Independent thinking for complex markets and current events
⚠️US stock market concentration Bubble is huge: The top 10 largest S&P 500 stocks reflect ~38% of the index market capitalization, just shy of a RECORD high. This is over 10 percentage points higher than at the 2000 Dot-Com Bubble peak. The market is dependent on few stocks. pic.twitter.com/7jfzEfhx6L — Global Markets Investor (@GlobalMktObserv) June …
Authored by Charles Hugh-Smith via oftwominds, Corporate / private equity / STVR investors are all fair-weather owners of housing. Let’s indulge in some basic logic: 1. All credit-asset bubbles burst. 2. U.S. housing is a credit-asset bubble. 3. The U.S. housing bubble will burst. The only variables are how and when Housing Bubble #2 will …
When everyone from your barber to your Uber driver talks stocks you know fundamentals have long been ignored. In 2025 that chatter is deafening. People brag about crypto holdings and leveraged ETFs like they built them. You see talk of FIRE dollar cost averaging and compound annual growth rates from folks still paying off student …
US stocks vs the rest of the world since 1950 pic.twitter.com/9HCFcblvTM — Markets & Mayhem (@Mayhem4Markets) June 15, 2025 Follow up from BofA: Valuations explained ~80% of 10yr returns pic.twitter.com/TTOaEM6Qn3 — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) June 15, 2025 S&P 500 sector valuations coming into the week. Not your father's P/E pic.twitter.com/aDay8ZYCTh — Mike …
Palantir $PLTR at the highest sales multiple in its history, over 83x price/sales right here. There is no company this big valued this richly that has worked out long-term. Bubble. 🫧 pic.twitter.com/MuIdiCc6gd — Just a Dude Who Invests (@DudeWhoInvests) June 15, 2025 Meanwhile…. Like these…?! $MSTR https://t.co/SWBnQAHm34 pic.twitter.com/QmMSuptDn5 — James Chanos (@RealJimChanos) June 15, 2025
A must listen with Jeff Gundlach. He's gotten the fuck out Stock valuations are a joke Reminds him of 1999 and 2007 Scams last longer than anyone thinks "takes forever" for defaults to finally arrive pic.twitter.com/ecGYq4jiVx — Darth Powell (@VladTheInflator) June 14, 2025 A colossal inflection point – What are bonds telling us? *Book ideas, …
Canada's private debt bubble, driven by real estate, now exceeds that of the US in 2008 and 1929, as well as Japan in 1991, as shown in the latest (Q3 2024) data and chart. Most will ignore this warning—why social cycles like the LongWave occur. https://t.co/ltrAoFKEz8 pic.twitter.com/nAUVlfUwhC — The Economic LongWave (@TheELongWave) June 10, 2025
Wait…..do some people not know this is a bigger worse bubble than 2008? Really? https://t.co/n0BoMr4VK8 — Darth Powell (@VladTheInflator) June 2, 2025 BREAKING 🚨: U.S. Housing Market Home Sellers are now sitting on $700 Billion worth of inventory, the largest amount ever recorded 👀 pic.twitter.com/CSW9jrLjK0 — Barchart (@Barchart) June 2, 2025 We need a nice …
$HKD went from $12 to $2,555.$RGC went from $3 to $950. The crash is inevitable. Only a matter of time. pic.twitter.com/T9P3Q6B3h7 — Heisenberg (@Mr_Derivatives) May 30, 2025
Gold holders this weekend. pic.twitter.com/YKoPZQQhST — Parallel Mike (@parallel_mike) May 22, 2025 This $4.1 billion in buys was on Monday and they have been REKT ever since. lol https://t.co/XecPYJmCyL — QE Infinity (@StealthQE4) May 22, 2025 Worse.Worsened.Worsening. https://t.co/4nEsFQVLdG pic.twitter.com/3HK1ZogNRR — The Great Martis (@great_martis) May 22, 2025 FUCK YOUR DOWNGRADES – WE’RE GONNA DOUBLE DEFICIT …
CoreWeave and its accounting firm have never heard that GPUs are depreciating assets, and the H100 has dropped in value by almost 50% since they bought them. For them, they still believe each is worth over $40k. I also still believe my old iPhone X is worth $1000. pic.twitter.com/bqqidHiJJ2 — Kakashii (@kakashiii111) May 17, 2025 …
1) What's extremely interesting is that home prices, for a very long time, simply tracked the rate of inflation. More specifically, from 1890 to 1990, over 100 years, inflation-adjusted prices never went more than 15% above their long-term trend line. — Nick Gerli (@nickgerli1) May 15, 2025 3) And it was in this period that …
It’s a desperate move. If their core business were solid, they wouldn’t need to hype it up by adding Bitcoin to make it more attractive. This is a sign of the AI bubble bursting. — Citizen Watch Report (@Citizenwatchrep) May 5, 2025 Nvidia, a leading technology company, is being speculated to consider a strategic allocation …
The mega cap Tech stocks (MSFT, GOOG, AMZN, META, NVDA) have made an existential bet on Artificial Intelligence hardware capacity that will be a huge bust. The solution side is not keeping up with the hardware arms race. There is no ROI from AI solutions. pic.twitter.com/8BzMOzE7co — Mac10 (@SuburbanDrone) April 28, 2025 Back in 2018, …
