Independent thinking for complex markets and current events
People keep calling 2020 homebuyers geniuses. I’m not so sure. A lot of them were simply standing in front of one of the biggest waves of money creation in modern history. During Covid, the Fed flooded the system with money. M2 money supply jumped from roughly $15 trillion to more than $21 trillion in a …
Market price climb 34% this month despite massive share dilution and erratic energy cost Company report show $150 million in new debt for data center hardware purchase Institutional holder dump 12 million share since January while retail buyer FOMO trigger rally Mining margin shrink fast due to high hash rate difficulty and rising electricity fee …
Factcheck: The Daily Mail headline makes it sound like the CIA sat on some miracle cancer cure for 60 years, but that’s really not what the document is. When you actually look at what was declassified, it’s just a Cold War–era translation of a Soviet scientist’s speculative idea that parasites might play a role in …
SOFR rate is plunging which means liquidity is flush throughout the system. Ignore all of the other noise around $2000 stimmies and the end of the shutdown. This surge in liquidity alone will push equities and gold higher at least in the short term. https://t.co/tCTGfKPvLE — QE Infinity (@StealthQE4) November 10, 2025 SOFR did drop …
It’s their fastest-growing, most concentrated segment. If one pulls back, everything suffers, including margins, hiring, and priorities. What happens when one or both of these customers stop buying due to e.g.recession fears. The stock is 5 – 10% of major indices.https://t.co/rrXevbQqYm — Marko Kolanovic (@markoinny) September 15, 2025 It is not only a Bubble, it …
This is not looking good. MicroStrategy has a history of experiencing deep drawdowns when the RSI(14) monthly reaches extreme levels (above 80), followed by a negative month. Combine this with the speculative and euphoric momentum… pic.twitter.com/T7s3lqVSZ4 — Guilherme Tavares (@i3_invest) December 26, 2024 IRONY: bitcoin's fate now in the hands of a bunch of 'boomer' …
BTC is a scam that targets the dumbest of the dumb. You trade your spendable money for un-spendable money in the hopes that it will be spendable one day. — Bit_Faced (@Bit_Faced) December 14, 2024 The last 2 times we had massive spikes was around the tops based off that graph. — Marley Chunger (@Waltonius) …
Trending. Raise billions of fiat, buy Bitcoin, which is meant to be the fiat alternative.Then, convert it back to fiat for a hopeful gain. 🤣🤣🤣 The cattle in the meantime will hold Bitcoin not for its innovative gain but for the potential future gains in fiat. 😂😂The end… — The Great Martis (@great_martis) November 28, …
Speculative positioning in US equity index futures is at all-time highs 🚨 https://t.co/TanGdixabv pic.twitter.com/VUXve06IL3 — Markets & Mayhem (@Mayhem4Markets) July 8, 2024 Asset Managers’ exposure to US equity futures hits a record high. https://twitter.com/Barchart/status/1810467469879857513 Concentration concern: the 3-month correlation between the S&P 500 and the # of stocks advancing has fallen below the dot-com bubble …
Paul Volcker says inflation is all about money supply good thing money supply is up $1 trillion in 7 months since Nov 1, 2023. No wonder there’s a speculative orgy in financial markets as well as reaccelerating inflation. pic.twitter.com/BHVqSX3Aht — The Punisher (of Wall ST) (@GregCrennan) May 22, 2024 pic.twitter.com/sQV3GffBuh — The Punisher (of Wall …
An order from a president to the military to conduct a coup to remain in office “might well be an official act,” Donald Trump’s lawyer told the Supreme Court in oral arguments Thursday on the question of whether Trump’s attempted coup is immune from prosecution. Trump’s claims that his actions leading up to the violent …
The specter of the 2008 housing crisis is haunting 2024, echoing familiar themes of manipulated interest rates and speculative asset mania. The belief that “prices only go up” has fueled a dangerous déjà vu, reminiscent of the days preceding the previous crash. As rates rise, home sales volumes collapse, and builders resort to offering incentives …
BY CHARLES HUGH SMITH Speculation has its own expiration dynamics, and they don’t depend on us recognizing speculative excess for what it is. They will unravel the excesses regardless of what we think, hope or deny. The Federal Reserve has so completely normalized speculative excess that these extremes are no longer even recognized as extremes. Rather, …
History will say the mainstream financial media were highly complicit in ONCE AGAIN stoking the speculative frenzy preceding global system meltdown. Note Nasdaq down volume on the left shoulder when Meme frenzy 1.0 ended. pic.twitter.com/JEhQWbnSWU — Mac10 (@SuburbanDrone) August 6, 2023 In 2008 and 2000 no one expected a crash. Even weeks before it happened …