Independent thinking for complex markets and current events
If Zohran Mamdani wins New York City, it will happen fast. Betting markets put him at 80%. The wealthy are already planning to leave. This will not be slow change. It will be a jolt. https://twitter.com/spectatorindex/status/1955004486285701246 Cops are already looking to leave. Florida Governor Ron DeSantis says NYPD officers will head south, where they get …
Jobless claims just hit 1.974 million. That’s the highest since November 2021. Not a bump. Not seasonal noise. It’s been climbing for weeks. Up another 38,000 this time. That’s not recovery. That’s erosion. “Continuing Jobless Claims went up by 38K to 1.974M for the week ending July 26.” https://www.fxstreet.com/news/us-initial-jobless-claims-rose-to-226k-last-week-202508071234 “Continuing claims soared by 38,000 to …
When traders begin reaching for unfamiliar names, it’s never about opportunity, it’s about scarcity.The market isn’t offering setups. It’s offering noise.And in the absence of edge, speculation becomes desperation.They’re not trading what they know.They’re trading what’s… — 👁 (@Oculustrade) August 5, 2025 Oh no… pic.twitter.com/TYKUYKzX5Q — TT3 (@TradingThomas3) August 4, 2025 so volume on the …
Tom Lee, Fundstrat co-founder and managing partner, Fundstrat Capital CIO and BitMine chairman, joins ‘Squawk Box’ to discuss the latest market trends, state of the economy, the Fed’s inflation fight, latest developments at BitMine, and more. Transcript
“If we get anything more than zero tariffs, then the only thing we negotiated was the price of our humiliation.” Mark Carney says he will only accept a best deal for Canada. So what does a “best deal” look like? If we get anything more than zero tariffs Then the only thing we negotiated was …
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 …
AMD just pulled the pin. The MI350 chip, previously priced at $15,000, is now selling for $25,000. That’s a 67% jump. HSBC analysts say the chip now rivals Nvidia’s Blackwell B200 in performance. The MI355X variant, launched in June, is already shipping to Tesla and OpenAI. AMD’s 2026 AI chip revenue forecast was revised from …
Wall Street is gearing up for a massive surge in Treasury bill issuance in the third quarter, that is more than half a trillion dollars. That means the government is borrowing heavily to cover spending, which puts pressure on interest rates and could crowd out private investment. “Net issuance of Treasury bills in the third …
Retail’s still dancing while the smart money heads for the exits. When tech is 34% of the index and the top 10 names control 40%, that is not diversification, it is a loaded mousetrap. Fires don’t start with fireworks. They start when no one’s looking and everyone feels safe. Ladies and Gentlemens, The Schiller P.E …
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 …
US TREASURY SECRETARY BESSENT: – TALKS WITH CHINA ARE A BIT STALLED – BELIEVES MORE TALKS WILL HAPPEN WITH THEM IN NEXT FEW WEEKS pic.twitter.com/Gvdqs8krel — amit (@amitisinvesting) May 29, 2025 Bessent mentioned that progress with China has "stalled" and that talks with Xi and Trump at some point would likely be necessary to move …
https://twitter.com/rev_cap/status/1922734542676185216 Everyone lowers their expectations to just get into the ponzi scheme then the rug gets pulled. Then you're left with a house you don't want that's underwater pic.twitter.com/ZE4rH7vEYU — Darth Powell (@VladTheInflator) May 14, 2025
I just want to put this Bessent gem here on top of @MacroEdgeRes post since it makes such a good combination to print and frame https://t.co/FEf2aMHE20 pic.twitter.com/VIKqyT3mkd — JustDario 🏊♂️ (@DarioCpx) April 29, 2025 BREAKING: CEOs are telling their investment bankers that the impact of the tariffs will be known over the next 6 to …
S&P 500 earnings are expected to grow 11% this quarter and another 26% next year. We better hope there’s no recession, because if there is, a sharp downgrade in earnings estimates could be a real drag on the market, in my view. pic.twitter.com/gDXHwh4KDC — Otavio (Tavi) Costa (@TaviCosta) April 28, 2025 Goldman Sachs is now projecting …
TESLA INSIDER GOES ALL-IN AS WALL STREET ADMITS BETTING AGAINST ELON WAS A MISTAKE Tesla board member Joe Gebbia just made the first insider purchase in nearly 5 years—dropping over $1 million on company stock in a massive vote of confidence for Elon’s vision. The timing couldn’t be more perfect, as banks found buyers for …
