages, and …
Five Chinese icebreakers are moving off Alaska. The U.S. Coast Guard sent one plane and one cutter. That’s the full response. China now has more ships in the Arctic than the U.S. can operate across the entire region. One American icebreaker is in repairs. The other is alone. “The U.S. military and Coast Guard are …
BREAKING: Mass casualty incident declared as EMS resources respond to explosion at U.S. Steel Clairton Coke Works in Pennsylvania. – WPXI-TV Pittsburgh Video: Ava Rash/WTAE pic.twitter.com/pTCCAy7x3x — AZ Intel (@AZ_Intel_) August 11, 2025 Multiple injuries. Medical helicopters dispatched. EMS units pulled from across the region. “Emergency crews are on the scene of a reported explosion …
🇺🇸🇷🇺‼️🚨 BREAKING: USA MADE AN OFFER TO RUSSIA THAT IS ACCEPTABLE! Ushakov: “They made an offer that is quite acceptable to us” Ukraine war may end next week!??-> Unbelievable developments! What concessions were made? pic.twitter.com/hTmQ3RO4Ul — Lord Bebo (@MyLordBebo) August 7, 2025 🇺🇸🇷🇺 Ushakov talks in cryptic sentences but essentially he says: Putin made an …
Apparently diversification is just owning more of the same thing. It's official: The top 10% largest US stocks now reflect a record 76% of the US equity market. This has officially surpassed the previous record set before the Great Depression in the 1930s. By comparison, at the 2000 Dot-Com Bubble peak, the top 10%'s share …
Indirects faded. 59.5% taken. Six-month average sits at 61.9%. Dealers got hit with 17.5%. Normal is 13.9%. “Indirect bidders… took 59.5% of the issue, below their six-month average of 61.9%… dealers absorbed a heavier-than-average 17.5%.” https://finance.yahoo.com/news/us-treasury-sells-25b-30y-175706796.html 🚨 The U.S. just auctioned off $25 billion in 30-year bonds. And the results were bad. Really bad. Weak …
Intel’s CEO is under fire. But the real story isn’t what’s being said, it’s what’s missing. Tan’s China ties, Cadence’s criminal plea, and $8B in taxpayer subsidies are all on record. But no one’s asking how Intel passed vetting. Or why the board ignored subpoenas. “Cadence Design Systems admitted to knowingly exporting restricted electronic design …
No good OpenAi cannot be trusted …. — P (@Th3Optomist) August 6, 2025 OpenAI’s ChatGPT Enterprise is now being deployed across the entire U.S. federal government—at a cost of just $1 per agency. “The U.S. General Services Administration announced Wednesday that OpenAI’s ChatGPT Enterprise is now available to all federal agencies to incorporate into their …
The U.S. State Department just responded. We’re about to drop undercover footage exposing a CCP-linked scandal. Let's just say… it’s not looking good for the State Dept. official we caught on tape. Stay tuned. — James O'Keefe (@JamesOKeefeIII) August 6, 2025 This is just the beginning. These radicals with anti-American views have been embedded in …
Another wave of closures and layoffs has hit workers and companies tied to commercial transportation, manufacturing, lumber production, distribution and logistics across the U.S. Over the past several weeks, there have been 4,137 job cuts announced, according to media reports and Worker Adjustment and Retraining Notification (WARN) Act notices. The companies facing layoffs include: Republic …
Trump’s 50% tariff on Brazil is built for headlines, not impact. The order accuses Brazil of “serious human rights abuses” over Jair Bolsonaro’s prosecution, but the top five U.S. imports from Brazil in 2024: crude oil at 8.8 billion, iron and steel at 4.98 billion, machinery at 2.82 billion, aircraft at 2.06 billion, and coffee …
In June 2025 active home sellers outnumbered buyers by 508,715, the largest gap tracked since 2013. https://www.thetitlereport.com/articles/redfin-home-sellers-outnumber-buyers-by-record-mar-94558.aspx That translates to about 34 % more sellers than buyers nationwide. https://www.redfin.com/news/sellers-vs-buyers-price-impact Power has flipped. Realtors no longer hold the cards. Many buyers have withdrawn offers. Nearly 15 % of pending deals fell through in June, creating chaos. https://www.redfin.com/news/pending-sales-fall-through-june-2025/ Markets …
by Michael Are you old enough to remember when you could buy a really nice house for less than $50,000? Today, the average price of a home in the United States is more than half a million dollars. Of course everything else has become dramatically more expensive as well. I just asked Google, and I …
Redfin: U.S. housing market now 508,715 more home sellers than homebuyers That’s the most home sellers have outmatched homebuyers in over a decade, according to Redfin pic.twitter.com/3kmfduePlh — Lance Lambert (@NewsLambert) August 4, 2025 Lol pic.twitter.com/Y61dW5nuvv — Darth Powell (@VladTheInflator) August 3, 2025
Donald Trump says he now regrets not going after Hillary Clinton over the Russia investigation. He claims she personally approved the false Trump-Russia story and should “pay a price.” BREAKING: Trump Says Letting Hillary Off Was a Mistake—She “Should Pay a Price” for Russia Hoax New emails suggest Hillary Clinton personally approved the Russia Hoax. …
CDC quietly reports childhood vaccine rates dropped again for the 2024–2025 school year, with coverage falling below 93% for all major shots. MMR vaccination (measles, mumps, rubella): 92.5% Polio vaccine: 92.5% DTaP (diphtheria, tetanus, pertussis): 92.1% Exemptions also hit a new record. CDC confirms that “the exemption rate was the highest ever reported in the …
by Michael It was nice while it lasted. Nations all over the globe had until August 1st to agree to a trade deal with the Trump administration. Some of them made deals, but most of them did not. Those that did not will now be hit by a “wall of tariffs”, with individual rates being …
Stock futures opened sharply lower. Dow futures shed about 0.8%, S&P 500 futures dropped 0.9%, and Nasdaq 100 futures fell 1%. Earnings weakness added pressure, but Trump’s tariff shock dominated headlines. “The average tariff rate roughly on reciprocal is going from about 2.5% to 15%,” said Vasu Menon, managing director at OCBC. https://www.reuters.com/business/view-investors-react-trumps-new-reciprocal-tariffs-announcement-2025-08-01/ President Trump’s …
Trump pulled back from his threat to slap new tariffs on Mexican imports just hours before the August 1 deadline. “We had a very productive conversation. No need for penalties at this time,” he said from Bedminster, offering no details on what changed. https://www.mediaite.com/politics/trump/taco-trump-announces-hes-backing-off-august-1-tariff-deadline-with-mexico/ https://archive.is/5y0Jp The move came after several GOP senators privately warned that …
by Michael Oops, they did it again. Even though the housing market has been in a depressed state for an extended period of time and even though economic conditions are slowing down all over the country, the Federal Reserve has once again refused to lower interest rates. What in the world are they thinking? I certainly share …
Rent in America is out of control. In 2000, the average rent was $639. Now? It's $1,713 nationwide, and $2,198 for a one-bedroom in California. Rent has jumped 6–8% year after year. The numbers don’t lie. pic.twitter.com/OPH5robtnv — Wall Street Mav (@WallStreetMav) July 30, 2025 As Harvard economist Ed Glaeser put it, “Housing affordability is …
$NVO is still blaming their weakness on " knockoff GLP1s"😂 I like the company, but why isn't $LLY doing the same? Management has to take accountability at some point! pic.twitter.com/sLzJniQLyY — Patient Investor (@patientinvestor) July 29, 2025 The fall hit hard. Early in the morning Novo Nordisk shares dropped over 20% after slicing its full‑year …