Market Reaper

Not trading / financial advice. Professor of economics, international trade, and hypocrite roasting.

[Market Reaper @IdeateJS]

@nasmadotali To all the fools in the comments that think the same routine of high prices and real estate appreciation to continue only need to look at the huge loan loss provisions of big banks to show the everything bubble is already bursting. Stock market going to get the ax by Jan or Feb

[Market Reaper @IdeateJS]

#Korea #Kospi Top: https://t.co/ls37xnFDzJ

[Market Reaper @IdeateJS]

@Ric_RTP Not a logical arguement, "if it creates value then why charge per million token". Analogy: I give you construction machinery for free and if you make a profit selling homes, then I want a %. Also with AI, its the user of the tool that creates value. What if they output garbage.

[Market Reaper @IdeateJS]

@arceyul overhyped bullshit, the bot will not trade successfully with only a few prompted features and limited data

[Market Reaper @IdeateJS]

@meerkatmaxi @MDKnight008 @zackvoell @Barchart Taxes

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US Military has conducted new strikes in the area of the Strait of Hormuz, per Axios.

This would mark the first US strikes in the region since the “Memorandum of Understanding” was signed.

[Market Reaper @IdeateJS]

@mario4thenorth More likely cause of mental illness is the shift from community to living alone and only engaging online, see X users as an example. The homicide rate is actually stable over the last few decades with 800-900 homicides per year so its not immigration.

[Market Reaper @IdeateJS]

@FinanceLancelot @mario4thenorth More likely its the shift from community to being living alone and only engaging online, see X as an example. The homicide rate is actually stable over the last few decades with 800-900 homicides per year so its not immigration.

[Bull Theory @BullTheoryio]

🚨 SOUTH KOREA JUST PROPOSED TAXING UNREALIZED GAINS.

And this is one of the major reasons behind today's massive selloff in the Korean market, now being called BLACK TUESDAY in Korea.

At a forum hosted by South Korea's ruling Democratic Party, lawmakers called for comprehensive taxation that would treat unrealized gains on stocks and real estate as taxable income, even before the asset is ever sold.

The ruling party has pushed escalating wealth tax measures throughout 2026, including a February forum proposing to lower the real estate capital gains exemption threshold from 1.2 billion won to 800 million won, and an April push to abolish the long term holding tax deduction entirely.

Today is the first time this campaign has explicitly extended to taxing unrealized stock gains.

Under current law, investors are taxed only when they sell a stock and realize a profit.

Under this proposal, investors could owe tax on paper gains they have not sold or collected, simply for holding a stock that went up in value.

The Netherlands tried almost this exact policy four months ago.

On February 12, 2026, Dutch lawmakers passed a law taxing unrealized gains on stocks, bonds, and crypto at a flat 36% every year, whether or not anything was sold.

The backlash was immediate. A petition against it gathered more than 61,000 signatures, and Shopify CEO Tobi Lutke called it "the dumbest thing any government on planet earth is pursuing right now."

Just 13 days after the bill passed, the Dutch finance minister announced the government would scrap the unrealized gains portion entirely, admitting the law "cannot pass as is."

This lands directly on a South Korean market that just ran up nearly 95% over the past year, built largely on heavy retail buying with borrowed money.

A tax on gains that exist only on paper is a direct threat to the exact rally that created that exposure in the first place.

[Market Reaper @IdeateJS]

@CharlesMullins2 hilarious how the "demo" video is AI generated.... scam?

[Market Reaper @IdeateJS]

@Tablesalt13 and that is only the tip of the iceberg of the corruption in Canada

[Market Reaper @IdeateJS]

@alibaba_cloud why are Asian companies making Western themed AI videos while singing in Chinese haha

[Market Reaper @IdeateJS]

@gem_insider @BullTheoryio you know US markets are next right

[Market Reaper @IdeateJS]

@BullTheoryio Love how you included all the zeroes for effect

[Market Reaper @IdeateJS]

@BullTheoryio 1400% a bubble

[Market Reaper @IdeateJS]

@FoodProfessor good luck to anyone selling over priced real estate for profit and exiting Canada when the CAD becomes trash

[Market Reaper @IdeateJS]

@digijordan this demo video is complete BS

[Market Reaper @IdeateJS]

@DBFarthing @cgtwts the valuation of 60B is lighting money on fire. After the Claude Code source leak they could have paid only a few million or less to get some developers to build an equivalent coding CLI to Claude Code.... just burnt $59.9B

[kristen shaughnessy @kshaughnessy2]

“Exclusive: OpenAI Losses Increased Nearly 8X in 2025, With Spending Hitting $34 Billion”

“…The financial condition of OpenAI is deeply concerning.

$38.53 billion in losses are astronomical, and far higher than most believed it would be.

Losses also appear to be mounting year-over-year at a dramatic rate, and I’m not sure how this company finds a way toward any kind of sustainability or profitability….”
@edzitron

[Market Reaper @IdeateJS]

@heyglif No one saw the singularity as being a fat cat consuming the planet

[Jack Prandelli @jackprandelli]

🚨Qatar just told its LNG buyers what the restart looks like.

50% capacity within 1 month of Hormuz reopening.

80% within 2 months.

That's the good news.
Markets will rally on this.
Headlines will say "LNG crisis ending."

Here's what those headlines will miss:

80% is not 100%.

And it never will be ...not for years.

Iranian attacks on Ras Laffan damaged 2 full liquefaction trains.

17% of Qatar's total LNG capacity.

That's 12.8 million tonnes per year gone for 3 to 5 years minimum.

Before the war, Qatar supplied roughly one fifth of all global LNG trade.

Europe and Asia were heavily dependent on those cargoes.

When Ras Laffan went dark, European gas prices jumped 40-50% in weeks.
Asian buyers scrambled.

Now Qatar comes back but permanently smaller.

The math is simple:
→ Global LNG demand is unchanged
→ Qatar's supply is structurally reduced by 17% for years
→ The gap has to come from somewhere else

Qatar restart is genuinely good news for the short term price spike.

But the medium term LNG market just got permanently tighter.

Gas prices have a new floor.