Independent thinking for complex markets and current events
Fox News’ Bret Baier confirms UAE forces are now conducting direct military strikes inside Iran… Special Report anchor Bret Baier reports the UAE has been “directly engaged” for several days… Operations allegedly include a precision strike on a key oil refinery on Iran’s Lavan Island… The shift marks a massive escalation from defensive posturing to …
China just made Silicon Valley’s entire AI industry look like a scam. The US government spent 3 years trying to stop China from building competitive AI. But this backfired HORRIBLY. Here’s what happened: Yesterday, a Chinese startup called DeepSeek released a new AI model called V4. It matches the performance of OpenAI and Anthropic’s best …
The Treasury just declared the US insolvent. The media missed it The U.S. government is insolvent. That’s not hyperbole — it’s the conclusion drawn directly from the Treasury Department’s own consolidated financial statements for fiscal year 2025, released last week to near-total media silence. The numbers: $6.06 trillion in total assets against $47.78 trillion in …
Turns out printing confidence does not work forever. Gold just embarrassed every major currency at the same time. The Yen, Euro and US Dollar currencies all reached new all time record lows against Gold (real money) today. Gold is money.Everything else is just a currency. pic.twitter.com/TONvfyFZsp — Wall Street Mav (@WallStreetMav) January 27, 2026 News …
Authored by Charles Hugh-Smith via oftwominds, Those in charge of narrative control are suffering from the delusion that they’re making sense. Everything is under control until it isn’t. The name of the game in controlling the populace is narrative control, the current term for setting the context, priorities and agenda so the populace complies without being …
🇺🇸US PPI came in at 2.6% Expected – 2.7% This means core inflation is cooling down. Chance for Fed to cut interest rates goes up. — Ted (@TedPillows) November 25, 2025 Polymarket now has Fed cutting in December at 86%, big V from 20-% a week ago 👀 pic.twitter.com/pDQkswroxv — TT3 (@TradingThomas3) November 25, 2025
Oracle’s reported backlog growth masks serious risk. Much of the revenue depends on fragile assumptions about supply, capital, and infrastructure. Margins are likely to compress sharply, and competitors will feel the impact as revenue is shifted rather than created. The market may be mispricing both risk and sustainability, leaving investors exposed if these expectations fail. …
August delivered a jolt the labor market could not absorb. Employers added 22,000 jobs, far below the 75,000 forecast, exposing a system that is faltering under pressure. Unemployment climbed to 4.3 percent while wage growth inched 0.3 percent month-over-month and 3.7 percent year-over-year, missing projections. Each number reflects more than performance. It reveals cracks threatening …
The dollar’s collapse against gold is a warning few are ready for. When ETFs and institutional money start chasing the yellow metal, demand could explode, sending prices into uncharted territory. Every decline in the dollar erodes savings, pensions, and wages, and global markets that rely on dollar liquidity will face sudden shocks. The Dollar has …
From the Barrick website:"We are building the world’s most valued gold and copper company by owning the best assets, managed by the best people to deliver the best returns and benefits to all our stakeholders.""To be the world’s most valued gold and copper mining business by… pic.twitter.com/f6r9RsCZrT — Oliver Groß (@minenergybiz) June 23, 2025
BREAKING 🚨: Bonds The market value of Treasury Bonds as a % of the market value of Stocks has fallen to its lowest level since the 1960s pic.twitter.com/5MM4RYIo7B — Barchart (@Barchart) June 9, 2025 ⁉️Does central bank liquidity matter for US stocks? Global central banks total assets on their balance sheets have declined over the …
President Donald Trump said Monday he “just called” Speaker Mike Johnson and Senate Majority Leader John Thune to inform them about the cost savings they could recoup for their party-line megabill — thanks to the president’s sprawling tariff regime and his “most favored nation” drug pricing executive order. “You’re gonna have to, No. 1, score …
The gap between what sellers want for their homes versus what they're selling for just hit its widest level in 5 years 🚨🚨 pic.twitter.com/xhM6rVTIGa — Barchart (@Barchart) April 30, 2025 CNBC Super real estate agent Ryan Serhant: Spring selling season was good until April. March was great In April things stopped 🛑 36% of all …
And this is why CPI versus reality is so out of source. Our premiums go up more than 10% and closer to 20% every year. Nonsense data. — Daniel Newman (@danielnewmanUV) December 27, 2024
⚠️S&P 500 RISK PREMIUM HAS DROPPED TO THE LOWEST SINCE THE DOT-COM BUBBLE BURST⚠️ The difference between the S&P 500 estimated earnings yield (earnings divided by price) and the 10-year Treasury yield fell to the lowest in over 2 decades. Are stocks overvalued versus bonds? pic.twitter.com/OwlMjd45Jo — Global Markets Investor (@GlobalMktObserv) December 23, 2024 Is …
Bitcoin is starting to breakdown versus gold. If it continues, it'll be the first time it's ever happened as Bitcoin versus gold tries to break above the previous cycle high. In other words, it shouldn't happen, and if it does, Bitcoin has a problem. pic.twitter.com/388oz1aQJu — Northstar (@NorthstarCharts) December 22, 2024 Is the cattle ready …
GOLD spot hits a new all-time high, surging past $2,748/oz! Have you bought gold in recent years? pic.twitter.com/YYKrsOihhl — Visegrád 24 (@visegrad24) October 23, 2024 🚨Equal-weighted SPX has entered a BEAR MARKET versus gold🚨The #SPX, #NASDAQ100 and #StockMarket are expected to follow soon #CapitalRotation pic.twitter.com/RGR5EPZ78K — Northstar (@NorthstarCharts) October 23, 2024 #Bitcoin looking VERY vulnerable …
CBS coverage of Trump’s plan for no tax on tips versus CBS coverage of Kamala’s plan for no tax on tips. Can you spot the difference? pic.twitter.com/2mCIFpoXXL — MAZE (@mazemoore) October 16, 2024
The inversion of the yield curve, particularly the 10-year versus 2-year yield, is often viewed as a signal of an impending economic crisis or recession. When the yield curve un-inverts, it can suggest a shift in market sentiment, potentially indicating that investors are more optimistic about future growth or that short-term rates are declining. AC
Actually, they charge fees at checkout too and they call them “service fees” which is basically just to make up for the “free” delivery. It’s a scam, but people keep paying, so they keep doing. h/t Tacticool_Turtle
Full Debate: Guns In America: Debate on Gun Control with David Hogg and Spike Cohen h/t dr0id
Why Walmart’s quick success in generative AI search should have Google worried. Walmart is talking up its ability to use generative AI as a one-stop shop to search when you need to plan an event, rather than online destination to search for individual items. During a call with analysts after its February earnings, Walmart CEO …
by Qplus17 The chart is behind a paywall here: https://www.bloomberg.com/news/articles/2023-08-24/washington-s-top-middle-eastern-allies-move-closer-to-china?utm_source=website&utm_medium=share&utm_campaign=twitter If you add in India you’re up to $175bn/year.
by confoundedinterest17 The good news? Mortgage purchase demand fell only -0.05% from last week. The bad news? Mortgage purchase demand is down -35% since Resident Biden was sworn in. And mortgage refinancing demand is down a whopping -90%. Reason? Mortgage rates are up 128% under Clueless Joe. Mortgage applications increased 0.5 percent from one week …