Our 5th warning:
The bond market crisis is intensifying.
The US 10Y Note Yield is now officially above 4.55% for the first time since May 2025.
After weeks of euphoria, the market is beginning to react today.
As we have been stating for the last few weeks, the current situation in the bond market is unsustainable.
We are now above levels seen when President Trump implemented a "90-day tariff pause" in April 2025 due to a collapsing bond market.
Furthermore, the market now sees a 60%+ chance that the Fed's next move is an interest rate HIKE, with rate cuts entirely priced-out.
We expect to see 7%+ mortgages next, all as auto loan delinquencies have reached 32-year highs.
Inflation is back and higher rates are coming.
BREAKING 🚨: United States of America
U.S. 30-Year Treasury Yield soars to 5.12%, the highest level since the run-up to the Global Financial Crisis 📈🇺🇸 Dear God 🤯
Big Tech companies are sprinting forward, building data centers as fast as they can, sometimes using eminent domain to seize the land by force, making their AI more and more powerful, expanding the technology at lightening speed with no guardrails of any kind at all. Yet none of these tech gurus or any of their apologists have even attempted to explain what exactly all of the millions of people who lose their jobs, and the increasing numbers who lose their homes, all sacrificed on the AI altar, are supposed to do. How does society support millions of unemployed and displaced people? What becomes of a society where algorithms and machines do everything, and a few people become trillionaires while millions more lose everything? There is no answer to any of this. They aren’t even attempting to answer it. Instead we’re simply told that China exists and we have to “beat them” in some unspecified way, in order to achieve some unspecified goal. We’re going to obliterate entire industries, entire categories of jobs all at once, and the only justification anyone can give is “China.” It’s madness.
#BREAKING: Northern Ireland court convicts 78 year old retired pastor Clive Johnston over publicly reading the Bible verse John 3:16, sparking free speech debate.
TRUMP: "The same audacity that called a small island kingdom to rule the seven seas, and rule them you did, inspired the children of 13 American colonies to explore a Great Frontier... and settle what was known as the Wild, Wild West."
🇺🇸 The Iran war is handing America a level of energy dominance it couldn't have achieved any other way.
U.S. crude exports hit a record 5.2 million barrels a day last week.
Europe now gets over a third of its jet fuel from U.S. refineries.
Countries across Asia are signing long-term LNG contracts with American suppliers because they have nowhere else to turn.
Europe and Asia are getting the message, and they don't love it.
Both regions are wary of swapping dependence on Middle East energy for dependence on Washington, especially after U.S. officials used energy as a weapon in trade talks last month.
The war didn't just reshape global oil flows, it also handed the U.S. a chokehold over who gets energy and on what terms.
Source: Financial Times
Russell Brand casually admitting he’s a pedophile on Megyn Kelly’s podcast while she just sat there unbothered is one of the most disturbing things I’ve seen.