A hub for independent voices and signals
Nvidia’s recent financial performance, exceeding expectations and raising guidance, has raised eyebrows due to its resemblance to revenue inflation tactics seen during the dot-com bubble. Company A buys GPUs from Nvidia. Nvidia buys cloud computing credits from Company A. Both …
According to the Q ratio, developed by James Tobin who won the Nobel prize for it, equities with a current Q ratio of 1.90 are overvalued by 156% to the long term mean (Q ratio 0.74) making it the first …
BREAKING: Stanley Druckenmiller sold 30% of his Nvidia stake. Says he could see A.I. stocks dropping 80% like 2000. https://t.co/NVNP8E6PJS pic.twitter.com/bvPEOC01Fu — Financelot (@FinanceLancelot) May 8, 2024 BARRON’S Nvidia Stock Slips. Why AI Chip Plays Are Having a Tougher Time.
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 …
by confoundedinterest17 Baby, it’s cold outside! Of course, government still wants to ban natural gas and coal. The average price of electricity has risen a whopping 24.25% under Biden and Bidenomics. Brrr!! No wonder Biden only wants to talk about unlimited …
As the Nasdaq Composite surges, outperforming the Russell 2000 by the largest margin since 1999, a sense of déjà vu from the dot-com bubble emerges. US equities near 70-year highs against global stocks, mirroring the exuberance of the past. While …
This fund manager is holding 60% cash — and expecting a stock-market crash Ruffer’s main claim to fame is to have successfully sidestepped the 2000-2003 and 2007-2009 market collapses Yikes. There’s bearish, there’s really bearish, and then there’s Ruffer & …
The Bear Market never ended. The end of this bear market rally is rapidly approaching……. https://t.co/kf0JCvL7XA — Win Smart, CFA (@WinfieldSmart) October 5, 2023 G, we already there… Long-duration US TSY bonds have now lost more in % terms than …
Fred Hickey, a prominent investor and the editor of the newsletter “The High-Tech Strategist” which is published monthly for the past 34 years, argues that today’s market is resembling the 1999-2000 tech bubble. He sees the ‘Big Seven’ – Apple …