Bond market clearly sees this rate cut cycle to be far more justified than the one in Sep 2024…. Bessent drops a bombshell saying interest rate sectors are already in recession… Inflation is still soaring?

not sure about that? pic.twitter.com/R1DilijKUf — Michael J. Kramer (@MichaelMOTTCM) November 23, 2025 US TSY SEC BESSENT REMARKS: “Interest rate sensitive sectors are in recession, but I’m confident about 2026 growth.” “Inflation is being driven by services rather than imported goods.” “We should see an announcement this week regarding health …

READ MORE

Market is seeing right through all of these garbage AI deals. The six-month rising channel has been breached.

Ooof. Market is seeing right through all of these garbage AI deals. https://t.co/8ST3Mgtmu0 — QE Infinity (@StealthQE4) November 18, 2025 The $300 billion agreement between Oracle and OpenAI, first revealed on September 10, has gone deep into the red; negative $74 billion to be exact. The market wiped out $315 …

READ MORE

Google’s boss warns that no company will be safe if the AI bubble bursts. Bank of America says AI-bubble fear is now the top market risk. The regional banking crisis is getting worse.

Every company would be affected if the AI bubble were to burst, the head of Google’s parent firm Alphabet has told the BBC. Speaking exclusively to BBC News, Sundar Pichai said while the growth of artificial intelligence (AI) investment had been an “extraordinary moment”, there was some “irrationality” in the …

READ MORE

Warning: The Bull Market is in SERIOUS Trouble

via Phoenix Capital Research Last week the S&P 500 broke below its bull market trendline. This is definitely cause for concern. Since mid-May 2025, this trendline has served as critical support for stocks. So, the fact that the market actually broke this line (even temporarily) is a warning sign that …

READ MORE

When a market starts cracking, the worst damage usually comes from the newcomers. The U.S. housing shortage is over.

Trying to figure this out… everyone already knows you should NOT be buying right now, but someone got sold on this property and for them to put up $300k would still leave them with a $1M mortgage so I’m even confused how the $6k is clearing, let alone producing? 🤦‍♂️🤦‍♂️🤦‍♂️ …

READ MORE

Market breadth is improving, Bitcoin is holding strong at $96–97k, and credit markets remain steady. The so-called Hindenburg Omen looks like another false alarm.

People keep trying to drag this into crash talk while the tape is telling a different story. Breadth is firming and buyers keep showing up on every dip, so a short rally makes more sense than another doom cycle right now. MOVE Index Credit Markets not buying into the Wall …

READ MORE

Michael Burry just closed his fund, top signal. The underlying economy appears to be weakening beneath the headlines. Stocks are selling off sharply.

Michael Burry just closed his fund, top signal. pic.twitter.com/8O1Al5TPRe — TT3 (@TradingThomas3) November 13, 2025 BREAKING 🚨: Michael Burry Michael Burry to close down his hedge fund by year end after acknowledging he doesn't understand today's market pic.twitter.com/vrCIRNf5xH — Barchart (@Barchart) November 13, 2025 Happy Thursday. pic.twitter.com/g1YXL7Jc2l — Brew Markets …

READ MORE

No new liquidity entering crypto, the market is being propped up by the same shrinking pool of money and the structure is starting to show it

This is not accumulation season. This is musical chairs. This whale just withdrew another $213,730,000 in $ETH. He now holds $1,380,000,000 in Ethereum. https://t.co/DEL2BZNbMV pic.twitter.com/DItac0Fuoy — Ted (@TedPillows) November 11, 2025 This is a WEEKLY rising wedge for Bitcoin It is perfectly rational to accept we have a reasonable probability …

READ MORE

The market is being propped up while regular people are tapped out, and the push for new stimulus will only make the cost of living rise even faster

The stock market is being pushed up by the same small group every single day and you can tell they’re running out of room. It’s getting harder for them to keep the illusion going. The tape looks forced. Every rally looks like someone holding a beach ball underwater and their …

READ MORE

Anything to save the stock market.

$2k check would make inflation great again and a 50 year mortgage is totally dumb. Trump’s desperation is showing. Consumer sentiment near a 70-year low. Layoffs at record highs. Insurance costs soaring double digits. Beef +14%. Electricity +17%. Coffee +41%. — Fifty Shades of Truth (@RamonGo62661955) November 9, 2025

BUBBLES POP: When a tech company asks for a public “backstop,” it usually means the private market is hesitating

OpenAI Races to Quell Concerns Over Its Finances. Sarah Friar, OpenAI’s chief financial officer, faced widespread online pushback after she raised the prospect of government aid for the company at a Wall Street Journal technology conference on Wednesday. OpenAI has embarked on a deal spree to build computing infrastructure to …

READ MORE

Alex Karp’s tense interview, Burry’s $PLTR short and OpenAI is asking for US government bailout have traders calling it the clearest sell signal; Nancy Pelosi just announced the market top. She’s done.

