Independent thinking for complex markets and current events
Smart money preparing to exit. Wall Street to all hedge funds: It's time to get out. pic.twitter.com/QXR89tgNwZ — Mac10 (@SuburbanDrone) June 15, 2026 Semiconductor Index ($SOX) Long Cycles The three dominant long swing cycles have turned down. I do not want to be long $SOX. pic.twitter.com/CrxBlXiilq — BraVoCycles Newsletter (@BraVoCycles) June 14, 2026 The banks …
Gains, Pains & Capital argues the AI trade is being driven by a narrow set of mega-cap winners while expectations continue to outrun earnings reality JPMorgan is now publicly warning that parts of speculative tech are showing stretched positioning after a 57% rally in related segments Alphabet is expanding AI infrastructure spending plans while reinforcing …
Market data shows semiconductor stocks hitting extreme “euphoria” levels last seen during the tech bubble … The current parabolic move in chip stocks is a mirror image of the 2021 NFT and crypto craze … Retail investors are piling into the top names at record prices despite massive psychological warning signs … Analysts warn that …
Not what you want to see if you're a bull$SPY l $QQQ pic.twitter.com/7bsAVheUq0 — Tradable Astronaut (@TradableAstro) February 17, 2026 Wow. pic.twitter.com/Bw2KyivVlE — Markets & Mayhem (@Mayhem4Markets) February 18, 2026 🚨 THE WORLD HAS NEVER BEEN THIS UNCERTAIN!!! Global uncertainty just reached the HIGHEST level in history. The World Uncertainty Index (WUI) has now surpassed …
I have said multiple times, that we would see EUPHORIA at the peak of the Bubble Top. This is an example of that – and it is going to get worse – as BTC soars into the last massive top. But …. this kind of talk – is EXACTLY what you hear into massive tops. …
GOLD EXIT LIQUIDITY in SYDNEY, Australia As promised , this is a video to show you the madness. Hundreds of people in line to buy gold , priced in at 4300$ per ounce This is by far the best top signal i have seen in my humble career. Enjoy #gold #bitcoin #crypto #trading… pic.twitter.com/X8Li0fB3Bn — …
Wow, the put/call ratio is at its lowest level in five years! The last time it was this low was at the peak of the COVID-19 market bubble. pic.twitter.com/G4qKKTgag4 — Data Driven Stocks (@stockdatamarket) September 20, 2025 Interesting. They’re betting trillions on this but hedging in case it all goes wrong. This isn’t bubble talk …
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 …
Why did the 2yr treasury sell off when everything else rallied on the tariff pause? Why did gold recover and finish the day up $100 amid widespread euphoria in risk assets? Something doesn't add up here and I don't know what it is. Keep your helmets on. pic.twitter.com/Nqe0oJkxdY — Nobody Special (@JG_Nuke) April 9, 2025 …
Bitcoin is in a bear market. The rest of Crypto is far worse. pic.twitter.com/PmvieYdhRY — Mac10 (@SuburbanDrone) February 26, 2025 #Bitcoin dropped below $85k after an important double-top at $100k amid strong outflows. The #cryptobros in the 2X levered $MSTU have paid the price. pic.twitter.com/JVSO1rRknG — Lance Roberts (@LanceRoberts) February 27, 2025 Bitcoin is dying …
The market is completely controlled by margin trading and the risk on appetite. As long as yen yield is low and sentiment is good we will double down on margin on the dips. So this bull market will continue but man will it have a seizure like end but I’m not timing it pic.twitter.com/WcU0nBEubo — …
Investor euphoria persists despite recent market drops, raising concerns about the absence of hard lessons since 2009. Glenn Kelman’s insights resonate deeply with real estate professionals, highlighting a housing recession amid a booming economy. As monetary policy falters and debt cycles override business cycles, the strain on households becomes palpable, reflected in record-high credit card …
The weight of the top 10 stocks in the S&P 500 is ~33%, the largest ever (yellow line). The market cap of the largest stocks relative to the 75th percentile is more than 700x and also at records which are only comparable to the early 1930s' Source: Bloomberg pic.twitter.com/oUe3pe9tMH — Global Markets Investor (@GlobalMktObserv) March …
by DesmondMilesDant The SPY ETF is currently trading at $461.99, up 1.79% on the day. The SPY has been in an uptrend recently, with the stock topping out at $495.00 just yesterday. Today’s market volume for the SPY is up significantly from recent levels, with 120B shares traded so far today compared to an average …
