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Truth … 😆💯🔽 pic.twitter.com/3RFOxVdrZs — John (@market_sleuth) August 30, 2026 It would take 56 years to fill the Strategic Petroleum Reserve with Venezuelan oil through the Venezuelan deal per mathematical simulation. This is the upper limit. It assumes that infrastructure is already built and fully functional and that the draw is curbed significantly. The “good … Read more
Look at the map. Canada is the No. 1 export market for 27 U.S. states. Maine sends 41% of its exports to Canada. Michigan sends 39%. Wisconsin sends 31%. That’s not a small customer. That’s a major piece of some state economies. And Canada’s new retaliation is aimed directly at the kinds of products those … Read more
Everyone wants to know: What’s the next Nvidia? But the discussion around this question misses something important. The biggest winners usually weren’t obvious because they belonged to some magical “next big thing.” People didn’t need to predict AI to buy AMD. They didn’t need to predict the Arab Spring to buy Facebook. They didn’t need … Read more
Credit card debt in this country has passed a trillion dollars, and the collection calls are following it. These are seventeen Americans telling you what happened to them — the letter that went in a drawer, the default judgment that went through while they were at work, the account that had already been sold two … Read more
“We’ll need more of X in the future.” I keep seeing this used as the entire investment thesis. More AI chips. More memory. More rockets. More Walmart shopping. Maybe. But none of that tells you what the stock is worth today. That’s the trap. You can correctly predict that demand for something will explode and … Read more
This is where the congressional trading rules start looking ridiculous. Corporate insiders have 2 business days to report a trade. They disclose the exact shares, exact price and resulting holdings. Congressional officials generally have up to 45 days after the trade, or 30 days after receiving notice, whichever comes first. And they don’t have to … Read more
Iceland has rejected a renewed push toward membership of the European Union, with voters on course to vote against reopening accession negotiations with Brussels in a bitter blow for globalist elites. With results declared in five of the country’s six constituencies on Sunday morning, the “No” campaign held an unassailable lead of around 52.5 percent. … Read more
🚨#BREAKING: NBC News crew reportedly beaten with clubs by Israeli settlers in the West Bank, leaving five journalists injured and their camera smashed. — R A W S A L E R T S (@rawsalerts) August 29, 2026
It has been an active stretch of seismic activity for the Pacific Ring of Fire over the last few hours. Beginning Friday night, several earthquakes fired off along the active region from California to Indonesia, all ranging in magnitudes from 3.5 and higher. A magnitude 4.8 earthquake started things off last night off the coast … Read more
The biggest thing from Warsh’s Jackson Hole speech wasn’t that a September hike is possible. It was that the Fed is no longer promising investors anything. No forward guidance. No guarantee of cuts. No promise to protect asset prices. Warsh said inflation is still too high and the Fed needs to see prices falling clearly … Read more
And that’s the Baby Boomer exodus from the U.S. Housing Market. In the next decade, the share of U.S. population above 75 will skyrocket. Meaning Baby Boomer owners who fueled the housing market over the last 20 years will turn into sellers they age out. And Gen X, the next generation in line to buy … Read more
Volcker needed 20%. We may only need 6%. PCE is the Fed’s preferred inflation gauge. Overlay it on the 1970s and the path rhymes. Add the 10-year and the rhyme gets harder to ignore. That doesn’t mean we reprint the 1980 Fed fund rate. Debt, leverage, and interconnected markets are a different animal now. In … Read more
In the past 250 years the U.S. economy has absorbed spending on transformation technology equivalent to 25% of GDP before the bubble popped. The 1860s railroad bubble popped after $2.5 billion was spent, 25% of GDP The 1920s electrification bubble popped after $26.1 billion was spent, 25% of GDP The 1990s internet bubble popped after $1.5 trillion … Read more
Paul Tudor Jones in an Interview with Patrick Oshaughnessy sums up and connects the valuation pieces of the overall market well: “We’re 252% of stock market cap to GDP. In 1929 we were 65%. In 1987 we got to ~85-90%. In 2000, 170%. If you think about the periodicity of significant bear markets. Since 1970, … Read more
Office of Government Ethics dropped the June list last weekend. 1,051 tickets. $78 million to $263 million. Defense names are in there. Energy names too. White House says a computer runs the book. That does not erase the timing. Boeing bought the same day the Navy handed Boeing $880 million. Palantir in and out around … Read more
Immigration and Customs Enforcement (ICE) has awarded a $10.1 million contract to expand a rapid DNA testing program used to verify claimed family relationships during immigration enforcement operations, according to federal records. The one-year contract, awarded to Virginia-based SNA International LLC, began August 10 and runs through August 9, 2027. The work will support ICE … Read more
Thirty-seven people have died and almost 400 have been evacuated after a Russian drone strike hit a depot storing weapons for Ukraine’s military near a residential area on the outskirts of Kyiv. The strike caused shells, mines and drones to detonate late on Friday, triggering a blast that damaged nearby properties including a care home … Read more
PayPal was reportedly offered about $53 billion by Stripe and Advent. The board wanted more. The buyers walked. Now look at what happened. PayPal dropped roughly 13% on Friday. The interesting part isn’t the failed deal. It’s what the failed deal exposed. PayPal had climbed more than 40% this quarter, but a big part of … Read more
Graham warned about the point in a bull market when small, obscure companies suddenly become market darlings because investors believe they have discovered the next big thing. Look at what’s happening right now. Companies are adding AI to their story, changing their business descriptions and suddenly attracting investor attention that wasn’t there before. Arena Group … Read more
