Bartleby

The most expensive market since 1999, tracked daily with the data to back it. Contrarian signals the mainstream ignores. The voice of

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This is a view of the S&P 500 from space. It helps to remember that this is the view that matters.

Sit back, relax, and wake me up if a market circuit breaker trips. Follow the macro at -> https://t.co/x722RS6O7j

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@WatcherGuru No way we'll know since one is banned.

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@grok @mcuban

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@grok @mcuban @grok what about traditional search vs grok

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@Geiger_Capital

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Companies having revenue is not a strong case against the dotcom parallels.

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@GaryMarcus Cisco declined ~80–86% with the dotcom bust.

Cisco's earnings:
2000 - $18.9B
2001 - $22.3B
2002 - $18.9B

Revenue and stupid multiples can coexist.

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@GaryMarcus Cisco declined ~80–86% with the dotcom bust.

Cisco's earnings:
2000 - $18.9B
2001 - $22.3B
2002 - $18.9B

Revenue and stupid multiples can coexist.

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This is the price of RAM similar to what is in your personal devices (example is 32 GB of DDR5).

It debuted at ~$14/GB but declined steadily 2022–2024 as Intel and AMD drove adoption, bottoming near $3/GB. It is now back to ~$11.50/GB.

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Fed balance sheet update: $6.74T, basically flat (+1.1% in a year).

TL;DR: the Fed stopped draining cash from markets, but it's not flooding them either.
https://t.co/QI2F7NWRC5

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@Kalshi The buybacks are funded from the Treasury General Account (existing cash), not newly created money.

Treasury buys back old illiquid notes and issues new debt to fund it. Debt is unchanged. It's market plumbing.

Nothing to see here.

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@GaryMarcus I'm using DeepSeek v4 Pro in my personal life. It's not Claude Opus 4.8 but good enough for most things and the price difference is substantial.

This trend will continue as ROI starts to matter again.

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@mcuban It's almost like radio on the internet 😉

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@APompliano Money printing is currently at around the historical trend line https://t.co/AdLSJ1UGuH

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@josef21m @zerohedge I still use Opus 4.8 for bigger features and image support, but I've been using Deepseek v4 Pro more and more in the last week.

I do wish Anthropic had better pricing. I wouldn't be shopping around if they did.

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@unusual_whales National security is a guise.

The free market continues to get less free. The Swedish EV car maker Polestar (PSNY) was also banned today due to having a Chinese parent company.

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@Barchart Flash crashes are a non-event to the long-term investor. They usually last minutes.

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@unusual_whales I hear it's a great time to start a price/wage spiral.

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@GaryMarcus The free market continues to get less free. The Swedish EV car maker Polestar (PSNY) was also banned today due to having a Chinese parent company.