"If it was good news, it would have been leaked. We'd all know about it. Donald Trump would stay around to sign and pass out pens. The fact that he is getting out of town does not bode well," @DavidJUrban says of the MOU.

Ed Yardeni: "We are sticking with our June Swoon scenario as investors fret about the Fed, mega IPOs, AI uncertainties, and the war in the Middle East."

$JPM changes view on oil, says prices should be near $130 / barrel now and will have no choice but to spike above $150 / barrel within the next 4 weeks. thestreet.com/latest-news/jp…

If the 10-year does climb into the danger zone from here, say to 5%, that would equate to a 3 point P/E compression, taking us down towards the pink line below.  Again, rising earnings provide the offset to falling valuations, with price as the residual.

100%. I have been calling for a major credit crisis this summer!

The first sustained credit default cycle in years has begun, and losses will exceed market expectations, according to Pimco's chief investment officer bloomberg.com/news/articles/…

After a stunning 19% rally fueled by Q1 earnings momentum, we're raising the caution flag on potential near-term pullback. Any dip remains a buying opportunity though. 🟢 Open quicktak.es/ap9h

🚨 Sam Altman warns OpenAi and Anthropic are experiencing severe pullback on Ai spending as companies put significant restraints on spending to restrict costs. The company warns investors it’s the first time this has happened in Ai and something we never expected. The buildout costs aren’t sustainable to allow profitability to hyperscalers or end users. $soxx $dram

Maersk suspends Strait of Hormuz transits; says Middle East conflict adds >$500m/month in costs

The same chart pattern I posted yesterday for the 2000 top also got me out of the market just before the 2008 decline. Market tops take time to develop. I ignore the news and gossip and watch the 30 week average. wishingwealthblog.com/2026/0…

If the blockage of the Strait of Hormuz continues, the world will need to function on the same amount of oil as it did in 2010. On an inflation-adjusted basis, this means the economy would need to shrink by 50%. Even if it only shrinks by half that (due to efficiencies), this would be as large an insult to the global economy as the Great Depression. Full report: peakprosperity.pulse.ly/ijmr…

Former BlackRock fund manager Ed Dowd on the stock market: "If 45% of your market cap is AI and there's no profits yet, what are you investing in?" "You're investing in future hopium" "Bain... said there is no ROI, it's a bust" "the markets can continue to be irrational and go up on this, but the narrative is changing fast" This clip of Dowd (@DowdEdward), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from a discussion with Jesse Day (@jessebday) posted to the Commodity Culture YouTube channel on June 2, 2026.

Çinli bir hemşire, “Uçan İğne” adı verilen tekniği kullanıyor; siz daha ne olduğunu anlamadan kan alma işlemini tamamlıyor.

The dual-income household didn't liberate women. It inflated housing prices, created the childcare industrial complex, and turned every family into a tax bracket. Two incomes later, you're still broke — just busier.

“Ex-Microsoft exec says the company blew it with Al, as it did with mobile” "Not even 3% of paying Copilot users use it even when it's pre-deployed right in their faces” The Microsoft 3% problem. See Word and Excel features.

Berkshire Hathaway fire selling

BREAKING: TOM LEE JUST SAID WE ARE ABOUT TO SEE ONE OF THE BEST RETURNS OF OUR LIFETIME IT’S COMING

Warren Buffett Indicator hits an all-time high of 236%, the most expensive stock market valuation in history 🚨🚨

Hot take on what comes next, after the sudden decline of tokenmaxxing: - OpenAI will struggle - with the decline of tokenmaxxing Anthropic will struggle (aside from this quarter) to make a profit - Google will catch up to Anthropic - some Chinese companies might, too - LLMs will become commodities; margins will be very very thin - Most of the companies that invested massively in them will struggle to make back their investments - SpaceX’s AI efforts will flail - Nvidia will eventually decline, once all of the above becomes widely recognized.