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Cheese Sausage

@bitwise_bob

Cheese Sausage reposted

BREAKING: The $610 Billion AI Ponzi Scheme Just Collapsed Last night at 4pm EST, something unprecedented happened. Nvidia stock rallied 5% on earnings, then crashed into negative territory within 18 hours. Wall Street algorithms detected what humans couldn’t: the numbers don’t…

shanaka86's tweet image. BREAKING: The $610 Billion AI Ponzi Scheme Just Collapsed

Last night at 4pm EST, something unprecedented happened. Nvidia stock rallied 5% on earnings, then crashed into negative territory within 18 hours. Wall Street algorithms detected what humans couldn’t: the numbers don’t…

Cheese Sausage reposted

12.4% of credit card balances in the US are now 90+ days delinquent, the highest since 2011. bilello.blog/newsletter

charliebilello's tweet image. 12.4% of credit card balances in the US are now 90+ days delinquent, the highest since 2011.

bilello.blog/newsletter

Cheese Sausage reposted

THE WORLD’S MOST IMPORTANT NUMBER JUST COLLAPSED November 6, 2025: SOFR crashed to 3.92%. The lowest level in two years. The benchmark that controls $397 trillion in global contracts just signaled something catastrophic. This is not a rate cut. This is a liquidity flood. THE…

shanaka86's tweet image. THE WORLD’S MOST IMPORTANT NUMBER JUST COLLAPSED

November 6, 2025: SOFR crashed to 3.92%. The lowest level in two years. The benchmark that controls $397 trillion in global contracts just signaled something catastrophic.

This is not a rate cut. This is a liquidity flood.

THE…
shanaka86's tweet image. THE WORLD’S MOST IMPORTANT NUMBER JUST COLLAPSED

November 6, 2025: SOFR crashed to 3.92%. The lowest level in two years. The benchmark that controls $397 trillion in global contracts just signaled something catastrophic.

This is not a rate cut. This is a liquidity flood.

THE…

Cheese Sausage reposted

BREAKING: The delinquency rate on Commercial Mortgage-Backed Securities (CMBS) for offices surged +63 basis points in October, to a record 11.8%. This is now over a full percentage point above the post-2008 Financial Crisis peak of 10.7%. Since October 2022, the CMBS…

KobeissiLetter's tweet image. BREAKING: The delinquency rate on Commercial Mortgage-Backed Securities (CMBS) for offices surged +63 basis points in October, to a record 11.8%.

This is now over a full percentage point above the post-2008 Financial Crisis peak of 10.7%.

Since October 2022, the CMBS…

Cheese Sausage reposted

BREAKING 🚨U.S. Banks Fed Reserve just pumped $29.4 Billion into the U.S. Banking System through overnight repos 🤯 This amount far surpasses even the peak of the Dot Com Bubble 👀 Probably Fine, carry on

Barchart's tweet image. BREAKING 🚨U.S. Banks

Fed Reserve just pumped $29.4 Billion into the U.S. Banking System through overnight repos 🤯 This amount far surpasses even the peak of the Dot Com Bubble 👀 Probably Fine, carry on

Cheese Sausage reposted

"60% of the American population has below sixth-grade reading level," Ray Dalio has said.


Cheese Sausage reposted

This is wild: ALL net wealth in the US stock market since 1926 has been generated by just 3.44% of companies. To put this differently, ~97% of all stocks have barely contributed to long-term shareholder wealth creation. The top 1.88% of companies reflect 90% of total gains.…

KobeissiLetter's tweet image. This is wild:

ALL net wealth in the US stock market since 1926 has been generated by just 3.44% of companies.

To put this differently, ~97% of all stocks have barely contributed to long-term shareholder wealth creation.

The top 1.88% of companies reflect 90% of total gains.…

Cheese Sausage reposted

This isn’t a joke btw. This is actually the U.S. economy. This scam is going to come crashing down. Soon.

AdameMedia's tweet image. This isn’t a joke btw. 

This is actually the U.S. economy. 

This scam is going to come crashing down. Soon.

The entire US economy right now is 7 companies sending a trillion fake dollars back and forth to each other



Cheese Sausage reposted

Shocking stat of the day: The US government now spends ~23 cents of every Dollar of revenue on interest expense, near the highest level this century. This comes as interest expenditures exceeded $1.2 TRILLION over the last 12 months for the first time. Interest costs have…

KobeissiLetter's tweet image. Shocking stat of the day:

The US government now spends ~23 cents of every Dollar of revenue on interest expense, near the highest level this century.

This comes as interest expenditures exceeded $1.2 TRILLION over the last 12 months for the first time.

