Independent thinking for complex markets and current events
The AI race has reached a strange point. Big Tech is no longer just investing in AI. It is throwing everything at it. Amazon, Microsoft, Google, and Meta are expected to spend around $700 billion to $725 billion on AI infrastructure in 2026. Data centers. GPUs. Chips. Power. Everything needed to build the next generation …
The Conference Board’s latest index dropped to 93.1 in May, a clear sign that shoppers are feeling the pinch. Consumers cited soaring prices at the gas pump and grocery checkout as the primary drivers of their sour mood. Mentions of war and geopolitics in the survey hit new highs, signaling deep anxiety over the Middle …
The world is about to pay for the Iran war in real dollars at the pump and on Wall Street. Ready for another red week or weeks?👇 pic.twitter.com/r4pZbw322T — Johnny (@NorthstarJohnny) March 7, 2026 The Kobeissi Letter @KobeissiLetter US futures open in less than 24 hours: Yet, we have not seen any indication of de-escalation …
It’s a rehash of James Carville’s “It’s the economy, stupid!” directive to Democrats back in 1992. Shut up about everything else until we win the election! And it was based on a lie. Gavin Newsom Says Democrats Need to be More ‘Culturally Normal’ to Win. During a recent appearance on CNN, California Governor Gavin Newsom …
pic.twitter.com/U5ofh5qn9f — Libertarian Party NH 🦔 (@LPNH) December 21, 2025 https://twitter.com/369Love_/status/2002622900827009218 California took $24B from taxpayers to address their homelessness crisis. I wonder where that money went… pic.twitter.com/kgIUkqG3D1 — ZNO 🇺🇸 (@therealZNO) December 20, 2025
by Michael I suppose that we should not be surprised, because they told us exactly what they intended to do. For weeks, food stamp recipients have been posting videos on social media telling us what will happen if their food stamp benefits are cut off. We have been warned that they will go to their local …
She’s either trying to say “Oh well I tried but Rogan refused” or trying to set her own terms so it can be edited. What you want to give him the questions too? This is actually pathetic from Kamala. I knew she was trash but bruh? Trump literally did 2 events. And the Joe Rogan …
Whatever is coming… It involves Bank of NY Mellon pic.twitter.com/j0bwTTwCnb — M.B. (@741trey) July 17, 2024 2/ BNY Mellon Capital Markets is a broker-dealer registered with the SEC and FINRA, and is a wholly owned subsidiary of another wholly owned subsidiary of the Bank of BNY Mellon, a/k/a "BNY Mellon".June 30, 2023 BNY Mellon Capital …
JUST IN — @DonaldJTrumpJr shared an ominous post to his Instagram: A photo of a man with broken glasses paired with the text, "WHATEVER HAPPENS NEXT DO NOT COMPLY". pic.twitter.com/lE2i62H5O8 — Toria Brooke ☘️ (@realtoriabrooke) May 8, 2024 https://www.instagram.com/p/C6sFHUhOlXZ/?hl=en
"Right from the get-go, the report warns that whatever Canada’s current situation, it 'will deteriorate further in the next 5 years" My friend once predicted that people will start getting robbed in the parking lots of grocery stores… I think about that prediction a lot…😬 pic.twitter.com/7EugH9snzb — Kat Kanada (@KatKanada_TM) March 20, 2024 A secret …
by Chris Black 🗳️ Election integrity is a #DSA enforcement priority 2024 is key for democracies in 🇪🇺 and worldwide My message today in Strasbourg, at the EU Parliament : we are fully using our DSA tools to ensure platforms conply. We will not tolerate any manipulation of our elections. pic.twitter.com/O0RYoLvLqu — Thierry Breton (@ThierryBreton) …
I pay $15 dollar for a burger at a fast food restaurant.. oh wait you don’t eat there.. so you don’t know. h/t IRunFast24
by Michael Why are so many children all over the world suddenly developing pneumonia? For the moment, health authorities are telling us that there is no reason to be alarmed. They are telling us that all of these cases of pneumonia are being caused by the flu, RSV and other common respiratory diseases. Hopefully that …
Trudeau: "Canada will continue to support Ukraine with whatever it takes for as long as it takes." pic.twitter.com/uS3xCarPCA — The Post Millennial (@TPostMillennial) September 10, 2023 A true man of peace… oh wait.
MEMORY-HOLED: The great cancellation: why megabucks TV shows are vanishing without a trace. Two years ago, Nautilus was big news. A vast, expensive Disney+ prequel to Jules Verne’s 20,000 Leagues Under the Sea, Nautilus promised to tell the early story of Captain Nemo as he embarked on an epic submarine adventure, seeking revenge on his former …
https://twitter.com/JamesMelville/status/1688886062523801603 https://twitter.com/BernieSpofforth/status/1688807682658951168