Chad Owban

Welcome to worldwide connected IDIOCRACY🤡! Invest to save your future ! Full refund psychiatry! Ban fake judeo from ✝️! Free 🇵🇸 🇨🇩 🇸🇩 🇮🇷🇪🇺!

[Chad Owban @ChadOwban]

Where are we now ? Imo between 3 & 4…

[Shay Boloor @StockSavvyShay]

$MU broke below $1,000 today after reports China’s CXMT plans to launch new server memory by year-end using a design that packs more memory into smaller chips despite U.S. equipment restrictions.

Most of that supply will likely serve China’s own data centers first so bigger risk is longer-term DRAM pricing rather than an immediate threat to Micron’s HBM business.

[Léa | Bourse & Stratégies @LeaBourseFR]

100€ en 1999 = 55,60€ de pouvoir d'achat en 2026.

Assez terrible.

Pour contextualiser : le franc 🇫🇷 avait perdu 75% de son pouvoir d'achat entre 1945 et 1958.

À cause de l'inflation de l'après-guerre et des déficits de la IVe République.

C'est ce chaos monétaire qui avait poussé de Gaulle à créer le "nouveau franc" en 1960 (100 anciens francs = 1 nouveau franc).

L'euro a été vendu comme un "rempart" à ce scénario : une banque centrale indépendante, un objectif d'inflation à 2%, la stabilité comme mantra.

Pendant 20 ans (1999-2020), l'euro a presque tenu sa promesse. 😅

Mais depuis 2021-2022, la donne a changé : pandémie, guerre…

En 2 ans, plus d'érosion que dans les 10 précédentes.

💀

Pour éviter cette érosion, une solution : investir.

100€ investis sur le MSCI World (indice mondial de référence) en 1999 :
→ 640€ aujourd'hui
→ 355€ en pouvoir d'achat

Soit un écart de x6.4 👀
Il faut y soustraire les impôts mais c'est quand même pas mal.

[The Macro Paper @macropaperr]

BREAKING:

S&P 500 equal-weighted Index is now underperforming the S&P 500 by its largest margin in 23 years.

Just a handful of companies are pushing the stock market higher, while the majority is being crushed by rising yields.

This is exactly what happened before the 2000 dot-com crash.

[Earth Hippy 🌎🕊️💚 @hippyygoat]

Israel killed 680,000 Palestinians in the last 3 years.
THAT IS A GENOCIDE.

[Bull Theory @BullTheoryio]

🚨 Sudden dump in US bond yields across the curve.

Yields are dropping fast across the whole curve, right after the 10-year hit its highest level since 2002.

Oil is also falling, and the market is now pricing in lower inflation.

If this holds, the pressure on the Fed and stocks eases a lot.

[Justin Banks @RealJGBanks]

HOW TO RETIRE EARLY FROM AI IN THE NEXT 3–5 YEARS

Keep this.

Most people will spend the next 3–5 years chasing what already moved.

Follow the money EARLY:

MONEY IS FLOWING INTO COMPUTE

AI Chips: $NVDA $AVGO

Memory / HBM: $MU $SKHY

Foundries: $ASML

EDA / Chip Design: $SNPS

Networking: $ANET $ALAB

Photonics: $LITE

Interconnects: $CIEN

↓

COMPUTE IS FORCING AN INFRASTRUCTURE BOOM

Data Centers: $IREN $CIFR

Cooling: $VRT

Servers: $DELL $SMCI

Storage: $PSTG

GPU Cloud: $CRWV $NBIS

Construction: $FIX

Digital Infrastructure: $EQIX

Cybersecurity: $CRWD

↓

INFRASTRUCTURE IS FORCING A POWER BOOM

Grid: $PWR

Electrical Equipment: $POWL

Power Producers: $VST

Gas / Turbines: $EQT

On-Site Power: $BE

Energy Storage: $EOSE

Nuclear: $OKLO

Uranium / Nuclear Fuel: $CCJ

↓

POWER REQUIRES RAW MATERIALS

Copper: $SCCO

Critical Minerals: $LAC

Rare Earths: $MP

↓

THEN AI EXPANDS INTO THE REAL WORLD

AI Applications: $PLTR

Robotics: $TSLA

Industrial Automation: $ROK

Autonomy: $GOOGL

Drones: $AVAV $RCAT

Defense: $KTOS

Space: $SPCX $RKLB

Quantum: $IONQ

AI Healthcare: $TEM

This is the entire AI buildout.

