Independent thinking for complex markets and current events
Dot com finale territory locked in. 60 percent of 2027 data centers still not started. Gordon Johnson calls out warehouses full of unused GPUs at fake high margins. This euphoria is pure illusion. Record chase right before the rug. Biggest dump of the year loading up right now. Retail about to eat it hard. Ladies …
via Delicious_Invite_127 Reddit has always been somewhat reasonable when it comes to stock investing. Not overly bearish nor bullish, but tends to swing to either side depending on the market condition. I m noticing a huge change in tone after the recent AI led mega bull run. Short-sighted comments and posts such as the following …
95-year-old Buffett parks $380 billion in cash while flat-out warning the dollar could collapse. Market is now a church with a casino bolted on and the casino has never been more packed. Avis rental car gets GameStop-style meme-squeezed while Buffett calls one-day options pure gambling. Oracle admits he no longer understands most businesses and sees …
CNBC’s Becky Quick sits down with Berkshire Hathaway Chair Warren Buffett at the 2026 Berkshire Hathaway annual meeting.
BUFFETT SAYS US HAS NEVER HAD MORE INVESTORS IN A "GAMBLING MOOD" BUT OPPORTUNITIES STILL EXIST — *Walter Bloomberg (@DeItaone) May 2, 2026 Berkshire Hathaway Q1 2026 highlights: • $373.5 billion of cash • $10.4 billion of net operating cash flow • $234.2 million spent on share repurchases across Class A and Class B shares …
🚨 BREAKING: 🇺🇸 WARREN BUFFETT JUST SAID LIVE ON CNBC: "THE CURRENT MARKET DROP IS NOTHING. A LARGER DECLINE IS AHEAD." HE DEFINITELY KNOWS SOMETHING BAD IS COMING… pic.twitter.com/Jhj5k2pld1 — ᴛʀᴀᴄᴇʀ (@DeFiTracer) April 1, 2026 Buffett on private credit contagion: "I don't think I know." So he holds cash and T-bills. No money market funds. …
Warren Buffett said Tuesday that he has not spoken to Microsoft founder Bill Gates “since the whole thing” with the Jeffrey Epstein files “was unveiled.” “I haven’t talked to him at all since the whole thing was unveiled,” Buffett told CNBC’s Becky Quick on “Squawk Box.” “I don’t want to be in a position where …
Warren Buffett spoke on buying stocks if he knew a world war would happen and his answer may shock you… Worth the minute to watch. Buffett is bullish on stocks, regardless of geopolitical turmoil. In fact, he thinks it is better time than normal to buy stocks. pic.twitter.com/POA2BYPRra — Just a Dude Who Invests (@DudeWhoInvests) …
via Nick Giambruno Warren Buffett once referred to derivatives as “financial weapons of mass destruction.” He wasn’t being dramatic—he was warning that if things went wrong, these complex financial instruments could cause massive, far-reaching damage to the global economy. What Buffett feared most was how a sudden, unexpected market shock could set off a dangerous …
Wow, why is Buffett & team selling out of these massive names? https://t.co/oWLHPOhKzx — Jon Brooks (@jonbrooks) February 17, 2026 ‼️The largest US stock buyer since 2009 is STEPPING BACK: Combined buybacks by Amazon, Alphabet, Microsoft, Meta, and Oracle fell to $12.6 billion in Q4 2025, the lowest in 7 YEARS. This marks the 3rd …
All-time highs in dollars just expose how fast the currency is collapsing. Trump just celebrated the S&P 500 hitting an all-time high. But look at the chart below. This is the S&P 500 priced in Gold (Real Money). It isn't going up… it's free falling. We just broke a 10-year support line and the US …
Nancy Pelosi’s net worth before Congress: $785,000 Nancy Pelosi’s net worth after Congress: $133,000,000 She beat the market by 17,000%.. lol pic.twitter.com/lR7RGVvEnW — Thrilla the Gorilla (@ThrillaRilla369) December 17, 2025 This is what Corruption looks like on a chart! pic.twitter.com/jvFNb4u8nO — MauiTony 🌺 (@maui_tony) December 17, 2025
Buffett is 30%+ cash Druckenmiller is hiding in healthcare PTJ has puts on everything Tepper is hiding in China Dalio is hiding in gold They’re telling you something alright… https://t.co/2TYtzzpX9F — Zoomer 🧢 (@zoomyzoomm) December 15, 2025 the topping process looks almost identical to the Nov 2024-Feb 2025 one. bears just need to be patient. …
Over the past 5 days banks have borrowed more than $80 billion from the Fed’s emergency overnight lending facility. The plumbing of the financial system is clogged, liquidity is evaporating and what’s worse, the Fed has no answers. https://www.youtube.com/watch?v=SoqGsh8mS3o The world’s most successful investors speaking directly to you. Capital Voices captures the unfiltered insights, strategies, …
Warren Buffett’s Berkshire Hathaway revealed a new position in Alphabet , making the Google parent the conglomerate’s 10th largest equity holding at the end of September, according to a regulatory filing. Berkshire disclosed a $4.3 billion stake in Alphabet at the end of the third quarter, a surprising move given Buffett’s traditional value investing philosophy …
