Independent thinking for complex markets and current events
Fed will need to tighten. There are few bubble-like segments in equities and commodities that could pop.https://t.co/cw0WLRfiQC — Marko Kolanovic (@markoinny) January 22, 2026 Commodities collapse up continues pic.twitter.com/gC80f181mg — Don Johnson (@DonMiami3) January 24, 2026
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 power A.I. development, and Ms. …
Are we living in a stock market bubble ready to burst? In this video, Keith Richards, President and Chief Portfolio Manager at Valuetrend Wealth Management, dives deep into the signs pointing to an overinflated market. Learn about critical indicators such as price-to-earnings ratios, market sentiment, the put-to-call ratio, and the VIX volatility index that signal …
This is some bubble like behavior. Avoid these funds if you want to survive the pop. — The Upside (@The_Upside_Show) July 30, 2025
by Mike Maharrey Stocks have taken a beating over the last several days. The conventional wisdom is that the sell-off is due to worries about the impact of the Trump tariffs. The aggressive tariff regime certainly triggered the sudden and sharp downturn in the stock market, but is something deeper going on? I think there …
$TLT is a technical beauty right now. This is going to launch most asset classes in the short, short term. Long risk-off assets AND risk-on assets for a pop. pic.twitter.com/QQWdqGZcq6 — Fibonacci Investing⚡️ (@FibonacciInves1) March 19, 2025
The company also issued a full-year 2025 adjusted earnings outlook of $5.75 to $6 per share, which was in line with Wall Street’s expectations. But CVS did not provide a revenue forecast for the year. It caps off the first full quarter with David Joyner, a longtime CVS executive, as CEO of the troubled retail …
https://finance.yahoo.com/quote/BTC-USD/ View post on imgur.com View post on imgur.com View post on imgur.com h/t dr0id
Markets Euphoria vs Economic Reality Update 🚩 BLS is about to announce another 650k jobs downward revision on top of the 800k jobs revisions few months ago 🚩Both France and Germany are in a deep political crisis on top of a socioeconomic one and now, when the worst winter month is about to begin, they …
how the bubble of U.S. outperformance versus the rest of the world will pop. While Wall Street bulls point to strong earnings, Sharma said the record is less impressive after adjusting for government spending and the handful of tech giants with massive valuations, adding that “supernormal profits” tend to return to normal amid competition. “Growth …
Tesla shares jumped to an all-time high on Wednesday, surpassing their prior record reached in 2021, sparked by a post-election rally and Wall Street’s increased enthusiasm for Elon Musk’s electric vehicle company. The stock rose to an intraday high of $415, which is 50 cents above its previous peak, and was on pace to close ahead of its …
