Independent thinking for complex markets and current events
Pickleball paddle producer Devi Wei has a message for U.S. shoppers. “Americans will have to pay more,” the Chinese businessman told CNBC at a Beijing trade show last week at the China International Exhibition Center. Because of the recent swings in oil prices resulting from the Iran war and closure of the Strait of Hormuz, …
Independent petrol stations begin to close instead of charging customers £2 a litre as supermarkets warn supply is 'tight' amidst Iran war https://t.co/N9grFUtPJq — Daily Mail (@DailyMail) March 28, 2026 Small petrol stations are being forced to close their pumps rather than charge £2 per litre as supermarkets warn of ‘tight’ supplies amid the war …
Trump’s military advisors said to him, it’s wartime sir so it’s good to lie all the time to confuse the enemy. And Trump said, I can do that. Remember last Monday: Trump said he was going to get the rest of the world to patrol the Strait of the Hormuz and Iran said that’s great …
Something is breaking, and it is not isolated. It is spreading, layer by layer, system by system, market by market, and now governments are quietly telling people to change how they live. Start with the center of it all, the energy system. Iran just launched drone strikes on Kuwait’s largest refinery while Israel hit the …
Brits must brace for energy RATIONING as Middle East chaos causes shortages, ex-No10 expert warns https://t.co/wcNsfx6Ee3 — Daily Mail (@DailyMail) March 16, 2026 Brits were today warned they must brace for energy rationing as the Middle East crisis continues. Former No10 energy expert Nick Butler said the effective closure of the Strait of Hormuz by …
Markets are teetering on the edge and the tension is growing by the hour. Michael Hartnett warns that if the S&P 500 falls to roughly 6,600, policymakers may feel forced to act. At the same time, Jerome Powell is expected to signal that stagflation risks are rising, meaning slower growth coinciding with higher inflation. This …
US shale drillers cannot increase production quickly enough to solve an oil supply crisis caused by Donald Trump’s war in Iran, industry bosses have warned, saying a big rise in output would take months to materialise. Scott Sheffield, a veteran shale boss, said producers would resist costly new drilling programmes until they were certain oil …
Macro vulnerability increasing ahead of automation wave. The consumer most exposed to AI displacement already has no financial runway. Before a single layoff announcement, 401k hardship withdrawals are 365% above baseline. Emergency savings at a 15-year low. Credit card delinquency in the 40-59 cohort at 12.7%. The shock absorber… — Craig Shapiro (@ces921) February 22, …
🚨TRUMP RAISES GLOBAL TARIFF TO 15% Donald Trump announced he will immediately increase the global tariff rate from 10% to 15%, following what he called a flawed and “anti-American” United States Supreme Court decision. He said the move targets countries he accuses of… pic.twitter.com/woHVkzzRMH — *Walter Bloomberg (@DeItaone) February 21, 2026 German chancellor, Friedrich Merz, …
Not what you want to see if you're a bull$SPY l $QQQ pic.twitter.com/7bsAVheUq0 — Tradable Astronaut (@TradableAstro) February 17, 2026 Wow. pic.twitter.com/Bw2KyivVlE — Markets & Mayhem (@Mayhem4Markets) February 18, 2026 🚨 THE WORLD HAS NEVER BEEN THIS UNCERTAIN!!! Global uncertainty just reached the HIGHEST level in history. The World Uncertainty Index (WUI) has now surpassed …
AI productivity bubble: Early adopters are already burning out. “There will be a wake up call and a reckoning for entire sectors who are adopting AI.” Natasha Bernal. pic.twitter.com/raHUrKMIgp — Ewan Morrison (@MrEwanMorrison) February 17, 2026 The market is EXTREMELY confused right now. Software like $ADBE and $CRM are getting nuked because of AI risk. …
https://www.ig.com/en/indices/markets-indices/weekend-us-tech-100-e1 A gap up early next week is good to enter puts imo $SPY. Have a good weekend pic.twitter.com/TchUKASg6U — JLoc (@JohnLoc18) February 6, 2026 We are suppose to get another government shutdown next week 😂 pic.twitter.com/bs3dIsd2RC — TT3 (@TradingThomas3) February 7, 2026 S&P PEG is 1.47x, for you retards unfamiliar with EPS growth pic.twitter.com/BcBUW1lYt7 …
Rubio to warn Venezuela’s acting president she’ll meet same fate as Maduro if she doesn’t comply with US https://t.co/DJKC8yrFF0 — ToI ALERTS (@TOIAlerts) January 28, 2026 palace in Caracas, Venezuela, March 10, 2025. (AP Photo/Ariana Cubillos) Secretary of State Marco Rubio is expected to warn today that oil-rich Venezuela’s leader will suffer the fate of …
The chair of the National Transportation Safety Board on Tuesday expressed concerns over the dangerous possibility of the next deadly mid-air collision happening at Hollywood Burbank Airport. The NTSB chair says its commercial airlines that are sounding the alarm, and says the FAA should take the warnings from airlines seriously. “I keep hearing about other …
The tweet of 2026 so far. https://t.co/BfIxOpGfXL — SpaceWeatherNews (@SunWeatherMan) January 21, 2026 Forecasters warn of a ‘potentially catastrophic’ storm from Texas to the Carolinas ATLANTA (AP) — With many Americans still recovering from multiple blasts of snow and unrelenting freezing temperatures in the nation’s northern tier, a new storm is set to emerge this …
