Crashonomics

[Crashonomics @Crashonomics1]

This process was kicked off by deleveraging by Chinese developers and the impact on its real estate market. It has begun and like dominoes cannot be stopped. The question now only is the timing, will it be as rapid as an equity crash on Monday or take a year to play out. 10/10

[Crashonomics @Crashonomics1]

@DarioCpx After they were the ones highlighting risks to a Fed tightening to sell the mkt pre Fed. Manipulating it down and then up, at least it was an OpenAI fuck that got toasted

[Crashonomics @Crashonomics1]

@raydnvegas @LasVegasLocally @lvbrave You think dog parks aren’t part of the quality of life? 50% of families have dogs. Golfers can fuck off though.

[Crashonomics @Crashonomics1]

@rdd147 I exited 1/2 on a quick 10% profit, let's see what happens tomorrow but KOSPI could be up 10+% tonight.

[Crashonomics @Crashonomics1]

@DanielLDavis1 Is he employed or paid by Lockheed? That’s the most obvious answer, run those stockpiles down so the US has to spend another Trillion rebuilding them. Best business opportunity since WW2.

[Crashonomics @Crashonomics1]

@nbetweenit0 @brewmarkets Hahahaha lolololol!!!!!!!!

[Crashonomics @Crashonomics1]

@Swede_of_70s @brewmarkets Another $718 billion to go. Both $SPCX and $TSLA bankrupt in a year, recreations of Enron in different ways.

[Crashonomics @Crashonomics1]

@BradMunchen Me too but it’s so uncomfortable being long this dumpster fire. Every time it’s this far through the bollinger bands it bounces but feels different this time.

[Crashonomics @Crashonomics1]

@Mr_Derivatives Or just never buy and stay short, riding it down to the intrinsic value of $8

[Crashonomics @Crashonomics1]

@BowTiedBroke Yeah but if they took out an FHA DSCR loan, they never made a payment, got 5 years of Covid forbearance, pocketed the rental payments and now just let the property go into foreclosure. If in a corporate structure doesn't affect their credit and on to next, like a mini Blackstone

[Crashonomics @Crashonomics1]

@AaronGleeman They should, they trade every good player they have at the deadline. Makes for a good farm team and a perpetual losing big league team.

[Crashonomics @Crashonomics1]

@Perrywinkle1267 Evans finally got some shots but he looked so soft on defense, just standing there as people blew to the basket. Maybe not his guy but no help defense at all. Team worse -19 plus minus. Not a good summer league for that guy.

[Crashonomics @Crashonomics1]

@gurgavin Guess they’re really not an AI company if they are just selling off all their compute to Google, Anthropic, Reflection and DoD. What is the multiple $CRWV trades at? Certainly not 300xSales. $SPCX

[Crashonomics @Crashonomics1]

@BrettErickson28 @MalcolmNance Trump has no interest in helping people whether they are Iranians or Americans, he only wants what benefits him. He is also a sociopathic bully so If he thinks bombing infrastructure or nuking Iran would intimidate them (realistically or not) he will do it.

[Crashonomics @Crashonomics1]

@JG_Nuke @BradMunchen $10 bln doesn’t seem like much when they invested 100s of blns into the infrastructure. $META

[Crashonomics @Crashonomics1]

@HormuzLetter Well it's only valuable while he's posting, with his health issues they better get an annual subscription otherwise only a month or two of revenue before he keels over.

[Crashonomics @Crashonomics1]

@rdd147 Kimi K3 nuked whatever hopes they had as a frontier model shop. Hence selling their now useless compute to Anthropic for a measly $10bln. Or more probably they hit the top of daily Bollinger bands which triggered a sell.

[Crashonomics @Crashonomics1]

@rdd147 At least 175% on Kalshi

[Crashonomics @Crashonomics1]

@kpak82 What's thoughts on $AAPL, all my other shorts working but got toasted so far on this one?

[Crashonomics @Crashonomics1]

@JesseLi48096164 Or more likely AI, so you're right.