Independent thinking for complex markets and current events
From meme stocks to crypto crashes and AI megabets, America’s “casino economy” is here, fortunes won and lost overnight, gamblers posing as investors via invezz: The US economy increasingly runs on risk and speculation rather than stable growth. From meme stocks to AI megabets, volatility has replaced wages as a path to progress. The “casino …
It’s not just $CMG dropping. Even fast food is dropping Wendy’s has been smashed and they probably have the best food of them all. It all comes back to the consumer pic.twitter.com/wCURBOAS19 — QE Infinity (@StealthQE4) November 1, 2025 🚨MORGAN STANLEY: THE BULL MARKET IS ABOUT TO END. Andrew Slimmon says we’re in the late …
Rare-Earths Stocks Fall. This U.S. Company Has a Plan to Cut China Dependence. https://t.co/0rIU2NfC1y — Barron's (@barronsonline) October 28, 2025 TORONTO, ON / ACCESS Newswire / October 24, 2025 / Aclara Resources Inc. (“Aclara” or “Company”) (TSX:ARA) is pleased to announce its decision to construct the first heavy rare earths (HREE) separation facility in the United States, located …
Chatgpt 5 is literally trading stocks like most humans. Losing money left and right. byu/SpiritBombv2 inStockMarket So do the opposite of its recommendations? h/t SpiritBombv2
Here is the set-up going into tomorrow and next week: Two weeks ago on Friday Trump pounded stocks lower in the morning by threatening to escalate the trade war with China. Last week, there were concerns over a renewed bank run. And early this week there was a momentum stock crash. Each time the lower …
https://twitter.com/fakenewsiguana/status/1980868360972956019
$GLD is topping and $SPY is not too far. Gold topping is usually sharp spike and Equity topping is round top. More details below 👇👇 🟡 Gold Tops – Sharp Spikes Driven by Fear: Gold often rallies during crises, panic, or inflation fears. When fear peaks suddenly (like geopolitical shocks or banking stress), prices spike …
by David Haggith As “The Deeper Dive” this past weekend looked at the signs building for a stock market crash and economic collapse into an especially deep recession, more headlines came in on Friday and over the weekend to lay out further signs of recession, now that the government warning lights have been shut down. …
Banks are always the first to fall. pic.twitter.com/gx7JYpc91Y — Spencer Hakimian (@SpencerHakimian) October 14, 2025 BREAKING 🚨: Japan Japanese Yen forms a Death Cross ☠️ against the U.S. Dollar 📉 pic.twitter.com/TrbyJDNYWG — Barchart (@Barchart) October 13, 2025 JPMORGAN CFO SAYS WE DON'T LIKE BUYING BACK STOCKS AT THE CURRENT LEVELS — *Walter Bloomberg (@DeItaone) October …
The economy is sneaking toward a second run at recession, even as GDP appears to be lingering positive. The monster never really left. It just hid behind tariff front-running. by David Haggith At the start of the year, I was calling it a “stealth recession.” News today is that 22 states are fully in recession. …
Mind blowing that investors still can’t see it. The market keeps getting bid up to unrealistic levels on rumors and empty hype. Greenspan once called this irrational exuberance. It always ends the same way badly. "AI related stocks have accounted for 75% of S&P 500 returns, 80% of earnings growth and 90% of capital spending …
Markets ripping higher into a shutdown isn’t strength … it’s proof the S&P 500 no longer trades on fundamentals. Liquidity, passive flows, and option mechanics have replaced cash flow and earnings. This isn’t history being made, it’s price discovery being euthanized. Markets ripping higher into a shutdown isn’t strength … it’s proof the S&P 500 …
The math is brutal, and yet no one is screaming it from the rooftops. Ninety-seven percent of all stocks are held by the top 10 percent of Americans. Half of all equities are concentrated in the hands of the top 1 percent. That leaves the bottom 90 percent with three percent, and if you do …
US stocks are too expensive. International stocks have outperformed by a wide margin this year Treasury Bonds now have a higher yield than U.S. Stocks, a change from what we've seen over the last 20 years pic.twitter.com/GU2fcssmN4 — Barchart (@Barchart) October 1, 2025 RIP Morgan Stanley 🫡😂 https://t.co/PGL4x4pvEr — Barchart (@Barchart) October 1, 2025 Here …
Consumer spending is declining now and whatever there is, is being financed on credit cards. — Maverick (@SocomRaiders) September 29, 2025 Discretionary spending freeze 1st, which includes potential expansions. 2nd non-discretionary spending freeze. 3rd layoffs. 🚨Foreign investors are ALL-IN on US stocks: Overseas investors’ allocation to US equities hit a RECORD 61%. This share is …
S&P 500 free cash flow yield has fallen to 2.58%, the lowest level since the Global Financial Crisis 🚨🚨🚨 pic.twitter.com/pya0wO8QNK — Barchart (@Barchart) September 26, 2025 That means stocks are rising because people are willing to pay more for less cash flow. The S&P 500’s free cash flow yield is at 2.58%, the lowest since …
