Mario
@marioc1721641.bsky.social
I've been watching late 70's episodes of "The Price is Right" on YouTube. It really smacks me in the face the amount of inflation over the years. The games they played back then giving away cars only had room for 4 digits in the price. We are nearing the point when they will need to have 6 digits.
I saw folks on CNBC waxing poetic about the car companies yesterday.
December 2, 2025 at 12:39 PM
I've been watching late 70's episodes of "The Price is Right" on YouTube. It really smacks me in the face the amount of inflation over the years. The games they played back then giving away cars only had room for 4 digits in the price. We are nearing the point when they will need to have 6 digits.
The part about Prometheus reminds me of the internet companies in the early 90's putting their names on stadiums. PSINet comes to mind. I still remember seeing some data center equipment with a PSINet inventory tag showing up at the data center I worked for after PSINet went bankrupt.
November 1, 2025 at 2:51 PM
The part about Prometheus reminds me of the internet companies in the early 90's putting their names on stadiums. PSINet comes to mind. I still remember seeing some data center equipment with a PSINet inventory tag showing up at the data center I worked for after PSINet went bankrupt.
In other words keep dancing while the music is playing. It makes me think when this trend finally ends it has to end in a crash. As all participants will be trying to hit the exits at the same time. Combine that with all the leverage on the long side this seems like a recipe for disaster.
Citi: “On our definition, US equities are in a bubble. Historically, markets display strong forward returns after entering a bubble, and being bearish is only beneficial once you exit bubble territory.” www.businessinsider.com/stock-market...
October 4, 2025 at 6:04 PM
In other words keep dancing while the music is playing. It makes me think when this trend finally ends it has to end in a crash. As all participants will be trying to hit the exits at the same time. Combine that with all the leverage on the long side this seems like a recipe for disaster.
Reposted by Mario
Maybe it is just me, but it seems all too fitting that depending on the typeface, "Weird AI" and "Weird Al" are identical.
September 28, 2025 at 5:40 PM
Maybe it is just me, but it seems all too fitting that depending on the typeface, "Weird AI" and "Weird Al" are identical.
Reposted by Mario
NEW POST: The Perils Presented By An Increasing Passive Share Of The Stock Market thefelderreport.com/2025/09/20/t...
The Perils Presented By An Increasing Passive Share Of The Stock Market
Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.
CHART
Tors...
thefelderreport.com
September 20, 2025 at 5:09 PM
NEW POST: The Perils Presented By An Increasing Passive Share Of The Stock Market thefelderreport.com/2025/09/20/t...
Reposted by Mario
NEW POST: Is The Stock Market Headed For A ‘Wile E. Coyote Moment’? thefelderreport.com/2025/09/06/i...
Is The Stock Market Headed For A 'Wile E. Coyote Moment'?
Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.
INTERVIEW
...
thefelderreport.com
September 6, 2025 at 4:28 PM
NEW POST: Is The Stock Market Headed For A ‘Wile E. Coyote Moment’? thefelderreport.com/2025/09/06/i...
Hmmm a mainstream article using the word "unstoppable" in relation to gold after price has gone from $1600 to $3500 in 3 years. As @peteratwater.bsky.social would say ... There is a sentiment indicator here.
Gold's rise in central bank reserves appears unstoppable www.reuters.com/markets/comm...
Gold's rise in central bank reserves appears unstoppable
Worries over inflation, deteriorating U.S. fiscal health, Federal Reserve independence, and geopolitical instability are raising questions about the stability of long-term Treasuries, traditionally the world's safest asset. In response, many central banks are turning back to that "barbarous relic", gold.
www.reuters.com
September 5, 2025 at 6:29 PM
Hmmm a mainstream article using the word "unstoppable" in relation to gold after price has gone from $1600 to $3500 in 3 years. As @peteratwater.bsky.social would say ... There is a sentiment indicator here.
Reposted by Mario
NEW POST: ‘Ncredible’ thefelderreport.com/2025/08/30/n...
'Ncredible'
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STAT
This ...
thefelderreport.com
August 30, 2025 at 3:34 PM
NEW POST: ‘Ncredible’ thefelderreport.com/2025/08/30/n...
Reposted by Mario
NEW POST: Has The Stock Market Become ‘Unsinkable’? thefelderreport.com/2025/08/23/h...
Has The Stock Market Become 'Unsinkable'?
Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.
POST
It wa...
thefelderreport.com
August 23, 2025 at 3:23 PM
NEW POST: Has The Stock Market Become ‘Unsinkable’? thefelderreport.com/2025/08/23/h...
Reposted by Mario
As followers of feed are well-aware, "un-" words like unstoppable and uninvestable always make me pause. Needless to say, "unsinkable" took my focus to a whole new level. www.linkedin.com/pulse/why-un...
Why "Unsinkable" Markets Matter
From the Trump tariffs in April to the early August recent weaker-than-expected unemployment report, the sharp selloffs in the U.S.
www.linkedin.com
August 19, 2025 at 5:26 PM
As followers of feed are well-aware, "un-" words like unstoppable and uninvestable always make me pause. Needless to say, "unsinkable" took my focus to a whole new level. www.linkedin.com/pulse/why-un...
Reposted by Mario
NEW POST: ‘Investors See Nothing But Blue Skies’ thefelderreport.com/2025/08/16/i...
