Everything is breaking records at the same time. Cutting rates now doesn’t fix the problem, it pours gasoline on it. Nothing screams impending financial Armageddon more than precious metals going parabolic.

Everything is breaking records at the same time and that’s not strength, that’s stress. When stocks, gold, debt, and delinquencies all hit highs together, it means the system is being force fed cheap money. Cutting rates now doesn’t fix the problem, it pours gasoline on it. This rally isn’t confidence, it’s desperation dressed up as …

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Nvidia posts $31.9B profit and pours billions into its own customers and the questions are growing

“Nvidia reported fiscal third-quarter earnings and revenue that topped Wall Street expectations on Wednesday and provided stronger-than-expected sales guidance for the fourth quarter. Shares of the AI chipmaker rose more than 4% in extended trading. Here’s how the company did, compared with estimates from analysts polled by LSEG: Earnings per share: $1.30 adjusted vs. $1.25 …

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China Pours Exports Into Africa Faster Than Anywhere Else

(Bloomberg) — Africa has become a new hotspot for Chinese exports as Donald Trump’s tariffs redraw trade for the world’s biggest manufacturing nation. With a 25% on-year jump to $122 billion, growth in sales to the continent of 1.5 billion people has far outpaced other major markets this year while orders from the US slumped. …

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Retail pours record $155B into stocks in 2025 surge, daily inflows hit $1.3B with Nvidia and Tesla leading trades. The crisis is almost here?

Retail trading volume explodes to $6.6T shattering previous highs. Retail is going all-in on this market: Individual investors bought $155.3 BILLION of single stocks and ETFs in the first half of 2025, the largest semi-annual net inflows on record, according to Vanda Research. This exceeds the previous high of $152.8 billion hit in the first… …

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Retail pours in $122B pros sell $25B tug-of-war escalates

Retail investors have been stocks buying at a historic pace: Retail investors’ equity ETF net inflows have reached ~$122 billion year-to-date. Since mid-March, individual investors' inflows have DOUBLED despite the market sell-off, according to Goldman Sachs. On the other… pic.twitter.com/W8uC6VZDkY — The Kobeissi Letter (@KobeissiLetter) May 19, 2025 Fund managers are the most underweight equities …

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