AI stocks have carried the market in a way that is hard to ignore. Since ChatGPT launched in November 2022, they have driven roughly 75 percent of S&P 500 returns, 80 percent of earnings growth, and 90 percent of capital spending growth. That is enormous. It means almost all of the excitement, profit, and investment …
” Be fearful when others are greedy, be greedy when others are fearful. ” The Buffett Indicator just hit 217%. That’s 69% above trend. Every time in history we’ve been this stretched… the crash came fast. pic.twitter.com/aKOddEybpr — Mr. Uppy (@MisterUppy) September 22, 2025 Throughout most of 1929, market was melting up. Millionaires were being …
I’m sure everything is fine Don’t forget to buy more stocks on Monday 🤦♂️ https://t.co/PAbR6uqbSb — QE Infinity (@StealthQE4) September 20, 2025 Hearing that lumber mills are saying that they are now losing money on most orders pic.twitter.com/JmiXf7ivFg — Barrett Linburg (@DallasAptGP) September 19, 2025 Who even needs actual goods at this point? It feels …
Insiders get all the information first and it sucks. https://www.telegraph.co.uk/business/2025/09/14/trump-starmer-sign-quantum-computing-pact-china-spying-fear/ US defence chiefs have recently toured British quantum labs as they aim to work with British scientists to crack the technology. Jensen Huang, the chief executive of US tech giant Nvidia, who is set to accompany Mr Trump on his three-day visit, is also due …
*TRUMP OFFICIALS TO LINK CHILD DEATHS TO COVID SHOTS: WAPO — zerohedge (@zerohedge) September 12, 2025 BREAKING: Pfizer, $PFE, and Moderna, $MRNA, stock fall sharply on reports that US officials are planning to link COVID-19 vaccines to 25 child deaths. pic.twitter.com/vKOhH2qr0e — The Kobeissi Letter (@KobeissiLetter) September 12, 2025 “Trump health officials are set to …
The bond markets are failing? View post on imgur.com Key trendline support broken on S&P 500. View post on imgur.com
Emerging market stocks, long fueled by global trade, are now showing cracks as export momentum fades. Investors may be walking into the late stages of a rally built on weakening foundations. If trade continues to contract, the ripple effects could hit supply chains and markets worldwide with surprising speed. Global exports are heading into contraction. …
Chinese 🇨🇳 commercial banks including China Minsheng Banking and Huaxia Bank are tightening oversight of clients using credit cards to fund stock investments as retail investors pile into the nation’s $1 trillion market rally this month. Banks warned that credit card funds and cash advances can’t be used for investments with violations leading to canceled …
Will higher sofa prices really win back jobs in North Carolina and Michigan? BREAKING: Restoration Hardware stock, $RH, falls over -8% after President Trump announces a “major tariff investigation” on furniture coming into the US. pic.twitter.com/OZwTPJyzpZ — The Kobeissi Letter (@KobeissiLetter) August 22, 2025 “Furniture coming from other Countries into the United States will be …
Fed Chair Jerome Powell is slated to speak Friday at the Fed’s annual Jackson Hole symposium. Evercore ISI warns that even a ‘balanced’ tone could trigger a -7% to -15% pullback into October. Fed Chair Alan Greenspan’s 2000 meeting is infamous for popping the dot-com bubble. One cautious rate hike and a hint of tightening …
$PLTR might be the most overvalued stock of all times, says The Economist. It doesn’t get to be a genius to see this.$PLTR Free Cash Flow: $1.7 billion$PLTR Market Cap: $412 billion$UNH Free Cash Flow: $25 billion$UNH Market Cap: $280 billion That says something. pic.twitter.com/1vNsb13lEL — Oguz Erkan (@oguzerkan) August 19, 2025 1/ Howard Marks …
Bloomberg’s chart didn’t predict a collapse. It recorded one. Bank of America flagged 26 companies at risk from AI. Most only saw nine. The rest were hidden behind paywalls and terminals. We found all 26. The pattern is clear. “Agentic AI deployments could displace workers as early as 2H25 across industries, such as contact centers, …
Apparently diversification is just owning more of the same thing. It's official: The top 10% largest US stocks now reflect a record 76% of the US equity market. This has officially surpassed the previous record set before the Great Depression in the 1930s. By comparison, at the 2000 Dot-Com Bubble peak, the top 10%'s share …
Berkshire’s earnings slump sends silent warning to euphoric market. Berkshire Hathaway Q2 operating earnings -3.8% Y/Y, cash pile slips to $344.09B pic.twitter.com/4D6811x5qU — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) August 2, 2025 BREAKING 🚨: Berkshire Hathaway Buffett might have to cancel his retirement! $BRK.A now underperforming the S&P 500 by 26 percentage points since his …