Warning: the AI Theme is Officially DEAD

via Phoenix Capital Research The bull market that began in mid-2022, and which accelerated starting in late-2023, has been largely driven by the Artificial Intelligence (AI) revolution. Since late-2023, AI-related companies have accounted for 75% of S&P 500 market gains, 80% …

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A common theme across Europe.

Uk10yr looks set to explode. A common theme across Europe. pic.twitter.com/iKIDrSJkZK — The Great Martis (@great_martis) March 14, 2025 The U.K.’s 10-year bond yield is on the brink of a major surge. If this trend continues, it could send shockwaves …

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Disney is cutting prices for kids at its theme parks.

#recession … #GFC2 US #consumer edition#deflation 📉 👀 https://t.co/jH6050adSK pic.twitter.com/ODeFE8XM5y — Invariant Perspective (@InvariantPersp1) October 4, 2023 #DisneyPlus $DIS 📉 👀https://t.co/duIwR6TzY5 — Invariant Perspective (@InvariantPersp1) October 5, 2023