Independent thinking for complex markets and current events
by Michael We all knew that this would be coming. In 2026, the rate of AI-related layoffs has greatly accelerated, and that means that large numbers of good paying jobs are suddenly disappearing from the economy. This is occurring when we are already facing one major crisis after another, and so the timing could not be …
Consumer sentiment hits all-time low… Borrowing costs reach 2007 highs… The “temporary” inflation trap explained… 61% of Americans said they had to cut back on groceries https://t.co/lv4IA7FhPJ — The Straits Times (@straits_times) May 23, 2026 The American housing market in 2026 locked an entire generation out of ownership and trapped an older one inside payments …
Meta just axed 8,000 workers… Zuckerberg is trading human labor for GPUs… We really need to change the sentiment around AI. If you ask the average American their thoughts on AI I guarantee the answer is usually a pure distaste and hatred for the technology. I think long-term AI boosts productivity and in turn boosts …
by Michael For a lot of people, this war with Iran is not just another war. Millions of Shiite Muslims all over the world are convinced that this is the war that will result in the rise of the Mahdi. In fact, most of Iran’s key leaders are eagerly watching for the appearance of the …
It is almost impossible to keep up with the sheer volume of extraordinary events hitting the news this week. A drug long forgotten by scientists has revealed a five-year-old migraine cure, a discovery that could dramatically change the lives of millions who suffer from chronic pain. At the same time, a breakthrough in plant-based batteries …
Look at the Mag7 drawdown from highs: • Microsoft: -28% (Bear Market)• Amazon: -21% (Bear Market)• Meta: -19%• Tesla: -17%• Google: -13%• Nvidia: -12%• Apple: -9% These 7 stocks make up 33% of the entire S&P 500. Yet, the S&P 500 is down less than 2%. We are… — CooperBaggs 💰🍞 (@edgaralandough) February 20, 2026 …
Macron on Tech Companies: “Free Speech Is Pure Bulls**t” Speaking in New Delhi on Wednesday, France’s President Emmanuel Macron criticized social media companies over their pledged commitments to free speech and lack of algorithm transparency. “Some of them claim to be in favor of free speech. We are in favor of free algorithms, totally transparent,” …
by Michael Do you remember the endless barrage of layoffs and store closings that we experienced during the Great Recession? Well, it is starting to happen again. All over the country, large employers are bringing down the axe really hard. For those that have been laid off, the outlook is not promising at all because …
by Michael The constant drumbeat of terror attacks is rising in intensity, and the next major incident could literally occur at any moment. It might happen in a really big city, or it might happen in a very small town. It might happen on the other side of the planet, or it might happen right …
They turned mortgages into time bombs in 2008 and now they are doing the same trick with AI, just with bigger numbers and darker corners. When the funding chain snaps this time, it will not just be a few banks choking, it will be the whole credit system gasping at once. Most AI companies are …
We are witnessing domestic terrorist sedition against the federal government. The JTTF has been dispatched by the Attorney General, pursuant to NSPM-7. All necessary resources will be utilized. — Stephen Miller (@StephenM) September 27, 2025 The post references the deployment of the Joint Terrorism Task Force (JTTF) under NSPM-7, a National Security Presidential Memorandum issued on …
by Michael Why are we suddenly seeing so much seismic activity all over the planet? Volcanoes just keep erupting one after another, and we just keep witnessing unusual earthquake swarms on major fault lines throughout the world. Last Tuesday, a magnitude 8.8 earthquake that struck along the Pacific Ring of Fire near the Kamchatka Peninsula in Russia …
by Michael Have we ever seen more than 1,500 simultaneous political protests all over the nation on the same day? The rioting and looting in Los Angeles has been going on for several days, but the left was never going to be satisfied with causing chaos in just one city. They want this to spread to other cities and …
I had just finished watching a video where Anonymous revealed that the Power Outages recently experienced in Spain and Portugal were the result of a major cyber-attack by Russian Linked hackers, when I decided to look on https://www.downdetector.com and noticed some usual Outage activity that struck Multiple Tech Companies at the same time. Klaus Schwab …
by Michael This is the moment when humanity will choose between peace and global war. Sadly, it appears that our window of opportunity to choose peace is rapidly closing. Negotiations with Iran have not made much progress, and the Trump administration is warning that it is ready to “walk away” from negotiations to end the …
