Only 20 Stocks have driven the S&P 500’s gains this year (and they are mostly AI-related stocks) May 30, 2023 9:59 am
Nomi Prins: The US Is A Giant Ponzi Scheme And Gold Will Be $3,500 Next Year… Jesse Colombo: Gold Is Ultra Cheap Relative To Stocks, Which Is What Has Occurred Before Major Historic Gold Bull Markets. May 29, 2023 8:37 am
Stocks will be damaged even if lawmakers reach a debt ceiling deal, market veteran says May 24, 2023 10:05 am
Debt Default is Just a Terror Tactic, but it Will Blow up Stocks and Likely a Lot More, Regardless May 24, 2023 6:26 pmMay 24, 2023 8:04 am
Déjà vu… The number of stocks outperforming the $SPX has crashed. Banks are not renewing credit lines, resulting in credit contractions. May 23, 2023 10:09 pmMay 23, 2023 9:34 am
All Quiet On The Default Front As Biden Dithers The Night Away And Regional Bank Stocks Decline On Fed Tightening May 22, 2023 1:56 pm
‘VIX is at 16 because people are buying calls on stocks, not puts. Basically everyone is bearish on treasuries and bullish on stocks, a reversal would be violent.’ May 22, 2023 7:52 amMay 20, 2023 7:15 am
“The AI boom and hype is strong. So strong that without the AI-popular stocks, S&P 500 would be down 2% this year. Not +8%.” – SocGen May 17, 2023 8:08 pm
Institutional investors have been dumping stocks for the last 12 months. M2 money supply has only fallen like this 4 times previously. Only the Great Depression was worse than now. May 16, 2023 3:40 pm
Michael Burry Loaded Up on Bank Stocks in Tumultuous Quarter. Doubles Alibaba Stake in Big Bet on China Tech May 16, 2023 2:48 pm
There’s a massive divergence between CDS price and the $VIX… “vol control funds alone have added about $72B in US stocks in the past 3 months…” May 16, 2023 9:51 am
If No Debt Ceiling Deal By Early June, Stocks Crash, The Economy Implodes, And Social Security Payments Don’t Go Out May 14, 2023 7:37 pm
Remember when the SEC banned short sales on ~1,000 financial stocks on September 19th, 2008, and then the S&P 500 index fell ~50%? May 9, 2023 8:25 amMay 8, 2023 9:12 am
Bear Sterns Moment Right Now – Bank Stocks Are Now Meme Stocks! Western Alliance Becomes Latest Us Bank To Explore Potential Sale – FT May 5, 2023 7:34 amMay 4, 2023 12:24 pm
Warning: Regional Bank Stocks Are Crashing As PacWest Bancorp Down Over 50% After Hours. Get Ready For A Cascading Waterfall Decline… May 4, 2023 8:34 amMay 3, 2023 8:13 pm