asset

Make no mistake: It is the largest asset bubble in human history. Bank of America flags elevated bubble risk in semiconductors. The cracks inside OpenAI are deepening, and the numbers don’t lie.

Just like the dot com bubble in 1999 where Nasdaq valuations went parabolic on internet hype before the brutal crash. Make no mistake: It IS the largest asset bubble in human history. https://t.co/16W9PBcNIZ — Uncle Milty’s Ghost (@his_eminence_j) April 29, 2026 Nvidia is the Cisco of this generation. They sell real products but the main …

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Gold has now overtaken the US Dollar as the world’s top reserve asset. China has never held so much gold: China’s gold reserves surged +15.7% MoM in January, to a record $369.6 billion

Gold has overtaken the U.S. Dollar as the largest Global Reserve Asset 🚨🚨🚨 pic.twitter.com/IM2ataEtgZ — Barchart (@Barchart) January 24, 2026 Gold is clocking ~200$/o per monthSilver is clocking ~10$/o per monthin the tariff-era capital flows re-direction since last summer. There is healthy episodic push back from pussybanksters but resistance remains futile because the East has …

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US asset demand shows no sign of abating. Demand for bonds rises and bond yields decline. NY Fed’s Q4 GDP forecast now at 2.71%

US asset demand shows no sign of abating. Demand for bonds rises and bond yields decline.https://t.co/MKLFCKQfrf pic.twitter.com/Y7YdQtGapA — Daniel Lacalle (@dlacalle_IA) February 14, 2026 NY Fed's Q4 GDP forecast now at 2.71% – getting closer to ATL Fed's 3.68% pic.twitter.com/zUGsltCT9n — E.J. Antoni, Ph.D. (@RealEJAntoni) February 14, 2026 Average American's weekly paycheck buys ~2% more …

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You Got The Silver? Silver ETF Is Exploding! (Highest Turnover Among Any Other Asset and 15 TIMES Its Average Daily Volume

via confoundedinterest17 You got the silver? Lucky you! Silver ETF trading volume is exploding: Trading volume in the largest silver-backed ETF, $SLV, hit a record $40 billion on Monday. This marks the highest turnover among any other asset and is 15 TIMES its average daily volume. This also TRIPLES the previous peak seen in 2011. By comparison, …

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BlackRock private debt fund slashes asset values 19%, bad loans pile up, cracks widen in private credit

If BlackRock is taking hits now, who is next in private credit? Friday evening news drop Troubled Loans Hammer BlackRock’s Private Credit Fund “A BlackRock Inc. private debt fund expects to mark down the net value of its assets 19% after a string of troubled loans weighed on results, marking the latest sign of pressure …

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Millennials are “pro-socialist” because they think our current system is capitalism, e.g. the Fed inflates away workers’ wages to redistribute wealth to asset owners.

Millennials are "pro-socialist" because they think our current system is capitalism, e.g. the Fed inflates away workers' wages to redistribute wealth to asset owners. pic.twitter.com/FNFeJmgXuf — Anthony Galli (@AnthonyGalli) December 3, 2025

China’s new home sales just collapsed 42%. The banks know what that means. The world’s largest asset class is breaking, and this time no amount of optimism will stop the fall, not even a trade deal.

New home sales in China collapsed by 42% in October when compared to last October, representing more than just another setback for the beleaguered Chinese real estate market, the world’s largest asset class. This is a major problem for Chinese banks, not that they were expecting different. So, we see interest rates are back to …

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If the business cycle extends, the crypto cycle extends. Bitcoin is a macro asset…

Most people are overcomplicating the idea that Bitcoin’s traditional four-year cycle can extend. It’s simple. If the business cycle extends, the crypto cycle extends. Bitcoin is a macro asset… pic.twitter.com/JrtWAqPJpT — Julien Bittel, CFA (@BittelJulien) September 20, 2025 Global freight shipments are literally as low as they were during the peak of the COVID pandemic …

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Gold outshines bonds for decades yet traditional asset managers cling to the 60/40 model despite inflation debt and geopolitical turmoil

Gold is making new highs, measured, in this case, against the US dollar, which is making headlines. The chart below, however, is far more interesting. The asset management industry runs on two asset classes only: stocks and bonds. Sure, asset managers talk a lot about other asset classes or invest in ‘other’ asset classes that …

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New York bill proposes 0.2% tax on digital asset transactions starting September.

https://twitter.com/Cointelegraph/status/1956423461342969915 “Assembly Bill A08966, introduced August 13 and referred to the Ways and Means Committee, would take effect September 1, 2025… The legislation places responsibility for tax payment on ‘the person or persons making or effectuating the sale or transfer,’ potentially creating compliance challenges for exchanges, traders, and DeFi protocols operating in New York.” https://cryptonews.com/news/new-york-assembly-bill-seeks-0-2-excise-tax-on-crypto-and-nft-transactions/ …

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Cutting interest rates amidst the biggest asset bubble in history is the definition of madness

Cutting interest rates amidst the biggest asset bubble in history is the definition of madness — The Maverick of Wall Street (@TheMaverickWS) August 12, 2025 1. Stocks: all-time high2. Home Prices: all-time high3. Bitcoin: all-time high4. Gold: all-time high5. Money Supply: all-time high6. National Debt: all-time high7. CPI Inflation: 4% per year since Jan 2020, …

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Gold is now classified as a Tier 1 asset under U.S. Basel III rules, meaning banks can count it at full value.

Gold just got promoted. As of July 1, 2025, physical gold is now officially classified as a Tier 1 asset under U.S. Basel III banking regulations. That means banks can count gold at 100% of its market value toward their core capital reserves. No haircut. No markdown. Same treatment as cash or Treasuries. This is …

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Michael Saylor says “If you have the superior asset (Bitcoin)… it’s going up forever.”

Michael Saylor says “If you have the superior asset (Bitcoin)… it’s going up forever.” Forever is a long time… We'll see how this plays out for $BTC. Last time Saylor said something like this was 2000 when he collapsed $MSTR from $340 to 43¢. https://t.co/WXLFlUVoZE pic.twitter.com/tRnBMlYPG4 — Financelot (@FinanceLancelot) May 25, 2025 Buckle up Bitcoin …

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We’re staring down 1970s inflation, 1940s debt, and 1920s asset bubbles. Hard assets may be the only real hedge left.

Almost exactly one year ago, Jay Powell said: "I don't see the stag, nor the 'flation.'" Today, the Fed’s projections anticipate both. This is a timely reminder that we’re still grappling with a rare trifecta of macro imbalances: Inflation like the 1970s, government debt… pic.twitter.com/OKiiXDkyQp — Otavio (Tavi) Costa (@TaviCosta) May 7, 2025 When Powell …

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Financial markets are facing an unprecedented reversal of the 1997 Asian financial crisis.

What TF is up with the Taiwan Dollar? pic.twitter.com/NLS1yDni51 — Nobody Special (@JG_Nuke) May 5, 2025 Pretty succinct overview of what’s going on. If the 1997 Asian Financial Crisis happened because Asian banks had too much USD liability mismatch, this time it seems they have too much USD asset mismatch. And no one on this …

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