'Investors See Nothing But Blue Skies'
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LINK
"Inve...
thefelderreport.com
August 16, 2025 at 3:20 PM
NEW POST: ‘Investors See Nothing But Blue Skies’ thefelderreport.com/2025/08/16/i...
That's interesting, couldn't Japan say the same thing about the US policy?
‘US Treasury secretary Scott Bessent has said that Japan’s central bank is falling “behind the curve” on inflation and will probably have to raise interest rates, in a rare swipe by a senior official at the monetary policy of another country.‘ www.ft.com/content/5fa8...
Scott Bessent says Japan is ‘behind the curve’ on interest rates
US Treasury secretary’s comments mark rare intrusion into Asian ally’s monetary policy
www.ft.com
August 14, 2025 at 3:00 PM
That's interesting, couldn't Japan say the same thing about the US policy?
@jessefelder.bsky.social After reading your article about whales wanting out. This candle on GOOG today makes me wonder if it is more of the same. It appeared to a big enough sell to affect the SPX and NDX charts at that same time. About 2:37PM ET.
August 13, 2025 at 7:21 PM
@jessefelder.bsky.social After reading your article about whales wanting out. This candle on GOOG today makes me wonder if it is more of the same. It appeared to a big enough sell to affect the SPX and NDX charts at that same time. About 2:37PM ET.
It sure seems like the market is setting the condition for tough decade where newer investors keep trying to buy the dip and that strategy that has worked so well over the last 15 year but no longer works.
‘There has been a generational change among investors. Fewer remember calamities such as the dot-com downturn or even the financial crisis. Instead, the current crop of young investors have known mostly blue skies since they opened their first brokerage accounts.‘ www.wsj.com/finance/stoc...
August 11, 2025 at 2:21 PM
It sure seems like the market is setting the condition for tough decade where newer investors keep trying to buy the dip and that strategy that has worked so well over the last 15 year but no longer works.
Reposted by Mario
Something something unstoppable...
August 7, 2025 at 6:00 PM
Something something unstoppable...
Wow. I think Mr. Atwater @peteratwater.bsky.social has a saying about media following mood. Is that a bell I hear ringing?
August 7, 2025 at 5:51 PM
Wow. I think Mr. Atwater @peteratwater.bsky.social has a saying about media following mood. Is that a bell I hear ringing?
Reposted by Mario
NEW POST: ‘AI Spending Is Eating The US Economy’ thefelderreport.com/2025/08/02/a...
'AI Spending Is Eating The US Economy'
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STAT
"So f...
thefelderreport.com
August 2, 2025 at 3:47 PM
NEW POST: ‘AI Spending Is Eating The US Economy’ thefelderreport.com/2025/08/02/a...
Label me a perma bear, old and out of touch. But with the amount of speculation we have seen over the recent years. It seems like a long, painful bear market will be needed to clear all this risk taking from the markets.
Old memes die hard
and then get resurrected.
and then get resurrected.
oh FFS
$KSS
$KSS
July 22, 2025 at 1:57 PM
Label me a perma bear, old and out of touch. But with the amount of speculation we have seen over the recent years. It seems like a long, painful bear market will be needed to clear all this risk taking from the markets.
If I recall correctly S was the symbol for Sears. They ran into financial trouble and was taken over by Lampert via K-Mart which he had taken over when they were in trouble. The investor pitch, Eddie is smart, the real-estate of the two companies is worth more than the stock price. Didn't end well.
Just saw the ticker S.
Had to look up to see what company it is now.
Then wondered what ever happened to Eddie Lampert.
I sense maybe 3 of you will get this.
Had to look up to see what company it is now.
Then wondered what ever happened to Eddie Lampert.
I sense maybe 3 of you will get this.
July 22, 2025 at 1:27 PM
If I recall correctly S was the symbol for Sears. They ran into financial trouble and was taken over by Lampert via K-Mart which he had taken over when they were in trouble. The investor pitch, Eddie is smart, the real-estate of the two companies is worth more than the stock price. Didn't end well.
Every time I hear AI mentioned in a ad I roll my eyes and say to myself I'm sick of hearing about AI.
“When we were thinking about this project, we thought that AI will improve [consumers’ willingness to buy] because everyone is promoting AI in their products. But apparently it has a negative effect, not a positive one.” www.wsj.com/tech/ai/ai-a...
Here’s a Tip to Companies: Beware of Promoting AI in Products
Consumers have less trust in offerings labeled as being powered by artificial intelligence, which reduces their interest in buying them, researchers say.
www.wsj.com
June 30, 2025 at 8:59 PM
Every time I hear AI mentioned in a ad I roll my eyes and say to myself I'm sick of hearing about AI.
Reposted by Mario
NEW PODCAST: Leigh Goehring On The Coming Revolution In Asset Markets thefelderreport.com/2025/06/25/l...
Leigh Goehring On The Coming Revolution In Asset Markets
Leigh Goehring On The Coming Revolution In Asset Markets
thefelderreport.com
June 25, 2025 at 5:22 PM
NEW PODCAST: Leigh Goehring On The Coming Revolution In Asset Markets thefelderreport.com/2025/06/25/l...
No thank you.
Friends of the Friendless.
Mark Zuckerberg wants you to have AI friends, an AI therapist and AI business agents.
The Meta CEO is promoting a future where artificial intelligence is increasingly intertwined with people’s lives.
The Meta CEO is promoting a future where artificial intelligence is increasingly intertwined with people’s lives.
May 7, 2025 at 2:20 PM
No thank you.