boognish_bear said:

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BREAKING: 71 large US companies went bankrupt in July, the highest monthly total since the 2020 pandemic.

This follows 66 and 64 fillings in June and May, respectively.

Year-to-date, there have been 446 large bankruptcies, the most in 15 years.

This is already higher than the… pic.twitter.com/8HUB5ORuKS

— The Kobeissi Letter (@KobeissiLetter) August 12, 2025

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Ladies and gentlemens, The Warren buffet indicator just hit 212 the highest number ever recorded.

Thanks for listening. pic.twitter.com/ZkbTuJYTSG

— The Great Martis (@great_martis) August 12, 2025

Buffett only trails the sp500 before a crash lol pic.twitter.com/SBdc13OVOJ

— Darth Powell (@VladTheInflator) August 12, 2025

🚨OH MY LORD:

NVIDIA and Microsoft now account for 15.4% of the S&P 500's market cap, an all-time high.

Never in the modern history of financial markets have two companies had such a large share in the US market.

The market concentration is absolutely insane. pic.twitter.com/eHddmBvl7B

— Global Markets Investor (@GlobalMktObserv) August 12, 2025

🚨The US stock market is now over twice the size of the entire US economy:

The US stock market cap to GDP ratio hit a RECORD 211%.

The ratio has risen a whopping 45 percentage points over the last 3 months.

By comparison, the 2000 Dot-Com Bubble peak was WAY LOWER at ~144% pic.twitter.com/dLz4o1kwFf

— Global Markets Investor (@GlobalMktObserv) August 13, 2025

JUST IN 🚨: There is now a 100% chance of an interest rate cut at the September meeting pic.twitter.com/RFDf7F5UYi

— Barchart (@Barchart) August 13, 2025

⚠️US small firms are struggling:

11% of small businesses said in July that poor sales were their most important issue, the highest share since the 2020 Crisis.

The US has 33 MILLION small businesses, 44% of GDP.

They employ 61.7 MILLION people, 46.4% of the private sector pic.twitter.com/zfcHDRLxOy

— Global Markets Investor (@GlobalMktObserv) August 13, 2025

🚨US bankruptcies are at RECESSION levels:

US large bankruptcies hit 446 YTD, the most since 2010, a year after the Financial Crisis.

This is higher than in the full years 2021 and 2022.

In July, there were 71 filings, the most since the 2020 CRISIS👇https://t.co/g1bjrg42M2

— Global Markets Investor (@GlobalMktObserv) August 13, 2025

Houston, we have a problem pic.twitter.com/9v7R9Uxkjd

— tae kim (@firstadopter) August 13, 2025

boognish_bear said:

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Houston, we have a problem pic.twitter.com/9v7R9Uxkjd

— tae kim (@firstadopter) August 13, 2025

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muddybrazos said:

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boognish_bear said:

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Houston, we have a problem pic.twitter.com/9v7R9Uxkjd

— tae kim (@firstadopter) August 13, 2025

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I used to eat at chipotle 1x-2x a month a couple years ago and it would $13 for a bowl with guac and drink. Now its $17 for the same thing. I rarely go there now and try not eat lunch out but sometimes when I go to my North Charleston office I have limited dining options.

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muddybrazos said:

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boognish_bear said:

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Houston, we have a problem pic.twitter.com/9v7R9Uxkjd

— tae kim (@firstadopter) August 13, 2025

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I used to eat at chipotle 1x-2x a month a couple years ago and it would $13 for a bowl with guac and drink. Now its $17 for the same thing. I rarely go there now and try not eat lunch out but sometimes when I go to my North Charleston office I have limited dining options.

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FLBear5630 said:

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muddybrazos said:

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boognish_bear said:

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Houston, we have a problem pic.twitter.com/9v7R9Uxkjd

— tae kim (@firstadopter) August 13, 2025

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I used to eat at chipotle 1x-2x a month a couple years ago and it would $13 for a bowl with guac and drink. Now its $17 for the same thing. I rarely go there now and try not eat lunch out but sometimes when I go to my North Charleston office I have limited dining options.

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We are the same. Used to go out every Saturday night, now we grill at home.

Can't remember the last time I went out to eat for lunch at work. Used to get a sub every Friday, too much now.

The prices are ridiculous.

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boognish_bear said:

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Well....it looks like consumers are making it clear that a lot of them are not going to pay these higher prices. Something will have to give.

