Independent thinking for complex markets and current events
Something feels different this time. It’s not just one hedge fund calling a top. Multiple warning signs are showing up at once. Goldman Sachs is rotating money out of crowded AI and mega-cap tech trades and into software, energy, and pharmaceutical stocks. Goldman Sachs is selling AI and tech stocks. And they are diversifying into …
by Michael How much shaking is it going to take before most of the population starts paying attention? The ground underneath our feet just keeps shaking. Nobody can deny this. As you will see below, there has been a long list of large earthquakes that have hit our planet over the past week, and this …
Red flag warnings posted in eight states. Covers Pacific Northwest to Desert Southwest. Gusty dry air make conditions like blowtorch. High risk for new fires to start and spread fast. People must be very careful with any sparks. This part of bigger fire season risk in west. Officials warn public to stay alert.
This is one of the most reliable sell signals in history. Just look at TIME’s latest issue. I’ve been doing this since 1981, and when I see a cover like that, I don’t get excited. Because history has a brutal sense of humor about moments exactly like this one: In 1979, BusinessWeek ran the most …
Millions of people across parts of California, Oregon, and Washington are under urgent heat alerts as the National Weather Service (NWS) warns of “lethal temperatures” and elevated overnight heat that could pose serious health risks. Where the Heat Warnings Are in Place An Extreme Heat Warning is in effect from mid-Sunday morning to Tuesday evening …
Bond guys positioning for recession while retail chases the narrative PIMCO admits credit loss cycle already rolling Lower quality borrowers leveraged junk private credit about to explode AI disruption smashing overindebted businesses Markets sitting there complacent like subprime never happened Schiff on Fox live screaming this beats 2008 picnic Guy who called the last crash …
Hammack drops the bomb that rates need to stay put but hike risk just jumped Zandi ties the whole mess to Iran dragging on with oil shock hitting hard People scream the fed tool breaks against geopolitics and congress spending Berkshire style cash hoarding screams smart money sees the trap coming Regular families watch inflation …
Then how do you explain people calling it a housing bubble in 2006 and people calling it a tech bubble in 2000. Just because everyone is standing on the beach filming the tide go out doesn't mean there isn't a tsunami coming. Humans love to ignore reality. — Financelot (@FinanceLancelot) May 5, 2026 ⚠️The AI …
TAMPA, Fla. – U.S. forces operating in the Arabian Sea enforced naval blockade measures against an Iranian-flagged cargo vessel attempting to sail toward an Iranian port, April 19. Guided-missile destroyer USS Spruance (DDG 111) intercepted M/V Touska as it transited the north Arabian Sea at 17 knots enroute to Bandar Abbas, Iran. American forces issued …
By Brandon Smith It’s the magic number, the line that’s not supposed to be crossed; when a nation’s public debt finally exceeds its GDP. Historically speaking, it’s not a sign of doom like many economists suggest. Numerous countries have sustained for decades with a ratio of well over 100% and many other factors have to …
Iran may be activating sleeper cells outside of the country, according to an alert that was intercepted by the US. The encrypted communications, believed to have come from inside Iran, was sent as an ‘operational trigger’ for ‘sleeper assets,’ according to ABC News. Sleeper cells are agents or terrorists planted in countries who blend in …
Four people were killed Friday in southern Michigan as powerful storms that produced at least one tornado reduced homes to rubble, sent parts of roofs flying into the air and left a trail of debris hanging from power lines.https://t.co/EB3yrk3eX0 — Chicago Tribune (@chicagotribune) March 7, 2026 At least eight people have been killed after a …
Trump says it’s ‘too late’ for talks with Iran as Israel strikes Tehran.
