MC

@ClayTravis Inflation is just completely out of control so anything priced in dollars has had an amazing run.

The S&P 500 is now up 50% since last April, when the “experts” told you Trump was going to crash the economy. This is one of the greatest stock market runs in history.

@Mr_Derivatives @grok Higher yields mean higher stocks.

Japan’s 10 yr yield hit the highest tonight in 29 years. Japan’s 30 yr yield hit the highest tonight EVER. Japan’s 40 yr yield hit the highest tonight EVER. @grok What do we do with this knowledge to make money?

@TheRealDanSaedi its built into every search engine known to mankind. Every person who has used a smart phone has used AI.

The singular red dot is causing a massive compute shortage and you think memory stocks have topped?

@sporadica Not a single person off the boat has caught the virus from someone on the boat.

okay so on a scale of Covid to Black Death, how fucked are we

@leadlagreport The S&P was 3000 when you started talking about this, do you think we are going back to 3000?

When the stock market begins to crash because of Japan, you better fucking look to my account. Tell your hamsters. Goodnight.

@gnoble79 Stocks will decline about 15-20% and then another massive QE program will happen. And that will just keep happening on a loop forever until Gold is $20,000 per ounce.

"I see so many ghosts. They're already dead. They don't even know it." A 45-year Wall Street veteran just said that about the current generation of finance professionals to me. George Robertson started at Salomon Brothers in 1981 when bond yields were 14%. He's survived every blow-up from Long-Term Capital to 2008 to COVID. And he's convinced a massive reset is coming that will produce RUIN for people who don't see it. I just interviewed him, and let me walk you through the one thing most people in this space fail to understand: The stock market has effectively become a single instrument. Every major quant fund is staffed by the same MIT graduates running the same models through the same filters arriving at the same conclusions. There are maybe 4 or 5 ideas being expressed across the entire systematic trading universe at any given time. The diversity that makes markets function as a price discovery mechanism is GONE. Jane Street just reported $16.1 billion in trading revenue in a SINGLE QUARTER. One firm. 3,500 employees. More trading revenue than JPMorgan or Goldman Sachs. Full year 2025 was $39.6 billion. Lever that capital 10 to 1 across all the major quant players and you're looking at trillions in gross exposure approaching the monthly GDP of the United States. Until something overwhelms that kind of firepower, these firms effectively dictate market behavior. The rest of us are passengers. And that's why markets look so deceptively calm right now. Tight ranges, suppressed volatility, weeks and months where nothing seems to move. But the calm IS the danger. All the mispricing that should be correcting incrementally through normal price discovery is instead building up like pressure in a sealed system. And when it finally releases, it won't be a normal correction where you have weeks to adjust your positioning... It will be years of stored mispricing detonating in DAYS. We've seen the same thing before: In the 1990s, Long-Term Capital Management was so dominant in fixed income that it killed price discovery across the entire asset class. Danish mortgages, basis trades, risk arbitrage, nothing functioned properly while LTCM existed. Normal pricing only returned after they literally collapsed. Now apply that dynamic to the ENTIRE equity market. And the agencies that were supposed to protect investors from exactly this kind of concentration have been gutted. Sherman Act enforcement is effectively dead. The AI industry operates as an informal trust, 3 or 4 companies integrated vertically and horizontally in ways we haven't seen since Carnegie and Rockefeller. Trevor Milton rolled a truck down a hill, called it technology, and got pardoned. Crime pays. So who stops the next guy? Meanwhile capital markets have grown to roughly 4x GDP. When I started in this business they were roughly the SAME size. So when the repricing comes, the damage to the real economy will be multiples of anything we've experienced. Nobody has a clean answer for what to do about this. Not me. Not Robertson. Not anyone being honest with you. But after 45 years doing this myself I know this much: The correction WILL come. Price discovery WILL return. The only question is whether you survive it or whether you're one of the ghosts who never saw it coming.

@StanphylCap The higher yields go the higher the market goes.

The dip buyers are doing their dip-buying this afternoon, but there's no dip-buying in the 10-year Treasury. Good luck fighting the bond market.

@leadlagreport Why every time we touch 160 on USD/Yen during the last 4 years does the stock market go absolutely straight up. Is it Japan printing money every time it touches 160? Do traders all mash the buy button every time it hits 160. I don't understand.