The market always breaks in sentiment before it breaks in price. This looked like the moment the confidence slipped. about timeburn it all down the way Palantir helps its clients do pic.twitter.com/eXXiK2OoXI — Alkindus (@a1kindus) November 5, 2025 https://twitter.com/TommyThornton/status/1986433742211055702 A bailout. They want a bailout. https://t.co/yjmrbU8Mse — Lee Hepner (@LeeHepner) …

READ MORE

We’re awfully close to an official bear market in Bitcoin. Below 104k, we could witness outright panic or what a technician likes to call a teardrop event.

We’re awfully close to an official bear market in Bitcoin. The high was $125K I believe 💀 pic.twitter.com/S2a273QDGV — QE Infinity (@StealthQE4) November 4, 2025 Tom Lee says the S&P 500 will reach $7,500, Bitcoin will reach $200,000 and Ethereum will reach $7,000 by year end. pic.twitter.com/lMUg0TUqmb — Cole Grinde …

READ MORE

Will Mamdani crash NYC’s housing market?

New York has been losing people due to outbound migration over the last 50 years, with its share of the US population getting cut in half during that time. Meanwhile, states like Florida have grown in economic influence and population, and now have more people, housing value, and electoral votes. …

READ MORE

The great housing freeze: just 28 of every 1,000 homes sold this year, the lowest turnover in 30 years. The national median days on market for listings rose to 63 days in October

The US housing market is frozen: Only 28 out of every 1,000 homes, or 2.8%, changed hands in the first 9 months of 2025, the least in at least 30 years. The turnover rate has declined -38% since the 2021 peak, when 44 out of every 1,000 homes were sold. …

READ MORE

Trumps is not slowing inflation. Cutting rates now is just asking for trouble. The safest stocks in the market are breaking, consumer staples hit by dying demand

It’s not just $CMG dropping. Even fast food is dropping Wendy’s has been smashed and they probably have the best food of them all. It all comes back to the consumer pic.twitter.com/wCURBOAS19 — QE Infinity (@StealthQE4) November 1, 2025 🚨MORGAN STANLEY: THE BULL MARKET IS ABOUT TO END. Andrew Slimmon …

READ MORE

The market now reflects America right now. The 1% thrive while everyone else collapses because they’re tailored towards the middle class consumer.

The market now reflects America right now. The 1% thrive while everyone else collapses because they’re tailored towards the middle class consumer. https://t.co/zayjxGcTJ9 — QE Infinity (@StealthQE4) October 31, 2025 iPhone growth in China is sliding, and margins are getting thinner.In the U.S., growth is modest — around 5%.The only …

READ MORE

Burry returns after 2 year hiatus to call a market bubble

Sometimes, we see bubbles.Sometimes, there is something to do about it.Sometimes, the only winning move is not to play. pic.twitter.com/xNBSvjGgvs — Cassandra Unchained (@michaeljburry) October 31, 2025 23M gov employees + 40M SNAP EBT begin pulling liquidity out of the banking system November 1. The government shutdown was orchestrated to …

READ MORE

2026 recession odds rise to 49%; The labor market for the foreseeable future is absolutely cooked; Bank of America CEO warns the middle class is breaking

🚨 2026 RECESSION ODDS UP TO 49% pic.twitter.com/sb2XNapYJW — Micah (@micah_erfan) October 28, 2025 So if we layoff everyone to increase margins this year, who will have money left to buy your products next year? https://t.co/1h0rTviPXw pic.twitter.com/2kAtdSgs2B — Boring_Business (@BoringBiz_) October 28, 2025 https://twitter.com/NorthmanTrader/status/1983199726452494695 The labor market is clearly weakening. …

READ MORE

The S&P 500 is now above 6,900 for the first time in history, adding +$18 trillion in market cap since the April 2025 bottom. Few names holding market up

The S&P 500 is now above 6,900 for the first time in history, adding +$18 trillion in market cap since the April 2025 bottom byu/RobertBartus inEconomyCharts So like 95% of real estate and 99% of energy are getting wrecked while tech carries the whole thing. Not exactly broad based strength. …

READ MORE