bubble

WARNING: Liquidity cannot stop the business cycle from turning; Recession signals flash and the biggest market bubble in history threatens to burst; 25bps cuts don’t matter.

Liquidity can’t stop a business cycle that’s already turning. Weak growth is the warning shot before the crash. When the cycle breaks, stocks don’t get “saved.” They get crushed. "Liquidity cannot stand the turn of the Business Cycle" (no matter what liquiditist try to tell us). Recession is coming! And it will crush stocks. #BTC …

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US recession risk hits 93 percent, Fed repo down 99 percent, AI bubble could pop any day

The AI frenzy is setting the stage for a systemic financial implosion. Investors pouring billions into a technology that cannot deliver will leave banks, pension funds, and retirement accounts exposed. When the illusion of growth shatters, markets could crash, credit could tighten, and unemployment could spike as companies realize their AI investments are worthless. For …

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We’re about to learn that we’ve been in a recession for over a year and it’s all been a liquidity fueled AI bubble…

Unlike the 2008 crash, where lies were exposed, today’s central bankers pump liquidity to fake prosperity, propping up stocks while economy craters. Politicians nod along, ignoring the rot as markets dance on borrowed time. The system’s not clueless, it’s complicit. Just hit a new cycle high of 39% probability pic.twitter.com/NpGRRoQ4FG — Acquiring Knowledge, Enjoying Life …

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$1 trillion of AI Capex spend. $20 billion of revenue. AI is a bubble. There is a NON-zero chance that tomorrow’s AI boom ends tomorrow.

I don’t know who needs to hear this but… There is a NON-zero chance that tomorrow’s AI boom ends tomorrow. I’m not betting that way, but it is important to realize that there is a non-zero chance it all ends tomorrow with $NVDA earnings. Some of ya’ll way too concentrated.… — I Sell Options Guy …

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Bitcoin meltdown: price tanks, fake headlines try to resuscitate dying bubble; 25+ crypto treasury equities ready to blow up if Bitcoin and Ethereum don’t stop bleeding lower

If Bitcoin needs lies to rise, what does that make it worth? BREAKING: Michael Saylor violates promise to shareholders, dilutes MicroStrategy $MSTR with 875,301 new shares https://t.co/aOmYIOWpdn pic.twitter.com/jXqtw9ZDeR — Financelot (@FinanceLancelot) August 25, 2025 As #Bitcoin demand dries up fast and the price tanks, watch the maximalists scramble to invent new fake narratives and rumors …

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Is the AI Bubble About to Burst?

via Phoenix Capital Research It’s said that “they don’t ring a bell at the top.” Well, there sure seem to be a LOT of bells coming from the AI revolution. First and foremost, OpenAI founder Sam Altman, openly admitted AI is in a bubble even going so far as to compare the current market environment …

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AI Bubble popping?

https://twitter.com/NorthmanTrader/status/1957874205925474531 Feels like we're at a pretty major inflection point pic.twitter.com/IBqaRsNQKI — Markets & Mayhem (@Mayhem4Markets) August 19, 2025 Wow, over $75 billion wiped off Palantir in just 5 days as investors panic over its sky-high valuation. Citron Research recently said the stock was dangerously overvalued and a major mismatch for its fundamentals. pic.twitter.com/FSaAR4bBw7 — …

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The economist warns palantir could be one of the most overvalued stocks ever; Howard Marks warns valuations nearing bubble levels

$PLTR might be the most overvalued stock of all times, says The Economist. It doesn’t get to be a genius to see this.$PLTR Free Cash Flow: $1.7 billion$PLTR Market Cap: $412 billion$UNH Free Cash Flow: $25 billion$UNH Market Cap: $280 billion That says something. pic.twitter.com/1vNsb13lEL — Oguz Erkan (@oguzerkan) August 19, 2025 1/ Howard Marks …

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95% of AI projects are failing while Wall Street rakes in profits and businesses see zero returns

95% of organizations that are pouring money into generative AI have little or nothing to show for it. That isn’t rumor. That’s MIT’s own conclusion. They say the machines can’t retain data. They can’t adapt. They can’t learn over time. So let’s stop pretending. They are not intelligent. Not artificial. Not anything. But Wall Street …

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Sam Altman says ‘yes,’ AI is in a bubble

