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Stocks pushing into stronger headwinds
TME with the charts.
David Llewellyn-Smith
2 months ago
Stocks begin to panic
TME with the charts.
David Llewellyn-Smith
2 months ago
2
AI CDO anyone?
The story never changes.
David Llewellyn-Smith
2 months ago
5
AI dead cats bounce too
Here’s one.
David Llewellyn-Smith
2 months ago
Goodbye AI
Charts from TME.
David Llewellyn-Smith
2 months ago
1
Brace for the shock of a lifetime
David Llewellyn-Smith
2 months ago
4
AI bubble pops
TME with the charts.
David Llewellyn-Smith
2 months ago
5
What could possibly go wrong?
TME with the data.
David Llewellyn-Smith
2 months ago
2
Robots loaded up on Trump
TME with the warning.
David Llewellyn-Smith
2 months ago
1
The bears are winning
TME with positioning data.
David Llewellyn-Smith
2 months ago
2
Get set for the everything crash (incl house prices)
DXY is still threatening.
David Llewellyn-Smith
2 months ago
11
Tech bombed in Iran
UBS has issued a deleveraging alert as war resumes, and semis reverse, though it’s relatively moderate. US Equity L/S The indicator was re-activated on Thursday last week following a three-day pause and remains “on” as of yesterday (US holiday Friday).
David Llewellyn-Smith
2 months ago
29
Which stocks are cheap?
Or, at least, out of fashion.
David Llewellyn-Smith
2 months ago
2
Chugging into full AI bust
OK, so where Korea goes, goes AI.
David Llewellyn-Smith
2 months ago
10
Meta pops semis bubble
TME with the news.
David Llewellyn-Smith
2 months ago
22
The bubble is back
TME argues tech fear has gone too far.
David Llewellyn-Smith
2 months ago
5
Bubble quivers and…
Getting ready for a serious snap back?
David Llewellyn-Smith
3 months ago
Sell with both hands
David Llewellyn-Smith
3 months ago
7
Party like its 1929
In his seminal The World in Depression, 1929–1939, Charles Kindleberger argued that the Great Depression was not caused by the 1929 crash but by an interregnum between British and US hegemons.
David Llewellyn-Smith
3 months ago
6
Semiconductor bubble quivers
The semiconductor bubble is coming under pressure as the war ends.
David Llewellyn-Smith
3 months ago
2
Hartnett: Keep selling
TME with the note.
David Llewellyn-Smith
3 months ago
2
Bubble bursts, or does it….
Maybe.
David Llewellyn-Smith
3 months ago
7
Bull trap
TME with the charts.
David Llewellyn-Smith
3 months ago
Buy puts
TME with the charts.
David Llewellyn-Smith
3 months ago
2
Raging bubble passes Neptune
Having engulfed your anus, the great bubble of our time takes in Neptune.
David Llewellyn-Smith
3 months ago
4
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