Global central bank liquidity... seems to be a rather significant divergence... pic.twitter.com/FPxdmchh0m
— Michael J. Kramer (@MichaelMOTTCM) January 3, 2025
S&P 500 price-to-book ratio has now surpassed the peak of the Dot Com Bubble 🚨 Congrats everyone we did it 🫡🥳 pic.twitter.com/EcFsZxQg7o
— Barchart (@Barchart) January 3, 2025
At least in the tech bubble, companies trading at absurd valuations held a slim hope of eventually becoming profitable.
— Otavio (Tavi) Costa (@TaviCosta) January 3, 2025
Fartcoin has zero intrinsic utility and is now being valued at $1.3 billion.⁰⁰This is the very definition of insanity in markets in my view. pic.twitter.com/QxSUMEJS4x
This is just not a sustainable way to run a city. pic.twitter.com/ZO9srB0jyH
— Jordan Weissmann (@JHWeissmann) January 2, 2025
Deliquencies are not just rising sharply with subprime credit card loans, but with Commercial Real Estate. I remember the early 1990s when problems in the property sector laid the banks low which caused a recession. But hey, I keep being told that this time is different. https://t.co/oD3yUWeZHD
— Albert Edwards (@albertedwards99) January 2, 2025
From an email...
— Dave Collum (@DavidBCollum) December 31, 2024
"my son is a supervisor at one of the largest trucking companies in Canada. It is always a good indication of the economy talking to him about his company. They have the sole contract to ship cardboard containers in Canada. Companies like Amazon use their…
The Dunning-Kruger Effect is a cognitive bias where people with limited knowledge or expertise in a specific area tend to overestimate their abilities.
— George Hartzman (@antzmrah) January 1, 2025
1. "Peak of Mount Stupid": When first learning something, people develop high confidence despite minimal knowledge
2. "Valley… pic.twitter.com/79jfniXtLc
Light from the galactic center takes 30,000 years to reach Earth, traveling at;
— George Hartzman (@antzmrah) December 31, 2024
- 186,282.4 miles per second
- 670,616,640 miles per hour
- 5.88 trillion miles per year
For comparison;
- Lightning: 270,000 mph (0.0004% of light speed)
- Fastest human spacecraft (Voyager):…
Experience is something you don’t get until just after you need it.
— George Hartzman (@antzmrah) December 29, 2024
~ Steven Wright
The first time in history when 100bps of rate cuts raised 10Y yields by 100bps pic.twitter.com/wYb2wtBxs4
— zerohedge (@zerohedge) December 26, 2024
Taken out of the "Bi-Partisan" compromise by congress to keep the government funded; https://t.co/6ZAsdz7zsH
— George Hartzman (@antzmrah) December 21, 2024
Bloomberg 493 Total Return Index--- Price vs. Earnings estimates for 2025. Earnings go down, prices go up, it makes sense. pic.twitter.com/avAHlmGEJ6
— Michael J. Kramer (@MichaelMOTTCM) December 6, 2024
To top it all off, US credit card loan defaults hit their highest since 2010 in 2024.
— The Kobeissi Letter (@KobeissiLetter) January 2, 2025
Credit card lenders wrote off $46bn in seriously delinquent loan balances in the first nine months of 2024.
This is up a massive 50% year-over-year, according to BankRegData. pic.twitter.com/eqTe489Icf
I'm reeling.
— Muriel Blaive, PhD (@MurielBlaivePhD) December 30, 2024
Remember when the Covid vaccine came out? As soon as it did, it was made as mandatory as legally possible. Dr. Fauci's NIH, a government agency, aggressively promoted the vaccine under the claim that it stopped transmission, a claim later proven to be a brazen lie.… pic.twitter.com/zpEDfF2tWy
Lol pic.twitter.com/uP1Wjwd1Ls
— Buyback Capital (@Larryjamieson_) December 28, 2024
Worse banking crisis in history was 2023
— The Great Martis (@great_martis) December 21, 2024
Few understand this. pic.twitter.com/OO9OtqMU4c
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