Jim T

[*Walter Bloomberg @DeItaone]

IRAN FOREIGN MINISTRY SAYS DEAL NOT CLOSE

IRAN FOREIGN MINISTRY SAYS NO IMMINENT AGREEMENT

[Steve Grasso @grassosteve]

Profit taking ahead of a 3-day weekend after an incredible market run. I get it, stay out of harm's way if news breaks and slams stocks over the weekend.

Fair bet, since @realDonaldTrump just confirmed he won't be at his son's wedding. That means he's staying close to the situation. Substantive headlines could drop at any moment.

But the risk is the market rips higher faster than it faded, and investors have 3 days to let that sink in.

Whatever helps you sleep at night.

Just don't lose sight of why we have a 3-day weekend.
Thank you to every man and woman who served — and to those who gave everything.🇺🇸

[*Walter Bloomberg @DeItaone]

BURRY: CUT TECH EXPOSURE AMID BUBBLE FEARS

Michael Burry warns markets are showing bubble-like signs driven by AI hype and momentum trading, urging investors to reduce tech stock exposure and “reject greed.”

He advises raising cash and avoiding aggressive bets like shorting, which he says is too risky and costly for most investors.

Burry, known for predicting the 2008 crash, says current conditions resemble the late 1999–2000 dot-com bubble and sees tech valuations as stretched.

[Ricardo @Ric_RTP]

Warren Buffett just warned that the US dollar could collapse and admitted he doesn't understand most of the stock market anymore.

95 years old, sitting on $380 billion in cash, and the first time watching from the sidelines instead of actively investing.

And what he revealed at this weekend's Berkshire shareholder meeting is genuinely concerning:

On the market, Buffett didn't hold back.

He compared it to "a church with a casino attached" and said the casino has never been more packed. On one-day options: "That is not investing. It's not speculating. It's gambling. Totally."

He pointed to the Avis short squeeze THIS WEEK. A rental car company that's been around for 50 years getting meme-squeezed in 2026. The same behavior that blew up retail traders with GameStop is back, except now it's hitting boring legacy companies with zero business being volatile.

"We have lots more regulation now, but people spend their time figuring out how to get around the rules rather than follow the rules."

That one sentence explains more about the current market than every CNBC segment combined.

When asked why he's hoarding $380 billion instead of investing it, Buffett said something no one expected:

"I understand fewer of the businesses as a percentage of the whole than I did 10 years ago. I have not learned new industries for some years. I'm not going to have an edge on a whole bunch of younger people that have actually grown up with it."

Think about what he's actually saying...

This is a man who made $140 billion by understanding businesses better than anyone alive. And he's telling you the current market is so detached from reality that even HE can't make sense of what's being valued and why.

He quoted IBM's Tom Watson Sr.: "I'm smart in spots and I stay around those spots."

In 60 years of managing money, he said MAYBE five were "really juicy." Five out of sixty. That means 92% of his career was spent WAITING while everyone else gambled. And he still ended up richer than all of them.

Then the conversation turned to inflation and that's where it gets really interesting:

Buffett said America is "not immune" from runaway inflation. He brought up countries that went bankrupt "six or seven times" in his lifetime.

Compared today to right before Volcker had to rescue the dollar, when Americans were borrowing at 12% to buy farmland earning 6% because they believed the dollar would disappear.

"Cash is trash" was the mentality.

Nebraska farmers collapsed
because of it. Entire communities wiped out not by a recession but by a BELIEF that the currency was dying. And Buffett sees that same energy building again.

Then someone asked the question everyone wanted answered: Do you see a crash coming?

"If you saw it coming, it wouldn't happen. The things people are talking about and thinking about? It's not going to happen. But there are things that can come out of the blue."

He compared it to the assassination of Archduke Franz Ferdinand in 1914 that triggered World War I. Nobody was discussing or anticipating it. But it changed the world overnight.

"That's particularly true now because of the things that can come out of the sky."

A 95yo man who has survived every crash, every war, every crisis of the last six decades just told you the market is a casino, the dollar isn't safe, and the real collapse will be something nobody sees coming.

$380 billion in cash is his answer because he believes things are about to get much worse.

[RiskReversal Media @RiskReversal]

Is the SaaSpocalypse now over?

@GuyAdami looks at the $IGV as it nears a key technical level

[ᴀʀᴛ ᴏꜰ ᴘʜʏꜱɪQᴜᴇ @Artofphysique_]

You can’t stop aging…
But you can slow it down with what you eat.

