Independent thinking for complex markets and current events
Just saw this data from Kobeissi. The scariest part isn’t the cash drop, it’s the 47% spread between sellers and buyers. Smart money is clearly sitting on their hands. if you’re trying to offload property right now, good luck competing with that much inventory. the leverage cycle is breaking. h/t itsarmansheikh
Leverage often appears as innovation before it collapses into contagion. https://twitter.com/TruthInTesting/status/1980017309537140799 No need to call tops. Just wait for price to show you the way, you don't need to be the first seller. Follow structure. The next couple of days will be key to decide the fate of the market. We got a potential change …
“It’s a retail darling… I like Alex Karp, I like his politics, I like him as a person… But even if Palantir was the greatest company ever created and you slapped the highest possible multiple on it, the stock is still trading above that. It has gotten absurd.” https://www.benzinga.com/trading-ideas/short-ideas/25/08/47107749/gamestop-short-seller-andrew-left-is-taking-on-retail-investors-again-now-says-palantir-stock-is-beyond-overvalued “You cannot be a big data …
$TEM DOWN OVER 16% AFTER SPRUCE POINT SHORT REPORT Spruce alleges AI drives just 2% of revenue, cites questionable leadership and aggressive accounting — sees 50–60% downside 👀 pic.twitter.com/ONPxUYyYQM — Shay Boloor (@StockSavvyShay) May 28, 2025 Tempus AI is facing a sharp selloff after Spruce Point Capital released a scathing short report questioning the company’s …
NYC fruit seller cries after hearing banana he sold for 25 cents was auctioned off for $6.2 million: ‘I am a poor man’ “I am a poor man. I have never had this kind of money; I have never seen this kind of money.” NYC fruit seller cries after hearing banana he sold for 25 …
Top 10 Housing Markets with the highest price cut rate in May 2024. More price cuts mean more seller desperation. And a greater likelihood that prices drop in the future. 1. Tampa – 37% price cut rate 📉2. Austin – 36%3. Colorado Springs – 36%4. Denver – 36%5. Jacksonville… pic.twitter.com/F3mGea53MK — Nick Gerli (@nickgerli1) June …
The Federal Trade Commission is building a lawsuit against the largest American alcohol distributor, Southern Glazer’s Wine and Spirits, sources told CNBC. The suit could be filed in a matter of weeks. The FTC’s case would likely allege that Southern Glazer’s Wine and Spirits has been providing “secret kickbacks” to large retailers and violating an …