The liquidation event that happened to crypto and mainly alt is the illustration of how levered people were and the mania we are seeing. Bad thing for deteriorating economy, good thing for humanity 😅
Pure empirical evidence but Italy and France were completely empty in their summer season 2025. I am sure it has absolutely nothing to do with economic situation and buying NVDA and Palantir still is the best you can do with your cash
I am bearish stocks because we have at the same time a slowing economy, tariffs uncertainty, massive layoffs due to administration, deportations of labor workforce, some layoffs due to AI (or at least reduction of recruitment needs) and a level of greed through the roof.