Independent thinking for complex markets and current events
Lawrence Lepard, Managing Partner of Equity Management Associates, discusses the outlook for Bitcoin, gold, and monetary policy. *This video was recorded on November 7, 2025
Washington Post editorial says Mamdani ‘drops the mask’ after election win, offers ‘seething’ victory speech. The Washington Post editorial board asserted that a “new era of class warfare has begun” in New York City after Mayor-elect Zohran Mamdani won last week’s election — criticizing what it described as his “change in character” since the campaign. In a Saturday editorial titled …
How can trucking collapse 17% and still be called a boom. Freightwaves CEO: Certain portions of the goods economy are collapsing. Year-over-year trucking volumes is down 17%. Industrial sectors, we're down 30% year-over-year, which is Great Financial Crisis levels of concern. pic.twitter.com/0Jooy30xiN — Spencer Hakimian (@SpencerHakimian) November 4, 2025 We are approaching America’s Golden Age …
Something about this feels familiar. Not in the details, but in the tone. The warnings are starting to sound like they did before 2008. Quiet. Technical. Polite. But the words are the same. “Insurers shopping for better ratings on their private credit assets are creating a “looming systemic risk” to global finance, the chair of …
December rate cut odds are ticking lower after Fed member warns of stagflation #MacroEdge pic.twitter.com/QHlkPIADLo — MacroEdge (@MacroEdgeRes) October 31, 2025 Fed’s Logan: WE FIND IT DIFFICULT TO CUT RATES AGAIN IN DECEMBER INFLATION IS TOO HIGH INFLATION TAKING TOO LONG TO RETURN TO THE 2% TARGET We are being primed for no rate cut …
🚨 2026 RECESSION ODDS UP TO 49% pic.twitter.com/sb2XNapYJW — Micah (@micah_erfan) October 28, 2025 So if we layoff everyone to increase margins this year, who will have money left to buy your products next year? https://t.co/1h0rTviPXw pic.twitter.com/2kAtdSgs2B — Boring_Business (@BoringBiz_) October 28, 2025 https://twitter.com/NorthmanTrader/status/1983199726452494695 The labor market is clearly weakening. Recent layoffs: 1. UPS: 48,000 …
Nokia surges nearly +30% after announcing a $1 billion investment from Nvidia byu/RobertBartus inEconomyCharts
🚨BOMBSHELL! Border Czar Tom Homan, the one man who TRIGGERS leftists more than anyone but Trump just revealed how HISTORIC the numbers are. Host: "So far this year, more than TWO MILLION illegal aliens have been deported, nearly 600,000 CAPTURED within the United States and… pic.twitter.com/gUKVi0fyv4 — Gunther Eagleman™ (@GuntherEagleman) October 28, 2025 More than …
The president has frequently spoken about the potentially drastic consequences if the Supreme Court strikes down his sweeping tariffs, a view contested by his opponents. WASHINGTON — President Donald Trump’s strategy to persuade the Supreme Court to uphold his sweeping tariffs is not subtle. To some opponents of his tariffs, Trump’s frequent use of apocalyptic …
“… we know the dollar is dying on purpose. We know digital currencies are being promoted and they are a cage, and once you get into it, you will never get out of it. I am with Catherine Austin Fitts on this. It’s an endgame that will force you into a digital prison. “It’s a …
During my latest interview with President Trump, he made clear to Netanyahu the consequences if he capitulates to extremists in his coalition and moves to annex the West Bank: "Israel would lose ALL of its support from the United States if that happened.”https://t.co/GqId2PWgNw pic.twitter.com/FuJUgEgjr5 — Eric Cortellessa (@EricCortellessa) October 23, 2025 When asked about the …
The bombers didn’t just fly. They sent a message. Two B-1B Lancers, heavy strategic bombers capable of carrying 75,000 pounds of ordnance, moved within range of Venezuelan airspace. This was not surveillance and not routine. It was a deliberate show of reach and precision, complete with midair refueling and fighter escort. The Pentagon called it …
This story just won’t go away. Private credit=subprime MBS 💀 https://t.co/LlOq0NvN1u — QE Infinity (@StealthQE4) October 22, 2025 Andrew Bailey has said the crisis in the $3tn shadow banking industry has echoes of 2008, in comments that will fuel concerns about a looming crash. The Governor of the Bank of England said private credit lenders …
Thank goodness we have vigilant, hyper-competent stewards of our financial system such as Sens. Maxine Waters and Elizabeth Warren to ensure no systemic risks are allowed to threaten the solvency of our banks. What’s going on in the Corporate Junk Bond Levered Funds? 👀 @DowdEdward pic.twitter.com/9XLSpJ5kf4 — Will O'Hara, CMT (@WillOHara131) October 20, 2025 “Bank …
SHUTDOWN MIGHT END THIS WEEK… OR GET WORSE Top Trump economic advisor Kevin Hassett says the shutdown might “end sometime this week.” But if Democrats don’t budge, the White House could ramp things up with “stronger measures” to force a deal. He claims Dems are dodging a vote until after the weekend’s anti-Trump “No Kings” …
TRUMP: IF CHINA DON’T DO BUSINESS WITH US, THEY’RE IN BIG TROUBLE “And if they don’t do business with us, I think China is in big trouble. I’ll be honest with you. I think China is… I don’t know that they even make it. I believe that they’re in big trouble. But we have to …
