Japan's 2-year bond yield has surpassed levels last seen during the 2007-08 crisis. pic.twitter.com/RFlJtwEfp7
— Koyfin (@KoyfinCharts) February 4, 2026
we have entered fear pic.twitter.com/7wCRBfGDch
— amit (@amitisinvesting) February 3, 2026
We will get another wave of inflation…
…but not until we get a deflationary crash first. https://t.co/Xmk3IqpGwR
— Kalani o Māui (@MauiBoyMacro) February 4, 2026
“.. Drawdown in software industry now the worst since the 2022 bear market ..” 👇🏼
– Charles Schwab pic.twitter.com/R3vpAf0CBr
— Kalani o Māui (@MauiBoyMacro) February 4, 2026
Deepseek 2.0
Lets see how the world looks next month.Either this all is bullshit or Anthropic will replace all software everywhere on earth and everybody loses theirs jobs and every company will go bankrupt.
— 荻本 烏 (@BastiTora) February 4, 2026
Kind reminder: just barely a week ago $NVDA invested additional 2bn$ in $CRWV at 87.20$ a share
If you were looking for a canary in the coal mine to signal how the tides are turning against the AI Bandwagon, this is a pretty good one https://t.co/Xt8XTFiFhZ pic.twitter.com/I7SSCBVcRG
— JustDario 🏊♂️ (@DarioCpx) February 4, 2026
The US Bond Market has now been in a drawdown for 66 months, by far the longest in history. pic.twitter.com/BvLBivK1SN
— Charlie Bilello (@charliebilello) February 4, 2026