DDay_UK

[DDay_UK @UkDday]

@SBarnesRugby Of course he will. Being realistic nobody would have beaten these Boks in Ellis park. Not even prime Woodward.

[DDay_UK @UkDday]

Would we all be better off if the US had stayed within the British empire @dcsandbrook @Scaramucci ?

https://t.co/18dl3QUwce

[DDay_UK @UkDday]

@raelbrav @afneil He’ll be fine as long as he flosses.

[DDay_UK @UkDday]

@kristapley @BilgeEbiri @OneBlakeMinute Yeah Farrell would make a great McCauley, although he’s hinted in interviews that he didn’t really like making or watching MIAMI VICE, which probably counted against him.

[DDay_UK @UkDday]

@kristapley @BilgeEbiri @OneBlakeMinute
Great HEAT 2 news. Driver is a much better fit for Wardell than McCauley. Although I’m not sold on Graham as McCauley either!
DiCaprio looks years younger than 52 so I’m not worried. Shiherlis only ages from 28 to 40 in the book. #Heat2

[DDay_UK @UkDday]

@TheNeilReport @afneil Hi Andrew,
podcast question: Who is most to blame for the Iran war fiasco?
Trump, for vetoing Bibi & Mossad’s plan to use the Kurds to overthrow the Mullahs?
Hegseth, for being overconfident & ignorant?
The Pentagon, for not properly advising Trump?
Will Trump fire Hegseth?

[DDay_UK @UkDday]

@MrHarryCole @chrisdeerin but will the treasury let him?

[DDay_UK @UkDday]

@DPJHodges Surely Burnham needs to be tested?

[DDay_UK @UkDday]

@carlbildt Did he ‘fall out of a window’ ? 🤔

[DDay_UK @UkDday]

@ScottMendelson I ‘like’…..

[DDay_UK @UkDday]

@pattonoswalt Ascend? Are you sure you're not descending? It’s more fun down there anyway. Torture, fire, pitchforks etc

[DDay_UK @UkDday]

@MrHarryCole What’s he babbling about? Iran? Not sure the people of the UK were that upset we weren’t there….

[DDay_UK @UkDday]

@holland_tom Can you make a Ladyboy?

https://t.co/cAnDZEG2gK

[DDay_UK @UkDday]

@marcthiessen Great to see the President and the VP are in the same page…..so reassuring…

Oh well I guess Vance will reveal all in his 2028 memoir!

[DDay_UK @UkDday]

Do you agree @afneil ?

[Mark @Mark4XX]

50% DROP INCOMING: LEGENDARY INVESTOR JEREMY GRANTHAM SAYS WE ARE AT THE MOST DANGEROUS MARKET PEAK EVER

Jeremy Grantham has watched transformative technologies suck in massive capital before. Railroads and fiber optics changed the world yet still produced devastating bubbles that burst. He now sees the same pattern repeating with AI on an even larger scale. The very spending wave that interrupted the 2022 decline is building the trigger that will end this market cycle while the global environment stands ready to make any shock far worse.

THE AI CAPEX BUBBLE GUARANTEED TO POP
➡️ Transformative ideas like AI always attract far more money than they can productively use in the early years.
➡️ Everyone sees the potential and throws capital at it creating classic overinvestment.
➡️ History shows this pattern with railroads and internet infrastructure both ended in brutal busts after the initial excitement.

THE GLOBAL TRIGGER AMPLIFIER
➡️ Geopolitics from Ukraine to the Middle East and Taiwan now threaten energy and trade routes at any moment.
➡️ Trade wars are reversing the globalization that supported growth for decades.
➡️ Climate change has begun cutting global GDP by half a percent a year while insurance becomes unavailable in many areas.

THE MARKET THAT CANNOT WITHSTAND THE SHOCK
➡️ Valuations sit at the highest levels relative to GDP ever seen.
➡️ Profit margins are at peak levels that have always mean reverted violently.
➡️ Breadth has already narrowed in past cycles right before the real damage began.

THE INSTITUTIONAL FAILURE TO SPOT THE TURN
➡️ Career risk prevents big firms from ever warning clients to exit at dangerous peaks.
➡️ They must always extrapolate today's strong conditions as if they will last forever.
➡️ Only independent investors can see the setup clearly and act before the trigger fires.

THE BOTTOM LINE

The same AI capital spending that rescued the market in 2022 is now creating its own bubble on a scale that guarantees a painful reversal. Layer that on top of the worst global environment in living memory and even a modest trigger will produce cascading losses far beyond what most expect. Great market peaks like this are traditionally followed by the worst of times. So don't kid yourself.

The trigger is already being pulled while almost everyone still believes the good times will simply continue.

#JeremyGrantham #AIBubble #MarketTrigger #EconomicWarning #BubbleBurst #GeopoliticalRisk #ClimateImpact

[DDay_UK @UkDday]

@EricLDaugh If by “doing a fantastic job” he means starting and losing a disastrous Middle East war then yes, he’s right!

[DDay_UK @UkDday]

@IainDale Emergency podcast…

[DDay_UK @UkDday]

@Ayaan @DelphineChui Interesting article. Any news from your hubby on KISSENGER Vol 2?

[DDay_UK @UkDday]

@NickCohen4 If Restore had backed out would Reform have gained enough votes to win? Probably not?

[DDay_UK @UkDday]

@DPJHodges If Restore had backed out would Reform had gained enough votes to win?