This is what the beginning of a fire sale looks like pic.twitter.com/afPw8DYj1D
— Darth Powell (@VladTheInflator) March 25, 2026
42k US home purchases were canceled in February which equates to 13.7% of all homes under contract. That's the highest cancellation percentage for any February on record. pic.twitter.com/QuxiWyB3TE
— Charlie Bilello (@charliebilello) March 25, 2026
Similar to 2020, nobody is listening to warnings or paying any attention to what’s really happening in the real world. Beware, starting from the next week, oil shortages will worsen in Asia, spread in Europe and start pinching the US. https://t.co/RR0kDckpX8 pic.twitter.com/dZG1cThqu9
— JustDario 🏊♂️ (@DarioCpx) March 25, 2026
Every CEO is about to say “unexpected headwinds” 47 times this earnings season
Supply chains just got Viet Konged and nobody wants to talk about it yet. But earnings calls don’t lie, guidance does.
Watch for the buzzword bingo this quarter. Every CFO pulling up the same script:
“Uncertain macro environment”:translation: we are cooked
“We remain cautiously optimistic” translation: updating LinkedIn
“Temporary disruption in key markets” translation: permanent disruption in our margins
The companies most exposed are the ones with heavy international procurement and thin margins who’ve been skating on “just in time” supply chains that are now “just in shambles.” Industrials, semis, energy-adjacent names, anyone sourcing through the Middle East or relying on stable shipping lanes.
This is going to be a beautiful quarter for put holders and an extinction-level event for anyone who bought calls because “it already priced in bro.”
Nothing is priced in. Nothing has ever been priced in. The market prices things in the same way I read terms and conditions.