Independent thinking for complex markets and current events
𝗝𝗶𝗺 𝗚𝗿𝗮𝗻𝘁 𝗼𝗻 𝘁𝗵𝗲 𝗔𝗜 𝗯𝗼𝗼𝗺: "I think that today is one of the greatest bubbles of all time." He argues the excitement around AI dwarfs the worldwide web and fiber optics, and that better technology doesn't ground the speculative spirit, it incites it.… pic.twitter.com/bmCqSsUaJP — Meb Faber (@MebFaber) June 12, 2026 SpaceX IPO is …
They sold us on cheap smart tools and now even big names run out of money in months. When the bubble starts leaking from inside the companies themselves you know the party is ending fast. This shows that the traditional software model does not work for generative AI. You cannot just pay a flat fee …
Then how do you explain people calling it a housing bubble in 2006 and people calling it a tech bubble in 2000. Just because everyone is standing on the beach filming the tide go out doesn't mean there isn't a tsunami coming. Humans love to ignore reality. — Financelot (@FinanceLancelot) May 5, 2026 ⚠️The AI …
Cisco then. Nvidia now. Bubbles gonna bubble. We all know how this ends. pic.twitter.com/q6VtzeG5P6 — Jacob King (@JacobKinge) November 26, 2025 No one said they failed… After it popped, it took a decade to recover. Nvidia will recover of course, but after destroying everyone that’s bought into that bubble. In today’s day and age, people …
OpenAI Races to Quell Concerns Over Its Finances. Sarah Friar, OpenAI’s chief financial officer, faced widespread online pushback after she raised the prospect of government aid for the company at a Wall Street Journal technology conference on Wednesday. OpenAI has embarked on a deal spree to build computing infrastructure to power A.I. development, and Ms. …
Something feels wrong in the markets again. Everyone keeps saying it is different this time, that the AI boom is real and the money will never stop. But the charts and the numbers tell a story that looks too familiar. It is the same pattern that always comes before the crash. “The S&P 500 now …
What do you expect? They all feed the same bubbles, it’s just one big circle. After governments, the ones I trust the least are banks and financial institutions pic.twitter.com/qyusdt0VwF — 구미호 (@ThinkInError) September 16, 2025 Banks are so short on easy collateral that they’re forced to borrow overnight money at a higher rate than the …
Stop talking about bubbles Steve.You're making me nervous… https://t.co/7p5sNBxqQc pic.twitter.com/4Ym5ocZw4W — Financelot (@FinanceLancelot) August 25, 2025 The AI bubble today is bigger than the IT bubble in the 1990s, per Apollo 🤯 pic.twitter.com/ZZnNX4Xirb — Markets & Mayhem (@Mayhem4Markets) August 25, 2025 Price to Earnings Ratio (TTM) Palantir: 487 Tesla: 197 NVIDIA: 57 Netflix: 51 Microsoft: …
Warning to young investors margin and leverage can turn market dips into financial disasters. The composite Nasdaq volume have been screwy lately due to some heavy share volume in penny stocks, so I am leery about trusting any insights from those data. Here is the traditional (not ratio-adjusted) Volume Summation Index for the stocks in …
"Home price collapses are rare!" Sure, so are bubbles of this magnitude pic.twitter.com/IQiKRu3I7t — Darth Powell (@VladTheInflator) May 30, 2025 Office CMBS Delinquency Rate Re-Spikes to 10.6%, to Worst Levels of the Financial Crisis Meltdown.It’s the older office towers that get in trouble amid a flight to qualityhttps://t.co/Yp9LN2mN1Y pic.twitter.com/Nesmn3vH2n — Wolf Richter (@wolfofwolfst) May 31, …
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 …
$SPY people believe that the 2007 Great Financial Crash was a large surprise (below) But it was anything but a surprise. The moving averages were textbook. Clear tests of support, followed by a rejection from below twice and then Lehmans collapsed. What sometimes clouds… pic.twitter.com/2LaGy1a0z3 — The Long Investor (@TheLongInvest) April 2, 2025 Tech and …
Retail’s enthusiasm is undeniable, with record inflows driving bullish sentiment to new extremes. With over $448 billion flowing into US stocks in 2024, plus $25 billion just last week, retail is doubling down on tech. They’re betting on an unstoppable future, even as the market shows signs of tension. Retail Investors have built the largest …
The Nasdaq 100, adjusted for M2, is now at its DotCom Bubble's level.https://t.co/BUtzqp0w9Y — Value Seeker (@ValueSeeker_) January 17, 2025
⁉️IS THIS THE MOTHER OF ALL BUBBLES⁉️ Magnificent 7 stocks have skyrocketed ~2900% over the last 10 years. This is more than TWICE than any other past market bubbles shown in the below chart. Will this performance continue in 2025? Remember, bubbles do not burst overnight. pic.twitter.com/zlD0Y1fi6M — Global Markets Investor (@GlobalMktObserv) January 3, 2025 …
