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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 on its long-term bull market trendline. Microsoft (MSFT) is in a similar position after erasing … Read more
Buffett once said if you saw cars coming in 1905, you should’ve shorted horses, not picked automakers. Private credit in 2021-2022 decided to go long horses. Specifically, enterprise software at peak valuations funded with floating rate loans. pic.twitter.com/DY3dqVYS24 — junkbondinvestor (@junkbondinvest) February 5, 2026 U.S. hedge funds have cut software stocks’ share of net exposure … Read more
Finally, maybe the banks and middlemen are about to get hit instead of just the little guys (crazy how that never happens). Imagine some suits actually sweating because someone decided rules matter for once. Half of them will act like it’s nothing, but this kind of audit actually makes people pause. Feels weird seeing enforcement … Read more
JUST IN 🇺🇸: 541 Files Related to Trump DELETED The DOJ continues to delete files containing the word "Trump." Originally, there were 5,361 files; today, there are 4,820. https://t.co/4vk4nYBJZy pic.twitter.com/jXTJTcOkxF — Ryan Rozbiani (@RyanRozbiani) February 5, 2026 What’s True Thousands of Epstein‑related files were temporarily removed from the DOJ’s public release in early February 2026. … Read more
California’s already sky-high gas prices are expected to surge after Valero abruptly shuttered its Benicia oil refinery amid a spiraling “oil crisis,” a new report claims. The Benicia refinery began shutting down on Saturday, four months earlier than planned, a former Valero manager told the California Globe Tuesday. Thermal imaging showed the facility went cold as … Read more
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
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. It’s a massive reckoning for the “shadow banking” world that thought tech valuations would just … Read more
pic.twitter.com/Bh5g5gsGl1 — Vinh Le (@VinhLeRealty) February 3, 2026 Amazon MGM Studios just blew $40M to buy the rights for this Melania doc and then dumped another $35M into a marketing blitz for a movie that only made $7M at the box office. This $75M disaster happened to land the same week AWS snagged a $581M … Read more
. SEATTLE — One person is dead, and three others are injured after a physical fight in a parking garage in Pioneer Square led to shots fired early Sunday morning. Seattle police officers responded to a shooting at the Sinking Ship parking garage in the 500 block of 2nd Ave. at around 1:30 a.m. Officers found … Read more
For decades, real estate has been promoted as a way to build long-term wealth through tangible assets and income potential. But as we move into 2026, things are changing. Economic conditions are shifting, interest rates are rising, and demographic trends aren’t the same anymore. All of these factors are reshaping how investors approach real estate. … Read more
Jensen Huang said straight that Nvidia never actually committed $100B to OpenAI, even though a few days earlier he talked about a massive investment. On camera he looked uncomfortable correcting the record and saying OpenAI “invited us to invest up to $100B.” That’s not how confident execs talk. It tells you someone is trying to … Read more
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… pic.twitter.com/cQnDkLwgTD — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) February 2, 2026 $DXY should bounce hard from … Read more
🇺🇸 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 failing to disperse, along with arrests for assault with a deadly weapon and vandalism — … Read more
2 measles infections confirmed at Texas facility where 5-year-old detained in Minnesota was held DHS said state health officials reported the infections to federal immigration authorities Saturday. Two detainees were infected with measles at a Texas immigration facility where 5-year-old Liam Conejo Ramos and his father had been held, a Department of Homeland Security official … Read more
“THIS IS HUGE. The individual who anonymously posted on 4Chan the morning of Epstein’s death, August 10, 2019 claiming he witnessed weird happenings at the prison before Epstein’s death has been identified in the Epstein files. Roberto Grijalva, an officer at the Metropolitan Correctional Center in New York has been identified as the anonymous prison … Read more
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 Peter Reagan The recent news cycle managed to do two things at once: It gave … Read more
by Michael The bombing of Iran is off, at least for now. As we entered the weekend, there was all sorts of chatter that indicated that a U.S. attack could be imminent. But I also warned that President Trump could make a sudden decision to change direction. He has done this many times during his presidency, and … Read more
🚨BREAKING: FIRST US BANK FAILURE OF 2026! 🇺🇸 Chicago’s Metropolitan Capital Bank & Trust CLOSED by Illinois regulators due to unsafe conditions and weak capital cited. pic.twitter.com/LnreyxGljv — Ash Crypto (@AshCrypto) January 31, 2026 💥BREAKING: 🇺🇸 Polymarket odds of a U.S. bank failure on January 31 surge to 99%. Something big is coming. pic.twitter.com/zrI5NXn7DY — … Read more
🚨🇺🇸 BREAKING: CLINTONS TO BE HELD IN CRIMINAL CONTEMPT OF CONGRESS Rep Comer: “We’re going to hold both Clintons in criminal contempt of Congress.”pic.twitter.com/NPNO3stnhY https://t.co/uTqniLLdep — Mario Nawfal (@MarioNawfal) January 30, 2026 House Oversight Committee Chairman James Comer said on Wednesday the panel plans to move forward with contempt of Congress proceedings against former Secretary … Read more
🚨 BREAKING: US Senate votes to fund the government and AVERT a lengthy government shutdown — but they now need the HOUSE to come back and pass it Democrats are STILL PLAYING GAMES with DHS funding and negotiations will continue. HOLD THE LINE ON ICE AND DHS, GOP! Do not give… pic.twitter.com/FRVUqPXlkH — Eric Daugherty … Read more