Independent thinking for complex markets and current events
ARKK boss turns TDOC into top holding at 80 dollars a share, now 7… Zoom bet near 300 peak crashes to 110 under her watch… Sells almost all Nvidia at 20 in 2023, watches it rocket to 220… If she wasn't religious and a woman, she wouldn't have much attention. If Bill Hwang (Archegos) didn't …
Credit card delinquency rates among borrowers under 35 reached 8.2 percent in Q1 according to new Federal Reserve data. This is the highest level since 2009 for that age group. High interest rates and cost of living pressures are the main contributors. Banks are tightening lending standards in response to the rise. The economy is …
America hasn’t even felt the full hit from the US and Israel conflict with Iran yet. AMERICA HAS NOT YET FELT THE FULL ECONOMIC IMPACT OF THE U.S.–ISRAEL WAR WITH IRAN, BUT THE PAIN IS LIKELY TO INTENSIFY SOON RISING OIL PRICES, SUPPLY CHAIN DISRUPTIONS, AND HIGHER INPUT COSTS ARE ALREADY BUILDING PRESSURE THAT COULD …
1. Topo Chico – 38/100 (highest PFAS / forever chemicals) 2. Kirkland Signature – 41/100 (9x legal limit of trihalomethanes — endocrine disruptors that harm reproductive health) 3. Mountain Valley Spring – 50/100 (very high arsenic — 40x recommended guideline) 4. Walmart Spring Water – 25/100 (10x recommended radium + high bromide) 5. Fiji Water …
by Michael Thanks to the crisis in the Strait of Hormuz, there isn’t going to be enough fertilizer for everyone in 2026. What is available is going to be gobbled up by the wealthy countries because they have the most money. Of course higher fertilizer costs will ultimately be passed along to consumers, and so …
Keep acting like the consumer is still strong and spending like nothing’s changed… and yeah, it’s going to look fine until it suddenly isn’t. Inflation still hot and people already stretched, that’s the kind of setup where things can roll over, but timing is always the tricky part. U.S. inflation picture is the worst in …
S&P 500 hits new all-time high as investors shrug off Iran war oil price spike The S&P 500 hit a new all-time high Wednesday, a remarkable turnaround for the broad-based stock index while the war with Iran continues and rising energy costs threaten global growth prospects. The S&P 500 closed higher by 0.8% pushing the …
The United States has spent EIGHT TRILLION DOLLARS fighting and policing in the Middle East. Thousands of our Great Soldiers have died or been badly wounded. Millions of people have died on the other side. GOING INTO THE MIDDLE EAST IS THE WORST DECISION EVER MADE….. — Donald J. Trump (@realDonaldTrump) October 9, 2019
BREAKING: A recession model that has predicted every single US downturn in 80 years just hit 49%. The threshold is 50%. Every time it has crossed that line, a recession followed within 12 months. No exceptions. And the data behind this reading doesn’t even include the Iran war yet… Moody’s built an AI model trained …
What is often overlooked is that the Fed primarily controls demand-side inflation, not supply-side inflation. In other words, it can influence how much people borrow and spend, but it cannot directly increase supply, like producing more oil. This means that in the case of a supply-shock, as we are seeing now with energy prices, the …
Maybe you have to give them credit for trying? In this segment Jimmy highlights yet another obvious AI-generated “proof of life” video from Benjamin Netanyahu, this time showing him superimposed into a war room where the lighting, furniture, and even the air vents don’t match the actual attendees—who stare blankly with no reaction to his …
JUST IN: Closure of the Strait of Hormuz has triggered the worst global energy crisis since the 1970s, WSJ reports. — BRICS News (@BRICSinfo) March 9, 2026 Factcheck: Yes, per WSJ and shipping trackers like MarineTraffic/Reuters: tanker traffic in the Strait of Hormuz has virtually halted amid the Iran conflict (down ~90% since early March), …
by Michael If you have not already done so, I would recommend filling up your vehicle, because it looks like the price of gasoline is going to go much higher. At the very beginning of this war with Iran, the price of oil didn’t rise too much because many investors were anticipating a quick victory …
The effort to eliminate the Iranian regime's mobile missile launch capabilities continues. We are finding and destroying these threats with lethal precision. pic.twitter.com/AkGRYOjnOz — U.S. Central Command (@CENTCOM) March 5, 2026
The surnames are kinda suspicious h/t Zess-57