You need to position around what has to be built next.

[The Kobeissi Letter @KobeissiLetter]

We just got a weaker than expected September jobs report, a 2-month downward revision of -60,000 jobs, and weaker than expected PCE inflation data.

Meanwhile, the 10Y Note Yield can't even hold a decline for more than one hour.

The bond market is not messing around.

[The Great Martis @great_martis]

Dial 911 ☎️

[TrendSpider @TrendSpider]

Bondholders, look away 🫣
$TLT

[Barchart @Barchart]

BREAKING 🚨: France

France's 30-Year Bond Yield jumps to highest level in more than 24 years 👀

[George Galloway @georgegalloway]

No other words other than genocide

[Mary Taylor @Mary_CFA]

#XAUUSD

Gold has broken below $4,200. The move may slow down today, so first I’m watching how price reacts inside the 2H candle range.
#GOLD
🔴 Resistance: 4,175–4,200 │ 4,215 │ 4,250–4,260
🟢 Support: 4,110–4,100 │ 4,050 │ 4,020 │ 4,000 │ 3,950

🎯 MAIN SCENARIO

SELL is the priority.
First, watch the 4,160–4,175 area for a short-term SELL reaction.

If price remains weak below 4,200, downside targets remain 4,110–4,100 → 4,050 → 4,020 → 4,000.

[Barchart @Barchart]

56% of S&P 500 stocks are now trading below their 200-day moving average, the worst market breadth since March 📉 📉

[Peter Schiff @PeterSchiff]

Gold and silver are hammered this morning on the continued rise in bond yields. Gold is down just under $140 and silver is down almost $3. But a bond bear market is very bullish for precious metals, as it means a weaker U.S. economy, rising budget deficits, and higher inflation.

[The Kobeissi Letter @KobeissiLetter]

US bond market volatility is at historic levels.

The MOVE index jumped +19% last week, its largest weekly increase since April 2025, following "Liberation Day."

This index is also called the "VIX of bonds" and measures the yield volatility of 2Y, 5Y, 10Y, and 30Y Treasuries.

This marks its 3rd-largest weekly increase since the 2022 bear market.

The move comes as the 10Y Note Yield jumped +17 basis points last week, to 5.17%, its highest level since June 2007.

At the same time, the 30Y Note Yield rose +16 basis points and surpassed 5.50% for the first time since June 2004.

To put this into perspective, in the week ending March 17th, 2023, the MOVE Index surged +29% following the US banking crisis, when 3 regional banks collapsed.

The US Treasury market is experiencing crisis-like volatility.

[Justin Banks @RealJGBanks]

THIS HAS MARKED EVERY MAJOR BUYING & SELLING OPPORTUNITY SINCE 1990

Use it. It’s how generational wealth is made.

Dot-Com Crash.
Global Financial Crisis.
COVID Crash.
2022 Bear Market.
2025 Tariff Selloff.

The $VIX is Wall Street’s fear gauge.

If you trade $SPY or $QQQ, understand this:

VIX <20 ->TRIM / REDUCE RISK
VIX 20–30 -> HOLD
VIX 30–40 -> START BUYING
VIX >40 -> BUY THE PANIC

RIGHT NOW: VIX 14.87

Fear is low. Don’t chase. Protect profits.

[Jackson Hinkle 🇺🇸 @jacksonhinkle]

REMINDER:

The genocide in Gaza HASN’T ENDED!

[Crypto Rover @cryptorover]

GLOBAL BOND MARKET CRISIS IS HERE.

🇺🇸 US 10Y yield hits 5.167%, a 19-year high.
🇺🇸 US 30Y yield reached 5.45%, a 22-year high.
🇯🇵 Japan 5Y yield hits 2.40%, a 31-year high.
🇯🇵 Japan 10Y yield hits 3.09%, a 30-year high.
🇩🇪 Germany 10Y yield hits 3.62%, a 17-year high.
🇫🇷 France 10Y yield hits 4.73%, an 18-year high.
🇫🇷 France 30Y yield hits 5.25%, a 24-year high.
🇦🇺 Australia 10Y yield hits 5.44%, a 15-year high.

Historically, whenever global bond yields have surged like this, a recession and stock market crash has happened.

[Stocktwits @Stocktwits]

RIP HOUSING MARKET 🪦

[Barchart @Barchart]

55% of S&amp;P 500 stocks are now trading below their 200-day moving average, the worst market breadth in 6 months 🚨 🚨