Big Short 2 Happening NOW!
All you need to know pic.twitter.com/PTKm7JlfNC — Matthew Kochman (@KochmanMatthew) October 30, 2025 h/t gebahie
short
Short Quantum – IONQ, QBTS, RGTI, QUBT, BTQ, LAES, CCCX
via martinshkreli Hi. Glad to be back after a few years. I was banned because someone used my account to advertise something. Be careful who you trust! Quantum computing is something I have followed closely since D-Wave’s founding. There is no, or in the best case, next-to-no intrinsic value for any of the stocks I …
China’s new graphite bomb can short circuit power lines – causing blackouts, choas – disabling the entire infrastructure of a country – instead of destroying it.
The weapon disables infrastructure, rather than destroying it – cutting power It causes short circuits over power lines Can reach targets up to 180 miles https://www.msn.com/en-us/foodanddrink/foodnews/china-s-graphite-bomb-could-black-out-the-next-war-here-s-how/vi-AA1OJExI
U.S. job openings relapsed in September after a short rebound, hiring momentum evaporates
The U.S. job market is unraveling quietly while most people cling to the hope of a rebound that has already failed, and the numbers now reveal an economy slowing far faster than anyone wants to admit, leaving millions of workers stuck in jobs they cannot leave while millions more struggle to find work at all. …
Thomas Massie’s America First/A Short Movie that tells the truth-It is political theater-13 minutes
Fantastic – but it’s pretty easy to make Massie look good, because he’s correct! This project is the result of a partnership between @ThomasEWoods and @tsidpod, two great guys who are fully committed to the America First cause. Give them both a follow and go to https://t.co/vl1LGzILnE for merch and to show your support. — …
The Big Short isn’t over: Corporations brag about AI revenue and balance sheets while burying costs, layoffs, and silent debt
The Big Short wasn’t about 2008. It was about every earnings call you’re watching right now. 2006: lenders bragged about profits while delinquency rates exploded. 2025: – Corporates brag about “AI revenue” but hide costs. – They brag about “stable headcount” but bury workforce hollowing. – They brag about “strong balance sheets” but roll silent …
Inflation up, labor market down: Analyst says Fed is in the worst possible position; Fed cuts rates on the short end, inflation worsens, 30 year yield rises.
Yup. Basically pic.twitter.com/mKedOV6P44 — QE Infinity (@StealthQE4) August 31, 2025 The Federal Reserve is facing pressure on two fronts as inflation picks up and the labor market shows signs of slipping. Sevens Report Research founder Tom Essaye joins Opening Bid to explain why this puts the central bank in a difficult policy spot heading into …
Just got back from a short trip in China. The locals were telling me the economy has pretty much ground to a halt. Brace…
Just got back from a short trip in China. The locals were telling me the economy has pretty much ground to a halt. Brace… — David's Capital (@davids_capital) August 18, 2025 Chinese Economy’s Worst Month of 2025 Puts Stimulus Back in Play (Bloomberg) — China’s economy clocked its deepest slowdown of the year in July, raising …
Palantir posts $1B quarter and 140% contract growth but short seller Andrew Left says the stock is wildly overpriced and headed for a crash
“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 …
Bubble warning flares with market at 213% of GDP, AI frenzy surpassing dot-com era and short squeeze hitting dangerous extremes
Everyone sees the train coming, but no one wants to leave the tracks. We are living in the largest Bubble ever. It is insane (….and it will burst)! Market Capitalization to GDP: Long-term average: 88%Typical historical range: 70% – 115% Peak before Great Depression (1929): 81%Peak Dot-com Bubble (2000): 136%Peak before Great Financial… — Henrik …
Getting a bit frothy out there. The short squeeze is nearly over, and once the last shorts cover, there may be no more buyers to keep the rally going.
When VIX is high, it’s time to buy. When VIX is low, it’s time to go defensive. Getting a bit frothy out there pic.twitter.com/6hw8vrENWh — Markets & Mayhem (@Mayhem4Markets) July 26, 2025 Yes I thought Palantir $PLTR was super expensive at $50, now I just believe it’s astronomical levels of expensive at $160. The market …
Are we heading for a short dip or a real crash?
It looks like tough times could be on the horizon. ADP just posted its first negative print since March 2023: private payrolls dropped 33,000 in June. The labor market is contracting. pic.twitter.com/0YlIHDNwSz — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) July 6, 2025 Something is happening in the banking system. The Fed's Primary Credit Facility is about …
Trump-Bessent team is starving the long end T-bills flood the short end Fed under pressure Dollar down 10.4% Curve steepens Bessent: “I will do what the president wants”
The Trump-Bessent Treasury is not calling it yield curve control, but the structure is already in motion. No formal announcement. No coordination with the Fed. Just a sequence of moves that point in one direction. The long end of the curve is being starved. The short end is being flooded with T-bills. The Fed is …
New Homes For Sale Near Financial Crisis Highs (Big Short Redux?)
