@easymarkets.bsky.social
https://mylinks.ai/easyfinancialmarkets Everything going on in Financial Markets.
For the first time in Fund Manager Survey history, investors are saying corporations (big-tech) are spending too much money on Capex.
24.11.2025 16:01 — 👍 1 🔁 0 💬 1 📌 1
The put/call ratio touched its highest level since April on Friday as investors rushed to hedge.
24.11.2025 00:31 — 👍 2 🔁 0 💬 1 📌 1
The pain in markets has primarily been in speculative “retail favorites”.
The question every investor is thinking. Did the bubble pop?
Our latest Substack: “Is this it?”
open.substack.com/pub/easymark...
The pain in markets has primarily been in speculative “retail favorites”.
The question every investor is thinking. Did the bubble pop?
Our latest Substack: “Is this it?”
open.substack.com/pub/easymark...
Bitcoin sentiment is at the lowest in 3 years
21.11.2025 15:10 — 👍 0 🔁 0 💬 0 📌 1BREAKING: “Epstein had close ties to our own intelligence agency and Israel's intelligence agencies." - Republican Rep. Thomas Massie.
How is a US senator saying not front page news?!
BREAKING: “Epstein had close ties to our own intelligence agency and Israel's intelligence agencies." - Republican Rep. Thomas Massie.
How is a US senator saying not front page news?!
The Fear & Greed Index fell to 9 yesterday, the lowest level since April 11th.
19.11.2025 17:00 — 👍 1 🔁 0 💬 0 📌 1
Dead Internet theory is becoming more true by the day as AI outpaces human-generated content.
18.11.2025 15:24 — 👍 1 🔁 1 💬 0 📌 1
BREAKING: The median age of a first-time homebuyer in the US has surged to a record 40 years old.
This is up from a median age of 33 years old in 2021 and 29 in 1981.
CTAs have become forced sellers. They loaded up on longs as we trended higher. Now GS estimates the amount to sell is…
Over the next 1-month:
- Flat tape: -$4.2bn
- Up tape: +$0.4bn
- Down tape: -$51.3bn
Global interest rates on the rise: Japan’s 10-year yield at its highest level since 2008.
More on this in our latest note: open.substack.com/pub/easymark...
Global interest rates on the rise: Japan’s 10-year yield at its highest level since 2008.
More on this in our latest note: open.substack.com/pub/easymark...
Consumer’s perceptions of current economic conditions just hit an ALL-TIME low.
Stocks are on a different planet than the real economy.
Consumer’s perceptions of current economic conditions just hit an ALL-TIME low.
Stocks are on a different planet than the real economy.
Oracle’s CDS spread (cost of default protection) is blowing-out! CoreWeave looks similar.
The rest of the market is just beginning to notice.
We think the AI bubble is about to pop.
Read our latest: open.substack.com/pub/easymark...
Oracle’s CDS spread (cost of default protection) is blowing-out! CoreWeave looks similar.
The rest of the market is just beginning to notice.
We think the AI bubble is about to pop.
Read our latest: open.substack.com/pub/easymark...
The ever-famous quilt chart.
Gold still the YTD leader!
ISM Services Prices pointing to higher inflation to come…
12.11.2025 15:20 — 👍 4 🔁 1 💬 0 📌 1
The original k-shaped economy chart
11.11.2025 16:20 — 👍 1 🔁 1 💬 0 📌 3
30, 40, 50 year mortgages, these people just want homes, they go with the flow
10.11.2025 14:22 — 👍 1 🔁 0 💬 0 📌 0
Hmm what could be driving the drop-off in consumption…
10.11.2025 00:05 — 👍 3 🔁 0 💬 0 📌 1If you are in Discord, join our live markets news feed.
discord.gg/UyKfUmKA8
Mag-7 leading the way lower again today.
“It’s not a bubble” they said.
It may not be over by there certainly is some cracks in the AI-dream this week.
If you missed it, we wrote about this heading into the week: substack.com/@easymarkets...
#stocks #bubble
The median age of a first-time homebuyer in the US has surged to a record 40 years old.
This is up from a median age of 33 years old in 2021 and 29 in 1981.
(This is what is driving populism. Baby boomers are holding onto their wealth. Redistribution is desperately needed.)
U.S LAYOFFS IN OCTOBER HIGHEST SINCE 2003
06.11.2025 14:51 — 👍 2 🔁 0 💬 0 📌 1
Why have stocks been under pressure?
People got too bullish. The put/call ratio entered the week at its lowest level in literally a decade.
Too many people were buying