The same human being who screamed we need to transition out of fossil fuels now calls @elonmusk, the fastest innovator of electric cars and solar energy IN THE COUNTRY… an oligarch. The irony of this cannot be overstated. Bernie is lying fraud. — Matt Van Swol (@mattvanswol) February 22, 2026 He’s done so much pic.twitter.com/vcIDZFTvsN …
Republicans are sounding the alarm over a series of crushing losses in recent elections. “While it is tempting for many in our party to wish away these results, the pattern is clear that there is at least a current 10-point Democratic over-performance from Trump 2024 — and it’s built on a fired-up Democratic base and …
A powerful storm is turning roads into rivers while triggering torrential mudslides as apocalyptic scenes sweep southern California on Christmas Eve. The holiday period is forecast to be a washout for the Golden State this year, with meteorologists warning that up to eight inches of rain is expected to hit several areas including Los Angeles …
‘This is it, the day we all dreaded, a milestone in Britain’s descent into collectivism of the most repugnant kind. We have just witnessed a monstrous Budget delivered by the worst Chancellor in living memory, an obscene mix of untruths and delusion, a farrago of bile, envy and nastiness that will vandalise our economy and …
US mass layoff warnings are rising at a concerning pace: 39,006 Americans were given advance layoff notice in October, the 2nd-highest since the 2020 pandemic. These notices are issued under the Worker Adjustment and Retraining Notification (WARN) Act, which obligates covered employers to provide at least 60 days of notice before a mass layoff or …
This week, we ask: Who’s right about gold? While analysts shout gold is “overbought,” central banks are gearing up to buy millions more ounces (even near record high prices). Maybe there’s something we can learn from both perspectives? By Peter Reagan Your News to Know rounds up the most important stories about precious metals and …
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 …
Governments are doing more than just changing travel rules. They are changing how they see people. The EU now requires Americans to give fingerprints, and there are more travel warnings about the US. This is not random. Trust between countries is breaking down, and borders are starting to feel like checkpoints to control people, not …
“We’ve reviewed our travel advice for the United Kingdom and continue to advise exercise a high degree of caution due to the threat of terrorism.” https://www.smartraveller.gov.au/destinations/europe/united-kingdom “In early July there has been a 44% rise in street crime across the UK, record levels of shop theft and a million incidents of anti-social behaviour.” https://www.lbc.co.uk/crime/crime-bad-britain-foreign-governments-warning-citizens/ “In …
Support for Israel has fallen below 50 percent in the United States. When casualties surpass 60,000, public opinion tends to shift. The stark numbers reflect a growing unease that goes beyond simple allegiance https://www.aljazeera.com/news/2025/7/29/death-toll-in-israels-war-on-gaza-surpasses-60000. Gaza faces a deepening famine crisis with over 20 percent of the population severely short on food.Starvation works quietly, cutting through …
Charge him for TREASON! — Gunther Eagleman™ (@GuntherEagleman) July 14, 2025
We’ve had like 5 TV appearances today from cabinet members on “countries ripping us off”. There’s a non zero chance we do Liberation Day all over again next week when the 90 day pause expires. Trump is humiliated that nobody came forth to negotiate with him and he might just go full moron yet again. …
Echoes of 2008 stir on Wall Street… Just as in 2000 & 2007, when weekly unemployment claims start nearing 300K you can kiss the bull market goodbye. Mark it down. 💯 Chart from @profplum99. pic.twitter.com/bJffcNyvN5 — John (@market_sleuth) June 19, 2025 CRASH WARNING🛑 Dow Jones 2008 vs 2025 Likely or Unlikely? Study carefully; carefully study. …
1. The corporate downgrades and defaults are slowly rising. To put the current corporate environment in perspective, we reviewed the United States corporate default since 2020. – Moody’s estimates that credit conditions in 2025 will be challenging enough that the realized… pic.twitter.com/opYe22beKh — Unicus (@UnicusResearch) May 16, 2025 2 (a) – Distressed defaults are detrimental …
Several large gold ETF funds in CN have stopped subscribing, and many banks have issued risk warnings. Ordinary investors believe that in their eyes, a rise is a risk, and now they are warning of the risk, which means that gold will continue to rise sharply. pic.twitter.com/3tQTj50jzC — Bai, Xiaojun (@oriental_ghost) April 18, 2025