Poland has reached its capacity when it comes to accepting Ukrainian refugees and must instead concentrate on integrating those already living in the country, Marcin Przydacz, head of Poland’s Presidential Office of International Affairs, has said. “Poland cannot constantly accept Ukrainian refugees because Warsaw should focus on the integration and adaptation of people already staying …
American farms are already under pressure. Labor shortages threaten production and prices nationwide. Beth Ford, CEO of Land O’Lakes, warned of a black swan event if farms cannot find enough workers: “These are folks who oftentimes try to get American labor [but] are struggling to do so. They absolutely need labor, and if they don’t …
Sam Altman warns AI could outsmart banks and steal your money OpenAI CEO Sam Altman is warning banks and financial institutions about AI-driven fraud. He highlights how voice clones and deepfakes are already bypassing current security systems, posing a serious threat to people’s money. AI is becoming smarter and is helping humans in all possible …
by Michael Are the financial markets about to be greatly shaken? The housing market is imploding, corporate bankruptcies are surging, there are all sorts of warning signs in the employment market, and much of the population is feeling our seemingly endless cost of living crisis very keenly. But so far the stock market has seemed immune to the …
CANDACE OWENS ACTIVATES DEAD MAN’S SWITCH Owens says sealed package with texts, emails, videos and legal documents sent to trusted contacts: “Every political figure involved will be publicly named if I suddenly die.” 🚨🇺🇸CANDACE OWENS ACTIVATES DEAD MAN'S SWITCH Owens says sealed package with texts, emails, videos and legal documents sent to trusted contacts: "Every …
BREAKING NEWS THE INTERNATIONAL MONETARY FUND IS WARNING BANKS AND SUPERVISORS OF LIQUIDITY RISKS IN $9.6 TRILLION FX MARKET Nothing to see here… — Gold Telegraph ⚡ (@GoldTelegraph_) October 7, 2025 LONDON (Reuters) -Financial institutions that dominate the $9.6 trillion currency market should hold the necessary liquidity and capital buffers and run enhanced stress tests …
Mike Johnson: “It’s true that in previous shutdowns, many or most furloughed employees have been paid for the time they were furloughed, but there is new legal analysis — I don’t know the details, I just saw a headline this morning — but there are some legal analysts who are saying that might not be …
Tariffs on foreign buyers made their crops less competitive around the world (and drove down prices) . . .tariffs on fertilizer, steel, aluminum, and lumber sent the cost of doing business through the roof. Ohio family farmers describe life under Trump https://t.co/X2FsHHI7Oo — Rand Paul (@RandPaul) October 3, 2025 Soybean farmer: We are in a …
GOLDMAN SACHS CEO DAVID SOLOMON WARNS STOCK MARKET DRAWDOWN SIMILAR TO DOT-COM BUBBLE COMING WITHIN 12–24 MONTHS — The Rock Trading Group (@The_RockTrading) October 4, 2025 Every single one of them should be fired. 39% of fund managers have a 0% allocation to gold, per Bank of America, $BAC. — unusual_whales (@unusual_whales) October 4, 2025 …
Robinhood $HOOD CEO Vlad Tenev at Token2049: “Tokenization is a freight train and it’ll eat the entire financial system. It really starts to get interesting when all of those assets, public and private, get on crypto technology.” 'The push to make it easier to trade real-world… pic.twitter.com/UACBNgGSiy — Wall St Engine (@wallstengine) October 2, 2025 …
President Donald Trump has seized on the government shutdown as an opportunity to reshape the federal workforce and punish detractors, by threatening mass firings of workers and suggesting “irreversible” cuts to programs important to Democrats. Rather than simply furlough employees, as is usually done during any lapse of funds, White House press secretary Karoline Leavitt …
Radicalization is happening right now. One post, one comment, or one viral outrage can set off the next shooting, and our society has no way to stop it before someone dies. "The alleged gunman, a former health policy analyst for the California Indian Health Board, posted on X the day before the shooting, seemingly wishing …
Fed Governor Stephen Miran: “If you close that border and you have negative net migration — and there’s been reports thus far that 1.5 million migrants have left the US just in the first half of the year — that’s gonna have a very disinflationary effect. And so I’m expecting quite a lot of disinflation.” …
The hit comes after Porsche said it would significantly tweak its product strategy to reflect a slower-than-expected EV market. https://t.co/QxICRcqTSM pic.twitter.com/w2ShsBp19m — AutoNews Europe (@AutoNewsEurope) September 19, 2025 https://www.msn.com/en-us/money/companies/porsche-warns-on-profit-as-ev-market-woes-prompt-lineup-review/ar-AA1MUNfE “We have seen a clear drop in demand for exclusive battery electric cars, and we are taking that into account,” Porsche Chief Executive Officer Oliver Blume …