🚨🇮🇱🇺🇸ISRAEL AND ARAB STATES TOLD TRUMP TO WAIT ON IRAN STRIKES Not because they oppose regime change, but because they think it's not weak enough yet. Israeli officials reportedly want the U.S. to help protesters destabilize it first through cyber attacks, sanctions, and… pic.twitter.com/8RpCBxNJpL — Mario Nawfal (@MarioNawfal) January 14, 2026 Israeli and Arab officials …
Don’t celebrate yet, this boom is built on volatile imports and exports, not sustainable growth. Is the US economy booming? The most recent Atlanta Fed estimate for real US GDP quarterly growth in Q4 2025 is now +5.1%. This is up from the 2.7% forecast seen just last week and far above the 0.9% consensus …
The ‘super flu’ is exploding across the US, with some states seeing more cases than ever before. The latest CDC data for the week ending December 20 shows positive flu tests are up 53 percent compared to the week prior. Positive tests are up nearly 75 percent from this time last year. During the week …
If scrolling is addictive, why is the government policing every swipe? New York To Demand Warning Labels On Social Media Platforms New York is requiring warning labels on social media platforms about addictive features in a bid to address a youth mental health crisis. Gov. Kathy Hochul signed the bill into law on Dec. 26, …
Tucker Carlson had some concerns. So he called President Donald Trump. The right-wing podcaster and provocateur wanted to understand why the U.S. was attacking alleged drug smuggling boats off the coast of Venezuela, and he warned against pursuing regime change there — a prospect that has alarmed the more isolationist “America First” Republicans in Trump’s …
When the Fed cuts rates while $SPY is trading near all-time highs (within 1%), the market usually falls sharply 2–3 months later. That aligns closely with our model’s prediction of a serious correction beginning in February 2026. Every time rate cuts begin near market peaks, the aftermath has been very bad. Historically, the pattern is …
HSBC has said that OpenAI is going to have nearly a half trillion in operating losses until 2030, per FT: pic.twitter.com/KQrsGIqFnK — unusual_whales (@unusual_whales) December 4, 2025 “OpenAI may continue to attract significant funding and could ultimately develop products that…revolutionize the world. But at present, no start-up in history has operated with expected losses on …
For the record, U.S. stocks peaked in October 2007 and the economy entered recession in December 2007. As of now, the S&P 500 peaked in October. ADP private payroll job creation year to date is at the same level it was at when the GFC recession started. Is the AI super bubble killing jobs? It’s …
BREAKING 🚨 US OFFICE OF FINANCIAL RESEARCH SHOCKED TO LEARN OFF-EXCHANGE REPO MARKETS (DARKPOOL REPO LOANS) EXCEEDS $5 TRILLION 😱 That’s over 100% MORE than expected… The report states this could cascade into domino bankruptcies and systemic crisis. Lehman Bros on mega steroids💥 Repo = basically short-term loans backed by bonds that can amplify systemic …
Judge Praises Trump Over SNAP Funding, Sets Monday Deadline For Payments https://t.co/7dKVYaFiWB — zerohedge (@zerohedge) November 3, 2025 A Rhode Island federal judge praised President Donald Trump’s “quick and definitive response” to a Friday order for facilitating the timely funding of Supplemental Nutrition Assistance Program (SNAP) payments “The court greatly appreciates the president’s quick and …
This week could become a storm of unprecedented volatility, with over 30% of $QQQ components reporting earnings while investors wrestle with record-high margin leverage and frenzied options activity. AI-driven layoffs threaten to ripple across industries in ways rarely seen before, potentially crippling discretionary demand in tech-adjacent sectors like cloud infrastructure, software subscriptions, and digital media. …
The entire economy runs on credit, and when it seizes up, this whole economy goes caput. Banks warning about private credit quality while funding its growth: Wells Fargo: $60B lent to private creditBofA: $33BPNC: $30BJPM: $22BTotal: Nearly $300B Can’t raise alarms about cockroaches when you’re the one feeding them pic.twitter.com/avZSHXZkR4 — junkbondinvestor (@junkbondinvest) October 22, …
Independent view:You are correct in what you are saying but did the insurance companies not sell Obama on the ACA in the first place? Seemed like that was a sweetheart deal to insurance companies while the people lost good coverage.I don’t see the insurance companies going… — RKbarbourjr (@RKbarbourjr) October 6, 2025 Mark Kelly: "In …
The government shutdown is not some background squabble in Washington. It is already bleeding into the country’s infrastructure in ways that feel small today but can rupture into something catastrophic tomorrow. Two Delta jets just clipped each other at LaGuardia, ripping a wing off one aircraft while both were still taxiing. That accident didn’t happen …
All three children of New Zealand fugitive Tom Phillips have now been rescued after their father was killed during a shootout with cops. New Zealand Police Acting Deputy Commissioner Jill Rogers revealed Maverick, 10, and Ember, 9, were found safe and well at a campsite at 4.30pm on Monday. The discovery came about thanks to …