We can all sit and wonder forever what inflation and jobs were in Oct’25 … “And it’s Gone!” *OCTOBER CPI AND JOBS DATA LIKELY WON'T BE RELEASED: WHITE HOUSE

Baidu founder Robin Li argues that China’s AI industry is shifting from an unhealthy pyramid to an inverted one. Compute matters, but it shouldn’t dominate the narrative. His message on stage was blunt: chips can make money, but applications should make ten times more. The

Subprime is uncontained. A nice chart from Peter Boockvar

Where were you during the “Great Bubble Stonk” implosion of Fall 2025. The implosion continues …. LFG

Come hang with The Squirrel (BlindSquirrelMacro) and me at 6pm this evening on here as we discuss the bloodbath that occurred today in the AI/Hyperscalers/MoMo/High Beta/Meme Stonks and pose the question - "Was Michael Burry Right Again?"

👇 LIVE in 10!

Did Burry call it? x.com/i/broadcasts/1…

The world’s largest asset class is Chinese real estate. Single biggest source of credit creation is real estate. Deflation

All these "Sharpe World" cardinals posting about how 1950s homes weren't affordable on here tonight is absurd. The Gaslighting as a Policy won't stop. Well here is a chart that highlights the situation well and should piss you off if you weren't in on the trade. US home prices

If you missed it come see The Squirrel (BlindSquirrelMacro) and yours truly chat about today's bloodbath in bubble stonks. We intro'd the show with Talking Head's "Burning Down The House" intentionally fwiw so enjoy! youtu.be/kdZ7XHtRd0w?si…

Unpopular Opinion: People say Twitter has eroded over the last couple years due to ownership changes, political issues, and algorithm changes. But as a card carrying member of the FinX crew, I now think that the prevailing period of hurdles and obstacles has hardened the base.

Someone told me it has a great BTC adjusted non-cash yield “Strategy” lol, brings me back to March 2024 when I sent the stock down 30% in a day…almost as if it wasn’t obvious this was a joke of a closed end fund that owns a ponzi asset back then.

Respect Michael for this tweet - it embodies the battle between the believers / Hodlrs in this leveraged ponzi garbage that permeates across this market and the old school guys who have seen implosions multiple times. The younger generation has been protected from implosions so

My soft tissue repair matrix product speculation Tela Bio, $tela, $1.00 posted poor results last night, in line with the recent stock price plunge over the last quarter. Clearly management body language foretold a bad quarter. Revenues missed by 5% with a larger down revision

Surprise surprise

Bennie Capital Misallocation is doing some culture! (I know!) As such, the Sunday edition of Benny & The Squirrel will air live on here at 7pm EST. See you in couple of hours!!

Benny & The Squirrel: Episode 4. Rats and Ships x.com/i/broadcasts/1…

Come hang with The Squirrel (BlindSquirrelMacro) and me this Sunday evening before the NFL Sunday night game.