Here are 12 powerful “anti-aging” superfoods (and how much to eat daily)🧵

[healthbot @thehealthb0t]

Dandelion root eliminates 95% of cancer cells in the lab — cuts human colon tumor growth in mice by over 90% with ZERO harm to healthy cells.

This fits with over 1,100 studies showing anti-cancer effects from natural compounds.

[Kendra Kent @KendraKentWx]

Cleaner cars soon! Kendra has which pollens are doing down and still high

[Olivia Voz @TheVoz4Real]

We have 2 scenarios about to happen in $SPY
1. Down channel continues to hold lower and likely gap down during an upper boundary retest
2. We temporarily break the the down channel and flag, which will form another mini channel and gap down at that upper boundary

[Kendra Kent @KendraKentWx]

FIRST ALERT - Don't let the near 90 degree temps fool you, a frost/freeze is likely Saturday night!

[Samantha LaDuc @SamanthaLaDuc]

LOL 😭 We bounced at the JPM collar level of $6475 $SPX (discussed live in my trading room this AM - txs @archna2011 for that reminder) & then closed at $6509. With $QQQ hitting my "$578 PT as magnet" for nice $10 short via Friday lottos.

EXCEPT... I got something wrong!
I thought we would hit these by Mon/Tues.
Sincere apologies. #NotIfJustWhen

But now... I'm really worried about #CRASHRISK.
Will post more on this for clients later.

Become one & get the trade before it happens.
HAGW!

[Samantha LaDuc @SamanthaLaDuc]

Market Pullback Thoughts

FEB 3RD I WARNED…

"For those not use to volatility, this would be a good time to step aside and let if fall or protect/position/profit now. I’ll let you know when it’s safe/safer…"

#NotDone

https://t.co/hBR9YZaAKO

[Michael A. Gayed, CFA @leadlagreport]

UBS says private credit defaults could hit 15%.

That's 3x the peak bank loan default rate in 2008.

Nobody's talking about this. Everyone should be.

[Joe Rogan Podcast News @joeroganhq]

Back in 2004, George Carlin warned about the direction America was heading.

[Cassandra Unchained @michaeljburry]

In light of market events, I am making this article free for the next 24 hours.
Foundations: U.S. Market Structure & Value
Powerful Trends, Increasing Fragility & Coiled Tension
https://t.co/uMpi9k1hN0

[Collin Rugg @CollinRugg]

The daughter of actor James Van Der Beek shares a message for her dad’s birthday on her mother’s Instagram account.

Van Der Beek passed away last month following a battle with cancer.

“Emilia asked me if she could make a video to post today, walked outside and came back with this,” Kimberly Van Der Beek shared.

“I talk to my dad everyday…” Emilia started as she shared how she was dealing with grief.

[Life Truth Way @Life_truthway]

Amen !

[Trending News 🚨 @trending_news72]

🚨 Breaking News 💔😳😳
Americans Call for Barron Trump to Be Drafted – "Let Him Fight for His Father's Wars" 😳🇺🇸

Reports indicate that Americans are now asking for Donald Trump's youngest son, Barron Trump, to be drafted into the military. Their demand? That he show the same patriotism expected of the young men fighting wars for his father.

People are furious because:
• Nobody in Trump's immediate generation has served in the US military
• Yet soldiers are being sent to wars that many believe don't benefit America
• Trump reportedly said soldiers may die, calling it a "sacrifice he's willing to make"

If Trump believes in his plans so strongly, citizens argue, Barron should be on the frontlines – not protected while others' children are sent to fight.

"We're tired of the poor fighting wars and dying for rich politicians."

Should politicians' children be required to serve in the military?

[Aesthetic.Guyy @Aestheticswallz]

PUT AMEN

[Former Congresswoman Marjorie Taylor Greene🇺🇸 @FmrRepMTG]

Great Mr President. Good job.
You’re a billionaire and the American people, not the Iranian people, who voted for you are not billionaires.
As a matter of fact many of them are flat out broke, in all time high credit card debt, can’t afford health insurance or car insurance for that matter, and most young people can’t afford to buy a house or even their rent payment. Your generation, the baby boomers, your families were able to thrive on single incomes and now that’s practically impossible for the vast majority of American families. Let alone, imagine being a single mother.
Most of your baby boomer friends and supporters, I’m sure are cheering you the most.
But us younger generations, Gen X (mine), Millennials, and especially Gen Z hate this fucking bullshit.
Because we all know that in 10 years when the baby boomers that have been in charge of ALL of America’s disastrous decisions are retired or passed away, us younger generations will be left with no social security checks because it will have gone bankrupt, over $50 Trillion in debt, and a dollar that won’t be worth shit.
We, as in YOU and me, campaigned on America First.
And this is NOT it.