Independent thinking for complex markets and current events
AI capital expenditures has now hit an astounding 8% of GDP! This surpasses every single bubble in history. With most of this buildout funded through private credit & demand driven by circular financing, it's unclear what the consequences will be when the bubble finally pops. pic.twitter.com/M8DkJvCNjK — Financelot (@FinanceLancelot) June 30, 2026 BOFA: HEDGE THE …
Foreclosures explode 26 percent after government pause on housing crash finally ends… The numbers showing the delayed reckoning hits hard… Government manipulation kept the whole market frozen for years… Now bare minimum foreclosures restart and they skyrocket anyway… This proves the bubble never popped it just got kicked down the road… Homeowners and lenders eat …
Paul Tudor Jones (PTJ) didn’t just say “buy”; he gave a specific timeline and a warning that adds massive value to your “Sell Signal” thesis. Paul Tudor Jones was on CNBC this morning telling everyone to buy AI and Tech hand-over-fist… That's the sell signal. Retail is buying while the big boys are unloading. https://t.co/RIbhKXr4gs …
Retail trading activity in single stocks has plummeted–Citi pic.twitter.com/c9DixpKuiX — Gunjan Banerji (@GunjanJS) March 23, 2026 "A big distribution pattern is carving out in the Junk Bonds vs. Treasuries ratio. A breakdown here would be the last thing stock market bulls want to see."@AlfCharts pic.twitter.com/DWoYrsc0ba — Daily Chartbook (@dailychartbook) March 21, 2026 "The forward 12-month …
Every major correction on this chart started the same way. The Weekly 9 EMA crossed below the 21 EMA. 2022 Bear Market • Drop: -27% Market rallied… Then another correction • -10% Market rallied harder… Fast forward to now: Tariff Panic • Drop: -21% We rallied again… And the same weekly bearish cross just printed. …
I have a program that calculates the rate of change per day for a given magnitude of crash from an all time high. I call it "speed of crash". This is the fastest crash in history for European stocks to reach correction (-10%). That's how fast Wall Street's 2026 consensus… pic.twitter.com/lqeXIHAwmW — Mac10 (@SuburbanDrone) March …
Nearly four months of choppy price action within this range on $QQQ. pic.twitter.com/BwtyvB89mz — Connor Bates (@ConnorJBates_) February 19, 2026 If this were a genuine crash, you wouldn’t see this methodical delivery.$QQQ You’d see price trade into 606–617 and then violently displace $30 lower with urgency, thin books, no bids, pockets collapsing. Instead, what we …
https://twitter.com/yuriymatso/status/2023778229539271153 FED'S BARR: THERE IS A RISK AI COULD RAISE STRUCTURAL UNEMPLOYMENT OVER TIME — *Walter Bloomberg (@DeItaone) February 17, 2026
via Phoenix Capital Research Stocks are due for a pullback. For the last month I’ve been noting that stocks were due for a correction. The reason for this pertained to the lack of underlying demand driving this current bull run. Major lows that trigger 10%+ rallies in stocks usually feature at least one 90% Up …
“December alone accounted for nearly 20% of the entire annual decline. At the same time, sales remain below 2019 levels despite population growth, while new listings are near multi-year highs even in December. That combination usually means prices haven’t finished adjusting yet.” h/t Key_Brief_8138
Agree – that's why I've went 60% of my portfolio into $TLThttps://t.co/dj1X82hKpA — Common Sense Investor (CSI) (@commonsenseplay) January 3, 2026 Last time when the U.S captured another South American leader $SPX had more than 10% correction pic.twitter.com/2sFSm9ZS9c — SwingTrader (@SwingTraderQ) January 4, 2026 I hope China doesn’t seize on U.S. aggression toward Venezuela as …
"I believe real estate is going to have a very big correction." pic.twitter.com/ZuTW6X5RXj — Darth Powell (@VladTheInflator) January 2, 2026 What happens to the market when all of these retirees start selling their stocks to fund their retirements? https://t.co/LN6Ct08yeF — QE Infinity (@StealthQE4) January 2, 2026 36.8% more buyers than sellers…. What happens next? pic.twitter.com/7Cy4mcgVSR …
“We’re standing at the edge of a market reckoning that will leave 2007-2008 looking like a footnote. The longest bull market in history doesn’t end quietly. Consider this your final warning. Heading into 2026 the underlying stress in financial markets is clearer than most headlines suggest. Regional banks still carry significant commercial real estate exposure …
