Independent thinking for complex markets and current events
via Ashes of Pompeii The Strategic Folly of a (Serious) US Ground Invasion of Iran It simply can’t be done. Tucker Carlson recently spoke of a potential false flag operation designed to manufacture consent for a US ground invasion of Iran. Tucker is no longer an “insider” in Washington but he still likely has his …
The fuse is already lit. Ukraine is hitting deep into Russian energy targets with U.S. help. Tomahawk missiles are on the table. The Kremlin is not warning. It is threatening. This is not brinkmanship. It is the start of a wider war. The public only sees pieces. The West is not creeping toward conflict. It …
Tricolor Auto Holdings just blew up, and the fallout is spreading fast. What was once a quiet giant in subprime car lending has collapsed into Chapter 7 bankruptcy. Cars are gone, loans are unpaid, and billions in debt are floating in the system with nowhere to land. But the real danger isn’t the bankruptcy itself, …
Heavy spending on cloud and artificial intelligence pushes Amazon’s free cash flow lower even as profits surge leaving investors questioning buyback potential. Amazon used too much cash in capital expenditure to build AI and cloud computing. — roger the investor (@roger1006g) August 30, 2025
🇺🇸 Richmond Fed Manufacturing Index 6-month outlook for new orders -26. An all-time record low! Chart: @zerohedge pic.twitter.com/wmKOQNUzGZ — Alex Joosten (@joosteninvestor) April 23, 2025 Goldman Sachs, $GS, says to brace for a bigger stock drawdown, wider credit spreads and recession — unusual_whales (@unusual_whales) April 23, 2025 JPMORGAN: MIGRATION CONCERNS HURTING U.S. TOURISM This is …
Twitch, the livestreaming platform owned by Amazon, said on Wednesday that it was laying off hundreds of workers, the latest in a number of companies announcing cuts in their workforce this week. But experts tell Newsweek that the job losses do not signal that mass layoffs are set to hit the U.S. economy in the …
DC Commercial Real Estate in Crisis: Dupont Circle Office Building Sells at 77% Discount, Plunging $72M from 2016 Price. The $21M transaction is over $50M less than 2019, with the previous owner, a co-working company, defaulting on a $65M loan. Amidst reports of owners surrendering keys to lenders, the city is in the early stages …
via CNN: Hong Kong/London CNN — Country Garden warned Wednesday that it could default on its vast debts as it reported a loss of 51.5 billion yuan ($7 billion) for the first six months of the year. The company, which was China’s largest residential developer last year, said it had been caught off guard by …