Macro analysis, market structure, and the trades nobody else is showing you. Not financial advice.
Joined September 2012
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Absolute legend.
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I gave you the EXACT bottom…
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JUST IN: Reuters says China's AI bubble has already burst.
The STAR50 is down 40% in under four months, with $480 billion wiped out.
It still trades at 100x earnings. The Nasdaq 100 is at 30.
Anthropic's revenue:
2023: $41 million
2024: $386 million
2025: $4.59 billion
H1 2026: $16.29 billion
It just filed to list on the Nasdaq as $ANT.
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BREAKING: A San Francisco startup says it turned mercury into gold using fusion.
It worked. Real, stable gold.
It's also about 290 picograms, it's radioactive, and it needs up to 17 years in storage before anyone can sell it.
BREAKING: Brazilian equities are down 20% and the real is down 9% after Lula's unexpected re-election.
Goldman's extreme scenario, which they said was not their base case, was a 15% equity decline. This is worse.
Some people are still deciding whether $199 is worth it.
He decided, and made his money back IN ONE DAY.
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Nancy Pelosi’s disclosed 2026 positions:
200 Intel $INTC calls, $50 strike, March 19, 2027. $1M–$5M (May 29).
200 Uber $UBER calls, $50 strike, March 19, 2027. $500K–$1M (May 29).
Bloom Energy $BE: 200 calls ($100 strike, June 17, 2027) in two lots of 100. one $1M–$5M and one $500K–$1M (July 24 & 28) plus 15,000 shares ($1.5M–$6M range).
Intel (additional): 10,000 shares + 50 more $50-strike June 2027 calls (July 24).
Do with this information as you will.
JPMorgan on SpaceX $SPCX:
Old target: $240
New target: $500
Rating: Overweight
No change to the rating. A 108% change to the target.
The S&P 500's forward multiple has fallen 4 points in twelve months.
Not because prices crashed. Because earnings grew 33%.
At 18.5x it's back near the April 2025 tariff-crash low.
Berkshire's cash pile just FELL for the first time in years, from nearly $400 billion to $365 billion.
Greg Abel was a net buyer for the first time in over 3 years, ending a 14-quarter selling streak.
His biggest purchase: Alphabet $GOOGL
BREAKING: France's 10-year bond yield just passed the U.S. 10-year for the first time since 2013.
The French-German spread is now the widest since November 2011, the peak of the eurozone debt crisis.
BREAKING: On September 1st, Modi asked Indians to stop buying gold.
Gold is down more than 10% since.
