u/Flamingpaper

With Kevin Warsh officially sworn in as Fed Chair, the market is on edge. Barclays data dating back to 1930 shows a historical "new chair curse," where the S&P 500 drops an average of 5% in the first month, 12% over three months, and 16% over six. Uncertainty is officially back.

With Kevin Warsh officially sworn in as Fed Chair, the market is on edge. Barclays data dating back to 1930 shows a historical "new chair curse," where the S&P 500 drops an average of 5% in the first month, 12% over three months, and 16% over six. Uncertainty is officially back.

u/Flamingpaper — 8 hours ago

A whole range of politicians are now instantly duplicating Trump and the Claude Portfolio positions in $NOW. Interestingly, Ro Khanna purchased SanDisk 8 months ago. ServiceNow continues to drive market momentum alongside software within trading sessions.

u/Flamingpaper — 2 days ago

The US 30-year yield hit 5.19%, a 2007 high, amid a 39T debt crisis. With oil over $100 and inflation spiking (CPI 3.8%, PPI 6%), the market is pricing in a Fed rate hike instead of cuts. High energy costs and mortgages near 7% warn that the economy cannot sustain yields above 5%.

u/Flamingpaper — 3 days ago

Hedge funds have crammed 19% of their capital into semiconductors, a 3x jump in a year, while software plummeted to just 2%. Despite today's red session, 71% of S&P 500 stocks actually gained, signaling that the market is finally absorbing this extreme concentration and rotating cash out.

u/Flamingpaper — 4 days ago

About 70 Trump administration officials and candidates disclosed crypto or blockchain assets, making up over 20% of vetted appointees. Their total holdings reach at least $193M. In stark contrast, not a single member of Biden's cabinet reported owning any digital currencies.

u/Flamingpaper — 5 days ago

North Korean hackers stole 6.75B across 263 attacks since 2016, according to CertiK. In 2025 alone, they drained 2.06B, accounting for 60% of all crypto losses despite executing only 12% of total hacks. Pyongyang has effectively turned crypto theft into a highly coordinated state revenue engine.

u/Flamingpaper — 6 days ago

A user just found a forgotten Fidelity account from 2019 containing 600 NVDA shares. They originally bought them using roughly $2,400 in leftover dividend payments and completely forgot about the position. Since then, that tiny balance has skyrocketed, multiplying by 56x.

u/Flamingpaper — 7 days ago

A combination of slowing ETF inflows, bearish short-term sentiment, and unfavorable macro data hit the market. This perfect storm fueled a cascade of liquidations, resulting in 109.7M worth of long positions being wiped out in a single move.

u/Flamingpaper — 8 days ago

The S&P 500 is hitting new highs, but the internal data is flashing a warning. The spread between new highs and lows is diverging, which is a classic sign of market overextension. It shows that only a few narratives are driving the rally, leaving the overall market structure vulnerable.

u/Flamingpaper — 10 days ago

Trump said that 400-500% and 70-80% are the same number. According to him, it all depends on the wording. "I like 500% then".

u/Flamingpaper — 11 days ago

Michael Burry says the AI craze is mirroring the 2000 dot-com bubble. With the SOX index up 65% in 2026, stocks are moving on momentum rather than logic. Paul Tudor Jones agrees on the 1999 vibes but thinks this could run for two more years before a massive, breathtaking crash.

u/Flamingpaper — 12 days ago

Nvidia is lagging behind the semiconductor sector by its widest margin in two years. Alphabet is gunning for the top spot with its TPU vertical, while Samsung just hit a 1T market cap after Apple supply rumors. The AI trade is diversifying, and the era of NVDA as the only play is over.

u/Flamingpaper — 15 days ago

Intel just hit a 25-year high after a 171 percent jump in 25 days. The massive turnaround is driven by Nvidia backing the foundry, the 18A process entering production, and a 22 percent sales bump in AI and data centers. It was cheap for a reason in 2024, but the fundamentals flipped.

u/Flamingpaper — 16 days ago

Inflation steals away quietly, or why keeping cash “under the mattress” isn't a strategy - as illustrated by 30 years of savings. Over the past 30 years, inflation has halved the value of $1. But that same $1, invested in the S&P 500 index, has grown to $20 - even after accounting for inflation.

u/Flamingpaper — 17 days ago