Consumer spending is declining now and whatever there is, is being financed on credit cards.
— Maverick (@SocomRaiders) September 29, 2025
Discretionary spending freeze 1st, which includes potential expansions. 2nd non-discretionary spending freeze. 3rd layoffs.
🚨Foreign investors are ALL-IN on US stocks:
Overseas investors’ allocation to US equities hit a RECORD 61%.
This share is now 7 percentage points above the 2000 Dot-Com bubble peak.
By comparison, at the Great Financial Crisis low, it was 25%.
Incredible. pic.twitter.com/FIVBmdWX34
— Global Markets Investor (@GlobalMktObserv) September 28, 2025
At the tail end of manias, Wall Street always offloads unprofitable and inappropriately risky money losers onto Main Street. The practice is as old as investing itself. This time, it's just bigger and more institutionalized as the conduit will be millions of retirement accounts. https://t.co/SH01Ppy5Qx
— Danielle DiMartino Booth (@DiMartinoBooth) September 28, 2025
This is the only statistic that matters in America pic.twitter.com/8lMtS13d6S
— Darth Powell (@VladTheInflator) September 28, 2025
HOLY FUCK Dominos down -92%
the Italians are jumping for joy rn
note to self: don't buy an overpriced cyclical consumer discretionary piece of shit$DMP.AX pic.twitter.com/nJIAuztuHH
— Zoomer 🧢 (@zoomyzoomm) September 29, 2025
“As soon as consumer spending weakens, the cash flow machine powering the Big 5 will feel it first. When that happens, CapEx will slow down. AI doesn’t drive broad-based economic growth. Its benefits are narrow, concentrated, and increasingly speculative. This isn’t like cloud or mobile, it’s a concentration of risk in just a few hands. When AI growth decelerates from 40% to 35%, sentiment will flip fast. The illusion of infinite upside will crack. We’re likely 10–14 months away from that inflection point.”
As soon as consumer spending weakens, the cash flow machine powering the Big 5 will feel it first. When that happens, CapEx will slow down.
AI doesn’t drive broad-based economic growth. Its benefits are narrow, concentrated, and increasingly speculative. This isn’t like cloud…
— TTT (@AgarWoodCapital) September 29, 2025
Someone just aggressively bought $12,500,000 worth of $VIX 32 calls
umm…wut pic.twitter.com/sByWqpddQH
— John Trades MBA (@JPATrades) September 29, 2025
h/t Albertan Secessionist