Independent thinking for complex markets and current events
Treasury Secretary Scott Bessent did something unusual last week: he told the truth about the Federal Reserve. In a Wall Street Journal op-ed, Bessent accused the Fed of conducting what he called a “gain-of-function” experiment in monetary policy. The analogy is deliberate and damning. Just as lab-made viruses can escape their confines and wreak havoc,… …
And yet they keep also laying off people too: https://economictimes.indiatimes.com/news/international/global-trends/us-news-tech-layoffs-2025-surge-in-us-amazon-microsoft-meta-slash-thousands-of-jobs-check-full-list-of-companies-affected/articleshow/123735499.cms H1-B visas are only granted if the companies are unable to find workers for that field. But the US has robust STEM education, indeed it’s all anyone has talked about for the last 20 years – there are absolutely enough domestic CS graduates for tech companies …
When the government gets involved they usually make the situation worse. Student loans 90+ days delinquent have exploded higher to heights never seen before. https://finance.yahoo.com/news/student-loan-delinquencies-are-on-the-rise-heres-why-184802465.html 12.9% of student loans are now in serious delinquency, the highest rate ever recorded. https://www.newyorkfed.org/newsevents/news/research/2025/20250513 The New York Fed admits the spike came from resuming reporting after a five-year pause. …
You’re literally just talking to a Redditor pic.twitter.com/eUlOfF7eWa — Felix Rex (@navyhato) August 27, 2025 Mfer has been telling us we are on the brink of AGI for the last three years and the moment he ships a bad model he says we’re in a bubble https://t.co/UrO6X63WFm — Dr. Parik Patel, BA, CFA, ACCA Esq. …
Stop talking about bubbles Steve.You're making me nervous… https://t.co/7p5sNBxqQc pic.twitter.com/4Ym5ocZw4W — Financelot (@FinanceLancelot) August 25, 2025 The AI bubble today is bigger than the IT bubble in the 1990s, per Apollo 🤯 pic.twitter.com/ZZnNX4Xirb — Markets & Mayhem (@Mayhem4Markets) August 25, 2025 Price to Earnings Ratio (TTM) Palantir: 487 Tesla: 197 NVIDIA: 57 Netflix: 51 Microsoft: …
Q: What's your takeaway from the PPI inflation report? Top Trump economic advisor: Sir, I… come on. You're violating the rule here pic.twitter.com/J7aiJYl9IH — FactPost (@factpostnews) August 14, 2025 “Now our inflation is down to a perfect number. Hardly any at all. Yet our country is taking in tens of billions — trillions of dollars …
Trump’s tariff memo didn’t mention gold. So how did Customs decide to hit the precious metal? The reclassification came through on July 31. No press release, no Treasury announcement. Just a quiet move that sent prices soaring worldwide. Gold shot up to $3,440 an ounce on COMEX. Retail prices in Delhi topped ₹1,02,700 per 10 …
McDonald’s is launching an adult Happy Meal. But it’s not just a meal, it’s a full-blown nostalgia campaign dressed as innovation. The McDonaldland Meal drops August 12. It comes with a Quarter Pounder or McNuggets, fries, a mystery shake, and collectible tins. The characters? Ronald, Grimace, Hamburglar, Birdie, Mayor McCheese, Fry Friends. All back. All …
Tell me again, that you cannot see the Bubble! Good one @i3_invest 👏👏 I will use it 🙋♂️ https://t.co/PHGSOk29sE — Henrik Zeberg (@HenrikZeberg) August 7, 2025 The knot at point D always looks convincing and traps the bulls, only to be followed by a sharp drawdown—leaving call holders with no escape.$SPY can potentially rise as …
Tariffs Announced by Trump. 🇮🇳 India – 25% + 25% = 50%🇧🇷 Brazil – 50%🇸🇾 Syria – 41%🇲🇲 Myanmar – 40%🇱🇦 Laos – 40%🇨🇭 Switzerland – 39%🇨🇦 Canada – 35%🇮🇶 Iraq – 35%🇷🇸 Serbia – 35%🇩🇿 Algeria – 30%🇱🇾 Libya – 30%🇧🇦 Bosnia & Herzegovina – 30%🇿🇦 South Africa – 30%🇧🇳 Brunei –… — The …
In 2024, top CEOs added billions to their pay. Palantir’s Alexander Karp gained over $1,000,000,000 in stock. Broadcom’s Hock Tan raked in $1,150,000,000. A dozen other CEOs landed $50,000,000 to $100,000,000. It was a record year for the executive class. https://www.wsj.com/business/c-suite/ceo-pay-growth-structure-63b91e62 While the rich leveled up, millions of families went under. According to the Wall …
The UK government quietly rolled out new rules under the Online Safety Act that force all users to prove their age before accessing adult content. Some people now have to scan their face or show ID just to view legal websites. https://www.techradar.com/vpn/vpn-privacy-security/a-privacy-tradeoff-privacy-experts-slam-new-uk-age-verification-checks Social media site X warned the law is “at risk of seriously infringing …
