A hub for independent voices and hard truths
🚨 Computer Equipment Investment hits 1.2% of GDPMore than the dot-com bubble. pic.twitter.com/bfLTLL04zt— Hedgeye (@Hedgeye) May 2, 2026 every time 'smart money exits tech' makes a headline, it means they already bought the next thing and need you to sell …
The Silent Banking Crisis: Understanding the $482 Billion Time Bomb U.S. banks are currently sitting on $482 billion in unrealized losses on their investment securities primarily long-dated Treasuries and mortgage-backed securities bought during the 0% interest rate era. This figure …
Investors are rushing into Bitcoin: US-listed Bitcoin ETFs recorded $936 million in net inflows on Tuesday, the third-highest this year. In just 3 days, investors poured into Bitcoin ETFs a whopping $1.4 billion. Since the April 7 low, Bitcoin prices …
Capital is rushing to the sidelines: In March, hedge funds conducted their most aggressive selling of world stocks since 2013, according to Goldman Sachs data. Not even the 2020 pandemic saw such a sharp exposure reduction in global equities. This …
Billionaire investor Leon Cooperman on Trump’s policy and the markets: “You can’t fix 30 years of economic mismanagement overnight. He’s taking the right steps, but he’s moving too fast.” He also added: The bottom for the stock market isn’t in …
– These jobs have 6 figure salaries – Some pay as high as $310,000 PER YEAR – 303 of these roles were posted within 10 days of Trump’s election victory (not a coincidence) – Roughly $160 million in new salaries …
This week, we learned: • The United States plans to issue a bond backed by profits from frozen Russian assets. • Russia has seized €700 million of assets from three Western banks. • Russia and Iran are collaborating on creating …
Article says the higher insurance premiums are to blame, but is the main driver actually the cost of living is skyrocketing? “The number of “motivated sellers” in Florida has grown in the past two weeks, as more homeowners are trying …