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Something interesting is happening in the world’s favorite cheap-money trade. Investors are starting to look at the Swiss franc instead of the yen as a funding currency. And the reason is pretty simple. The yen is becoming a headache. Japan has a 1% policy rate. Switzerland is at 0%. Japan is facing rate-hike expectations, currency … Read more
The Treasury Department on Wednesday said it will more than double the size of its government debt repurchases, sending yields sharply lower at a time of substantial market stress. With fixed income markets under pressure and yields surging to levels not seen in nearly 20 years, the announcement targets the sensitive longer-duration part of the … Read more
In this video Jimmy dissects Israeli Prime Minister Benjamin Netanyahu’s statement that he is reading Jews Against Rome by Barry Strauss and commenting, “Well, we lost that one. I think we have to win the next one” . He and Americans’ Comedian Kurt Metzger interpret this as Netanyahu declaring the United States—which he equates with … Read more
Imagine you own a house worth $1 million. No mortgage. Just $1 million sitting there. Now look at what that money can earn. The 30-year Treasury recently hit 5.337%, the highest level since 2007. At 5.3%, $1 million produces roughly: $53,000 a year. $4,417 a month. Before taxes. And the crazy part is that you … Read more
New York City Mayor Zohran Mamdani’s team put out the big public list of names and addresses tied to the second-home tax and then skipped the City Council hearing on it. Nearly a million names and addresses went online. Only a small slice will actually pay the surcharge. Homeowners scramble to prove they do not … Read more
Stan Druckenmiller told Scott Bessent exactly what it would take to stop Washington from spending: “the clowns in Washington – unless they get a signal from the bond market, they’re just going to keep spending” this is him explaining the arithmetic nobody runs on corporate America, why he went from 93% invested to flat over … Read more
by Michael We are facing a global energy crisis, a global debt crisis and a global inflation crisis all at the same time. In all my years, I have never seen anything like this. Two of China’s largest shipping companies just decided to stop sending their oil tankers through the Strait of Hormuz and the … Read more
BREAKING: Harmeet Dhillon said in an interview with Bloomberg News that the DOJ will be sending 1,000 election monitors to polling locations for the midterms. “[The DOJ] has sent monitors to election hot spots, polling places to increase voter confidence to troubleshoot problems and we are doing that now,” she said. https://newsletters.democracydocket.com/anchor-twitter Dhillon also said … Read more
Google wants to buy a dead airline’s internal messages for $10 million. Spirit Airlines stopped flying in May, and now Google wants roughly 100 million emails, 500 million Teams messages and millions of employee records going back decades. Customer data is excluded, but employee data isn’t. A third party would strip identifying information before Google … Read more
A viral campaign is urging Americans to turn Halloween into “De-Flock America” night and target controversial surveillance cameras while crowds and costumes provide cover. Posts promoting the campaign have spread rapidly across Instagram and X, calling for Flock Safety cameras to be disabled, covered or destroyed on October 31, 2026. The idea is that Halloween gives participants … Read more
A US Navy guided-missile destroyer spent four days last month without working toilets, galley services and air conditioning in the blistering heat of the South China Sea after the warship lost power. The incident was due to an engineering failure aboard the warship, the US 7th Fleet said in a statement to CNN, another setback … Read more
The entire world is repricing long-term debt at the same time. Bloomberg's Global Treasury 20+ Year yield just hit ~4.3%, the highest since 2015 and roughly double its 2020 low. Real yields are driving this and breakevens are anchored. The market wants more to fund the… pic.twitter.com/tohkFuNjRt — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) August 18, … Read more
by Michael This has been one of the craziest years in any of our lifetimes. World War III is literally playing out right in front of our eyes, this has been the worst year for wildfires that the western half of the country has experienced, severe hunger is on the rise all over the globe, … Read more
After President Trump signed a memorandum of understanding with Iran in mid-June, administration officials fanned out to build support for an agreement they hoped would reopen the Strait of Hormuz and start winding down the war. Iran’s hard-line leaders huddled in Tehran and came up with a different plan, according to Iranian and Arab officials. … Read more
It is difficult to overstate how completely the loss of the grid would disrupt life as we know it. In that first hushed moment after the lights went out, we wouldn’t even know that this outage was different from any other. Maybe we would lose power for a few hours. Maybe the ice cream would … Read more
https://www.federalreserve.gov/releases/h6/Current/ Investors see the combination of rising money supply and ongoing supply hits as the setup for prices that stay high even if activity slows. That mismatch is what stagflation looks like in real time. US M2 money supply is rising at the fastest pace in five years. The last time money supply accelerated this … Read more
https://t.co/mytuql0bzk — Common Sense Investor (CSI) (@commonsenseplay) August 18, 2026 🔥JUST IN: Ray Dalio warns the stock market bubble now rivals 1929, and could become the BIGGEST in American history. The Bridgewater founder says AI euphoria has produced "classic signs" of a bubble, pointing to record IPOs and trillion dollar valuations. Markets now trade at… … Read more
Just quietly leaving this here. pic.twitter.com/NMjmDh4dIb — Uncle Milty’s Ghost (@his_eminence_j) August 18, 2026
“People don’t want to work anymore.” Okay. Offer someone $15 an hour for a difficult job. Then offer that same person $45 an hour. Watch how quickly the “work ethic problem” disappears. The latest data makes this harder to dismiss. Average hourly earnings rose 3.2% over the past year in July, while inflation was 3.4%. … Read more
That is all there is – and even the illusion is weak, tedious and tiresome. I’m seeing people in my personal sphere fucked over every which way you look. Victims of the healthcare industry. Victims of our justice system. These institutions are not just lacking – on the contrary – they seem purposefully designed to … Read more