“It’s still early”

Bulls riding this exact setup straight into the meat grinder again. "It's still early" pic.twitter.com/YDQwyRVyNx — Macro Charts (@MacroCharts) May 19, 2026 In the year before the 3/24/2000 peak for the S&P, the top performing decile of stocks gained 439%, …

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Consumer pessimism at current levels last showed up during recessions like 2008 and the early 1980s. The gap between sentiment and economic data also looks like a typical pre-recession signal.

American consumers have NEVER been this pessimistic about the economy: The University of Michigan Consumer Sentiment Index fell to 49.8 in April, the lowest reading EVER in over 70 years of polling, with declines occurring across all income levels, ages, …

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JP Morgan analysis mapping Hormuz disruption timeline suggests Asia would feel pressure first in early April, followed by Europe, then the US and Australia. People are starting to realize how large of a crisis this oil, fertilizer & helium shock is to the global economy

JP Morgan analysts mapped out how the Hormuz closure may unfold over the world. The red lines are oil from the Persian Gulf. Asia: April 1. Europe: April 10. North America: April 15. Australia: April 20. This is a game …

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Low rates push SPY valuation to 25× forward earnings, NVDA trades at 45× earnings, far above historical norms. The three longest and dominant US CAPEX cycles suggest a CAPEX downturn until early 2036.

When CAPEX history meets nosebleed valuations, the only direction for risk is down. “What lower short term rates have done is keep stock prices elevated & valuations stretched. That distortion shows up clearly in the data. The $SPY currently trades …

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Markets are entering a historic unwind in 2026, tech and crypto show early warning signs, liquidity is retreating, and this is not just another correction, it is a major event for risk assets. The $VIX Ladder warns of looming volatility chaos

“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 …

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Early Christmas closeup: Interstellar comet 3I/ATLAS revealed

🪐 Fresh processed view of interstellar comet 3I/ATLAS from NEOSSat(December 15, 2025).Those tight concentric rings reveal the super-dense central coma, with smooth layered outflow and the persistent sunward structure still going strong#3IATLAS #InterstellarComet #Comet #Space pic.twitter.com/ADD19WtftL — Mah Noor Baloch …

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Liquidity is drying up and the market is becoming sharply vulnerable to fear, forced selling, and early signs of dislocation. This has already started.

Markets, especially the major financial stocks globally, have begun to respond to dramatically altered liquidity prospects. Marketplace liquidity is mercurial, especially late in the cycle. Market blowoffs fueled by speculative leverage guarantee acute liquidity instability. On the upside, self-reinforcing speculation …

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Trump softens his tone — ‘I would love to see Marjorie return to politics, after a break.’ Trump reverses in late day interview with NBC. Early this morning, Trump showed some anger.

WASHINGTON — President Donald Trump said Saturday he would like to see Rep. Marjorie Taylor Greene resume her political career at some point, despite their recent falling out. Trump’s comments came the day after Greene, one of the best-known faces …

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