Lost Decades
I took a look at the history of lost decades in U.S. markets. In the past, I found that the excess cape yield (no inflation adjustment) does a pretty good job of predicting forward excess returns. So, I wanted to …
Source material behind every call on the tape.
I took a look at the history of lost decades in U.S. markets. In the past, I found that the excess cape yield (no inflation adjustment) does a pretty good job of predicting forward excess returns. So, I wanted to …
Update from yesterday's analysis — fake breakdown scenario playing out. Price swept below $0.0980 support, grabbed liquidity underneath, and reversed strongly back above $0.1000. This is textbook SMC liquidity sweep: \* Bears trapped below support \* Smart money grabbed liquidity …
crypto market has been dead compared with tech stocks in the last year, will rotation ever happen or people have simply given up on crypto since there are so many scammers in the industry?
Not making a political post but trying to understand how this happened. I thought the entire point of crypto currency was that it was decentralized and couldn’t be physically seized. Without access to the passwords and recovery phrase on each …
This was not random green on the shipping board. Oil repriced Middle East route risk first. Freight caught the bid next. Tanker equities followed after that. Brent was reported at $94.98 & WTI at $92.16. Tanker stress starts before the …
I'm Korean and it seems like all everyone is talking about is the market. Recently I saw an interesting study - that majority of people who actually invested in this market only invested $1000 or less, and people who invested …
Alphabet said it plans to sell $80 billion in stock that will “fund investments in its world-class AI compute infrastructure to meet its unprecedented customer demand.” Bottom line, is this going to be a net positive for the stock moving …
[https://www.cnbc.com/2026/06/01/alphabet-to-raise-80-billion-from-stock-sales-to-fund-ai-buildout.html](https://www.cnbc.com/2026/06/01/alphabet-to-raise-80-billion-from-stock-sales-to-fund-ai-buildout.html) Google is raising $80 billion through stock sales to fund AI capex. Their last bond offering was at 6.4%, implying they either don’t think the return on investment will exceed 6.4% or the bond market isn’t willing to provide …