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The Fed has no choice. If oil goes up to $150-200 it’s over. Yet we act as if Iran is obliterated and everything is awesome. The TACO traders get trapped. Trump has 3 options left in the Iran war. All 3 are catastrophic. The real war hasn’t even started yet.

The Fed has no choice. If oil goes up to $150-200 it’s over. Yet we act as if Iran is obliterated and everything is awesome. This is complete lunacy. https://t.co/xRRCIi61UV — QE Infinity (@StealthQE4) March 26, 2026 Markets are losing hope of any logical solution in the Middle East: pic.twitter.com/DgXPiTeIVE — QE Infinity (@StealthQE4) March …

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20-year yield hits 4.97%, stocks face a cap, but credit markets are not pricing a recession yet. United Airlines plans for oil hitting $175 a barrel and staying above $100 next year.

United Airlines plans for oil hitting $175 a barrel and staying above $100 next year as industry faces worst shock since COVID The U.S.-Israel war on Iran has delivered the biggest disruption to the airline industry since the COVID-19 pandemic, and United is bracing for a future where oil prices remain high through 2027.   …

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Netenyahu’s FIFTH Fake AI Video Is The Worst Yet!

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 …

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Iran launches strikes across 9 countries in a single night, its largest retaliation yet, days after U.S. refueling planes were hit in Saudi Arabia

Iran just hit 9 countries in a single night, including 7 of the wealthiest nations on earth This was Tehran’s answer to Israel striking the South Pars gas field, the world’s largest, earlier today. The most intense retaliatory barrage of the entire war, and Iran is now the only country on the planet simultaneously attacking …

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IRANIAN FM: “We are NOT READY to end the war yet.”

🇺🇸 U.S. REPORTER: "What would it take for the war to end?" 🇮🇷 IRANIAN FM: “We are NOT READY to end the war yet.” pic.twitter.com/dLU1hv9cFc — Jackson Hinkle 🇺🇸 (@jacksonhinklle) March 12, 2026 Mojtaba Khamenei’s first statement as Iran’s Supreme Leader In his first remarks after becoming Iran’s Supreme Leader, Mojtaba Khamenei said the Strait …

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Only $5M in PUTS Threw in the Towel So Far. $57M Yesterday Loaded up…. No one believes anything yet.

$SPY MID DAY Only $5M in PUTS Threw in the Towel So Far. $57M Yesterday Loaded up…. No one believes anything yet. We ALL BEEN CAT-FISHED TOO MANY TIMES LOL https://t.co/SGOlYnJcjf pic.twitter.com/KiYjUjtZHJ — Jim (@JP_Money_95630) February 20, 2026 That $40MLN put order from yesterday is still open, in spite of being down roughly 40% from …

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The new release of Epstein files is the best yet

"OK, COME TO ISLAND, RANCH, LETS PLAY," said Jeffery Epstein to Reid Hoffman. No wonder Reid Hoffman was scared to death for the Epstein files to come out and funding lawsuits against President Trump. On top of all that, he has connections to the CCP's president of China, Xi… pic.twitter.com/2z4YJnc3dK — The SCIF (@TheSCIF) January …

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Trump’s most DANGEROUS precedent yet… European Union halts trade deal with the U.S…. Worse. Worsen. Worsening.

BREAKING: President Trump announces a 10% tariff on Denmark, Norway, Sweden, France, Germany, the UK, Netherlands, and Finland beginning February 1st. This tariff will be increased to 25% beginning on June 1st. Tariffs will remain in effect until the US reaches a deal to buy… pic.twitter.com/978qAHjxao — The Kobeissi Letter (@KobeissiLetter) January 17, 2026 Guess …

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Sovereign yields rising across Europe signal a global tightening cycle that equities have not priced yet; Bank of America warns commodities may follow gold’s surge

This is how trouble sneaks in, quietly and all at once. When every major bond market starts pushing yields higher together, it means money is getting expensive everywhere, not just somewhere. Stocks can ignore that for a while, but balance sheets cannot. By the time equities notice, the damage is already baked in. A HUGE …

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A low claims number doesn’t mean the economy is fine. It means layoffs aren’t widespread yet.