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RD2WINAGNBEAR86 said:

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boognish_bear said:

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Well....it looks like consumers are making it clear that a lot of them are not going to pay these higher prices. Something will have to give.

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No worries. Trump will be sending tariff rebate checks soon.

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FLBear5630 said:

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RD2WINAGNBEAR86 said:

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boognish_bear said:

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Well....it looks like consumers are making it clear that a lot of them are not going to pay these higher prices. Something will have to give.

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No worries. Trump will be sending tariff rebate checks soon.

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Delivered by a local National Guardsman patrolling your neighborhood...

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RD2WINAGNBEAR86 said:

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FLBear5630 said:

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RD2WINAGNBEAR86 said:

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boognish_bear said:

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Well....it looks like consumers are making it clear that a lot of them are not going to pay these higher prices. Something will have to give.

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No worries. Trump will be sending tariff rebate checks soon.

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Delivered by a local National Guardsman patrolling your neighborhood...

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My neighborhood needs no National Guardsmen. Everyone is packing. May use my Trump tariff "refund"check to buy more ammo.

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FLBear5630 said:

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RD2WINAGNBEAR86 said:

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FLBear5630 said:

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RD2WINAGNBEAR86 said:

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boognish_bear said:

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Well....it looks like consumers are making it clear that a lot of them are not going to pay these higher prices. Something will have to give.

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No worries. Trump will be sending tariff rebate checks soon.

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Delivered by a local National Guardsman patrolling your neighborhood...

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My neighborhood needs no National Guardsmen. Everyone is packing. May use my Trump tariff "refund"check to buy more ammo.

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Yeah, it starts with just the bad places...

Start with law enforcement. The Government is here to keep you safe.

Then it becomes checkpoints, usually controlling the intersections. These area are safe, so we want to keep them this way.

Then its too many unaccounted for weapons. Do not bring your weapons out as the Fed troops can't distinguish between you and bad guys.

Yeah, Federalizing cities is a good thing...


Really surprised how quickly the Government has not right in our lives people rolled over on Washington DC. Some even applauding a President for calling in Federal troops to neighborhoods.

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FLBear5630 said:

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RD2WINAGNBEAR86 said:

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FLBear5630 said:

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RD2WINAGNBEAR86 said:

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boognish_bear said:

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Well....it looks like consumers are making it clear that a lot of them are not going to pay these higher prices. Something will have to give.

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No worries. Trump will be sending tariff rebate checks soon.

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Delivered by a local National Guardsman patrolling your neighborhood...

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My neighborhood needs no National Guardsmen. Everyone is packing. May use my Trump tariff "refund"check to buy more ammo.

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Yeah, it starts with just the bad places...

Start with law enforcement. The Government is here to keep you safe.

Then it becomes checkpoints, usually controlling the intersections. These area are safe, so we want to keep them this way.

Then its too many unaccounted for weapons. Do not bring your weapons out as the Fed troops can't distinguish between you and bad guys.

Yeah, Federalizing cities is a good thing...


Really surprised how quickly the Government has not right in our lives people rolled over on Washington DC. Some even applauding a President for calling in Federal troops to neighborhoods.

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RD2WINAGNBEAR86 said:

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FLBear5630 said:

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RD2WINAGNBEAR86 said:

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FLBear5630 said:

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RD2WINAGNBEAR86 said:

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boognish_bear said:

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Well....it looks like consumers are making it clear that a lot of them are not going to pay these higher prices. Something will have to give.

---

No worries. Trump will be sending tariff rebate checks soon.

---

Delivered by a local National Guardsman patrolling your neighborhood...

---

My neighborhood needs no National Guardsmen. Everyone is packing. May use my Trump tariff "refund"check to buy more ammo.

---

Yeah, it starts with just the bad places...

Start with law enforcement. The Government is here to keep you safe.

Then it becomes checkpoints, usually controlling the intersections. These area are safe, so we want to keep them this way.

Then its too many unaccounted for weapons. Do not bring your weapons out as the Fed troops can't distinguish between you and bad guys.

Yeah, Federalizing cities is a good thing...


Really surprised how quickly the Government has not right in our lives people rolled over on Washington DC. Some even applauding a President for calling in Federal troops to neighborhoods.

