Office CMBS Delinquency Rate jumps to 11.7%, the highest level in history

Commercial delienquent obligations in a parapbolic uptrend pic.twitter.com/BdsleKWmKu — Ari.Is.Investing (@InFoTheLongTerm) October 5, 2025 The office and multifamily sectors of commercial real estate loans got further bludgeoned in August, despite large-scale extend-and-pretend and forbearance deals executed in the hopes for …

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This is the strongest market in modern history; Hedge funds are broadly underweight Mag7 because everyone knows the bubble is near its peak; Stocks now move 5–10% on headlines that aren’t even new.

Markets ripping higher into a shutdown isn’t strength … it’s proof the S&P 500 no longer trades on fundamentals. Liquidity, passive flows, and option mechanics have replaced cash flow and earnings. This isn’t history being made, it’s price discovery being …

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Bulls, you officially bought the biggest Ponzi market in human history.

Bulls, you officially bought the biggest Ponzi market in human history. Good job everybody.#TrumpCasino#CathieWood#CryptoPonzi#Artificial_intelligence #EasyMoney pic.twitter.com/Zip2S4hrYU — Mac10 (@SuburbanDrone) September 19, 2025 Goldman reporting last week through Wednesday saw the largest weekly retail in flow since December. — TT3 (@TradingThomas3) …

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It is not only a Bubble, it is worse than a Bubble, it is a speculative Frenzy. The S&P 500 is now trading at 3.3x sales, its highest valuation in history. If you think $NVDA $AVGO are different… Go ask $CSCO and $NOK what happened after the Dotcom bubble popped.

It’s their fastest-growing, most concentrated segment. If one pulls back, everything suffers, including margins, hiring, and priorities. What happens when one or both of these customers stop buying due to e.g.recession fears. The stock is 5 – 10% of major …

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Markets rising but the oldest signal says trouble could be brewing; Global markets could top in next five days before FOMC delivers most overbought rate cut in history

Friendly reminder: the 129-year-old Dow Theory flipped bearish back on March 14, 2025. The "things that make shit index" $DJI is pushing higher, but the "things that move shit index" $DJT is not confirming. Without confirmation, the "oldest market signal" …

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A bartender can face prison for serving alcohol to a drunk person who then drives and kills someone, but judges face no accountability when a 14-time repeat offender, released despite a history of violent crimes, murders a young woman?

A bartender can go to jail for serving a drunk guy who drives and kills someone. But a judge lets a 14-time violent offender walk, and when he murders a young woman, nothing happens? It’s absurd, bartenders face harsher consequences …

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WARNING: Liquidity cannot stop the business cycle from turning; Recession signals flash and the biggest market bubble in history threatens to burst; 25bps cuts don’t matter.

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 …

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Trump is about to rewrite federal history.

“We’re going to look at rescheduling marijuana.” He promised a decision “within weeks.” But the market spoke instantly: Village Farms stock exploded 42% in hours. Investors understand what’s at stake now… https://twitter.com/MrJack6590/status/1963078828068405648 https://twitter.com/MrJack6590/status/1963078960788762707 https://twitter.com/MrJack6590/status/1963079091948814776

The biggest unemployment surge in history is upon us.

AI’s not progress, it’s a guillotine for the working class. Your skills, your future, they’re scrap in a machine’s cold calculus. We’re watching the erosion of American jobs in real time.AI is already displacing young U.S. workers.Meanwhile, companies still flood …

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