All the signs are point that way. The fed is lowering interest even though we are still sitting at 3% inflation, there’s a massive AI bubble, the auto line bubble, people are financing groceries, job growth isn’t looking exactly great, trade is suffering because of the mind meltingly bad tariff policies, tourism is tanking, should …
Warren Buffett’s Berkshire Hathaway reported a sharp rebound in operating profit on Saturday, while its cash pile swelled to a new high with no buybacks. Berkshire’s operating profit generated from the conglomerate’s wholly owned businesses including insurance and railroads jumped 34% year over year to $13.485 billion in the third quarter. The gains were driven …
” Be fearful when others are greedy, be greedy when others are fearful. ” The Buffett Indicator just hit 217%. That’s 69% above trend. Every time in history we’ve been this stretched… the crash came fast. pic.twitter.com/aKOddEybpr — Mr. Uppy (@MisterUppy) September 22, 2025 Throughout most of 1929, market was melting up. Millionaires were being …
Sales of Heavy Trucks are collapsing, which has *usually* foreshadowed an upcoming recession 🚨🤯👀 pic.twitter.com/6Yhm79I8H4 — Barchart (@Barchart) September 18, 2025 30-10YR Yield Spread Rising. Look at the chart…. and tell me what you think! pic.twitter.com/NmoDGkE272 — Henrik Zeberg (@HenrikZeberg) September 19, 2025 US unemployment rate for ages 16-24 is 10.5%, per WaPo — unusual_whales …
If consumer demand is frozen and margins are squeezed, are stocks about to fall? Data and full report here: https://t.co/pxYDtGgI1a pic.twitter.com/Lp3Bzo280Z — The Coastal Journal (@1CoastalJournal) August 20, 2025 Corporate bankruptcies are heading for a record high this year higher than any other down turn in US history Report link: https://t.co/pxYDtGgI1a pic.twitter.com/z0oWH6yzhp — The Coastal …
Berkshire’s earnings slump sends silent warning to euphoric market. Berkshire Hathaway Q2 operating earnings -3.8% Y/Y, cash pile slips to $344.09B pic.twitter.com/4D6811x5qU — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) August 2, 2025 BREAKING 🚨: Berkshire Hathaway Buffett might have to cancel his retirement! $BRK.A now underperforming the S&P 500 by 26 percentage points since his …
Grocery prices now change 100 times a day. Walmart’s electronic shelf labels are live in 1,000+ stores, with 2,300 targeted by December. Kroger’s rollout is ahead of schedule. Labels update based on time, inventory, competitor pricing, and weather. USDA’s July 25 forecast shows food-at-home prices rose 0.2% MoM, up 2.4% YoY. Eggs dropped 10.8% in …
Stocks hit record highs fueled by relentless buying. The Buffett Indicator is a simple way to measure if the stock market is overvalued. It compares the total value of all U.S. stocks to the size of the U.S. economy. Formula: Stock Market Value ÷ GDP If that number gets too high, it’s a sign that …
A truly remarkable, even astounding, phenomenon is unfolding within the American financial landscape. The United States stock market has achieved a scale never before witnessed in history, defying conventional wisdom and historical benchmarks. We are currently observing a scenario where market valuations ascend to staggering heights, pushing beyond what many once considered possible. This situation …
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 …
Inflation stays hot despite economic slump. So, we got negative consumer spending and negative consumer income, yet hot core PCE (i.e., inflation). Yet, still, stocks are making new all-time-highs on "trade deal" comments? I guess the data, indeed, does not matter. But, at some point, bluster from the @WhiteHouse will not… pic.twitter.com/ePtMrsZadH — Gordon Johnson …
The market cannot survive without Big Tech: The S&P 500 has added a massive ~$7.5 trillion in market cap since the April 7th low. Meanwhile, the Magnificent 7 has accounted for ~54% of this increase, gaining $4 trillion in value. This means the Magnificent 7 has contributed… pic.twitter.com/UqkB6N9lnu — The Kobeissi Letter (@KobeissiLetter) June 4, …
Berkshire Hathaway chair Warren Buffett proved once again his foresight for businesses when he sold over a million shares of DaVita a day before the dialysis service provider was sued. Buffett sold 1,145,938 shares of DaVita worth £126.23 million ($168.57 million) on 8th May Buffett made the stock trade a day before the company was …
Retail buying the dip with record flows into triple leveraged ETFs while Buffett dumps more stocks and builds a record cash pile… wonder who’s on the right side of the trade here? https://t.co/1Cd2Sl9eCP — Ross Hendricks (@Ross__Hendricks) May 3, 2025 This is the clue you need to discern where we are in the business cycle. …
