Trump Says Tech Giants Must Bear Cost Of Data Center Electricity, As Microsoft Joins OpenAI In Demanding Subsidies We have been warning about this for months… In one year, this will be the most popular chart on this site pic.twitter.com/h93gWXMoNL — zerohedge (@zerohedge) August 11, 2025 … and months…. between exploding electricity bills and lack of jobs for grads, a new luddite revolution is coming – they will be […]

SBA Investigating $1.2 Trillion On Payments As Part Of Fraud Probe: Loeffler Authored by Travis Gilmore and Jen Jekielek via The Epoch Times, Federal officials are reviewing approximately $1.2 trillion in payouts to root out fraudsters, according to Kelly Loeffler, administrator of the Small Business Administration (SBA). “Federal contracting and the fraud that happens within it in Washington, D.C., around these programs are […]

2026 Will Be Breakout Year For Autonomous Driving And Humanoid Robots; Deutsche Bank In a note out this week, analysts from Deutsche Bank led by Edison Yu said the global auto and mobility industry is entering a pivotal transition year, with 2026 shaping up as a major inflection point for both autonomous driving and humanoid robotics following the CES technology conference in Las Vegas. “We attended CES in Las Vegas last week and […]

Marxist Network Behind Pro-Maduro, Anti-ICE Protests Faces Congressional Scrutiny Authored by Eva Fu via The Epoch Times, After the U.S. capture of Venezuelan leader Nicolás Maduro sent shockwaves worldwide, activist groups aligned with Marxist ideology and sympathetic to Chinese communist causes staged protests in America. The same network of groups that fueled anti-Israel protests and the June 2025 Los Angeles riots against […]

TradFi Trust & DeFi Dominance Favor Ethereum Over Bitcoin; StanChart Standard Chartered’s Geoff Kendrick raised his ETH forecasts in August 2025 to reflect Ethereum’s structural advantages, along with supportive regulatory developments and increased buying by ETFs and DATs. The outlook has turned more nuanced since then. In absolute terms, Bitcoin’s weaker-than-expected performance has prompted Kendricks to downgrade his […]

Trump Admin Ends Temporary Protection For Somalis In US Authored by Zachary Stieber via The Epoch Times (emphasis ours), The Trump administration has decided to end temporary protection for Somali nationals in the United States, officials said on Jan. 13. U.S. Secretary of Homeland Security Kristi Noem testifies before the House Committee on Homeland Security in the Cannon House Office Building in Washington on Dec. 11, 2025. Anna […]

Trump Admin And Taiwan Close To Finalizing Trade Pact; $100B In TSMC Plants Slated For Arizona The Trump administration and Taiwan are in the ‘final stages’ of negotiations on a tariff agreement which would see the United States lower tariffs on the self-governing island’s exports to 15% from 20%.  U.S. President Donald Trump speaks inside the Oval Office at the White House in Washington, D.C., November 12, 2025. REUTERS/Kevin […]

Stellar 30Y Auction Stops Through, Sees Solid Foreign Bidder Demand The last coupon auction of the first full week of 2026 was also the strongest one.  Moments ago the Treasury sold $22BN in 30Y paper in a very solid auction: the sale priced at a high yield of 4.825%, just fractionally higher than the 4.773% in December, and also stopped through the When Issued 4.833% by 0.8bps. The bid to cover was a solid 2.418, up from 2.365 […]

California Restricts Free Speech Authored by Kenin M. Spivak via RealClearPolitics, California’s far-left Supreme Court has ordered restrictions on the speech and expressive conduct of California’s lawyers “at all times,” including during their unrelated business activities, political endeavors and personal lives. Just before Christmas, the even more radical California State Bar imperiously advised the state’s 200,000 […]

US Holiday Spending Jumped In December, Signaling Consumer Strength Into 2026 American consumers closed out the holiday season with a strong December spending surge, adding to evidence that household demand remains resilient even as confidence surveys show lingering unease about the economy. Retail sales during the final two months of 2025 rose 4.1 percent from a year earlier, according to a Jan. 12 report from the National Retail […]

Definancialisation Doesn’t Mean Peace, It Means Prep For War By Michael Every of Rabobank For years, some analysts talked about the problems associated with ‘financialization’ and only a small subset talked about a looming backlash ‘definancialization’. What did you think it meant? Vibes? Papers? Essays? “Because markets”? In the big picture, an FT op-ed notes that Trump’s new ‘Great Game’ is “mining, mapping, […]

Bessent Reveals 10% Of US Budget Lost To Fraud, Signaling Musk Has Unfinished DOGE Business Treasury Secretary Scott Bessent’s interview with journalist Christopher Rufo suggests that Elon Musk still has unfinished business at DOGE, as fraud, waste, and abuse from Somali networks in Minnesota, California Democrats, and other deep-blue states have dominated the news cycle for the last several weeks. Bessent told Rufo that somewhere […]