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Man, I am disappointed with your take on the National Guardsmen. Glad to see Trump taking some action on Washington, D.C. Deployment of troops into this s h !t hole city is a good start. Long past time to crack some heads. This includes 13 year old gangbangers. It is a temporary measure. Trump is not trying to take control of the country by deploying the military. Trump is sending a great message here. Either clean up your city and start enforcing the law or we will do it for you.

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⚠️The US stock market is EXTREMELY overvalued:

The Shiller P/E ratio on the S&P 500 hit 38.7x, the highest since the 2000 Dot-Com BUBBLE burst.

This is higher than it has been 96% of the time in history.

By comparison, the long-term average is 17.6x...

Crayz times pic.twitter.com/xNpWxoxJWE

— Global Markets Investor (@GlobalMktObserv) August 14, 2025

Trump was clear, he wants rates down to 1% because the U.S. has to rollover $9.5 trillion worth of short duration debt this fall.

Rates don't enter a 2nd wave drop without an economic crisis.
He's told you what's about to happen.pic.twitter.com/zaQlOOnTPI https://t.co/nMvcVEztMF

— Financelot (@FinanceLancelot) August 14, 2025

Inflation is diverging across regions of the US:

Pacific Coast states such as California, Oregon, and Washington saw inflation rates above +3.1% in July, according to BLS data.

Northeast states like Maine, New Hampshire, Vermont, Massachusetts, and New York also experienced… pic.twitter.com/O55X8qibCY

— The Kobeissi Letter (@KobeissiLetter) August 14, 2025

D. C. Bear said:

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FLBear5630 said:

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RD2WINAGNBEAR86 said:

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FLBear5630 said:

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RD2WINAGNBEAR86 said:

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boognish_bear said:

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Well....it looks like consumers are making it clear that a lot of them are not going to pay these higher prices. Something will have to give.

---

No worries. Trump will be sending tariff rebate checks soon.

---

Delivered by a local National Guardsman patrolling your neighborhood...

---

My neighborhood needs no National Guardsmen. Everyone is packing. May use my Trump tariff "refund"check to buy more ammo.

---

Yeah, it starts with just the bad places...

Start with law enforcement. The Government is here to keep you safe.

Then it becomes checkpoints, usually controlling the intersections. These area are safe, so we want to keep them this way.

Then its too many unaccounted for weapons. Do not bring your weapons out as the Fed troops can't distinguish between you and bad guys.

Yeah, Federalizing cities is a good thing...


Really surprised how quickly the Government has not right in our lives people rolled over on Washington DC. Some even applauding a President for calling in Federal troops to neighborhoods.

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Washington is, by its constitutional definition, a federal city.

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Nasdaq $QQQ relative to M2 Money Supply 🚨 Dot Com Bubble vs. Now 🤯🤔 pic.twitter.com/5L5tK0k5bI

— Barchart (@Barchart) August 15, 2025

D. C. Bear said:

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FLBear5630 said:

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RD2WINAGNBEAR86 said:

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FLBear5630 said:

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RD2WINAGNBEAR86 said:

---

boognish_bear said:

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Well....it looks like consumers are making it clear that a lot of them are not going to pay these higher prices. Something will have to give.

---

No worries. Trump will be sending tariff rebate checks soon.

---

Delivered by a local National Guardsman patrolling your neighborhood...

---

My neighborhood needs no National Guardsmen. Everyone is packing. May use my Trump tariff "refund"check to buy more ammo.

---

Yeah, it starts with just the bad places...

Start with law enforcement. The Government is here to keep you safe.

Then it becomes checkpoints, usually controlling the intersections. These area are safe, so we want to keep them this way.

Then its too many unaccounted for weapons. Do not bring your weapons out as the Fed troops can't distinguish between you and bad guys.

Yeah, Federalizing cities is a good thing...


Really surprised how quickly the Government has not right in our lives people rolled over on Washington DC. Some even applauding a President for calling in Federal troops to neighborhoods.

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Washington is, by its constitutional definition, a federal city.

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FLBear5630 said:

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D. C. Bear said:

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FLBear5630 said:

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RD2WINAGNBEAR86 said:

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FLBear5630 said:

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RD2WINAGNBEAR86 said:

---

boognish_bear said:

---

Well....it looks like consumers are making it clear that a lot of them are not going to pay these higher prices. Something will have to give.

---

No worries. Trump will be sending tariff rebate checks soon.