This is what slow-motion collapse looks like. M2 is ripping, debt is spiking, and faith in fiat is circling the drain. Banking Crisis: Lender of Last Resort 2023 was three times worse than the 2008 GFC. The next crisis will be biblical. 2026? pic.twitter.com/CLU2IcYIA5 — The Great Martis (@great_martis) July 26, 2025 M2 money supply …
CTAs have been dumping $GOLD. Positioning has completely collapsed. CTAs have unwound nearly the entire long position built over the last 6 months. Systematic pressure is now a headwind, not a tailwind. If you’re bullish gold, this is the flush you wait for. If you’re bearish,… pic.twitter.com/Cp1IE1wgfO — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) July 23, …
red line is where you sell https://t.co/qRXLIj6z87 pic.twitter.com/M64CecWEJO — Alastair (@StockBoardAsset) July 14, 2025 S&P 500 – Time to make your move 🚨🚨 pic.twitter.com/pHPDwaSURr — Barchart (@Barchart) July 15, 2025 If you're not hedging or shorting here, good luck. — VolSignals (@VolSignals) July 15, 2025 Fund manager cash levels drop, triggering sell signal in latest …
If you’re a journalist and you’re not asking questions about this case you should be ashamed of yourself. What purpose do you even serve? I’m sure there’s a middle class teenager somewhere who could use some harassing right now but maybe try to do your job once in a while. — JD Vance (@JDVance) December …
Insider Paper @TheInsiderPaper JUST IN – Trump on Jeffrey Epstein: Are you still talking about Epstein? This guy has been talked about for years. Are people still talking about this creep? I can’t believe you’re asking a question about Epstein… JUST IN – Trump on Jeffrey Epstein: Are you still talking about Epstein? This guy …
Wait you’re telling me Sezzle is just a BNPL with fancier packaging?$SEZL pic.twitter.com/K10wd6bZwq — Consensus Media (@ConsensusGurus) June 27, 2025 $SEZL What on God's green earth is this?! MY WORD…. Someone short this. Not me, but someone else. Report back to us. pic.twitter.com/lXVlWEp04L — Heisenberg (@Mr_Derivatives) June 27, 2025
Denver blocks license plate cameras after ICE link exposed, sacrificing public safety to protect illegals. Denver’s decision to halt license plate readers over ICE fears is a reckless surrender to open-border activists. The Flock cameras led to 289 arrests and 170 recovered vehicles—real results for public safety. But Democrats would rather shield illegal aliens than …
BREAKING: Shane Bouvet and his father Don just returned from President Trump’s Summer Soiree at the White House with explosive revelations that confirm our worst fears about the Biden administration. A Secret Service agent made stunning admissions about Biden’s mental state that mainstream media desperately tried to hide. In this exclusive interview, the Bouvets share …
You’re not voting your way out of this chart. pic.twitter.com/UgPPEaioLR — TFTC (@TFTC21) May 20, 2025 To borrow from Stephen A. Smith, voters "don't care. They don't care" if the GOP bill will raise the deficit. 60% overall and 74% of GOP want tax cuts, even if they raise the deficit. No wonder the last …
PSA: If you’re house shopping it’s about time to start making some disrespectful offers. The market has turned. — Landlord 🇺🇸 (@live_free_603) May 19, 2025 “Wait for the housing market to crash before buying a house.” pic.twitter.com/RXdOdHPQnm — Finance Guy (@GuyTalksFinance) May 19, 2025 This week's housing data! Inventory is back to 2019 levels and …
View post on imgur.com All your favorite usual suspects here – Larry Fink, Reid Hoffman, Elon Musk, Sam Altman. It’s one big club. The only rule in the game is to consolidate wealth in the richest. Source: https://www.miaminewtimes.com/news/francis-suarez-on-guest-list-for-trumps-saudi-arabia-lunch-23094103 h/t wparadise
Any expression of English identity and/or love of your nation England can get you arrested Prayers for England and their indigenous people, the English h/t ElleMira
STEVE BANNON EN FUEGO — THIS IS A WAR, AND IF YOU DON'T TREAT IT LIKE WAR, YOU'RE GONNA GET YOUR ASS KICKED.pic.twitter.com/RXb6uuqs6V — Citizen Free Press (@CitizenFreePres) April 5, 2025 Victor Davis Hanson explains Trump’s tariffs like no one else can. #MAGA pic.twitter.com/hQ9RWxMx6Q — Freyja™ (@FreyjaTarte) April 4, 2025 TREASURY SEC SCOTT BESSENT WITH …
Great line. The panicking begins when others see the first making an exit and aren’t quite sure why. Then it’s dominos h/t @disco9035
In the United Kingdom and the British Islands, any household watching or recording television transmissions at the same time they are being broadcast is required by law to hold a television licence. This applies regardless of transmission method, including terrestrial, satellite, cable, or for BBC iPlayer internet streaming. The television licence is the instrument used …
This speech has sparked more discussion than possibly any other speech from ARC 2025.
