I always talk about how there’s always a game on Wall St.
Lessons from my dad. They run the game until they suck the life out of it then they move on to the next one.
Wall St is nothing but a bunch of parasites looking to suck the game until it dies.
Recent examples of the games.
1995-2000 tech/internet game. It bust slowly until 2002. 85% dropping the NASDAQ
2002-2007 housing bubble game.
2008-2009 crash.
2009-2020 the QE game. Unlimited stimulus at zero rates.
2020 brief pandemic crash.
2020-2022 Government stimmy/PPP game.
2022 correction after the Fed learned inflation wasn’t “transitory”.
2023 until now: The AI bubble. This may be the biggest game of them all.
End? TBD
The bottom line is new games will always be created by Wall Street once they suck the life out of one that dies.
It’s a never ending cycle fueled by greed.
I always talk about how there’s always a game on Wall St.
Lessons from my dad. They run the game until they suck the life out of it then they move on to the next one.
Wall St is nothing but a bunch of parasites looking to suck the game until it dies.
Recent examples of…
— QE Infinity (@StealthQE4) May 10, 2026
(I recommend reading this for anyone currently invested in the market or interested in learning what's going on)
🦔$2.6 trillion in S&P 500 call options traded in a single session yesterday, the highest single-day notional volume in the history of the index. The chart above… pic.twitter.com/yeK360CQ5F
— Hedgie (@HedgieMarkets) May 9, 2026
There has been such a huge demand for call options in this rally that implied volatility has been trending higher with the market. Which is highly unusual.
What happens when puts are suddenly in demand? No one is on the other side of the trade. pic.twitter.com/rLz9EEaqDU
— Mac10 (@SuburbanDrone) May 10, 2026
Exactly what I’ve been saying to all the folks who keep trying to tell me this is a rally based on fundamentals or something about “the multiples are actually low.”
This is a rally build on a house of cards, so by all means get in and out to make quick profit, but this isn’t a… https://t.co/rqFJXlRKht— Michael Bento (@MichaelPBento) May 10, 2026
When historians look back at 2026 they'll blame passive investing & private credit for creating this bubble, the same way the money trusts were blamed for 1929.
Investment trusts in 1929 were early, unregulated precursors to modern mutual funds that boomed during the late-1920s… https://t.co/h7dsgCAMp0 pic.twitter.com/Yh7rOaTjoM
— Financelot (@FinanceLancelot) May 9, 2026
MORE UPSIDE FOR SEMICONDUCTORS? The answer: no
This semiconductor rally had just a 0.0483% probability of happening – about the same odds as winning blackjack twice in a row.
What we just witnessed wasn’t normal market behavior. It was a historic melt-up. pic.twitter.com/wgwfe0rTaX
— Data Driven Stocks (@stockdatamarket) May 9, 2026
THE MAN WHO CALLED EVERY CRASH IS DOING IT AGAIN
Last time he talked like this, Nasdaq crashed 75%
Took 12 years to recover
Dotcom 1999: "Euphoria is the enemy"
AI Bubble 2026: "Never seen people in a more gambling mood"Same words, different decade, same ending incoming… pic.twitter.com/RoWP1qU4FW
— philarekt (@philarekt) May 9, 2026
Defensive stocks have never been this disliked:
The healthcare sector now accounts for just 8.3% of the S&P 500’s market cap, the lowest percentage since 1994.
Their weight has fallen by -50% since the 2022 bear market.
By comparison, healthcare represented ~9.0% of the… pic.twitter.com/7zf7UKDACR
— The Kobeissi Letter (@KobeissiLetter) May 10, 2026
Not financial advice