Foreigners bought $76.5 Billion worth of U.S. Stocks over the last 3 months, the fastest pace in history! Historically, they unfortunately have had poor timing having bought right before the 1987 crash, the 2000 dot com bubble, and the 2008 global financial crisis 🚨 pic.twitter.com/UnF8RsGbTD
— Barchart (@Barchart) January 27, 2025
Non-GAAP metrics should be excluded from SEC filings pic.twitter.com/84cPmwhSej
— Piker Capital (@PikerCapital) January 26, 2025
Amazing and scary. https://t.co/uR6iTKzBb2
— George Hartzman (@antzmrah) January 27, 2025
Total investor margin debt is nearing the October 2021 peak pic.twitter.com/mTYpVadAYg
— Don Johnson (@DonMiami3) January 24, 2025
🚨The US market has NEVER been so EXPENSIVE:
— Global Markets Investor (@GlobalMktObserv) January 24, 2025
S&P 500 valuation hit the highest level in history based on several indicators.
Combined valuation metrics even exceeded the Dot-Com Bubble and the 1920s, before the Great Depression.
Future long-term returns will likely be dismal. pic.twitter.com/YU1zSCSMH1
BREAKING: US subprime auto loan 60+ day delinquency rates jumped to 6.2% in December, the highest among any December on record.
— The Kobeissi Letter (@KobeissiLetter) January 24, 2025
Serious delinquency rates have more than doubled over the last 3 years.
The surge accelerated once the Fed began raising rates in March 2022.
Now,… pic.twitter.com/k94AF9xEJ5
This is a crazy stat:
— Lance Roberts (@LanceRoberts) January 22, 2025
"Only 29% of S&P 500 companies have outperformed the index over the past two years, one of the lowest levels since 1990." - BofA@michaellebowitz @SoberLook pic.twitter.com/piVHWeyBbv
"But just eyeballing the chart below reminds us that at the end of the 1980s the Japanese equity market accounted for close to 50% of the world index – a lasting memory for me as I had just joined Kleinwort Benson investment bank in 1988. The Japanese exceptionalism narrative was… pic.twitter.com/2wkWwIpuIp
— Lance Roberts (@LanceRoberts) January 21, 2025
The number of unsold new homes continues to rise - hitting its highest level since June 2009 #RESights pic.twitter.com/4U98JqGSW3
— MacroEdge RESights (@RESightsbyME) January 20, 2025
An accepted flaw is difficult to be harmed by.
— George Hartzman (@antzmrah) January 20, 2025
Don’t know whether this is bearish for Bitcoin or not but definitely does makes clear what an outrageous scam crypto is. Pure rigged pyramid scheme. World historic upward transfer of wealth without even a pretense of providing some good or service. Utter insanity that any of this… https://t.co/gYWJVHssBj
— Krystal Ball (@krystalball) January 19, 2025
This is very intriguing.
— Otavio (Tavi) Costa (@TaviCosta) January 18, 2025
Traders are currently swapping futures contracts for the actual physical asset at record levels.
H/t @wmiddelkoop pic.twitter.com/vK6yPAFsux
3. They also released another report on pharmacy benefit managers, including that of UnitedHealth Group, showing that these companies inflated prices for specialty pharmaceuticals by more than $7 billion. pic.twitter.com/Mp0trN595M
— Matt Stoller (@matthewstoller) January 17, 2025
"Don't just teach your children to read.
— George Hartzman (@antzmrah) January 17, 2025
Teach them to question what they read.
Teach them to question everything.
The value of an education is not the learning of many facts but the training of the mind to think."
~George Carlin
The Market Cap of the largest 50 stocks relative to GDP is at 110%, the highest level in history, surpassing the peak of the Dot Com Bubble and the Global Financial Crisis 🚨 Probably Fine pic.twitter.com/dYTjUOHR3Z
— Barchart (@Barchart) January 16, 2025
I'm not sure people understand how important this is:
— John LeFevre (@JohnLeFevre) January 17, 2025
Goldman Sachs CEO says that AI can draft 95% of an IPO prospectus “in minutes.”
White collar jobs will go first.... and fast. pic.twitter.com/ZWbMEGIhhs
Famous technical analyst quote to me early in my career.
— Edward Dowd (@DowdEdward) January 13, 2025
“Ed how does a stock go down 90%?…first it goes down 80% then drops another 50% from there!”
🤣😂
Sunday's Greensboro News and Record Letter to the Editor;
— George Hartzman (@antzmrah) January 13, 2025
City of Greensboro applicants for Yvonne Johnson's at-large City Council seat should be prohibited from using the appointment as a stepping stone for personal political advancement.
For example, Tony Wilkins was…
How historically ignorant does someone have to be to say: "I think it's important my government leaders have the power to censor the internet because they'll protect us from falsehoods and hate speech." 😍
— Glenn Greenwald (@ggreenwald) January 10, 2025
Spend 5 minutes reading about history to see why that's painfully dumb.
US egg prices hit record high. pic.twitter.com/OtmD1hlpgy
— (((The Daily Shot))) (@SoberLook) January 9, 2025
“Behind all the complexities of modern political economy lies the simple fact that human beings are, speaking generally, of two persuasions: the first would spend tomorrow what they earn today; the second would spend today what they hope to earn tomorrow.
— George Hartzman (@antzmrah) January 9, 2025
From this rudimentary…
Some investors may have held losing investments longer and/or for a greater loss than they should have because of an emotional anticipation of breaking even to justify their initial purchases.
— George Hartzman (@antzmrah) January 9, 2025
Some investments have never regained their prior prices and some of those that did took…
“The first rule is not to lose.
— George Hartzman (@antzmrah) January 9, 2025
The second rule is not to forget the first rule.”
-Warren Buffett
A large 50% loss is devastating to long-term returns;
Year 1: $100,000 × -50% = $50,000
Year 2: $50,000 × 1.10 = $55,000
Year 3: $55,000 × 1.10 = $60,500
Year 4: $60,500 × 1.10…
U.S. inflation has been accelerating, currently running at what we’re told is about 3 percent, following four years of the most severe inflation seen in at least four decades, if not longer.
— George Hartzman (@antzmrah) January 9, 2025
The main difference today is that government statisticians have become more adept at… pic.twitter.com/ul0s4xB4DT
Challenger: Except for 2020, there were more job cuts in 2024 than in any year since 2009.
— Don Draper (@DonDraperClone) January 9, 2025
Here's a chart showing long rates since the "Fed pivot" began compared to the average in past cycles.
— The Kobeissi Letter (@KobeissiLetter) January 7, 2025
Rates typically fall by ~25 basis points at this point in a Fed interest rate cut cycle.
111 days later, and we are up +110 points, or a +135 POINT divergence from the mean. pic.twitter.com/yuzE3PTElE
Egg prices have hit a new all-time high#MacroEdge pic.twitter.com/HGIZLZOfXI
— MacroEdge (@MacroEdgeRes) January 26, 2025
‼️US consumer STRESS is surging:
— Global Markets Investor (@GlobalMktObserv) January 26, 2025
The share of US credit card accounts making ONLY the minimum payment hit 10.8% in 3Q 2024.
This is the highest since 2012, the aftermath of the GREAT Financial Crisis.
Consumers cannot afford to pay out their credit card debt.
Concerning. pic.twitter.com/y34Gzal1Ff
UofM expectations of household income in one-year continue to plummet. This isn't a great sign for economic growth this year. pic.twitter.com/8RlPSMdCpc
— Lance Roberts (@LanceRoberts) January 27, 2025
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