🚨GLOBAL CORPORATE DEBT ISSUANCE SKYROCKETS🚨
Issuance of corporate bonds and leveraged loans rose ~34% Y/Y to a RECORD $7.93 trillion in 2024.
This comes as investors' demand for bonds has rarely been lower.
In effect, US corporate bond spreads hit the lowest since the 1990s. pic.twitter.com/Zt5XHlmSHh
— Global Markets Investor (@GlobalMktObserv) January 3, 2025
At least in the tech bubble, companies trading at absurd valuations held a slim hope of eventually becoming profitable.
Fartcoin has zero intrinsic utility and is now being valued at $1.3 billion.⁰⁰This is the very definition of insanity in markets in my view. pic.twitter.com/QxSUMEJS4x— Otavio (Tavi) Costa (@TaviCosta) January 3, 2025
We’re not just in any typical economic bubble cycle that we see so often—we’re in what I call the “Titanic Bubble,” driven by sheer delusion and greed.
Over 100+ years ago, the Titanic was hailed as unsinkable, a belief rooted in overconfidence and hubris. Today’s economy mirrors that mindset, with investors trapped in wishful thinking and denial.
In the stock market, the Federal Reserve has tried to stave off recession fears by printing trillions of dollars and injecting them into the system. This is unsustainable, and the cracks are very visible.
In the crypto world, Tether operates as an unregulated, unaudited entity mimicking the Fed by printing/injecting into BTC. This has driven over 90% of its growth above $3,000—a house of cards waiting to collapse.
Between 2025/2026, we’ll see this bubble burst. The system, as always, will look for a scapegoat. Donald Trump seems to be the prime candidate for this role. There’s a reason Democrats appeared jubilant when he won—but the real question remains: who actually “won”?
We’re not just in any typical economic bubble cycle that we see so often—we’re in what I call the "Titanic Bubble," driven by sheer delusion and greed.
Over 100+ years ago, the Titanic was hailed as unsinkable, a belief rooted in overconfidence and hubris. Today’s economy… pic.twitter.com/XMeHCbdNyS
— Jacob King (@JacobKinge) January 3, 2025
Yep! Once Joey is out of office, the media will raise the alarms 🚨
— Jacob King (@JacobKinge) January 3, 2025
Every trading day this week, retail gamblers bid up the open and then institutions sold into strength.
The consequence is that Nasdaq money flow has collapsed to the August lows. pic.twitter.com/fmnqEzEt2F
— Mac10 (@SuburbanDrone) January 3, 2025
Warren Buffett just made his biggest move ever:
He sold $75 billion worth of stocks, including huge chunks of Apple.
Now he's sitting on around $277 billion in cash – the largest pile in Berkshire's history.
Here's why this matters for every investor in 2025: pic.twitter.com/nP2zVhyDBL
— Walker Deibel (@walkerdeibel) January 2, 2025
The S&P 500 has only experienced back-to-back years of negative returns three times since 1957. pic.twitter.com/AnxkGEmvz3
— Michael A. Gayed, CFA (@leadlagreport) January 3, 2025
Diamond giant De Beers has seen its stockpile reach $2 billion, the biggest since the 2008 financial crisis, according to the Financial Times.
“It’s been a bad year for rough diamond sales," they have said.
— unusual_whales (@unusual_whales) January 3, 2025
https://twitter.com/VolatilityWiz/status/1875255654769967124
This. Take note. https://t.co/s1dU8GDRs6 pic.twitter.com/VjR54GzpvI
— Markets & Mayhem (@Mayhem4Markets) January 3, 2025
Most Wall Street traders are still on holidays this week.
The question on the table is what are they coming back to next week?
A new job? pic.twitter.com/mMH3chJG1e
— Mac10 (@SuburbanDrone) January 3, 2025
2/ The most closely watched version of the yield curve just did something incredibly rare: it un-inverted
Historically, these un-inversions have been near-perfect signals of a coming recession pic.twitter.com/esmeN1jhN3
— Bravos Research (@bravosresearch) January 3, 2025
4/ This isn’t new
We saw the same un-inversions before the recessions of the 1970s pic.twitter.com/nI80tvxcou
— Bravos Research (@bravosresearch) January 3, 2025
⚠️S&P 500 POSTED THE WORST YEAR-END IN 72 YEARS⚠️
The S&P 500 fell ~3% from Christmas to year-end marking the biggest decline since 1952.
The index dropped over 1% only 12 times during this period.
Nevertheless, the S&P 500 closed 2024 up 23.3%.
More market volatility ahead? pic.twitter.com/BGjHBVsNG5
— Global Markets Investor (@GlobalMktObserv) January 3, 2025
58 views