by confoundedinterest17 I sure hope this isn’t a repeat of the financial crisis! But new homes for sale have ballooned to financial crisis levels. Home sales have dropped below year-ago levels, presaging likely declines in mortgage supply and turnover. With completed-home inventories hitting post-global financial crisis (GFC) highs, regional surpluses are emerging as key home-price …
Home purchases were canceled at highest May rate on record, The Big Short sequel in motion, crash just started in Florida
America’s most expensive housing market is right here in the bay area in Santa Clara county as far as large areas where people actually live. But even here the housing market is showing signs of cracking with inventory. Starting to pile up price is getting stale and more homes with the price cut than we …
LOL, somebody got hit with huge margin call. RIP Silver short sellers
LOL, somebody got hit with huge margin call. RIP Silver short sellers pic.twitter.com/eroiL5kztQ — The Macro Guy (@SagarSinghSetia) June 5, 2025
Japan’s central bank suffers record $180 billion loss, sparking fears of global fallout. Record institutional short in ultra long bonds (via futs)
First, what happened? The BOJ (Bank of Japan) holds a mountain of Japanese government bonds (JGBs). For years, it’s been buying them aggressively as part of its monetary easing program, a fancy way of saying it’s pumped money into the economy by purchasing bonds and keeping… — StockMarket.News (@_Investinq) June 2, 2025 BUT there’s a …
America has the minerals but not the means. China refines. The West delays. Time runs short
It’s not that the United States lacks rare earth minerals. Quite the opposite. From Mountain Pass in California to quiet fields in Texas, Wyoming, and Alaska, the ground is packed with critical elements. Neodymium. Praseodymium. Dysprosium. Terbium. Unfamiliar names to most Americans, yet they sit at the center of every modern supply chain. Defense. Energy. …
Tempus AI stock plunges after Spruce Point short report, leadership under fire; Short seller warns of 50–60 percent downside, questions AI revenue claims
$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 …
Credit markets are currently pricing in a 6-level credit downgrade for the United States. Jamie Dimon says he’s not a buyer of credit today. Hedge funds bet big short.
BREAKING 🚨: United States Credit markets are currently pricing in a 6-level credit downgrade for the United States, which would give it a rating of BBB, just a smidge above investment grade 👀 pic.twitter.com/WlwiP5IN6p — Barchart (@Barchart) May 21, 2025 Jamie Dimon says he's not a buyer of credit today. Warns of a major downturn …
Short term rental trying to get out…
LMFAO short term rental trying to get out. Did this piece of shit ever actually rent? pic.twitter.com/cA1p6Jh646 — Darth Powell (@VladTheInflator) May 8, 2025 San Francisco unsold homes pile up, +43% year over year This latest potential red flag for the US economy housing inventory in the hottest real estate market on earth are starting …
Zelenskyy cuts short South African trip after massive Russian strike on Kyiv
BREAKING: Ukraine President Volodymyr Zelenskyy said he is cutting short his official trip to South Africa and returning home after a Russian strike on the Ukrainian capital Kyiv killed at least nine people and injured more than 70. https://t.co/cnvoZH55AG — The Associated Press (@AP) April 24, 2025 KYIV, Ukraine (AP) — Russia attacked Kyiv with …
Short the S&P 500 warns Bank of America… Citigroup downgrades US equities to neutral from overweight.
Short the S&P 500 warns Bank of America 🚨🚨 pic.twitter.com/1zG9DliZfy — Barchart (@Barchart) April 14, 2025 Citigroup downgrades US equities to neutral from overweight. — FinancialJuice (@financialjuice) April 14, 2025 #Breadth and #Momentum indicators are stretched to the downside. @sentimentrader pic.twitter.com/0Qsb8gdt6O — Lance Roberts (@LanceRoberts) April 14, 2025 Foreign demand for US stocks pic.twitter.com/Whq8D1zc6p — …
Big short Steve Eisman predictd the 2008 crisis and now THIS market rebound. It’s starting to look like the big crash-all over again!
Famed hedge fund investor Steve Eisman, famous for predicting the 2008 financial crisis, now appears to be two-for-two. In an exclusive interview with Daily Mail, hours before President Donald Trump announced a pause on new global tariff hikes, Eisman said he expected ‘cooler heads to prevail’. At least for the time being, they have. On …
Potential Short UST thesis developing
“DOGE is dead without making a dent (Elon out the door), 2) Lower than expected tariff revenues as Admin gets spooked their policies will cause a further slowdown so already talking down expectations to make sure a hawkish tariff regime doesn’t ensue. Need to build back confidence but less tariff revenues doesn’t help the budget …
Saylor’s Bitcoin buys fall short with 20% gain while stocks and gold surge
And his position is so big, there’s not a chance he could exit it without ending up substantially down overall. Unlike these other highly liquid assets that have outperformed him by a wide margin. — Beanie (@beaniemaxi) March 31, 2025 Bitcoin Getting close to a major sell off. Little ore churn before it lets go. …
CA is a little short
California’s sanctuary delusion just hit a wall—hard. After expanding Medi-Cal to illegal immigrants, the state is now $3.44 billion short and scrambling for cash. Newsom promised “universal access” but forgot the part where someone actually has to pay for it. Now, taxpayers are on the hook as the state sinks deeper into financial ruin. Newsome …
Trump evicts highest-ranking woman in the military from her home on short notice after her ouster over obsession with DEI policies.
The Trump administration gave the former highest-ranking woman in the military just three hours to leave her home following her ouster for supporting diversity, equity and inclusion policies. President Donald Trump fired Coast Guard commandant, Admiral Linda L. Fagan, almost immediately after he took office on January 20 – leaving her to discover the news …
