Zane Taylor Anderson

Think. Invent. Take Risks. Make mistakes. Grow. Create. Husband, Father

[The Macro Paper @macropaperr]

BREAKING: 🇺🇸 US 10-year yield just hits 5.05%, its highest level in 19 years.

Last time 10Y yield was this high, the US economy entered a recession and stocks crashed 50%.

[Don Pettit @astro_Pettit]

I finally have all 1.2 million raw image files from my latest mission to ISS! Here is a sample of one of my favorite Milky Way photos, taken from the Cupola with Nikon Z9, Arri Zeiss 15mm lens, T1.8 with custom sidereal drive that cancelled out star motion relative to our orbit.

[Jesse Cohen @JesseCohenInv]

Worth more than 10 fundamentals books:

[StockMarket.News @_Investinq]

Just a friendly reminder that Oracle’s debt-to-equity ratio is ~520%.

Amazon’s near 50%. Microsoft ~30%. Google’s even lower.

At some point you have to wonder, how long can Oracle afford to keep this up?

You can’t finance the future forever on borrowed money.

[Shay Boloor @StockSavvyShay]

Breaking down the AI deals between $NVDA, $AMD & OpenAI

[StockMarket.News @_Investinq]

The Fed’s Reverse Repo Facility is on life support.

The Reverse Repo once held $2.5T daily, now just $21.07B.

That 99% wipeout could reshape markets for years.

(a thread)

[Dividendology @dividendology]

Morgan Stanley recently revealed the 30 stocks they believe will expand their competitive advantages through the year 2027.

Here is their full portfolio of stocks:

[Zane Taylor Anderson @zataylor]

👀

[Dividendology @dividendology]

Every Monthly Paying Dividend Stock in 2025:

[StockMarket.News @_Investinq]

🚨 The Fed’s $2.5 TRILLION cash sponge has almost vanished.

Now the balance is down 99%, just $22B left.

This collapse could mark the most important shift in market plumbing in years.

(a thread)

[Shay Boloor @StockSavvyShay]

ROUGH DAY FOR GROWTH INVESTORS

• $VKTX -43%
• $BMNR -11%
• $ONDS -10%
• $SOUN -9%
• $PLTR -8%
• $RKLB -8%
• $RGTI -8%
• $APLD -8%
• $PGY -8%
• $ALAB -7%
• $NBIS -7%
• $DUOL -7%
• $LEU -7%
• $IONQ -7%
• $HIMS -6%
• $OPEN -6%
• $SOFI -5%
• $OKLO -5%
• $ASTS -5%

[Zane Taylor Anderson @zataylor]

@NoContextHumans Bay Bridge making that bread.

[Zane Taylor Anderson @zataylor]

Hmmmm.

[Brennan Schlagbaum, CPA @Budgetdog_]

This is Howard Marks.

He predicted:
The Dot-Com bubble in 2000
The Great Recession in 2008
The COVID crash in 2020

Here's his warning for families in 2025:

[Jeremy Lefebvre @HolySmokas]

I give you $1,000,000 to invest in 1 stock for the next 5 years… what stock do you pick?

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 President Trump to sign executive order allowing cryptocurrencies in 401(k) retirement plans today.

[Zane Taylor Anderson @zataylor]

Solid reminder for long term investing.

[Peter Mallouk @PeterMallouk]

Bear markets pale in comparison to bull markets, both in market movement and duration. A good reminder for every long-term investor.

[Zane Taylor Anderson @zataylor]

Do you concur?

[Mike Investing @MrMikeInvesting]

These 5 stocks are going to outperform the entire U.S. stock market this year and blow past all time highs.

1. $HIMS will be $130+
2. $OSCR will be $32+
3. $AMD will be $260+
4. $NVDA will be $240+
5. $SOFI will be $35+

Don’t miss out on these once in a lifetime opportunities…

[Zane Taylor Anderson @zataylor]

Pareto principle in full effect.

[The Kobeissi Letter @KobeissiLetter]

It's official:

The top 10% largest US stocks now reflect a record 76% of the US equity market.

This has officially surpassed the previous record set before the Great Depression in the 1930s.

By comparison, at the 2000 Dot-Com Bubble peak, the top 10%'s share was at ~73%.

In the 1980s, this figure was below 50%.

Meanwhile, the top 10 stocks in the S&P 500 now represent a record 40% of the index’s market cap.

We are witnessing history.

[Paxton @Buy_SomeBTC]

The US stock market gained over $1 trillion today

Big tech had strong earnings,

AI hype is growing and investors are buying like it’s the start of something big.

[OpenAI @OpenAI]

wen GPT-5? In 10 minutes.

https://t.co/EOvjGJrHbj

[Zane Taylor Anderson @zataylor]

Think these days are over?

[cinesthetic. @TheCinesthetic]

They shut down 20 blocks of Times Square, spent $1 million, and filmed for 3 hours… all so Tom Cruise could run through an empty NYC in Vanilla Sky. No CGI. No cheats. Just pure cinema.