by Michael The blizzard that hit the Northeast on Monday looked like it could have been pulled directly out of a Hollywood disaster movie. Everyone knew that it was going to be bad, but it turned out to be significantly worse than most of the experts were projecting. Multiple states have recorded more than 2 …
Bull Theory @BullTheoryio THE FED IS NOW IN THE WORST POSSIBLE SITUATION. US GDP just fell to 1.4% while inflation is rising again. US GDP was expected to come in at 3% but it came in at just 1.4%. That is a major downside surprise and shows that economic growth has slowed much more than …
US TRADE DEFICIT WIDENS, CAPPING ONE OF BIGGEST SINCE 1960 The U.S. trade deficit widened to $70.3 billion in December, pushing the full-year gap to $901.5 billion — among the largest since 1960, Commerce Department data showed. Imports rose 3.6% in December, while exports fell 1.7%. Economists had expected a $55.5 billion deficit. The goods …
Andrew Mountbatten-Windsor has today been arrested on his 66th birthday and is in police custody after a raid on his new Sandringham home. Thames Valley Police held the eighth in line to the British throne on suspicion of misconduct in public office this morning. The Daily Mail was the first to reveal plain-clothes police, carried …
If you’re a Republican, you need to pay attention. Trump is losing support by the minute. 2026 midterms are going to be catastrophic. https://t.co/guIneq4g3L — Eric Spracklen 🇺🇸 (@EricSpracklen) February 15, 2026 🚨 JUST IN: The U.S. just received its worst corruption score ever recorded. The numbers: – Score: 64 out of 100 (down from …
Auto giant Ford reported its worst quarterly earnings in four years on Tuesday, and a net loss of $8.2 billion for 2025, the largest yet since the 2008 recession. At least some of that is due to the $4.8 billion that the company’s electric vehicle division lost in 2025. Electric vehicle sales were battered, and …
https://twitter.com/InsaneReality/status/2020719940081213610
Breaking: Jobless claims 231k vs 212k expectations Nasty. Challenger layoffs 108k in January. Lowest since 2009. ☠️ — QE Infinity (@StealthQE4) February 5, 2026 BREAKING: U.S. employers announced 108,435 layoffs in January, up 118% year over year and 205% from last December. The worst January for layoffs in 17 years. pic.twitter.com/rmLLGDgeVO — Republicans against Trump …
by Michael It appears that an apocalyptic war is about to begin in the Middle East, and yet most people living in the western world don’t seem alarmed by this at all. But they should be, because once the missiles start flying the death and destruction that we will witness will deeply shock the entire …
BREAKING: US Pending Home Sales collapsed -9.3% month-over-month, missing expectations of -0.3% forecast. This marks the steepest decline since 2020. pic.twitter.com/nz69fmYVmQ — Hedgeye (@Hedgeye) January 21, 2026 The only thing that matters: More M2=higher stock prices. Keep printing those trillions. 🧻 https://t.co/8m362hlg4m — QE Infinity (@StealthQE4) January 21, 2026
by Michael Did you know that more stores were closed in the United States last year than ever before? More than 8,000 stores were permanently shuttered in 2025, and it appears that 2026 will be even worse. U.S. consumers have very little discretionary income to spend these days, and empty stores litter the landscape. If you live …
For private sector jobs, a low(er-)hire, but (still) low-fire market: • Vacancy rate ticked down to 4.5% in November, matching a cycle low • Hiring rate ticked down to 3.5% in November, matching a cycle low • The job-quitting rate ticked up one tenth to 2.2% (off of a cycle… pic.twitter.com/EeKTPGbVy9 — Nick Timiraos (@NickTimiraos) …
“.. data centers were the worst performing REIT sector in 2025.” 👇🏼 Oops! https://t.co/qbIUB3y8vm — Kalani o Māui (@MauiBoyMacro) January 6, 2026 What I know about GenZ from my own experience is that they always blame someone else for all of their problems. Consider that in the context of what's coming. "Every Wall Street Analyst …
SINGAPORE/LONDON, Dec 24 (Reuters) – The U.S. dollar was on the back foot on Wednesday and set for its biggest yearly fall since 2017, possibly with more to come, as investors wagered the Federal Reserve would have room to cut rates further next year even as most of its peers look finished with easing. Tuesday’s …
If you’re still banking on access to your local branch, don’t count on it. Major US banks have announced plans to shut 311 branches since late August — a pre-Christmas wipeout that puts 2025 on track to be the worst year ever for walk-in banking. JPMorgan Chase led the pre-Christmas cull with 66 closures, followed …