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grahamsbenjamins retweeted
"Stay in school, or you’ll end up like him." This is what a teacher told her elementary school class as they walked past my dad, who was in the middle of pumping out their lift station. The pumps had burned up, and my dad and his pump truck were the only things preventing sewage…
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grahamsbenjamins retweeted
Serendipity
grahamsbenjamins retweeted
This is why the bubble keeps growing, but is about to hit the ceiling here too and after that, as soon as cash is depleted by the ringleaders of the pyramid scheme, the whole house of cards cannot remain standing. There is simply not much capital available left to support it ⚠️
This is why the bubble keeps growing, but is about to hit the ceiling here too and after that, as soon as cash is depleted by the ringleaders of the pyramid scheme, the whole house of cards cannot remain standing. There is simply not much capital available left to support it ⚠️ https://t.co/f09r6UIDug
grahamsbenjamins retweeted
grahamsbenjamins retweeted
I am a huge fan of poetry.
I am a huge fan of poetry.
grahamsbenjamins retweeted
Gold is not rising bc China & Russia “want it to rise”. They are not “weaponizing” it against the West. It’s rising bc the entire system is precarious, all fiat is being debased, and those other countries currencies are in even more trouble than the USD. And they all know it.
grahamsbenjamins retweeted
You’re right, it’s a way bigger bubble than 1999.
You’re right, it’s a way bigger bubble than 1999. https://t.co/EXONzM63dE
grahamsbenjamins retweeted
Excellent article in WSJ explaining in detail how the AI bubble is highly unlikely to ever payoff. Unlike the Y2k internet bubble, the AI hardware being purchased now is depreciating at an accelerating rate - with useful life of 2-3 years. Whereas the over-deployed internet fiber…
grahamsbenjamins retweeted
Also many people asking me “when this is going to end?” - my usual answer is “every Ponzi scheme ends when it doesn’t find fresh cash to suck in anymore and quickly depletes the one it has left” $ORCL, $CRWV and co. are all now trying to raise debt to keep going - fyi
Also many people asking me “when this is going to end?” - my usual answer is “every Ponzi scheme ends when it doesn’t find fresh cash to suck in anymore and quickly depletes the one it has left” $ORCL, $CRWV and co. are all now trying to raise debt to keep going - fyi
grahamsbenjamins retweeted
This should probably go without saying, but I’ll say it (again) anyway. When it comes to Trump, it’s all about China. Canada, Panama, El Salvador, Mexico, Europe, Greenland, Iran, Argentina, Korea, etc etc. Even when it’s not about China, it’s about China.
Time to have a look at this: Investor Euphoria and the Anatomy of a Crash. aus01.safelinks.protection.outlook.com/?url=https%3A%…
grahamsbenjamins retweeted
These Nvidia write-offs & impairments are going to be epic.... $NVDA
grahamsbenjamins retweeted
My coming book: “The Monetary House of Cards - The Bust of the Everything-Bubble caused by Central Bank Hubris” will dive into the role of the FED in the making of this extreme Bubble - and the consequences for the Economy and Markets. Out soon!
grahamsbenjamins retweeted
🤦♂️ Another day, another lie. Australia’s Prime Minister Anthony Albanese is a dangerous, gaslighting, dishonest liar. I hate to think of the games he plays when trying to buy friends overseas. He is a national security risk.
grahamsbenjamins retweeted
BREAKING NEWS $AAPL will be investing $100B in $AAPL to buy chips from $AAPL.
grahamsbenjamins retweeted
This isn’t new, $NVDA has been inflating its margins with back door deals since years. The only difference between now and the past is that is doing it so much that is hard to keep hiding it. Fun fact: $NVDA did the same thing in the DotCom, its CFO resigned and got a SEC fine
This isn’t new, $NVDA has been inflating its margins with back door deals since years. The only difference between now and the past is that is doing it so much that is hard to keep hiding it. Fun fact: $NVDA did the same thing in the DotCom, its CFO resigned and got a SEC fine https://t.co/QD66fhJMhi
grahamsbenjamins retweeted
great perpective fred.
grahamsbenjamins retweeted
Today, we pay homage to 'The Few', on the 85th anniversary of Battle of Britain Day. Bravely and tirelessly defending our island home from the onslaught of the Luftwaffe. Lest We Forget 🇬🇧
grahamsbenjamins retweeted
This is the way. Mick Jagger, well done.
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