Independent thinking for complex markets and current events
by herntonAdvocacy Buyer activity hit a significant lull in March, as high prices and cautious consumer sentiment created a “perfect storm” of headwinds. Annualized Rate: Existing home sales fell 3.6% in March 2026 to a seasonally adjusted annual rate of 3.98 million units. This marks the lowest level since June 2025. Missing Expectations: This volume trailed the market’s projected target …
THIS SHOULD BE ILLEGAL What happened to CAR this week should not be legal. A company with $8.6 billion in debt, losing money, no major news, no earnings beat. Stock goes from $107 to $850 in a month. Then crashes 80% in 2 days. Here’s exactly what happened, read it twice: Two funds, RS Investment …
Hawaii flash floods wreak havoc as 120-year-old dam threatens to burst, 230 people rescued https://t.co/s7M0aWddHp pic.twitter.com/NgU3NZbo8I — New York Post (@nypost) March 21, 2026 Muddy floodwaters from severe rains inundated streets, pushed homes off their foundations, swallowed vehicles and prompted evacuation orders for thousands of residents in towns north of Honolulu on Friday as officials …
via Shaun Richards Even in what are grim times we are allowed a wry smile and that happened when I spotted this last night. ECB’s Lagarde: We Are Not At All In A Situation Of Stagflation. ( @LiveSquawk) I pointed out on social media that this was a case of never believe anything until it …
A shocking report from a major ratings house just outlined how a forty percent drawdown in AI stocks could hit within the next few months that will wipe out jobs and 401(k)s, freeze credit markets and take the entire economy down with it.
The "AI Bubble" bubble may have burst. Citadel Rubner pic.twitter.com/dbrRsC9d8R — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) December 8, 2025 ETF activity has normalized after November’s spike. On November 20th, ETFs accounted for 41% of total equity volume (a 98th-percentile reading) but volumes have since reverted to the 28% 1-year average. This suggests less aggressive …
People understand that something’s wrong with the American economy, but not many understand exactly what the problem is and the magnitude of the problem. He does a really great job of explaining exactly what’s wrong and why it CAN’T be fixed along with ideas for what you can do to protect yourself. h/t telling it …
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 …
A Popular Market Misconception “Not a bubble if everyone knows it’s a bubble.” In early January 2000, during the dot-com bubble, everyone called it a bubble before it burst in March 2000. Hope this helps. — The Great Martis (@great_martis) October 7, 2025 "Why buy stocks when we’re in a bubble?" Because I only want …
😱 China! Two Xpeng eVTOL flying cars collided during an air show rehearsal in Changchun, injuring one passenger (now stable). These $280K beasts soar 300-500m high. Future of flight or risky ride? What do you think? 🇨🇳 pic.twitter.com/yW3mkP0CTa — Fahad Naim (@Fahadnaimb) September 17, 2025 Innovation always comes with risk.
If this isn’t a sign that this bubble is about to burst, nothing is and nothing will be. ⚠️⚠️ https://t.co/y0CfnEucNt — Christian Klein (@clkleinmonaco) September 10, 2025 Inflation – rallyDeflation – rallyYields up – rallyYields down – rallyJobs number strong – rallyJobs number weak – rallyEarnings strong – rallyEarnings weak – rallyWar – rallyPeace – …
Rates going to start tumbling like 2008. Maybe because the smart money knows that houses are insanely overpriced, and the loss of FedBux "value" when Housing Bubble 2.0 implodes is going to be stupendous byu/Boo_Randy_II inWallstreetsilver Mortgage Demand is 34% below pre-pandemic norms, 55% below the pandemic peak and lower than 2008-2012 crash byu/Altruistic_Horse4104 inREBubble …
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 …
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 …
by Michael Why does just about everything seem to be going haywire in 2025? In particular, the natural world has been thrown into a state of complete and utter chaos. We are experiencing “the year of the fire” and “the year of the flood” simultaneously, and we are constantly being hammered by large earthquakes and …
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 …
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 …
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 …
by David Haggith “What was delivered was as haphazard as anything this administration has done to date, and the level of complication on top of … new tariffs is worse than had been feared.” —Chief Market Strategist Let’s send this thing up in smoke. U.S. stocks fell in after hours trading as President Donald Trump …
True. The AI Bubble about to burst. https://t.co/uv4X8iwPKU — Kakashii (@kakashiii111) January 24, 2025 $NVDA -2%. Stargate bruh stargate!!! — Heisenberg (@Mr_Derivatives) January 24, 2025 China’s #DeepSeek could represent the biggest threat to US equity markets as the company seems to have built a groundbreaking AI model at an extremely low price and w/o having …
$IONQ obliterated – suffers largest loss in history 📉🚨 pic.twitter.com/ZZE1TPKhWx — Barchart (@Barchart) January 9, 2025 BREAKING: Nvidia stock, $NVDA, falls as the Biden Administration announces further limits on AI chip exports to China. pic.twitter.com/vk3gJDSCAS — The Kobeissi Letter (@KobeissiLetter) January 8, 2025 Crypto is dumping LA is on fire Iran making some type of …
⁉️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 TautauCat MicroStrategy holds 331,200 bitcoins which is about 30 billion dollars, but worth 90 billion dollars. Where are the additional 60 billion dollars are coming from? Is it the software business ? no way, it’s worth less than 1 billion. Even if bitcoin value will go to 150,000, or 200,000, current price is just …
Alphabet’s earnings call revealed a possible delay in Gen AI adoption, and a possible Gen AI capex overinvestment. Thus, the Alphabet earnings report potentially triggered the Gen AI bubble burst. The S&P 500 could drop by over 50% if the Gen AI bubble burst is followed by a recession, which is what happened during the 2000 …
Are you seeing any other site besides @ooda providing context on this? Even with all our domestic news, seems like we should all be tracking this closely: https://t.co/AXhKdqIvBc — Bob Gourley – e/acc (@bobgourley) July 23, 2024 Major concerns about the Three Gorges Dam, I hear. https://t.co/Yc1uvBwh44 — Dennis E. (@DennisS28196098) July 26, 2024 Three …
Altos reports that active single-family inventory was up 1.1% week-over-week. Inventory is now up 32.1% from the February seasonal bottom, and at the highest level since July 2020. This inventory graph is courtesy of Altos Research. As of July 5th, inventory was at 653 thousand (7-day average), compared to 646 thousand the prior week. Inventory is still far …
The once lucrative Medicare Advantage business, which has been a significant profit driver for health-insurance giants, is experiencing a decline in profitability due to policy changes and increased medical costs. Key points: Medicare Advantage, a program where the government pays insurers to manage seniors’ care, has seen a drop in profitability due to policy …
Chinese home prices are plummeting at an alarming rate, surpassing the decline seen during Japan’s infamous bubble burst. With a lack of transparency, the full extent of the crisis remains uncertain, but indicators suggest it could be ten times worse than the 2008 financial crisis. Residential real estate volumes have dropped by a staggering 46% …