Low Claims, Slow Cracks And The Labor Market’s Most Misleading Signal This chart only measures one thing…how many people got laid off this week and immediately filed for unemployment insurance. And on that narrow metric, the number is undeniably low, the lowest since late 2022. If you look at it in isolation, it doesn’t give …

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The Pentagon stopped posting contracts the same week Trump Jr.’s drone company won its biggest deal yet. You really can’t make this up.

The Pentagon just gave a tiny drone company a fat government contract and Donald Trump Jr. already owns four million dollars of it. Unusual Machines is barely two years old. It leans on Chinese parts and somehow just landed a deal to build 3,500 drone motors for the U.S. Army with talk of 20,000 more …

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The Real Estate Recession You Haven’t Heard About (Yet)

Real estate and construction are considered bellwethers of the overall economy. Recently they’re not looking good – and this isn’t an isolated issue. It’s a warning sign of a crisis that could ripple through the entire economy… By Peter Reagan The housing market is a massive portion (about 1/6th!) of the entire U.S. economy. About two-thirds of …

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This may be worse than 2007: Real estate is not crashing yet. But the ice is cracking. And the rescue team is missing.

The headlines still dance around the truth, but anyone watching closely knows something is seriously wrong with real estate in 2025. Home prices are starting to slip. Inventory is rising. Buyers are backing away. And this time, consumers are more financially broken than ever before. In November 2007, home prices began to decline. One month …

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Cooperman says Trump’s right but rushing, warns tariffs mean inflation and no growth… The bottom is not in yet, sell on strength

Billionaire investor Leon Cooperman on Trump’s policy and the markets: “You can’t fix 30 years of economic mismanagement overnight. He’s taking the right steps, but he’s moving too fast.” He also added: The bottom for the stock market isn’t in yet—sell into strength. The long… pic.twitter.com/CONDSUCR3U — Wall St Engine (@wallstengine) April 7, 2025 BILLIONAIRE …

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This shaky foundation has left the economy exposed. And yet, this is where Donald Trump’s economic approach starts to make more sense.

"The U.S. economy may look rosy on the surface, but under the hood, it’s supported by just three pillars, writes Bleakley Financial Group’s Peter Boockvar: spending by the rich, spending by the government, and anything to do with artificial intelligence." Do you agree? — unusual_whales (@unusual_whales) April 2, 2025 The U.S. economy might look vibrant …

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The US plans yet another fiscal stimulus

via notayesmanseconomics The start of the second Presidential term of Donald Trump has seen quite a few policy changes. But there is one area where things are looking rather familiar so let us take a look. Here is the Financial Times from earlier. The US House of Representatives has passed a budget blueprint that calls …

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All the talk about cutting government waste, yet the first thing House Republicans do is vote to increase deficits.

DOGE was supposed to rein in spending, but when it comes time to act, it’s just more of the same. Trump inherited Biden’s mess, but if reckless spending continues, inflation won’t go away—it’ll get worse. You can’t spend your way out of a debt crisis. If Republicans don’t start making real cuts, they’ll own the …

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Germany’s economy is in shambles, yet the DAX keeps rocketing to record highs.

Germany’s economy is struggling, but the DAX keeps soaring to fresh all-time highs. How? It’s a blatant disconnect from reality. Manufacturing is in decline, energy costs are crippling industries, and consumer sentiment is weak—yet the market marches higher. This isn’t growth; it’s artificial inflation propped up by central banks and corporate buybacks. At some point, …

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How do they expect us to believe them when coffee’s up 113% and eggs are 138% higher, and yet they call it “just a bump” in prices?

It’s hard to ignore the everyday reality we’re living in. When you go to the store and see your coffee, eggs, or beef prices skyrocket, you can’t help but feel that something’s off. We’re constantly told the numbers don’t match up — inflation is “only” 3.75% for coffee, 25% for eggs, but reality paints a …

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USAID claims to fund projects across the world, yet their supposed grants lead to empty land or shacks.

This is systemic corruption at its worst. USAID’s millions are flowing to addresses that don’t even exist. Empty plots, dilapidated buildings—it’s almost as if they’re laundering money, pretending to fund projects that never materialize. The secrecy around these grants is no accident. Meanwhile, the Biden Administration covertly funnels cash into Politico to spread their agenda …

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