Tech giants keep hyping AI revolution publicly and quietly kill projects when costs explode. These are obvious bubbles, it’s not even an argument at this point. The most overvalued market in half a century. And retail is still buying.

They sold us on cheap smart tools and now even big names run out of money in months. When the bubble starts leaking from inside the companies themselves you know the party is ending fast. This shows that the traditional …

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S&P 500 records and the “melt-up” gamble

The S&P 500 climbed 45.65 points today to finish at a record 7,519.12… Nasdaq composite hit its own record, jumping 312.21 points on massive tech sector momentum… Bespoke Investment Group notes this is the strongest eight-week winning streak since 1952… …

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They really believe we are all this stupid.

US Treasury Secretary Scott Bessent: “I want to encourage everyone out there watching today to change their withholding. You will get an automatic real wage increase on a weekly or a monthly basis.” byu/Snapdragon_4U ininflation Kevin Hassett: "While people have …

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The risk reward trade is officially broken.

The Wall Street Journal reports that the equity risk premium has effectively disappeared as the reward for holding stocks over bonds evaporates. Investors now face extreme volatility for returns that fail to compensate for the underlying danger. The consumer data …

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