🇿🇦 TOKAI FIRE EXPLODES: FIREFIGHTERS BATTLE WALL OF FLAMES IN SOUTHWEST CAPE TOWN Over 90 firefighters, 12 fire engines, 5 strike teams, 5 water tankers, and helicopters are throwing everything they’ve got at wildfires tearing through Noordhoek, Steenberg Estate, Ou Kaapse Weg,… pic.twitter.com/oeysgu5WIf — Mario Nawfal (@MarioNawfal) April 27, 2025
A federal judge has temporarily stopped the Trump administration’s efforts to streamline Voice of America and related networks, saying the moves may conflict with federal law. The ruling orders the government to restore jobs and funding at outlets like Radio Free Asia and the Middle East Broadcasting Networks — despite efforts to reduce bureaucracy and …
The market we have now is a bearish phase within a secular uptrend. A sustained uptrend typically doesn’t return until the event that triggered the downturn becomes irrelevant. However, if that event is about to be resolved, the market can skyrocket, breaking above the 200-day… — optionGeek (@StockShark16) April 15, 2025 $SPY options open interest …
🇨🇳🇺🇸 CHINA’S MIDNIGHT MOVE: DUMPING U.S. DEBT WHILE WALL STREET SLEEPS? While Americans were dreaming of rate cuts, China may have been busy sending U.S. bond yields through the roof. Treasury spikes overnight—while Beijing’s open and Wall Street’s out cold—hint that China’s… https://t.co/AsfxvRMGwD pic.twitter.com/WOSSRYrPwY — Mario Nawfal (@MarioNawfal) April 15, 2025
$1 trillion hedge fund trade unravels, threatening middle class, small businesses, and retail investors… “Who’s paying attention to the MULTI-TRILLION DOLLAR hedge fund trade that is unraveling, and about to hammer the middle class, retail shareholders, and small businesses. Wall Street’s favorite high-leverage game — a complex Treasury futures arbitrage — is imploding. Hedge funds …
China didn’t just become a global powerhouse by chance. It climbed the economic ladder by studying and replicating what the West built through generations of risk-taking, innovation, and painful trial and error. It offered up a billion people willing to work for a fraction of Western wages, and Wall Street jumped at the chance to …
US stocks turned higher on Friday to cap a chaotic week on Wall Street, as investors weighed the latest tariff-related developments in the trade war between the US and China. The S&P 500 (^GSPC) rose 1.8% after seesawing earlier in the session. The tech-heavy Nasdaq Composite (^IXIC) climbed 2.1%. The Dow Jones Industrial Average (^DJI) …
A Wall Street Landlord bought the entire neighborhood in this new home build development south of Nashville. They now have 15 rentals on the market for houses that aren’t even completed.
Some truth telling on tariffs. This is going to hurt the middle class way more than Wall St. Seriously give this a listen pic.twitter.com/ibDE8NgfmV — QE Infinity (@StealthQE4) April 8, 2025 “What will China do? – a show stopper stimulus plan – start selling $760 Billion Treasury Bills – limit supply chain tech equipment to …
President Donald Trump is threatening new 50% tariffs on China unless Beijing lifts its retaliatory duties on U.S. exports by tomorrow. The White House says any suggestion that Trump is considering a 90-day pause in tariffs is “fake news.” U.S. markets opened sharply lower Monday for a third trading session, as Trump’s tariffs paralyze global …
Breaking: Big Wall Street trading desks will be manned in time for tonight’s futures open. They are preparing for more selling, intense selling. But you also hear talk about “value” and how some really good stocks are “over sold.” But bearishness is clearly the overwhelming… — Charles Gasparino (@CGasparino) April 6, 2025 Breaking: Big Wall …
According to Interesting Engineering, the U.S. Department of Energy awarded a grant of $2.3 million to a team of scientists at the University of Kentucky so they can work to develop materials strong enough to survive the inside of a fusion reactor. Considering the inside of a fusion reactor can reach temperatures of 180 million …
Whoa! Weekend Wall Street is ugly. Black Monday on deck? 💀☠️ Looks like the selling isn’t done at the very least pic.twitter.com/jQoNrJkUBV — QE Infinity (@StealthQE4) April 5, 2025 The hedge fund MASS exodus: On Thursday ALONE, hedge funds sold $40 BILLION of stocks in their largest daily selling spree since 2010. Short sales exceeded …
Wall Street wants sympathy because the music stopped. For years, they danced on a floor built from zero rates, fake growth, and free money. Now the lights are on, the floor’s buckling, and they’re blaming tariffs for the collapse. Tariffs didn’t create this mess. They just lit the match. The real structure was already rotting. …
