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grahamsbenjamins retweeted
great, more revenue roundtripping at nvidia
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grahamsbenjamins retweeted
A slow-motion collapse is sweeping through commercial real estate. Office buildings are vacant, mortgages are defaulting, cities are broke. Taxpayers are quietly being lined up to take the fall. (a thread)
grahamsbenjamins retweeted
Two countries. One problem. #EntenteTerminale Britain may be in an economic mess, but France’s crisis is far worse telegraph.co.uk/gift/4f2736ec8…
grahamsbenjamins retweeted
We are approaching the point where UK Prime Minister Keir Starmer needs to start thinking about which country he will flee to in exile once his regime is ousted from power.
grahamsbenjamins retweeted
A Macro Pilgrim's Ledger... research.santiagocapital.com/p/a-macro-pilg…
grahamsbenjamins retweeted
Tom Petty at the grocery store.
grahamsbenjamins retweeted
Two geniuses who are funnier in death than 99% of living comedians.
grahamsbenjamins retweeted
#JustDarioDaily ⚠️ BEHIND THE FOG: NVIDIA’S REVENUE RECOGNITION RED FLAGS AND DECLINING CAPACITY AGREEMENTS ⚠️ $NVDA #stocks 🔗 to Article 👇🏻 justdario.com/2025/08/behind…
grahamsbenjamins retweeted
Happy Birthday Mary McCartney 🥳🎂👏
grahamsbenjamins retweeted
grahamsbenjamins retweeted
Borrowing costs surge as Britain faces ‘moron premium’ under Reeves #EntenteTerminale telegraph.co.uk/business/2025/…
grahamsbenjamins retweeted
France may need IMF bailout, warns finance minister #EntenteTerminale telegraph.co.uk/business/2025/…
grahamsbenjamins retweeted
🫣 #MSFT
grahamsbenjamins retweeted
@great_martis $NVDA will “beat” on expectations but epically miss on guidance exactly like $CSCO did 25 years ago. That was the beginning of the end of the DotCom bubble. And this will only be the appetiser to the pop of a financial bubble afterwards that will make GFC look like a child’s play
grahamsbenjamins retweeted
If even the Nikkei starts warning about SoftBank, the top of this insane cycle is likely in. What’s coming next? One of the most spectacular crashes all the way down to zero (because this firm is already technically bankrupt if you “uncook” its books).
If even the Nikkei starts warning about SoftBank, the top of this insane cycle is likely in. What’s coming next? One of the most spectacular crashes all the way down to zero (because this firm is already technically bankrupt if you “uncook” its books). https://t.co/hhGmmzzdgK
grahamsbenjamins retweeted
JUST IN 🚨: Japan's 30-Year Bond Yield hits highest level in history 👀
grahamsbenjamins retweeted
⬇️
grahamsbenjamins retweeted
THIS!!!! 👇 100% Correct. 👊
grahamsbenjamins retweeted
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