nekoo.hl

[The Kobeissi Letter @KobeissiLetter]

US families are falling behind on debt payments.

The percentage of families reporting overdue loan payments surged to 19.6% in 2025, the highest since 2010, according to the Fed data.

This marks a sharp increase from 12.2% recorded in 2022.

This also reverses the gradual improvement between 2013 and 2019, when the percentage declined by -2.6 points.

Furthermore, more than 8.0% of families reported they were at least 2 months behind on payments, up from 5.0% in 2022.

This comes despite the typical family debt load remaining unchanged since 2022, suggesting that more households are struggling to keep up with existing financial obligations.

Americans are falling behind on loan payments at a concerning pace.

[Bull Theory @BullTheoryio]

Amazon crashed -95% during the dot com bubble and almost went bankrupt.

Today, it’s worth over $2.7 Trillion.

[Brew Markets @brewmarkets]

Q3 earnings season officially kicks off next week.

[Crypto Rover @cryptorover]

Guys, bull market dips are for BUYING!

If you buy these dips now, people will call you lucky in 1-2 years.

[The Assembly @InTheAssembly]

Every one of the 10 biggest US banks is down.

Goldman -24%. Capital One -25%.

The S&P is at an all time high.

The 10Y just hit a 24 year high and office loans are defaulting at a worse rate than 2008. Banks own both of those…

[Barchart @Barchart]

McDonald's $MCD just scored its best day since July 📈 📈

[Crypto Rover @cryptorover]

BREAKING:

Bitcoin drops below $83,000.

Ethereum drops below $2,400.

$200,000,000 liquidated.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Bitcoin falls below $81,000 as over $400 million worth of levered longs are liquidated in 60 minutes.

[Barchart @Barchart]

BREAKING 🚨: McDonald's

$MCD falls to lowest closing price in more than 4 years 📉 📉

[Bull Theory @BullTheoryio]

BREAKING: Bitcoin crashed -$1600 in just 15 minutes, dropping below $84,000.

Over $400 million in longs were liquidated over the same period.

[Crypto Rover @cryptorover]

Binance whales really don't want to see Bitcoin trading above $90,000.

🔴 HUGE sell orders have been placed to defend this level.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 is now worth a record $71.3 trillion, up +24% from its March 30th low.

This pushes the total market cap of the US stock market above $82 trillion.

That's ~7.5 TIMES larger than China, the world's 2nd largest stock market, and 28 times larger than Germany.

Asset owners are winning.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 closes +55 points higher, adding +$500 billion in market cap today.

The S&P 500 is now just 0.5% away from a new record high.

[Evan @StockMKTNewz]

Taiwan Semiconductor $TSM stock hit new ALL TIME HIGHS today

[TrendSpider @TrendSpider]

At ~$251 and ~20x earnings, Amazon is trading at its lowest valuation ever as a public company.

$AMZN

[TrendSpider @TrendSpider]

Same chip. Familiar dip.
$AVGO

[DonaldTrumpjr Q🇺🇸 @DonaldTrumpQ7]

💥BOOOOOOOOOOOOOM!

🚨IT'S OFFICIAL: 🇺🇸 The US Senators have released the FINAL DRAFT of the Crypto CLARITY Act, which will be voted on Tuesday.🔥

[Bull Theory @BullTheoryio]

BREAKING: S&P 500 equal weighted index just posted its 7th consecutive weekly red candle.

This has only happened twice before in history: the 2022 bear market and the 2002 dot-com crash.

The S&P 500 is held up by a handful of giant stocks and is sitting near ALL TIME HIGHS.

But the equal weighted version treats every stock the same, and it's been bleeding for 7 weeks straight.

[Evan @StockMKTNewz]

Nvidia $NVDA stock just hit new ALL TIME HIGHS

[The Macro Paper @macropaperr]

$700 Billion added to the US stock market on the news that more people are losing jobs.