Independent thinking for complex markets and current events
Amazon, $AMZN, AWS CEO says replacing young employees with AI is "one of the dumbest ideas," and bad for business: "At some point, the whole thing explodes on itself." — unusual_whales (@unusual_whales) December 30, 2025 Microsoft released a study showing the 40 jobs most at risk by AI: byu/TonyLiberty inFluentInFinance
China is building hundreds of missile silos so the US can’t tell which ones actually have nukes. That’s the whole point. It forces America to assume the worst every time. China is readying intercontinental missiles The US Department of War identified fields of missile silos in three remote areas in northern and western China: Hami …
This man claimed questioning him was questioning science. He cannot cope with being wrong. https://t.co/GBACpe5Nbw — Dr Clare Craig (@ClareCraigPath) December 22, 2025 I will never forget when Fauci called opposition to vaccine mandates “ideological bullsh*t.” pic.twitter.com/NMDvrC7rbg — The Vigilant Fox 🦊 (@VigilantFox) December 22, 2025 Dr. Fauci warns the “normalization of untruths and conspiracy …
“We’re standing at the edge of a market reckoning that will leave 2007-2008 looking like a footnote. The longest bull market in history doesn’t end quietly. Consider this your final warning. Heading into 2026 the underlying stress in financial markets is clearer than most headlines suggest. Regional banks still carry significant commercial real estate exposure …
He’s saying what everyone already knows but nobody in power wants to admit. Half releases just make it smell worse. If there’s nothing there, dump it all and let it burn out. When they stall, people assume the rot goes deeper than advertised. Rand Paul on Epstein files: "I think it all should be released. …
This is how trouble sneaks in, quietly and all at once. When every major bond market starts pushing yields higher together, it means money is getting expensive everywhere, not just somewhere. Stocks can ignore that for a while, but balance sheets cannot. By the time equities notice, the damage is already baked in. A HUGE …
Link:https://t.co/ZAfZRjceAX — QE Infinity (@StealthQE4) December 17, 2025
The View From Inside the AI Bubble Secret parties, lavish buffets, and talks of annihilation at one of the largest AI-research conferences In a small room in San Diego last week, a man in a black leather jacket explained to me how to save the world from destruction by AI. Max Tegmark, a notable figure …
Michael Burry warns the U.S. might be headed towards full nationalization of the Bond Market 🤯👀😱 pic.twitter.com/Enwbs6ZFnS — Barchart (@Barchart) December 12, 2025 10Y 4.2 Powell is fuming — Don Johnson (@DonMiami3) December 12, 2025 10 year yield right back up to 3 month highs despite the Fed announcing t-bill QE. The bond market is …
From the recent earnings of Oracle and Broadcom, two things have become unmistakably clear. For Oracle, debt has surged nearly 50%, while operating cash flow is declining—a troubling combination that markets quickly punished. The stock fell roughly 11% after the earnings release. For Broadcom, the issue is different: Google’s TPU chips are now creating real …
You can tell something is changing when the language stops sounding like diplomacy and starts sounding like a warning shot. Moscow is not whispering. They are pointing straight at Britain and talking about things our generation has never lived through. And the people inside NATO can feel it because their tone has shifted into something …
When asked if we’re in an AI bubble, Ray Dalio replied: “Indicators show that we’re about 80% in the last two times” – referring to 1929 and 2000. Dalio uses a bubble indicator tracking data back to 1900. It measures several factors: – How much leverage exists – Who’s using that leverage – The ratio …
Anthropic's CEO Dario Amodei: "AI will wipe out half of all white collar jobs and spike unemployment to 10-20% in the next 1-5 years." He's known for being honest (that's why he left OpenAI). He DGAF and doesn't sugar coat it like @Sama. He knows AI is net negative for growth. pic.twitter.com/AzssdSRwyQ — Zoomer 🧢 …
https://www.youtube.com/watch?v=-F1d71kEbes The American people have just taken their first full breath after surviving an attempt to smother the Republic through a Marxist-inspired cultural campaign carried out largely through the administrative state, media, academia, and politicized elements of the national security bureaucracy. Most citizens did not fully perceive it while it was happening. Many in the …
Trump already cut off all US support months ago. Europe is BUYING it all now. — Jay in Kyiv (@JayinKyiv) December 7, 2025 Donald Trump Jr. suggests the US may walk away from Ukraine peace talks Donald Trump Jr. suggested that President Donald Trump “may” walk away from Ukraine peace efforts over repeated allegations of …
