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This article compares the 2008 property debt collapse, when all the loans reset after the teaser period, to the AI financing boom. The AI financial collapse will occur next year when the debt falls due and the revenues aren’t there. Just as with the property CDOs, all the information for the AI company collapses is there in plain sight, using the AI companies’ own, published, data.
Time for an updated “The Big Short”. The article doesn’t refer to Burry as being one of those who did realise what was about to happen, that the system could not survive the reset of all the two and three year mortgages from the teaser rates for NINJA borrowers.
“That is exactly what the Credit Suisse chart said in 2007. It was right, and it was ignored, and it was ignored for a reason that will be entirely familiar: at the moment it was published, every loan on it was still performing.”
They also point out that with the AI companies being 40% of the SM, that’s 40% of most people’s retirement funds …..
That guy is talking nonsense about the Iran situation, and the Middle East.
And the rest of it was just a bunch of gibberish that never really said anything.
He sounds like a polished propagandist.
Yeah, silver above $70 might create some problems in the pits for someone. They have a weak SM as cover for some selling and truth be told, we just haven’t seen the market pile in yet. In a way I think that might be good, let them pile in at higher prices. I mentioned silver is still below the 200 day, I’m hoping that when it breaks there’s a major explosion in our little sector.
Still pretty impressive with the QQQ’s down and silver down, no matter how you slice it. What a difference from a few weeks ago.
We have to do more than just vote. Trump’s one person, although not particularly up to bribes there’s other ways to influence him on things he’s not familiar with. We can all be affected by that it some way and why we need more minds and skills out there to work together.
Another thing I learned along the way since the people of the 1800s who were strong in body and mind. They used to call me a young person with a old soul or came back from that time. They were stronger than us today. Every generation since collectivly has gotten weaker and sicker and a easier life is probably part of it, and not wanting to come out of their comfort zone. Now their bombarded with social media, they were too busy for that. Many didn’t even watch TV when it came out, others selectively with others, or just to busy, rather spend time with family, friends and church activities and American Indians culture activities so it didn’t have as much influence as it does today and less to zero on children. They did read the paper and definely comcious of cost of things ” inflation.” Didn’t just accept it. I could only imagin what they’d do with these leftist, woke or Islamist migrants marching down their streets yelling allahu akbar. They’d either be met with a hail of bullets, buildings burning or a line of armed veterans and kicked out of the country as they should be.
Back for a few minutes. He sent me pictures too including the big gun the gunner who died was using I don’t know or remember what their called or their caliber but it was totalled and burnt. It was heartbreaking. I hope they gave him more than a purple heart and his memory not forgotten.
That reminds me back in 07 I guess because of accumulated contact with the greatest generation a navy veteran gave me detailed live action during WW11. He was on a aircraft ship. I encouraged him to write this it down possibly make a book out of it. I told as many as I could to do that while they can because they were real history not narratives written in books second handm I was making something for dinner just for myself that night and while things were simmering I found his message and started reading it. I couldn’t put it down so to speak, like reading how enemy aircraft attacked them when they had a ship full of fueled aircraft on board. Many things were exploding on fire. In short the gunners held their post shooting even when it was apparent a enemy plane was going to hit their deck. One of the gunmers did comitt suicide at that time because he told him he couldn’t go home like that. He was wounded and severely burned. He jumped the ship. I told him I almost burnt my house down reading it and forgetting about my dinner! He thought that was hilarious. He was in his 90s at the time. Have company have to go.
Psycho-ology alright. Look what they were doing to children at school. Outright child abuse. White men and to extent women at jobs with the woke BS. You don’t think that was causing unrelenting stress. College kids saying they were afraid of saying anything for fear it would affect their grades.
Well this is interesting . How our military was treated and who knows what other countries did to theirs in turn during Covid keeping them away from family during that time so they wouldn’t get sick I presume and then we’re probably forced to get their shots right away. Who needs weapons when you have a psycho and compulsive liars from within waist of our time and to divide and destroy countries and their economies within and profit off it instead of doing their own servalence which they had the capability to do if they wanted on a hoax. Not to mention a desperate way to interfere in a election. I hope they will in the future though.
Key Uninterrupted Stretches at Sea
USS Abraham Lincoln (2025–2026): Over 250 consecutive days without a port call (with a single 1-day stop in Guam back on December 12).
USS Dwight D. Eisenhower (2020): 206 consecutive days without a port call, set during strict COVID-19 safety protocols.
USS Theodore Roosevelt (2001–2002): 159 consecutive days without hitting a port following the September 11 attacks. [1, 2, 3, 4]
(Note: While the USS Nimitz spent 341 total days away from home port during the 2020–2021 pandemic era, portions of that time included isolated quarantine anchoring rather than pure continuous operational underway tracking like the Lincoln’s stretch). [1, 2]
Would you like to know more about the operational factors (such as supply replenishment or crew rotation) or the specific mission details behind these extended deployments?
“For those who claim that tariffs are “causing inflation”, this is simply false. The contribution tariffs make to CPI is negligible (around 0.5 percentage points). The media (and some libertarians) continue to falsely claim that tariffs are an issue.”
Assuming he is talking about price inflation, he is patently wrong. Even DJT disagrees with him, which is why he is removing tariffs on beef, because it will reduce prices by 25%. It’s not the monetary value of the tariff that increases prices, but the supply shortage that pushes the prices up. Somehow DJT seemed to think that imposing beef tariffs would double the US herd overnight. Just wait to see how much lumber prices will skyrocket with new tariffs on Canada.
The phrase is “the longest time an aircraft carrier has gone without a port of call in modern history”, leaving plenty of scope for any other type of ship in modern history, and aircraft carriers earlier than whatever is modern.
