If foreign countries and companies are going to have less USD going forward, who is going to buy US debt? These past few days, I have been paying close attention to the narratives and dynamics developing around the tariffs war topic, but somehow nobody has brought attention to the crucial…
Category:Daily
Daily post about finance and breaking news
NVIDIA’S ARTIFICIAL EMPIRE IS NOW CRUMBLING
The dominoes are now falling with brutal efficiency. In one devastating week, the U.S. government severed Nvidia’s China revenue artery while TSMC plunged a 30% cost dagger into its margins. This isn’t coincidence – it’s causation. I have warned since 2024 that Nvidia’s “AI supremacy” was a carefully crafted mirage….
BANK OF AMERICA’S Q1-25 EARNINGS: MORE SMOKE AND MIRRORS TO HIDE ITS INSOLVENCY
Bank of America (BAC) just released its Q1 2025 earnings, and if you thought past balance sheet shenanigans were wild, you’re in for another ride. Back in November 2024, in HOW BANK OF AMERICA IS HIDING ITS MOUNTING PROBLEMS BEHIND A MOUNTAIN OF REPURCHASE AGREEMENTS, we discussed how BAC heavily…
DEAR DONALD, THIS BATTLE IS LOST
US Tariffs on China currently stand at 145% after the latest increase from the White House, while nearly every other country has been granted a 90-day pause to either negotiate a deal with the US or prepare for the tariffs’ fallout on their internal economies. On Wednesday, everyone was screaming…
TARIFF WARS: THE EMPIRE STRIKES BACK
I woke up, and the first headline I saw about what had happened in the US during my sleep was “We just increased tariffs on China to 104%” from President Trump. Once again, many people were caught by surprise, even though the US President had previously warned he would take…
TARIFF WARS: A NEW HOPE
Similar to Luke Skywalker taking a sigh of relief after successfully striking the Death Star, traders all around the world took a deep sigh of relief when the threat of the tariffs’ laser beam pulverizing their wealth did not materialize after a long weekend of “Black Monday is coming!” fear-mongering…
TRADERS GOT TRUMP WRONG AND WILL NOW PAY THE PRICE FOR THEIR MISTAKE
Two months ago in the article “WHY MAKING AMERICA GREAT AGAIN IS SUCH A BAD NEWS FOR MANY (GREEDY) US INVESTORS“, I warned that, contrary to popular belief, US companies (especially Apple) would be the ones to lose the most in the tariff war between the US and the rest…
IT WON’T TAKE LONG FOR THIS GOLD RUSH TO TURN INTO PANIC BUYING
Exactly one year ago, on April 1st, 2024, I published the article “AFTER BITCOIN DID IT, NOW GOLD IS SOUNDING THE ALARM“. At that time, when the gold price stood at ~2,300 USD/oz and Bitcoin at ~69,000 USD/BTC (compared to ~3,100 USD/oz and ~83,000 USD/BTC respectively today), I stated: “Now,…