As economists speculate whether the stock market is in an AI bubble that could soon burst, OpenAI CEO Sam Altman has just admitted to believing we’re in one. “Are we in a phase where investors as a whole are overexcited about AI?” Altman said during a lengthy interview with The Verge and other reporters last …

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Okay: bubble

Explain this. *Forward earnings: SPY vs Air Freight & Logistics pic.twitter.com/Aaep4OGKOg — Samantha LaDuc (@SamanthaLaDuc) August 14, 2025 Stagflation is here. God help us all. — The Great Martis (@great_martis) August 14, 2025 Are we going into a really crazy recession? Stock market ATHCrypto ATH Private companies ATH Deficit ATH Household debt ATH Stock buybacks …

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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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Is This the Pin the AI Bubble is Looking For?

via Phoenix Capital Research Stocks continue to exhibit bullishness, but in the intermediate term, multiple major red flags are appearing. It is no secret that the driving force for the S&P 500 has been big tech’s earnings/ AI build out. The top 10 Big Tech companies account for nearly 40% of the S&P 500’s weight. …

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Markets and society spiral into chaos with biggest bubble madness yet to come

The market is bubbling over like never before. Weird moves everywhere, prices swinging wildly, and headlines screaming about froth and frenzy. But beneath the chaos, something deeper is rotting. Society itself feels more unraveled, more reckless than at any point in recent memory. Look back to the dot-com boom or even 2021’s crazed rally. Those …

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Bubble warning flares with market at 213% of GDP, AI frenzy surpassing dot-com era and short squeeze hitting dangerous extremes

Everyone sees the train coming, but no one wants to leave the tracks. We are living in the largest Bubble ever. It is insane (….and it will burst)! Market Capitalization to GDP: Long-term average: 88%Typical historical range: 70% – 115% Peak before Great Depression (1929): 81%Peak Dot-com Bubble (2000): 136%Peak before Great Financial… — Henrik …

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Housing Bubble 2.0 is bursting

Housing Bubble 2.0 is bursting, and the wipeout of Yellen Bux "wealth" is going to be epic byu/Boo_Randy_II inWallstreetsilver Foreclosures climb in this major city—and even the most elite ZIP codes aren’t spared New York City saw a double-digit increase in foreclosure rates this spring, with mortgage defaults affecting even some of Manhattan’s most prestigious …

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Japan is the (potential) black swan no one sees coming, which could derail the current (massive) U.S. stock market mega bubble.

Japan is the (potential) black swan no one sees coming, which could derail the current (massive) U.S. stock market mega bubble. #carrytradeunwind #fireinacrowdedtheatre https://t.co/vvBZJSFdyR — Gordon Johnson (@GordonJohnson19) July 16, 2025 Japan's next 10-year government bond (JGB) auction is scheduled for August 5, 2025, and the next 30-year JGB auction is set for August 7, …

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Powell breaks 1000-day yield inversion record economy still rolls over, housing bubble ready to burst 60–70% drop on deck

I must admit the situation is getting funny. First of all I’m not a big fan of Powell, because I think this guy has already lost a powerful game hitting 10Y/3M 1000 days in inversion beating previous 1929 record 700 days. Reality is : if even that’s his achievement – he’s just buying time at …

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The No-Win Bubble “Wealth Effect”: Either Way We Lose

Authored by Charles Hugh-Smith via oftwominds, Spoiler alert: this ends badly. I have endeavored to explain how our economy has changed dramatically over the past 50 years beneath the surface. Nothing that’s going to happen in the future will make sense unless we understand this, so refill your beverage of choice and let’s go through what …

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Investor compares Buffett Indicator spike and trade deal euphoria to dot com bubble before 2000 collapse

TLDR: The dot-com era saw explosive stock gains from 1995 to 1999, with almost everything going up Examples like CYBR and JDSU skyrocketed despite weak fundamentals The crash began on March 24, 2000, and $QQQ didn’t recover its ATH until 2014 The user kept buying the dip and dollar-cost averaging, which led to major losses …

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Definitely NOT a bubble…

Both companies have the financial capacity to purchase all of New York City’s real estate Let that sink. pic.twitter.com/tJYvuhgwrK — The Great Martis (@great_martis) June 27, 2025 Relentless market 🐂 pic.twitter.com/0NamoSXjMw — TT3 (@TradingThomas3) June 27, 2025 What is Mr. Market signaling? 1. Zero chance of recession. 2. No tariff damage; more reprieves at a …

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