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BREAKING: Michael Burry has doubled down on his Nvidia, $NVDA, short, warning its $500 billion AI deal has “shades of Enron," per YF

#news #finance #economics #stocks #options



Record highs for the DAX as geopolitical optimism temporarily overshadows mixed Q2/Q3 corporate results. Investors are riding the wave of Middle East diplomatic hopes, but high valuations leave little room for error if negotiations stall.
​🔗 tagesschau.de/wirtschaft/finan…
​#Finance #Stocks #DAX #Geopolitics


This sounds bad. 😬

"In the past five weeks, the market has collapsed, shedding almost 40 per cent, and threatening the livelihood of millions of South Koreans...

More than a million South Koreans are underwater as a result of the crash, and several hundred thousand have lost everything, and then some.

They borrowed to the hilt to take part in a frenzied splurge on technology stocks, particularly memory chip makers, in a market now experiencing a savage reversal.

Nothing, not even the stellar earnings of the country's two biggest chip makers, has been able to stem the panic, primarily because the debt that fuelled the stock market boom is now accentuating the crash."

#AI #Stocks #tech #technology #SouthKorea #economy #bubble


to be clear, 0.5 was a clever move. #Fed was doing exactly what the market expected - thus minimal disruption.
It would probably be better if politicians were more active and ensured that an economy functions without cheap money...
and from what I heard from the fed press conference, it sounded o me that the rate might continue to fall and then some Ponzi business and tech and housing bubbles will flourish again...
If politicians are clever, they only lower the "deposit facility rate" (i.e. what you get on overnight money), but ensure that people who need money (home buyers, business people, ...) pay decent interest.
That didn't work for long because banks maximized profits by ensuring that the amount of loans increased. In the meantime, however, frameworks have been set to curb excessive lending, e.g. through BASEL, stress tests, equity ratio, (hopefully...)

#fed #inflation #wullweber #interestRates #interest #ecb #ezb #inflationReductionAct #Leitzins #Geld #money #stocks #stockmarket #investing