Can’t be good for bonds $TLT

Can't be good for bonds $TLT https://t.co/VdIuQ2BICE — Logical Thesis (@LogicalThesis) February 8, 2026 This isn't positive. The bond market will implode. The market needs deleveraging before it's too late. Few understand this. Stay vigilant. https://t.co/8oMmEfGUel — The Great Martis …

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Why the EU Needs War so Desperately

by Martin Armstrong QUESTION: Marty, you said this is a perfect storm behind the metals between sovereign debt and war. I believe you said that the EU wants war with Russia or keeps up the appearance of war so they can …

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Did the AI Bubble Just Burst?

via Phoenix Capital Research Was the entire AI story just an enormous bubble? The AI story, at least as it pertains to Big Tech hyper-scalers, is imploding in real-time. Oracle has erased ALL of its 2024-2026 gains and is sitting …

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Nothing ever happens to these people

Why is he not arrested yet??? Nothing ever happens to these people — Heritage American 🇺🇸 (@HeritageAmer) February 3, 2026 Prosecute tim walz. pic.twitter.com/85aTgZgvzJ — JOHN (@John_Vanture) February 3, 2026

Private credit chaos is just getting warmed up. Since August, Ares and KKR have dropped -30%, with Apollo down -11% and Blackstone -21%. PE stocks just had their WORST January in a decade.

Firms like Blackstone and Apollo have billions tied up in software companies that used to be “safe,” but now everyone is worried those investments gonna be worthless once AI automates the tasks people used to pay big monthly fees for. …

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The 10Y–2Y curve is accelerating. The bond market is pricing stress that stocks haven’t acknowledged yet. $DXY should bounce hard from here. Carry trades can unwind quickly.

The 10Y–2Y curve is accelerating. Post-inversion steepening just printed new cycle highs around +0.74. That move didn’t come from falling short rates. It came from long rates staying sticky while growth expectations roll. This is late-cycle behavior. Equities celebrating ATHs… …

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The ICE facility in Portland is experiencing large‑scale protests. 50 people arrested after anti-ICE protest in downtown LA

🇺🇸 The ICE facility in Portland is still under siege. A large crowd of anti-ICE protesters is surrounding the building. Source: @KatieDaviscourt https://t.co/HKyk3v8OZc pic.twitter.com/8ZutbssYhL — Mario Nawfal (@MarioNawfal) February 2, 2026 Police say 50 people were arrested — mostly for …

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Who Is Kevin Warsh, and Is He Good for Gold?

Kevin Warsh’s Fed nomination points to reform and discipline – not upheaval. Markets reacted with cautious relief, even as gold suffered a sharp one-day sell-off. Here’s why that move says more about leverage clearing than about gold’s long-term role… By …

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