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US stock market analysisUS stock market analysis
⚠️Is the AI BUBBLE bursting?

⚠️Is the AI BUBBLE bursting?

The US stock market is going through some pain

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
⚠️The US labor market is in a recession

⚠️The US labor market is in a recession

The job reports for September and October have not been released due to the government shutdown, but private data show a grim picture of the labor market.

Global Markets Investor
Global Markets Investor
Trade WarTrade War
+1+1
🔴World’s reliance on China for rare earth metals is striking

🔴World’s reliance on China for rare earth metals is striking

The entire world is scrambling for rare earths

Global Markets Investor
Global Markets Investor
US economyUS economy
+3+3
⚠️The majority of Americans now live in areas already in recession

⚠️The majority of Americans now live in areas already in recession

This has happened only during recessions

Global Markets Investor
Global Markets Investor
Warren BuffettWarren Buffett
🚨Warren Buffett's cash pile hit a record high

🚨Warren Buffett's cash pile hit a record high

The selling streak of the greatest investor of all time continues.

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
US stocks finished higher for the 3rd consecutive week. Weekly market recap, trading week 44/2025

US stocks finished higher for the 3rd consecutive week. Weekly market recap, trading week 44/2025

Summary of the trading week using the most popular posts from the X platform

Global Markets Investor
Global Markets Investor
INVESTMENT PORTFOLIOINVESTMENT PORTFOLIO
⚠️Portfolio performance review as of October 2025

⚠️Portfolio performance review as of October 2025

Assessment of my long-term investment portfolio as of October 2025

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+1+1
⚠️CHART OF THE WEEK: The S&P 500 has reached historically extreme levels

⚠️CHART OF THE WEEK: The S&P 500 has reached historically extreme levels

Over the last 25 years, the market has seen only a few occurrences of such extremes

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
The Fed is facing growing internal divide

The Fed is facing growing internal divide

The central bank cut rates by 25 basis points and will end QT on December 1 as expected.

Global Markets Investor
Global Markets Investor
US economyUS economy
+3+3
🚨Recent US job cuts are massive

🚨Recent US job cuts are massive

Meanwhile, the S&P 500 is trading at all-time highs, up +17% year-to-date

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
⚠️The 'Warren Buffett Indicator' hits another all-time high

⚠️The 'Warren Buffett Indicator' hits another all-time high

The rise in the US market has never outpaced the economy by this much

Global Markets Investor
Global Markets Investor
US economyUS economy
+4+4
🚨AI is not the major reason for rising US unemployment

🚨AI is not the major reason for rising US unemployment

This is one of the biggest misconceptions about the US labor market

Global Markets Investor
Global Markets Investor
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