Independent thinking for complex markets and current events
Hyperscalers are projected to burn 1.4 trillion in capex annually by year end That represents an 89 percent increase in spending from current levels Median AI infrastructure stock P/E ratios have hit 26x the highest since ChatGPT launch Hyperscalers are currently allocating 100 percent of cash flows from operations to capex Q1 2026 capex hit …
pic.twitter.com/BmgN8RzSM3 — Jack Krzewinski (@JackKrzewinski) January 2, 2025 "The relentless surge of the U.S. dollar is primed to cut a swath of carnage through Asia’s asset markets, leaving economic strain in its wake. The dollar wrecking ball similar wreaked havoc with Latam currencies in the 1980s… Historically, when the dollar flexes its muscle,… pic.twitter.com/y9Sc5afXM0 — …
📈 $NVDA accounts receivable 📈 from $9B to nearly $15B to show “growth”. AR means they’ve claim sales but haven’t yet collected the 💵. If Nvidia keeps 📈 receivables to hit this QTR “beat”, it could face accounting issues in its next 10K filing, like $SMCI today. https://t.co/G1AG98QQ2J — The Coastal Journal (@1CoastalJournal) November 14, …
As of now, there hasn’t been a record number of bankruptcies among companies with assets above $50 million. The Bloomberg Bankruptcy Index, which considers both the size and number of bankruptcies, remains relatively low. This suggests that while smaller companies, particularly in the mortgage and real estate sectors, may be struggling, larger financial institutions have …
Altos reports that active single-family inventory was up 1.1% week-over-week. Inventory is now up 32.1% from the February seasonal bottom, and at the highest level since July 2020. This inventory graph is courtesy of Altos Research. As of July 5th, inventory was at 653 thousand (7-day average), compared to 646 thousand the prior week. Inventory is still far …
This economic indicator just saw a big move down At this rate, the recession threshold will be hit in 2024 The last 3 times it was hit ended in sharp economic downturns Leading to significant stock market declines pic.twitter.com/3h673lqYys — Bravos Research (@bravosresearch) July 7, 2024 RECESSION IN THE US USUALLY COMES WITHIN 18 MONTHS …
Stock valuations mirror the extremes of 1929 and the market is at risk of a steep crash, investor John Hussman has said per BI. "Investors are presently enjoying the double-top of the most extreme speculative bubble in US financial history," Hussman wrote. — unusual_whales (@unusual_whales) March 28, 2024 Stocks look like they’re in the most …
Kamala Harris says Americans should be scared because if Donald Trump is re-elected, he will “weaponize the Department of Justice against his enemies.” WATCH Kamala Harris says Americans should be scared because if Donald Trump is re-elected, he will "weaponize the Department of Justice against his enemies." WATCH pic.twitter.com/U80U2GYVEM — Simon Ateba (@simonateba) March 14, …
2/ Oil prices increased from $3 to $30 per barrel between 1970 and 1982 During that time, US home prices tripled, going from $22,000 to $66,000 pic.twitter.com/56xqUpxGpA — Bravos Research (@bravosresearch) October 19, 2023 4/ Many economists suggest that inflation is following a similar path to the 1970s Back then, there were 3 waves of …