Interest costs have…

Cheese Sausage reposted

Early signs of trouble are emerging in the leveraged loan market: The US leveraged loan market is now on track for its biggest monthly loss since at least 2022. This comes as defaults of First Brands and Tricolor Auto in September have exposed possible weak underwriting…

KobeissiLetter's tweet image. Early signs of trouble are emerging in the leveraged loan market:

The US leveraged loan market is now on track for its biggest monthly loss since at least 2022.

This comes as defaults of First Brands and Tricolor Auto in September have exposed possible weak underwriting…

Cheese Sausage reposted

⚠️Margin debt is rising at a rate last seen before major bear markets and market CRASHES: Margin debt jumped 6.3%, or $67 billion, in September to a record $1.13 TRILLION. Investor leverage has surged 39% since April, marking the biggest 5-month spike since the late-2021 market…

GlobalMktObserv's tweet image. ⚠️Margin debt is rising at a rate last seen before major bear markets and market CRASHES:

Margin debt jumped 6.3%, or $67 billion, in September to a record $1.13 TRILLION.

Investor leverage has surged 39% since April, marking the biggest 5-month spike since the late-2021 market…

Cheese Sausage reposted

Home Sellers now outnumber Buyers by more than 500,000, the largest gap ever recorded 👀

Barchart's tweet image. Home Sellers now outnumber Buyers by more than 500,000, the largest gap ever recorded 👀

Cheese Sausage reposted

World's most valuable private companies, per MB: 1. OpenAI: $500 billion 2. SpaceX: $400 billion 3. ByteDance: $330 billion 4. Anthropic: $183 billion 5. xAI: $113 billion 6. Databricks: $100 billion 7. Stripe: $92 billion 8. Revolut: $75 billion 9. Shein: $66 billion


Cheese Sausage reposted

The US debt crisis is intensifying: Total US debt reached a record $98.8 trillion in Q2 2025, equal to 324% of GDP. Federal government debt rose to $35.6 trillion in Q2, but the most recent data shows it has reached $37.5 trillion, or 123% of GDP. Nonfinancial corporate debt…

KobeissiLetter's tweet image. The US debt crisis is intensifying:

Total US debt reached a record $98.8 trillion in Q2 2025, equal to 324% of GDP.

Federal government debt rose to $35.6 trillion in Q2, but the most recent data shows it has reached $37.5 trillion, or 123% of GDP.

Nonfinancial corporate debt…

Cheese Sausage reposted

U.S. Margin Debt jumps to $1.13 Trillion, a new all-time high 🚨🤯👀

Barchart's tweet image. U.S. Margin Debt jumps to $1.13 Trillion, a new all-time high 🚨🤯👀

Cheese Sausage reposted

🇺🇸 Married + home by 30 years old: 1950: 50% 1960: 52% 1970: 48% 1980: 45% 1990: 43% 2000: 35% 2010: 25% 2025: 12% The US govt debt fueled spending and Fed monetary policies are destroying the ability of American families to achieve their dreams.


Cheese Sausage reposted

CHINA JUST WEAPONIZED THE ENTIRE RARE EARTH SUPPLY CHAIN get used to reading chinese MOFCOM bulletins because they're writing american industrial policy now. announced today: any product containing >0.1% chinese rare earth materials needs beijing's approval before re-export to…

aphysicist's tweet image. CHINA JUST WEAPONIZED THE ENTIRE RARE EARTH SUPPLY CHAIN

get used to reading chinese MOFCOM bulletins because they're writing american industrial policy now.

announced today: any product containing >0.1% chinese rare earth materials needs beijing's approval before re-export to…

Cheese Sausage reposted

Gold crossed $4,000 today. This kind of rapid spike has only happened a few times in history — and it’s never ended well. The pattern goes back centuries: • Rome’s Crisis (235-284 AD) → Empire collapse • Spanish Empire decline (1600s) → Lost world power status • French…

FluentInFinance's tweet image. Gold crossed $4,000 today. This kind of rapid spike has only happened a few times in history — and it’s never ended well.

The pattern goes back centuries:

• Rome’s Crisis (235-284 AD) → Empire collapse
• Spanish Empire decline (1600s) → Lost world power status
• French…

Cheese Sausage reposted

Here is how the AI bubble is being created, per Bloomberg:

unusual_whales's tweet image. Here is how the AI bubble is being created, per Bloomberg:

Cheese Sausage reposted

CNBC: "Very disappointing. Private sector jobs for September comes in at -32,000. Economists were looking for an increase of 51,000. August was also revised down sharply, the month now showing -3,000 compared to the initial read of +54,000.“


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