A hub for independent voices and hard truths
🔥‘BIG SHORT’ INVESTOR STEVE EISMAN ON SPACEX: "NOT A FAN" Eisman says he is “not a fan” after reading SpaceX’s prospectus, arguing AI is making the business far more capital intensive. He argues the AI side is the real issue, …
Blackstone’s flagship private credit fund just did something it had never done before. Investors tried to pull out about 10% of the fund’s shares. Blackstone finally and for the first time ever said, NO. The $79 billion Blackstone Private Credit …
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 …
Burry noted the Philadelphia Semiconductor Index has surged 65% so far in 2026, a vertical move that almost perfectly replicates the weeks leading up to the March 2000 tech wreck. JUST IN: Michael Burry says market is "minutes" away from …
Retail traders—often referred to as “dumb money”—are clearly not betting on the downside for equities. They usually trade leveraged ETFs on both sides, and in the last 4 instances when the “short” allocation was this low, they were wrong 3 …
Fantastic interview with Marc Faber talking about how the institutions people have relied on for the past 80 years have failed. He says the Federal Reserve has been allowed to steal all hope from future generations and representative democracy no …
via Phoenix Capital Research The financial system is currently undergoing a tectonic shift from paper assets to hard assets. And this has the potential to create life-changing profits for those who invest accordingly. There are two reasons for this tectonic …
via Jesse Felder Fred Hickey tells Edward Chancellor, “GenAI is probably the most over-hyped technology I’ve ever witnessed in my 45 years of following tech stocks.” STAT Even outside of the AI craze, though, valuations of the megacaps have been …
View post on imgur.com https://twitter.com/princeofthef4ll/status/1957996975405638080 MicroStrategy’s entire business model in one chart: a reflexive loop that only works if BTC keeps rising. When this Ponzi loop inevitably implodes, it’ll make FTX, Enron, and Madoff look like ants. pic.twitter.com/Ov4zsT88Gr — Jacob …
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 …
The U.S. housing market is shifting, and investors are pulling out fast. A new report reveals that real estate investor purchases have plummeted 50% from their pandemic peak, with some metro areas seeing even sharper declines. In Atlanta, investor buying …
(Bloomberg) — Joby Aviation Inc. is working toward an agreement to sell as many as 200 of its air taxis through a major Saudi Arabian investor in a deal potentially worth as much as $1 billion. Joby and Abdul Latif …
OOPS! Investors haven’t been this bearish in 30yrs, BofA poll shows. 82% of fund managers expect the global economy to weaken, and a record number intend to reduce exposure to US equities. BUT “peak fear” is not yet reflected in …
Retail investor activity is higher today than it was prior to the 27% ^IXIC drawdown in Feb (hard to believe) – this likely stays the case through another larger downside impulsive move We’ve never had so many households or individuals …
#Bearish investor sentiment has remained elevated for a historically long stretch. pic.twitter.com/6HVQnqU47H — Lance Roberts (@LanceRoberts) April 11, 2025 We're having another Japan shock similar to August.https://t.co/zqmdte270o The Nikkei is already down 5%. This shows yesterday's close. We could be …
Trump is expected to sign an executive order to extend the deadline (tomorrow) for TikTok to be banned or sold off. Sources say there are several investors interested in jumping in to purchase TikTok, including Amazon, Oracle, and Applovin. A …
SCOOP: @JDVance and investor group eying next week to announce @tiktok_us deal to prevent April 5 ban of popular app over espionage concerns; announcement likely to include a grace period to put finishing touches on deal designed to keep TikTok …
According to the latest 13F filing with the US Securities and Exchange Commission (SEC), Warren Buffett trimmed Berkshire Hathaway’s stake in Nu Holdings by 46.26 million shares in the quarter ended 31st December 2024. As of now, the Oracle of …
"If liquidity goes down at all in 2025, markets will crash." "There is one of the greatest global refinancing needs we've ever seen (in 2025)."https://t.co/RhEWHGaktg https://t.co/loBTMTxtqp pic.twitter.com/C6vA0uhbMW — Financelot (@FinanceLancelot) January 16, 2025 https://twitter.com/leadlagreport/status/1879829865047949643
The Supreme Court is diving into one of the most significant securities fraud cases in recent years. Nvidia, the tech giant, faces a class-action lawsuit led by a Swedish investment firm, accusing the company of misleading investors about the revenue …
The trajectory. pic.twitter.com/7x59bmBk5k — Tuomas Malinen (@mtmalinen) October 23, 2024 Why in the hell are we cutting interest rates? Honestly it’s complete insanity. The bond market hates the idea as you can see by the rising 10 year yield. Inflation …
https://twitter.com/austerrewyatt1/status/1836638848241033634?ref_src=twsrc%5Etfw
Some other conspiratorial points about Gold strength have to do with its continued usage as neutral reserve asset for trade settlement in BRICS and away from US$/UST. This week, China leadership is in Saudi talking to MBS about various things …
Reminder.. $HSBC last quarter REDUCED its Credit Loss provisions claiming IMPROVEMENTS in #China real estate sector Meanwhile #china house prices just recorded the biggest Y/Y decline… EVER⚠️ Narrator: do you still wonder why both CEO and biggest investor are on …
https://x.com/jsblokland/status/1790858643094614518
Michael Burry’s Scion Asset Management dumped positions in Alphabet Inc. and Amazon.com Inc. during the first quarter while buying shares of an exchange-traded fund that invests in physical gold, according to a filing with the Securities and Exchange Commission released …
via Zerohedge: Billionaire Barry Sternlicht, Founder, Chairman and CEO of Starwood Capital Group has issued an ominous warning about America’s regional banks, which he says will fail at a rate of ‘one or two’ per week. Speaking with CNBC on Tuesday, …
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 …
Traders build largest short position on Emerging Market Dollar Bonds in more than a decade pic.twitter.com/U9o9M39LYF — Win Smart, CFA (@WinfieldSmart) April 10, 2024 The recent financial tremors emanating from China have sent shockwaves through global markets. Traders are exhibiting …
NEW: Gold hits new record high on Fed rate cut bets https://t.co/gHbUVRlwig — Insider Paper (@TheInsiderPaper) April 1, 2024 🟡 GOLD 🟡 pic.twitter.com/QLS9PG7BBg — Win Smart, CFA (@WinfieldSmart) April 1, 2024 GOLD 🟡 & SILVER ⚪️ 🔥🔥🔥🔥🔥🔥🔥🔥🔥 pic.twitter.com/xJRymPgsCq — Win …