For at least 35 years, the monetary system has been telling us that the current era is coming to an end. That means a debt collapse, a currency collapse and a collapse of most bubble assets like stocks and property. THUS THE BIG SHORT! — Egon von Greyerz (@GoldSwitzerland) April 26, 2025 Quick reminder – …
In 2008, the Fed came to the rescue of the Wall Street banks that caused the 2008 crash by transferring $2.7 trillion in toxic-waste Mortgage Backed Securities (MBSs) from the banksters to the public ledgers. Now it can’t offload these MBSs without imploding the housing bubble. Thanks to the Keynesian fraudsters at the Fed turning …
How many of the 550bn$ of MBS holding “guaranteed” mortgages by Fannie and Freddie in $BAC books were structured on fraudulent mortgages and are about to be nuked? 👀 https://t.co/iTXUp3D0Cx pic.twitter.com/w4FIpug6fH — JustDario 🏊♂️ (@DarioCpx) April 17, 2025 Builders can’t sell inventory as buyers vanish… Realtor pitch crumbles under economic reality… You know, I get …
WTF is going on in Canada and Australia? Real estate debt bubble in the US in 2007 looks almost cute in this chart. pic.twitter.com/cBI6fRzPaH — Michael A. Arouet (@MichaelAArouet) April 13, 2025
We’re entering the “return to normal” stage of the bubble. pic.twitter.com/FfmSGvTMnm — Jacob King (@JacobKinge) April 11, 2025 Market is optimistic going into the close that a deal or postponement can be made over the weekend with China — The Long Investor (@TheLongInvest) April 11, 2025 China just posted this pic.twitter.com/qwDuaozpxl — Eric Daugherty (@EricLDaugh) …
by Mike Maharrey Stocks have taken a beating over the last several days. The conventional wisdom is that the sell-off is due to worries about the impact of the Trump tariffs. The aggressive tariff regime certainly triggered the sudden and sharp downturn in the stock market, but is something deeper going on? I think there …
Wall Street wants sympathy because the music stopped. For years, they danced on a floor built from zero rates, fake growth, and free money. Now the lights are on, the floor’s buckling, and they’re blaming tariffs for the collapse. Tariffs didn’t create this mess. They just lit the match. The real structure was already rotting. …
The illusion held longer than it should have. For over a decade, Wall Street danced on the scaffolding of cheap money, blind optimism, and the promise that the Fed could paper over any disaster. That scaffolding just gave out. Markets aren’t reacting. They’re breaking. What we’re seeing now isn’t panic selling. It’s the slow, steady …
The damage to the economy is becoming undeniable as we face government layoffs, spending cuts, tariffs, and increasingly strained international relations. The Trump administration’s policies have angered some of our closest allies, deported countless individuals, and led to the harassment of international travelers—some even facing imprisonment at the border. The economic fallout is beginning to …
Today is set to be the strongest Monday morning opening gap higher for the S&P 500 $SPY since 10/17/22. pic.twitter.com/2hbTZlOPau — Bespoke (@bespokeinvest) March 24, 2025 25 years ago today, after rallying 14.6% in the prior month, the S&P 500 hit its 'Dot Com Bubble' peak. The index would fall 25% over the next year …
Skyrocketing rates make homeownership impossible for most Americans, with $124,150 needed to afford the median home—far above the $79,223 median household income. As of January, "qualified income" needed to afford median home in U.S. was $124,150, but U.S. median household income was $79,223 … makes for a $44,927 affordability gap per @AtlantaFed data@DataArbor pic.twitter.com/hLA3s23L1o — …
Attention Bitcoiners: You guys are running out of time. Most of you are too young and inexperienced to recognize what the markets are telling you. The Bitcoin bubble has popped. Real gold is in and digital fool's gold is out. You fail to recognize this shift at your own peril. — Peter Schiff (@PeterSchiff) March …
Something ominous is brewing. — The Great Martis (@great_martis) March 16, 2025 Monday: (Shoutout to Seeking Alpha for making this part of the catalyst watch) pic.twitter.com/fksCDbDsQq — Evan (@StockMKTNewz) March 16, 2025 Thursday & Friday: pic.twitter.com/aw2hOXzlR3 — Evan (@StockMKTNewz) March 16, 2025 Late night futures check Slowly deteriorating throughout the night. Buckle up pic.twitter.com/6ookbcYJX3 — …
We are 8% from the top – is that a "crash" ? pic.twitter.com/uQsEA0PYEn — Data Driven Stocks (@stockdatamarket) March 15, 2025