Are we witnessing ‘peak China’? GDP projections have fallen dramatically over the past ten years.As a reminder, China’s demographics, the key ingredient for potential GDP growth, are way worse than those of the United States. This also explains why debt accumulation has been… pic.twitter.com/6V3qo52RYb — jeroen blokland (@jsblokland) January 4, 2025 BREAKING 🚨: China Chinese …
Have you seen his posts lately? His breakdown seemed to kick off with posts like these of the Kamala collapse: #NEW Nate Silver 2024 election forecast update 🔴 Trump: 54.4%🔵 Harris: 45.3% pic.twitter.com/oojVeSRiTL — Eric Daugherty (@EricLDaugh) October 29, 2024 Then Biden calling 1/2 the USA Garbage has sent him spiraling. He knows the Harris …
THIS is why Kamala wants another debate. She continues to be tone deaf to the border invasion. Kamala lost more people today with her "down with deportations chanting" pic.twitter.com/G2MBe6xjTS — floridanow1 (@floridanow1) September 23, 2024 Similarly, I wonder if they "created" the porn chat room scandal dogging NC Gov candidate, Mark Robinson. He denies ever …
This yield curve inversion is WORSE than 1929 and 2008 Buckle up pic.twitter.com/u3GEu1woDQ — Bravos Research (@bravosresearch) September 5, 2024 🚨CRASH ALERT🚨 1929 VS 2024 Scary ? Don't be alarmed, it gets much worse. A complete financial cleansing is overdue. pic.twitter.com/Ml8ib4E891 — The Great Martis (@great_martis) September 4, 2024 The difference between Real GDP and …
BREAKING: Kamala is flying to Wilmington, Delaware for meeting with Biden's staff. Are we witnessing a transfer of power?Biden was rumored to resign this week.pic.twitter.com/yoz3QVPWlt https://t.co/jaa3VAb6Yf — Financelot (@FinanceLancelot) July 22, 2024
by Michael If you think that what we are witnessing is “normal”, I honestly don’t know what to say. Over the past few years, the United States has been getting pummeled by one major natural disaster after another. The number of billion dollar natural disasters in 2023 established a new all-time record high for a …
by Michael Order is breaking down all over the western world as governments lose control of their populations. Farmers have been holding angry protests throughout Europe, enormous groups of migrants have been rioting on a regular basis, looting has become a way of life in many communities in the United States, and now truckers are …
https://twitter.com/TheRabbitHole84/status/1732060272595218827
via creditbubblebulletin: ….I know the “soft landing” and “immaculate disinflation” narrative has become conventional wisdom. It’s widely believed these days that there is no price to pay for years of monetary and speculative excess, for deeply flawed monetary management, and for fiscal recklessness. That structural maladjustment is a nonissue. I don’t buy any of it. …
by Michael If you do things the right way, in the long run you will get positive results. But if you do things the wrong way, in the long run you will get negative results. Our banks are the beating heart of our entire economy, and unfortunately they have been doing things the wrong way …
Dominos starting to fall? Yep, we've got a cartoon for that pic.twitter.com/abrYvescWa — Hedgeye (@Hedgeye) November 28, 2023 Financial contagion warning as HSBC is told to brace for ‘catastrophic’ £6.3billion hit Bob Lyddon fears losses in Hong Kong and China could “blow a hole in the bank’s equity”. HSBC is facing a “hit” of more …
The situation is getting serious as banks are experiencing one of the sharpest declines in lending activity ever recorded. This means they’re not lending money as readily as before. At this rate, we might be heading towards a “credit event,” which essentially means a big problem in the world of credit and lending. Moreover, banks …
by Michael History is starting to repeat itself. In 2008, bond prices crashed before stock prices did. Here in 2023, bond prices are crashing again. In fact, we are currently witnessing one of the greatest financial crashes in U.S. history at this moment. Of course most Americans have absolutely no idea that this is happening. …
Have you ever stopped to think how much life has changed for the everyday consumer since 1977, when the personal computer industry officially began? Over the last forty-six years, computer technology has been embraced by the average user, from desktops to laptops to tablets to smartphones. Most of us have some understanding of computing terms …
There is an equivalent (%) increase in the share of USD in that same time period. I suspect a big chunk of that is Europe paying for crude/gas (mostly but also other imports from Russia) now in USD rather than EUR. Probably EUR share will go lower once Europe shuns China also. — beyondoverton (Anton …