NY Times Bestselling Author, pick up "When Markets Speak" on Amazon. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
Joined March 2009
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Are we connecting the dots yet?
Month of May: Deficit Spending
2006: $42B
2016: $52B
2026: $293B
*Official US Treasury / FRED / CBO / MTS Data). US Budget Deficit.
*Gold / commodities since 2020, top right, outperformance, 2026, yet to be determined.
cc @TheStalwart
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Nvidia (now a SpaceX IPO funding source) unchanged for close to 10 months during the biggest technology run since the 90s, with the pump master “Jensen” on stage nearly every day. Lmao 😂
Jun 13
$NVDA cannot outperform gold and the miners is a sign of trouble $GLD $GDX
And this with the gold and gold miners correcting hard.
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Month of May
2006: $42B
2016: $52B
2026: $293B
*Official US Treasury / FRED / CBO / MTS Data). US Budget Deficit.
Jun 12
The U.S. government ran a budget deficit in May of $293 billion, well above estimates and up 32% from a year earlier. The government also paid a record $133 billion in interest, a 44% YoY jump. Annualized, that's $1.6 trillion in interest, 30% of tax receipts! Disaster awaits!
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Lawrence McDonald retweeted
22h
Where the hidden AI liabilities are:
$1.8TN in off balance sheet operating leverage ($1TN in purchase commitments and $0.8TN in lease commitments): obligations hidden in space
$520BN in deferred earnings masking earnings hit from spending happening now: costs hidden in time
Jun 12
The $1.8 Trillion Off-Balance Sheet Time Bomb At The Heart Of The AI Supercycle zerohedge.com/markets/18-tri…
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Gratitude, have a great weekend Krishna. “Honey, if we sell a million books… we’ll break even on our Lehman stock.” :)
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I remember reading “colossal failure of common sense” 10 years ago , incredible read , thank you for your wisdom 🙏
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Huge Thank You!
The Summer Read - Books - Best Sellers Rank on Amazon:
#17 in Financial Services Industry
#16 in Money & Monetary Policy
*Now over 1M copies sold, published in 12 languages.
amazon.com/Listen-When-Marke…
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The road ahead;
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*Malinvestment on roids. Let’s lever up to finance SpaceX.
Jun 13
$236 BN in AI investment grade debt has been issued YTD, 357% increase YoY
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Jun 12
Markets are speaking - loud and clear.
Your 401K is heavily invested in AI and tech IPOs, which are historically the most expensive sectors. With SpaceX potentially going public at $1.8 trillion, it highlights the dark side of passive investing. #Investing #401K #TechBubble
Email: info@thebeartrapsreport.com
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Jun 12
Hmmm 🤔
cc @bgurley
Jun 12
Whatever you think of me and my opinion on Stablecoins, you might want to listen to Stanley.
Both the current Fed Chairman and current U.S. Treasury Secretary used to work for him…
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Jun 12
2008 ish - I am convinced, the only way SpaceX hits their numbers to justify today’s valuation is if on earth data centers take a 30% haircut, and that triggers a Lehman like credit crisis based on all the disgusting off balance sheet / CDO Squared like AI data center financing.
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Jun 12
The valuation of SpaceX today is highly dependent on Mag7 Oracle free cash flow - these companies have already promised $5T to on earth data center construction 2026/2030.
SpaceX IPO at risk? An overreliance on AI and tech could mirror past market bubbles, leading to a potential crash. History might be rhyming. #SpaceX #IPO #TechBubble
Email us: info@thebeartrapsreport.com
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Jun 12
2026-2030: The Street says $5T of AI capex, think big data centers and an extra $1.5T for SpaceX - all with Mag7 Oracle picking up the check. Your 401K is on the line, it’s all in Technology right now AI at insane valuations. Group think is destructive.
Is the massive $5.4 trillion AI spend actually setting us up for a financial crisis? Larry breaks down why data centers might break the power grid and your wallet. Watch now. #AI #Economy #Tech
Full video soon on our YouTube Channel
Email us at info@thebeartrapsreport.com
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Jun 12
Comedy - Someday this will be criminal?
COREWEAVE JOINS NASDAQ-100 AS AI COMPUTE FLOWS ENTER THE INDEX MACHINE
$CRWV Neg Free cash flow next year, year after?
2026: -$25B
2027: -$21B
*now add profit less Anthropic, OpenAI, SpaceX, -$45B free cash flow combined in 2026.
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