Businesses are eating 64% of tariffs right now. We know that.
But according to Goldman, by October this will drop to only 8%, with consumers eating 67%.
Nice one in @SamRo's note this morning. pic.twitter.com/vvWgG39mwS
— Ryan Detrick, CMT (@RyanDetrick) August 17, 2025
Even the goat is bearish 🐐 pic.twitter.com/lIqSb7eHwv
— QE Infinity (@StealthQE4) August 18, 2025
I am really worried for the average retail investor when we see some sort of market correction/bear market which will come, that is a guarantee.
There is more leverage in the markets than ever before, as well as more speculation than ever before. This works extremely well until…
— Just a Dude Who Invests (@DudeWhoInvests) August 18, 2025
Interesting, Larry Fink has sold most of his BlackRock $BLK shares the past 4 years. 🤔
Also the senior managing director liquidated 50% of her holdings last month. https://t.co/0CYHVzrays pic.twitter.com/EaLZYoeniu
— Financelot (@FinanceLancelot) August 18, 2025
This is the hardest thing to explain to some ppl https://t.co/2gDYwVvnGk
— High Yield Harry (@HighyieldHarry) August 18, 2025
Sam Altman of OpenAI has warned ⛔️ 🚨
An AI bubble is forming .
— tic toc (@TicTocTick) August 18, 2025
“There is, of course, one massive reason AI is not the ROI machine investors hoped it would be: that it costs a staggering amount of money to run and is expected to get more expensive as operations advance and scale up.” 👇🏼 pic.twitter.com/IVs1waopDh
— Kalani o Māui (@MauiBoyMacro) August 18, 2025
I think a lot of people still think of 2021 as the peak in speculative activity in markets
A look under the hood shows that things have only gotten crazier since, and people are embracing big bets more than ever before, whether it’s in leveraged ETPs, crypto or 0dtes pic.twitter.com/CYdCiUB3uq
— Gunjan Banerji (@GunjanJS) August 18, 2025