by confoundedinterest17 Apparently, the late Hawaiian crooner Don Ho foresaw Biden’s irresponsible spending spree. That is, BIG BUBBLES. Let’s start with the Buffett Indicator (Warren, not Jimmy!). It indicates that the stock market is STRONGLY OVERVALUED. The S&P 500 Mean Reversion Model also shows the stock market to be STRONGLY OVERVALUED. How about the Shiller P/E Ratio? Also …
The idea of America as an exceptional nation, superior to its rivals and therefore destined to lead the world, seems passé to most observers. In political, diplomatic and military circles, the talk is of a dysfunctional superpower, isolationist abroad and polarised at home. But in the investing world, the term “American exceptionalism” is hotter than …
Oh, look mummy! Bubbles!🫧📌 pic.twitter.com/sMe3tN9RTk — The Great Martis (@great_martis) November 29, 2024 INSIDERS AND INSTITUTIONS KNOW A CRASH IS IMMINENT VERY SOON… 🚨 BREAKING NEWS 🚨 THE RATIO OF INSIDER SELLING TO BUYING HAS JUST HIT A NEW 20+ YEAR HIGH WHILE STOCKS ARE AT ALL TIMEHIGHS THE INSIDERS AND INSTITUTIONS ARE SELLING WHILE …
19 are below their 2022 peaks: Austin -20%, San Francisco -10%, Phoenix -8%, San Antonio -7%, Denver -7%, Salt Lake City -6%, Sacramento -6%, Portland -5%, Dallas -5%, Seattle -5%, Honolulu -4%… The mix that drives the housing market now: Lowest demand since 1995 and surging supply of existing homes, as buyers are on strike …
Fraud typically emerges during market bubbles, not at market bottoms. During bubbles, investor excitement and speculation drive prices to unsustainable levels, attracting scams and fraudulent schemes. In contrast, market bottoms are marked by fear and low confidence, resulting in less fraudulent activity as investors are more cautious. 🚨 BREAKING NEWS 🚨 NVIDIA HAS ASKED FOR …
“They are on that super nitro debt fuelled real estate bing. The banks in Australia actually prefer mortgage lending above productive businesses lending. The Aussie economy is the sum of its 4 big pillars: “commodities, migration & real estate with a financial sector on top”. That’s it.” They are on that super nitro debt fuelled …
via International Man: America’s bubblicious economy will soon hit another milestone of sorts—-the $50 trillion mark with respect to the market value of owner-occupied residential real estate. At the present moment, this figure (purple line) stands at $46 trillion (Q1 2024), which is nearly 2X its pre-crisis level of $24 trillion in Q4 2006. It’s also 8X its level when …
by confoundedinterest17 Big bubbles! US home pricest hit an all-time high as The Fed keeps its foot on the monetary gas pedal following the Covid economic shutdown in 2020. Home prices in America’s 20 largest cities rose for the 16th straight month in June (according to the latest data from S&P CoreLogic – Case Shiller – data …
Never forget, this time it’s different pic.twitter.com/EkdDMLydI8 — Michael A. Arouet (@MichaelAArouet) March 22, 2024 Recent trends in household financial asset allocation are raising concerns reminiscent of past market bubbles, particularly the infamous dot-com bubble of 2000. With 48% of assets allocated to equity, 15% to debt, and 15% to cash, households’ heavy reliance on …
by ByteWanderer Looks like price strength is gone. I know it’s seasonal, but the decline seems sharper around now. I don’t think you should buy puts (unless retail prices crater), but I’m not getting calls until price strength is back. Here is the Full Report
Ohhhh…. https://t.co/mWLlcsGO5r — THEWATCHTOWERS (@THEWATCHTOWERS) January 17, 2024
The end of free money has been rough on the free money bubbles: pic.twitter.com/RKLhmLsIjG — Mark 🇺🇲 🇺🇦 🇨🇦 (@Tryng2lookahead) October 31, 2023 Holy fuck you guys it's happening https://t.co/Vb9AhkTaAd pic.twitter.com/lDl7zAJJBk — Darth Powell (@VladTheInflator) October 31, 2023 Next one to go: Tech pic.twitter.com/5UU1EKfcWl — Win Smart, CFA (@WinfieldSmart) November 1, 2023
Ummm. Houston we have a problem. 4.85% on the 10 year. Damn things are getting out of control Stock futures starting to dive. pic.twitter.com/5nUb1QoGLA — QE Infinity (@StealthQE4) October 4, 2023 The real fun starts when investors refuse to buy U.S. debt that’s going to be inflated away by the Fed. Last year, the main …
British Columbia and Ontario premiers beg for the Bank of Canada not to raise rates. Ontario Premier Doug Ford is asking the Bank of Canada to stop hiking interest rates, saying Ontario families and businesses are struggling to get by and can’t afford another increase. The bank has raised rates 10 times since March 2022 in …
“This is the most obvious bubble we will ever see out of any of the bubbles I’ve ever called,” explains @KeithMcCullough . “The absolute worst thing will be if Nvidia closes down today, after opening up.” ☠️ Watch the full excerpt: https://app.hedgeye.com/insights/138372-the-epicenter-of-the-mother-of-all-bubbles-is-now-nvda-not-tsla?type=macro%2Chedgeye-tv “Nvidia had what we call an ‘outside reversal’ yesterday. $NVDA shares were up …