California officials are warning foragers after an outbreak of poisoning linked to wild mushrooms that has killed one adult and caused severe liver damage in several patients, including children. The state poison control system has identified 21 cases of amatoxin poisoning, likely caused by death cap mushrooms, the health department said Friday. The toxic wild …
$SPY $SPX a close above 685-6870 is bullish, between 683-685 6870-6850 is neutral, and below 683-6850 is bearish. I’ll be all cash into the weekend. I only took a put scalp in the morning at the spx highs down to 6863 and that was it. I think next week will be bloody red… pic.twitter.com/cJuk4HgZtJ — …
“This was not a short squeeze rally… This was real, honest-to-goodness, new money buyers coming in,” says veteran trader Bert Dohmen. As silver surges nearly 90% for its best year since 1980, the legendary analyst who called the 1987 crash, the dot-com bust, and the 2008 meltdown is sounding his loudest alarm in 49 years. …
WHITE FERTILITY COLLAPSED – THE REST OF THE PLANET DIDN’T The generation now starting school is the first in recorded history that will grow up on a planet where people of European descent are a shrinking global minority. Native fertility across the entire Western world has collapsed below replacement and shows no sign of recovery. …
NASA has issued an alert as a powerful solar flare threatens to disrupt electrical power grids on Earth. The US space agency announced yesterday that the intense bursts of energy are classified as X-class, the most severe category, following eruptions from the Sun on November 30. Images of the event were captured by NASA’s Solar …
Arvind Krishna, CEO of IBM, has argued that the recent surge in spending by Big Tech on AI-data centers is economically unrealistic. On the “Decoder” podcast he estimated that building and fully outfitting a one-gigawatt AI data center costs about $80 billion. Given that industry announcements suggest firms are planning up to 100 gigawatts of …
Jim Zelter’s warning hit hard because he was not talking about a normal slowdown. He was describing the kind of break that wipes out entire business models and leaves companies with no way back. He spoke calmly, but the message underneath was anything but calm. “I think you’re going to get more secular distress than …
Trump administration is ‘selling out’ admiral to shield Hegseth over boat strikes, officials say White House names Adm Frank M Bradley as officer who ‘directed the engagement’, distancing Hegseth from accountability The Pentagon on Tuesday scapegoated a navy admiral for the extrajudicial double-tap strike that killed survivors of a 2 September attack on an alleged …
Vladimir Putin warns that Russia is ready to go to war with all of Europe ! pic.twitter.com/1es4t88JhN — 🇺🇸BellaLovesUSA🍊🇺🇸 (@Bellamari8mazz) December 2, 2025 https://www.youtube.com/watch?v=KMJ4zDrFW3A Trump envoy Steve Witkoff and his son-in-law and unofficial diplomat Jared Kushner have been at the Kremlin on Tuesday for high-level talks with President Vladimir Putin. The Americans are presenting Trump’s …
Spitznagel told Reuters (1) in an interview that he expects “an 80% crash” but also noted that he believes it will only happen “after a massive, euphoric, historic blow off rally.” While the stock market might be headed for an unstable future, he believes that a 20% gain for the S&P 500 index is possible …
Japan's government says it may "intervene" before the Japanese Yen to US Dollar ratio reaches 160. Over the last 2 months, the Yen has gone from 145 to 157 as a $110B+ stimulus package is coming byu/RobertBartus inEconomyCharts I agree, but does it really solve anything for Japan? With all the helicopter money, a demographic …
The company has 114 million active consumers, with 27 million new active users in the prior three months. However, while Klarna is attracting more customers, the company’s average revenue per user fell about 10%. Klarna’s actual loan losses improved slightly year over year, underscoring that consumers are still paying on time. Sales of Klarna’s new …
Fox guest on how to save money during the holidays: “Remember, adults don’t need gifts. Focus on the people in your life who are aged 3 to 18. Grandma doesn’t need slippers. If they don’t live by you, don’t get them a gift.” Fox 2024: "They're waging war on Christmas!" Fox 2025: "Fuck Christmas!" — …
Every company would be affected if the AI bubble were to burst, the head of Google’s parent firm Alphabet has told the BBC. Speaking exclusively to BBC News, Sundar Pichai said while the growth of artificial intelligence (AI) investment had been an “extraordinary moment”, there was some “irrationality” in the current AI boom. In comments …
UK Innovation Is Bleeding To Death: The House of Lords Science & Tech Committee just dropped a brutal 2025 report: “We’re world-class at inventing… and world-class at losing it.” – DeepMind? London-born. Google’s now. – Arm? Cambridge chip genius. SoftBank owned. – Graphcore? Bristol AI unicorn. Folded into SoftBank – 500+ UK jobs gone. – …