It’s Probably Nothing

11 Replies to “It’s Probably Nothing”

    1. More likely the housing bubble. Huge bailouts for huge corporations. The average joe takes it in the gonads while the CEOs walk away with their multimillion dollar bonuses.

  1. Time to lock in my gains … and wait for the next TDS-fabricated dip? Maybe The Marmot can give me … true conservative … investment advice. Primal FEAR sells. So to speak.

  2. Kenji, stop loss orders are definitely in order.

    This is going to be some high price debt, and it is all in aid of keeping the bubble inflated. NVIDIA has no need for cash other than lending it to it’s own customers so they can keep buying in a circular finance scheme which is dizzying. One thing in the circle breaks and it all burns down.

    1. OTOH … it is being suggested that the LARGEST Investment Houses in the world … are paying to keep the music playing. Me? Bet against them?

      Perhaps when I see them start to retreat from their NVIDIA positions?

      BTW … I heard ALL the same things about an imminent stock market collapse as Berkshire Hathaway went to the LARGEST cash position in the history of the company. And now BH is systematically buying back in. With huge positions in Alphabet, Delta Airlines …

  3. Not ‘shades of 2008.’ AI exists; the mortgages did not. Private Equity is seeing future AI compute as a source of revenue – like real estate. If AI demand doesn’t materialize to the degree these firms expect, they take write downs.

  4. Inflation update; a billion here, a billion there. Soon we’ll be talking about real money. Now, thanks to fiat currency, a trillion here, a trillion there….

Leave a Reply

Navigation