Japan will panic. In the end, you will all see I was right all along.

We used to go to a special website, ask strangers for help with programming, and get humiliated in return

@burrytracker He has been bearish every day since 2010.

Breaking: Michael Burry says he knows people see him as “the boy who cried wolf.” But he correctly predicted: • 2000 Dot Com Crash • 2008 Housing Crash • 2021 Meme Stock Collapse • 2023 Bank Stock Run Now he says the current stock market feels like the last few months of the Dot Com Bubble

@texasrunnerDFW @CNBC You are so right here! This is why I tell people get your money into real estate, metals, crypto, heck garbage pail kids or pokemon cards. Really doesn't matter.

@CNBC It’s not 1999. It’s an inflationary melt up, like the 1970s except now we print money and run huge fiscal deficits so the inflation shows up in goosed asset prices first then flows into commodities It ends when it implodes on itself or Volcker shows up. Haven’t seen him yet

"Feeling like the last months of the 1999-2000 bubble.” Michael Burry, best known for predicting the U.S. housing crash, said stocks are no longer reacting logically to economic data. Read more: cnb.cx/42YrsE8

@hussmanjp Does any chart before QE really matter. It all changed in 2009 when they started printing money.

@TicTocTick Ha. If this were confirmed to be real there would be a 10 trillion QE program the next day.

If my worst fears are confirmed, which is to say infection rate turns out to be exponential, I am afraid it won’t be like 2020. Due to much higher mortality rate, this will lead to deflationary bust. Global meltdown of risk on. Sell rallies.

@SamanthaLaDuc IMF will do nothing even if they do it 1000 times.

Bears repeating: Japan can conduct only two more sessions of three-day interventions by November if it wants to maintain its status of having a freely floating exchange rate, based on IMF That leaves dollar swaps after that & they have to be returned remember... $USDJPY

@SpencerHakimian Dow 60k!

🚨BREAKING: US BOMBS IRAN

do you understand what just happened to your computer.. Google Chrome secretly downloaded a 4GB AI model onto your device. Without asking.. Without telling you.. It's called weights.bin. It lives deep in your system folders. It powers Gemini Nano - Google's on-device AI. And if you delete it? Chrome re-downloads it automatically. Like nothing happened. Just Google deciding your hard drive is their storage unit. At 1 billion Chrome users - that's 4 BILLION gigabytes of data pushed silently across the internet. The carbon footprint alone equals tens of thousands of cars running for a year. Check your disk right now: 📁 %LOCALAPPDATA%\Google\Chrome\User Data\OptGuideOnDeviceModel To stop it: chrome://flags → disable Optimization Guide On Device Model → restart Chrome → delete the folder. Reshare so people know what's sitting on their computers.

@thuhkang Will respond no at 4:01 PM on Friday as S&P hits 8000

IRAN EXPECTED TO RESPOND TO US PROPOSAL ON THURSDAY - CNN

@MilkRoadMacro That's over a million in today's dollars, not bad for the dorm room.

Ken Griffin started Citadel in a Harvard dorm room in 1987 with $265,000 raised from friends and family. He put a satellite dish on the roof of his building, ran a cable through an old elevator shaft, and pulled it through his window to get real-time stock quotes. In the 24 months before the 2008 financial crisis, Citadel earned $13 billion in trading profits. More than Amazon had made in its entire history at that point. Then Lehman failed. Citadel lost hundreds of millions of dollars a week. CNBC parked a van outside their office waiting to break the story of their collapse. By the end of 2008 they had lost half their capital. Here is how they survived. Every single day, they did whatever it took to buy one more day. Sold assets. Closed business lines. Let people go. Suspended redemptions. The management team personally absorbed $500 million in costs to show their investors they believed in the firm's future. One painful decision at a time. No putting things off. "Often the choice was between painful and more painful. But day by day, we bought ourselves a future." The lesson Griffin took from it came from Andrew Carnegie: take away my factories, my ships, my money, strip me of everything. Leave me my people. In two or three years I will have it all again.

@BobLoukas He has levered it up as far as it can go. He has to sell now to keep the ponzi going but the first time he sells its over.

Sell Bitcoin, to pay somebody for giving you money to buy bitcoin. Wait, and nobody through financial history thought of this? /s

@RunnerXBT WTI has crashed below $100

Oil situation right now is like Covid in February 2020