A hub for independent voices and hard truths
COMEX gold futures explode to an intraday high of $4,770 as the “Safe Haven” trade hits a fever pitch… The yellow metal build on a massive 2.75% jump, marking the most violent upward move since the March crash… Silver follows …
Druckenmiller begs Soros to dump all tech at 104 times earnings in January 2000. He steps aside watching his gunslingers print 3 percent a day while Quantum Fund crawls. Emotional FOMO hits hard, he piles back into $6 billion of …
Market melting up on sheer momentum… Tech giants crushing earnings, sucking all air out of the room… VIX cooling to 17, shorts getting incinerated… Unreal, purely algorithmic at this point. Nobody wants to sell the top, everyone afraid to miss …
Bulls deny that there’s a 1990s-style bubble in AI. There are a few striking similarities, and some notable differences. Is it karma? Coincidence? Either way, the ghost of the dot-com bubble is back 25 years later. Shares in Cisco Systems …
Appetite for risk is incredibly strong: Options trading volumes in loss-making Russell 2000 stocks have risen to ~6 million contracts per day, an all-time high. Volumes have more than doubled since April and surpassed the previous record set during the …
CNBC’s Jim Cramer unpacked Thursday’s market action and worried about declines in the broader tech sector, suggesting insider selling in certain companies is reminiscent of the dotcom era. “Today was a hideous day, but particularly for tech, most especially the …
People felt safe while the danger grew quietly beneath their feet and nobody saw it coming until it hit like a storm. If we ignore warnings again the next crash could be even uglier and hit faster than anyone dares …
Oracle slashes 3,000 jobs while their “backlog” ramps up 300%. Make it make sense. Correct After the crash, business schools will start teaching Earnings Quality again It was a super popular class after the https://t.co/4y5lv9vF2o fiasco, but has been replaced …
This next leg higher in gold will be pure mania. $3800 is the next stop. — Rock Bottom Entries (@RockBtmEntries) August 7, 2025 Gold & silver miners. IF this breaks out, many investors will miss it/ignore it. IF it breaks …
The only thing these companies will be mining in a year is Chapter 11 paperwork. WSJ Small companies are pouring billions into bitcoin and lesser-known cryptocurrencies — raising big questions about risk, regulation, and what could go wrong if the …
Understanding cycles lets you rotate before the herd… Why is Macro important? Because you will beat the market by 700% If you understand Business Cycles – and allocate your Funds so that you are invested in Risk Assets when Business …
This has to be peak mania. When pension systems start chasing meme coins, they have given up on fundamentals. https://t.co/xZgbzNZ1v6 — Capital Markets Guy (@CapitalMktGuy) April 30, 2025 Warning ⚠️"Bears are dead" commentary throughout X. This is a tremendous sentiment …
Nvidia Mania. RECORD distance from 36 month moving average unwinding. Peak FOMO most likely behind us. Lots will get trapped.#nvidia #nvda #capitalrotation pic.twitter.com/6InMkiQ97i — Patrick Karim (@badcharts1) November 2, 2024 Who want's to address the elephant in the room? Forecast …
This is exactly what should happen. The interesting thing is no one believes it will happen. Which means it probably will happen, but after a little more to suck more in. The incredible lack of volume lately would agree with …
https://twitter.com/leadlagreport/status/1789817492648419406 US technology stock prices are ~2x larger relative to the S&P 500, the most ever. Even more than in the Dot-com bubble However, what do their valuations look like? Are the US tech stocks in a bubble again? The …
BY DAVID HAGGITH Powell drop-kicked the “Fed pivot in March” mantra to the floor today, driving the Dow down more than 300 points (-0.82%), the S&P down 79 points (-1.61%) and the topsy-tech NASDAQ down a major 345 points (-2.23%). …
There was just a record amount of call buying in $IWM This happened just after the record call buying in $NDX, which sent tech flying Is a small cap mania about to begin now? Chart: Goldman Sachs pic.twitter.com/Oewg94xodE — Markets …