---

Delivered by a local National Guardsman patrolling your neighborhood...

---

My neighborhood needs no National Guardsmen. Everyone is packing. May use my Trump tariff "refund"check to buy more ammo.

---

Yeah, it starts with just the bad places...

Start with law enforcement. The Government is here to keep you safe.

Then it becomes checkpoints, usually controlling the intersections. These area are safe, so we want to keep them this way.

Then its too many unaccounted for weapons. Do not bring your weapons out as the Fed troops can't distinguish between you and bad guys.

Yeah, Federalizing cities is a good thing...


Really surprised how quickly the Government has not right in our lives people rolled over on Washington DC. Some even applauding a President for calling in Federal troops to neighborhoods.

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Washington is, by its constitutional definition, a federal city.

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Yeah, fits the American image of Democracy...





Just what they had in mind...

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historian said:

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The U.S. is a republic, not a democracy. The Founding Fathers knew exactly what they were doing.

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⚠️This is absolutely CRAZY stuff:

NVIDIA's weight in the S&P 500 is now a RECORD 8.2%.

This is more than 3 TIMES the entire energy sector, which consists of 25 stocks.

At the beginning of 2024, NVIDIA's share in the index was ~3%, comparable to the energy sector. pic.twitter.com/nmd74yllrZ

— Global Markets Investor (@GlobalMktObserv) August 15, 2025

boognish_bear said:

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Starting to feel like the S&P is a house of cards

⚠️This is absolutely CRAZY stuff:

NVIDIA's weight in the S&P 500 is now a RECORD 8.2%.

This is more than 3 TIMES the entire energy sector, which consists of 25 stocks.

At the beginning of 2024, NVIDIA's share in the index was ~3%, comparable to the energy sector. pic.twitter.com/nmd74yllrZ

— Global Markets Investor (@GlobalMktObserv) August 15, 2025

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muddybrazos said:

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boognish_bear said:

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Starting to feel like the S&P is a house of cards

⚠️This is absolutely CRAZY stuff:

NVIDIA's weight in the S&P 500 is now a RECORD 8.2%.

This is more than 3 TIMES the entire energy sector, which consists of 25 stocks.

At the beginning of 2024, NVIDIA's share in the index was ~3%, comparable to the energy sector. pic.twitter.com/nmd74yllrZ

— Global Markets Investor (@GlobalMktObserv) August 15, 2025

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It may have a correction in 26 but if they start dropping the rates it will add more fuel to the fire. I know I plan to sell all my crypto and some stocks by November.

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muddybrazos said:

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boognish_bear said:

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Starting to feel like the S&P is a house of cards

⚠️This is absolutely CRAZY stuff:

NVIDIA's weight in the S&P 500 is now a RECORD 8.2%.

This is more than 3 TIMES the entire energy sector, which consists of 25 stocks.

At the beginning of 2024, NVIDIA's share in the index was ~3%, comparable to the energy sector. pic.twitter.com/nmd74yllrZ

— Global Markets Investor (@GlobalMktObserv) August 15, 2025

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It may have a correction in 26 but if they start dropping the rates it will add more fuel to the fire. I know I plan to sell all my crypto and some stocks by November.

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BearFan33 said:

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muddybrazos said:

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boognish_bear said:

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Starting to feel like the S&P is a house of cards

⚠️This is absolutely CRAZY stuff:

NVIDIA's weight in the S&P 500 is now a RECORD 8.2%.

This is more than 3 TIMES the entire energy sector, which consists of 25 stocks.

At the beginning of 2024, NVIDIA's share in the index was ~3%, comparable to the energy sector. pic.twitter.com/nmd74yllrZ

— Global Markets Investor (@GlobalMktObserv) August 15, 2025

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It may have a correction in 26 but if they start dropping the rates it will add more fuel to the fire. I know I plan to sell all my crypto and some stocks by November.

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The pain is coming from an overvalued market. I did read there is a lot of money in money market funds that may flow back into the market when interest rates drop. That may push it even higher. When the correction comes is the million dollar question. Why dump all your crypto?

I'm actually worried about a dirty bomb or something else going off that will shake the markets and start a prolonged downward slide. The cartels, other countries and the democrats are all losing power. A toxic mix of risk.

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historian said:

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The U.S. is a republic, not a democracy. The Founding Fathers knew exactly what they were doing.

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