Tin foil hat: This would be the time to come out with a negative headline pic.twitter.com/TZo3FRSBKS
— Kang (@thuhkang) August 12, 2025
🚨OH MY LORD:
NVIDIA and Microsoft now account for 15.4% of the S&P 500's market cap, an all-time high.
Never in the modern history of financial markets have two companies had such a large share in the US market.
The market concentration is absolutely insane. pic.twitter.com/eHddmBvl7B
— Global Markets Investor (@GlobalMktObserv) August 12, 2025
Lot of repect but disagree, imo environment close to the worst. Stocks rally yet
Concentration: ath
Valuation: near ath
Correls: adding vs reducing risk (bond stock)
Sentiment/Positioning: near ath
Uncertainty: (tariff, geopolitic, etc.) near athhttps://t.co/hXhZNhZbFk
— Marko Kolanovic (@markoinny) August 12, 2025
Ladies and gentlemens, The Warren buffet indicator just hit 212 the highest number ever recorded.
Thanks for listening. pic.twitter.com/ZkbTuJYTSG
— The Great Martis (@great_martis) August 12, 2025
We're going full banana republic right before the data shows we're in a massive recession.
Jobs numbers:
May revised down -144,000 to 19,000
June revised down -133,000 to 14,000
*July reported +73,000 (revised -145,000 to -72,000?) 🤔 https://t.co/UH5lp0j8x9 pic.twitter.com/HJHjXa5aqd— Financelot (@FinanceLancelot) August 12, 2025
Trump is planning to torch the US currency https://t.co/Xi084Vkd9t
— Darth Powell (@VladTheInflator) August 12, 2025
Nasdaq
We have at most 2% left on the Nasdaq.
Enjoy what remains, as the bloodshed that follows will be unbearable for the masses.
Thank you for listening. https://t.co/jfVfPhkSne pic.twitter.com/U2HOIi3kWR
— The Great Martis (@great_martis) August 12, 2025