Mac10
@SuburbanDrone
Bachelor of Finance 30 years trading experience 17 years blogging experience INVEST AT YOUR OWN RISK
The Most Dangerous Market In History: financial-reality.com/post/the-most-…
News of a trade deal in Japan setting the overall tariff rate at 15% has put a bid under Asian stocks. For now. cnbc.com/2025/07/23/sto… Will be interesting to see what happens to the dollar on this news that less capital will be flowing stateside. Yes Trump, less imports means…
After hours, semiconductor bellwether Texas Instruments gave a weak forecast. The stock imploded. investopedia.com/texas-instrume… Tomorrow should be interesting for Tech bulls. Misses from ASML, NXPI, TXN. TXN after hours:
Let me explain something to the great CEOs of the world: If one company uses AI "blitzscaling" to decrease costs, then they have much bigger profits and high ROI. But if every company uses AI to reduce costs, then they will have no profits, no ROI AND an impaired balance sheet…
As I wrote in my last blog post and as Bloomberg today confirms, meme stock mania is back like it's 2021 all over again: bloomberg.com/news/articles/… What does "meme stock" mean? No one knows, because it's a made up word, but the common theme is that these are the junkiest stocks in…
Google is the prime example of the AI death spiral. This company must continue to (over) invest in the obsolescence of their core search business just to remain relevant. But the market knows that this investment will have negative ROI. This right shoulder of the head and…
I think it's great that this Idiocracy is betting it all on Artificial Intelligence. It's proof of God's existence. Historians will say that the only one who warned was Trump. How so? He was in the White House.
Early last week, ASML threw cold water on the AI rally. But later in the week TSM renewed faith in the bubble. Today, NXP semi gave subpar guidance due to the trade war. Now the leading stock last week (TSM) is imploding as it did at the two prior highs. I want to point out…
In an eerie reminder of the Tennnesse Valley Project circa Great Depression 1933, China is now building the world's largest dam in Tibet. It's on such a scale, that it has caused resource companies in China to trade limit up several days in a row. And it's putting a late cycle…
Bulls, best case is a cyclical bear market in a super cycle uptrend. Worst case, you're dumpster diving.
This rising wedge is the longest consecutive closing streak above the 20 dma since 1999. The breakout will be spectacular.
