エピソード

  • The NEW ERA of IRRATIONAL EXUBERANCE?
    2025/10/11

    LIFTOFF. 🚀 MARKETS ARE FLYING — AND EVERYONE’S ASKING IF THIS IS ANOTHER DOTCOM MOMENT.

    Back then, every company had “.com” in its name and no profits to show for it.

    Investors convinced themselves that profits were outdated — like typewriters and rotary phones.But today’s market is different.

    NVIDIA, Microsoft, and Palantir aren’t selling promises — they’re selling products.

    They’re printing cash — not sock puppets. Still… that doesn’t mean there’s no risk.

    We’ve got new rockets launching every day — shiny new IPOs — some built to last, others destined to burn.

    Crypto’s still floating in its own orbit, defying economic gravity.
    So, is this a bubble? Not exactly.

    It’s orbit — high, exhilarating, and dangerous if you forget that gravity still exists.

    Today’s Truthbomb:
    When markets defy gravity, remember — every rocket eventually runs out of fuel.

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    #investing #stockmarket #economy #economy #finance #news #foryou #markets #government #fed #ai #stocks #stockmarketnews #fyp #stocktrading

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    6 分
  • WALL STREET ON EDGE: TRUMP VS CHINA ROUND TWO
    2025/10/10

    Trump just dropped a new tariff bombshell on China — and wall street’s reacting like it didn’t see this coming. But the signs were there all along.

    From escalating trade rhetoric to growing pressure on u.s. manufacturers and currency maneuvers out of Beijing, this move was practically telegraphed.

    In today’s Truthbomb, Mark Malek breaks down why this latest round of tariffs shouldn’t shock anyone who’s been paying attention — and how the market’s “surprise” reaction exposes a deeper complacency among investors.

    We’ll look at the signals that led up to today’s news, the real economic impact of a renewed trade war, and why wall street’s short memory is exactly what makes it vulnerable.

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    #WallStreetTruthbombs #ChinaTariffs #trumpnews #marketreactions #tradewar #economy #StockMarket #inflation #geopolitics #wallstreet #china #investing #stocks #trade #news #trump

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    17 分
  • Why Gold’s All-Time High Isn’t What You Think
    2025/10/09

    GOLD JUST CLOSED AT AN ALL-TIME HIGH—AND SO DID THE S&P 500.
    FEAR AND FAITH, BOTH SOARING. HOW?

    SINCE NIXON ENDED THE GOLD STANDARD IN 1971, GOLD’S VALUE HAS RUN ON BELIEF, NOT UTILITY. ONLY 10% OF DEMAND IS INDUSTRIAL—THE REST IS PURE SPECULATION.

    THE GLOBAL FINANCIAL CRISIS TURNED GOLD INTO A RELIGION, AND THE GLD ETF MADE WORSHIP EASY. EVERY CRISIS SINCE HAS MADE IT SHINE BRIGHTER.

    BUT GOLD DOESN’T CREATE CASH FLOW OR INNOVATION—IT’S JUST A MIRROR FOR MISTRUST.

    TODAY, GOLD AND AI STAND AS OPPOSITES:
    ONE REFLECTS FEAR, THE OTHER CREATES LIGHT.

    💣 YOUR TRUTHBOMB: GOLD SHINES BECAUSE PEOPLE FEAR—AI SHINES BECAUSE PEOPLE BELIEVE.

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    #news #fed #investing #economy #finance #economy #stockmarket #news #foryou #government #tariffs #gold #ai #ainews #truthbombs #politics #fyp #marketanalysis

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    7 分
  • Tariffs vs. The Fed: A Battle the Fed Can’t Win
    2025/10/08

    The Fed still believes it can fight every kind of inflation with rate hikes—but tariffs just proved them wrong.

    Tariff-driven inflation isn’t about consumers spending too much—it’s about higher production and import costs that rates can’t touch. You can’t make steel, chips, or coffee cheaper by tightening credit.

    In this Truthbomb, I break down:

    • Why tariff inflation is supply-push, not demand-pull
    • How rate hikes fail to lower costs when supply chains drive prices
    • The real reason inflation cooled after 2022 (it wasn’t rate magic)
    • Why the wealth effect—not monetary policy—still drives spending

    Today’s Truthbomb: The Fed’s fighting the wrong battle. Tariffs raise costs—rates just raise risks.

    #WallStreetTruthbombs #TheFed #Inflation #Tariffs #Markets #FinanceNews #EconomicPolicy #MoneyTalk #WealthEffect


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    💣 Check back daily for unfiltered financial truth.

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    6 分
  • The Fed’s Illusion of Control
    2025/10/07

    BOND YIELDS ARE TALKING—THE FED’S JUST WATCHING.

    A 25 bps tweak won’t change how most people spend—but a market rally will. In today’s Truthbomb, I go straight to the source of truth: the yield curve. From my days as a bond trader to today’s “data blackout,” I’ll show why rates only indirectly touch your wallet while asset prices directly move your confidence—and your consumption.

    What’s inside:

    • Why the bond market is still the best arbiter of economic reality
    • Fed Funds → Prime Rate → your APRs (and why that chain is leaky)
    • Credit card rates above 20%: proof the Fed’s lever is imperfect
    • The wealth effect: stocks & home values drive spending more than 25 bps ever will
    • When the Fed truly matters (recession extremes) vs when it’s a spectator

    Truthbomb of the Day:
    THE FED CAN TWEAK RATES--BUT MARKETS MOVE MINDS. IN THE END--CONSUMER CONFIDENCE AND WEALTH DRIVE THE ECONOMY--NOT 25 BASIS POINTS.

    If this helped you see through the noise:
    Subscribe, hit the bell, and share with someone who still thinks 25 bps changes everything. I drop Wall Street Truthbombs daily—
    before the market figures them out.

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    #WallStreetTruthbombs #BondYields #YieldCurve #WealthEffect #FederalReserve #InterestRates #Macro #Stocks #ConsumerSpending #CreditCards #PrimeRate #Markets #Investing #Economy #FedPolicy



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    7 分
  • WALL STREET’S BLINDFOLD: The Day the Data Went Dark
    2025/10/07

    FRIDAY WAS SUPPOSED TO BRING CLARITY—INSTEAD, WE GOT SILENCE.

    No jobs report. No inflation data. No signal from the Bureau of Labor Statistics—thanks to the government shutdown. And that’s no small thing—because the BLS is Wall Street’s lifeline.
    When the data stops flowing, the markets start guessing. The Fed, traders, analysts—everyone’s flying blind. GDP looks strong, but labor data is weak, and consumer confidence is sinking fast. Private data from ADP and ISM is flashing red—two straight months of payroll declines and fading sentiment.
    Markets are celebrating the bad news, hoping it means more rate cuts—but if the Fed doesn’t have data, they can’t move either. We’re in a data blackout, and that makes reading between the lines more critical than ever.

    Today’s Truthbomb 💣
    When the Fed’s blind, you’d better learn to see for yourself.

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    7 分