When the Fed cuts rates while $SPY is trading near all-time highs (within 1%), the market usually falls sharply 2–3 months later. That aligns closely with our model’s prediction of a serious correction beginning in February 2026. Every time rate cuts begin near market peaks, the aftermath has been very bad. Historically, the pattern is …
via WSB I’m not talking about AI spending going away, but rather the ability of companies to continue to grow their spending on AI each year. If you look at a company like Google, their trailing free cash flow seems strong at 66.7B. but that figure doesn’t take into account the money spent on share …
Mike Wilson sees setup repeating as sentiment peaks. The last time Extreme Greed was this extended was in March 2024.$SPX went up about 1% more before spending the next 15 or so trading days dropping 6%. Proved to be a massive buying opportunity. And this fits well with Mike Wilson’s narrative. De ja vu? pic.twitter.com/HoiTwY8TLe …
Housing slump widens as home prices fall in one-third of top markets, from 31 to 110 in six months and no bottom yet 6 months ago, I said on @Todd_Sachs' show that my analysis suggested that we'd see the count rise to around 150 (among these 300) negative year-over-year for home prices (using ZHVI) at …
California’s housing market is slowing in 2025, with inventory skyrocketing and home values now dropping on a month-over-month basis.
Looks like #Bitcoin is taking a nosedive! BREAKING 🚨: Bitcoin $BTC pic.twitter.com/5jKJ6B3vJO — Barchart (@Barchart) June 20, 2025
The math on home prices always ends up at the same place. A median home price around $280,000 This would mean home prices nationally fall $130,000 pic.twitter.com/QoGqNVIz8L — Darth Powell (@VladTheInflator) May 23, 2025 US housing crisis worsens Case Shiller index tops 300 prices jump 143% since 2011 Redfin CEO Glenn Kelman has pointed to …
The market is shifting in a way unseen since 2008. Buffett is selling Citi shares, Elliott Management is exiting NVIDIA, Pershing Square is cutting back on Google, and Soros has walked away from Boeing. When top investors move together like this, it is a clear sign. The latest 13F filings reveal a synchronized shift from …
Housing supply is skyrocketing across Southwest states like Arizona, Nevada, Utah, and Colorado, suggesting that the 2025 housing market is amid a correction in these states. Access our Home Price Forecast for your area at www.reventure.app under a premium plan. This means that homebuyers in these states could have their best opportunity to buy a …
The number of homes for sale in the Texas market is now above pre-pandemic levels and continues to rise, with experts warning that the Lone Star State may soon be facing a pricing correction. Why It Matters The Texas housing market boomed during the pandemic when an influx of out-of-state newcomers moved to the state …
Chinese Tech Stocks Plunge From 3 Year High To Correction In Just 5 Days https://t.co/sIsrnQqYGg — zerohedge (@zerohedge) March 25, 2025 For those whose heads are still spinning from the furious speed of the recent plunge of the S&P into correction, here’s round two: overnight Chinese tech stocks extended their recent drop, and fell from …
As we discussed in this past weekend's #BullBearReport, the #market is likely at a near-term low given the deeper oversold conditions. https://t.co/4YMHjPb1Lw@thedailyshot pic.twitter.com/hoO5XBzZWm — Lance Roberts (@LanceRoberts) March 24, 2025 Just a quick reminder not to get too #bearish on the #market until it #confirms that a #correction is more than just a correction. pic.twitter.com/TTApX8T8E5 …
BOFA WARNS OF CHINA STOCK CORRECTION, COMPARING IT TO 2015 CRASH BofA strategists say China’s stock rally could face a “meaningful correction soon,” drawing parallels to the 2015 boom and bust cycle, as per Bloomberg. The Hang Seng China Enterprises Index and MSCI China Index… pic.twitter.com/OVCpOck1nR — Wall St Engine (@wallstengine) March 19, 2025
by Michael We certainly do live in “interesting” times. In all my years of writing, I have never seen a stock market correction, a global trade war and a government shutdown all happen at the same time. If the federal government does indeed shut down on Friday, we will complete that very impressive trifecta. Needless …