‘Dilbert’ Creator Scott Adams Dies After Prostate Cancer Battle Authored by Jack Phillips via The Epoch Times (emphasis ours), “Dilbert” creator and political commentator Scott Adams died after a battle with prostate cancer, his ex-wife announced on Tuesday on his YouTube show. He was 68. Scott Adams, creator of the comic strip “Dilbert,” talks about his work in his studio in in Dublin, Calif., on Oct. 26, 2006. AP […]

Clintons Refuse To Testify About Jeffrey Epstein; Comer To Begin Contempt Proceedings President Trump isn’t the only one clamming up over Jeffrey Epstein – as Bill and Hillary Clinton are both refusing to testify in front of Congressional investigators over their relationship with the dead sex-trafficking pedophile, escalating a monthslong battle with House Oversight Committee Chairman Rep. James Comer (R-KY).  The Clintons […]

Beijing Responds As Trump’s Iran-Related Tariffs Risk Derailing US-China Trade Deal China sharply criticized Washington’s move to levy tariffs on countries trading with the Islamic Republic of Iran, issuing a statement Tuesday – less than 12 hours after President Trump announced the punitive action on Truth Social – condemning the decision. Chinese Foreign Ministry spokesperson Mao Ning stated, “China’s position on the tariff issue […]

“The Globalist Deep State Is In Panic Mode” After Trump’s Cash Cut-Off Via Greg Hunter’s USAWatchdog.com, Journalist Alex Newman, author of the popular book “Deep State” (which is soon to be massively updated and re-released), thinks evil powers trying to overthrow America are distraught because their money and plans are drying up.  Newman says, “I think the globalist Deep State is in panic mode, and I think the Left […]

Mamdani Declares War On Civil Discourse Authored by Charles Mitchell via RealClearPolitics, Zohran Mamdani’s inauguration speech on Jan. 1 became instantly famous for his promise to prove the “warmth of collectivism.” Yet Americans should pay just as much attention to another deeply concerning comment from the socialist mayor of New York City’s first act in office. He declared that those who are “fluent in the good […]

As Trump Threatens Iran, Most Of The US Navy Strike Group Remains In Caribbean Update(1420ET): President Trump just said something very revealing while in Michigan. He admitted he really doesn’t know the death toll in Iran after a couple weeks of raging protests and violence. In classic Trump fashion, he started the morning by issuing direct threats of military intervention, but now seems to obfuscate, keeping Iranian leaders and […]

“Entered New Era”: SK Hynix To Build $13 Billion Memory Plant As Nvidia CEO Says AI Demand Soaring One week after Nvidia CEO Jensen Huang told the auidence at CES Las Vegas that AI data centers are creating a “market that never existed” for memory, the global leader in high-bandwidth memory, SK Hynix, announced that construction of a new $13 billion advanced memory manufacturing plant will begin this spring, with first production […]

Here’s Proof That UK’s X Ban Threat Has Nothing To Do With Protecting Children Authored by Steve Watson via Modernity.news, As UK authorities ramp up their assault on free speech, a viral post shared by Elon Musk exposes the glaring hypocrisy in the government’s “protect the children” narrative. Data from the The National Society for the Prevention of Cruelty to Children (NSPCC) and police forces reveals Snapchat as the […]

US Equity Futures Jump To Record High After Core CPI Comes In Cool US equity futures were initially weaker as the market weighs geopolitics, inflation data, and the start to earnings season, where JPM reported results that were mixed at best (unexpected weakness in bank underwriting kept the stock flat in premarket trading). However, just after core CPI printed below estimates, futures spiked as high as 7030, rising to a new record […]

Core CPI Prints Cooler Than Expected In December, Near 5 Year Lows On the heels of ‘solid’ labor market data from BLS (lower unemployment), ADP (weekly employment change remaining positive), and a rebound in Small Business Optimism; this morning we get a glimpse of the other side of The Fed’s mandate as the last CPI print for 2025 prints. From what we can tell, President Trump did not drop any hints this time ahead of the release […]

JPM Kicks Off Q4 Earnings Season With Rare Miss Driven By Weakness In Debt Underwriting Ahead of the official start of earnings season this morning when JPM reported Q4 results, Goldman’s head of Delta One Rich Privorotsky wrote that “attention now turns to JPM to set tone for earnings seasons. Prices/multiples are elevated across the sector so hard to argue expectations are low.  Focus on NII/NIM durability as deposit costs and […]

L3Harris Rockets Higher On “First-Of-It’s Kind” Pentagon Investment Into Missile Unit L3Harris Technologies (our top stock for the Hemispheric Defense Theme) announced on Tuesday a “first-of-its-kind” proposed partnership with the Department of War (DoW) to significantly boost solid rocket motor production. The DoW will inject $1 billion into L3Harris’ Missile Solutions unit through a convertible preferred investment, creating a […]

2026 Earnings Outlook: Another Year Of Optimism Authored by Lance Roberts via RealInvestmentAdvice.com, The Wall Street consensus forecast for 2026 earnings growth is strong by historical standards. Analysts are giddy and projecting another year of double-digit growth in S&P 500 earnings per share (EPS). FactSet’s most recent data showed an expected 2026 earnings growth rate for the S&P 500 of about 15 percent. That is […]