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50 Shades of Truth

@marketrealist.bsky.social
54 followers 52 following 152 posts

In finance, illusion is data with better marketing.

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50 Shades of Truth @marketrealist.bsky.social · 11/11/2025
I thought Trump was the stable genius? “Anything that goes before POTUS needs to be vetted,” said the person present for Pulte’s poster presentation. “And a lot of times with Pulte they’re not. He just goes straight up to POTUS.” www.politico.com/news/2025/11...
politico.com
‘Sold POTUS a bill of goods’: White House furious with Pulte over 50-year mortgage
The White House was blindsided by the idea and is now dealing with a furious backlash from conservative allies, business leaders and lawmakers.
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50 Shades of Truth @marketrealist.bsky.social · 08/07/2025
The economic impact of mass deportations will be tariffs to the power of 4. GDP could shrink by 2.6%–6.2%, translating to hundreds of billions in losses. Counterintuitively, it means higher unemployment, higher inflation, & worsening deficits, including entitlement strain.
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50 Shades of Truth @marketrealist.bsky.social · 07/06/2025
Briefly detained” has a way of turning into “indefinitely held.” Don’t let the erosion of everyday freedoms be brushed off as the price of safety. That’s the script authoritarians count on you to accept. www.nbcnews.com/news/us-news...
nbcnews.com
ICE agents mistakenly detain U.S. marshal in Arizona
The deputy marshal was detained because he "fit the general description of a subject being sought by ICE," according to the U.S. Marshals Service.
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50 Shades of Truth @marketrealist.bsky.social · 07/06/2025
Hickman's Egg Ranch is Arizona's largest egg producer and is one of the top 20 egg producers in the country. In the last few weeks, they've been hit hard, losing 95% of their chickens to bird flu. www.fox10phoenix.com/news/hickman...
fox10phoenix.com
Hickman's Egg Ranch loses 95% of its chickens to bird flu: What's next
Arizona's largest egg producer, Hickman's Egg Ranch, has a third Maricopa County farm infected with bird flu, losing 95% of its chickens. This leaves them with just one uninfected farm left in Arizona...
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50 Shades of Truth @marketrealist.bsky.social · 27/05/2025
Nothing screams fiscal responsibility like buying 1MM Bitcoin ($110B) with taxpayer funds while gutting Medicaid. Because obviously, sick kids & insulin are too expensive—but YOLO bets on crypto? Now that’s nation-building. bitcoinmagazine.com/news/senator...
bitcoinmagazine.com
Senator Lummis Says Trump Supports Her BITCOIN Act That Could Erase U.S. Debt
In a powerful address on Capitol Hill today, Senator Cynthia Lummis made her stance clear: the United States is out of time—and out of traditional options.
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50 Shades of Truth @marketrealist.bsky.social · 10/03/2025
I wonder how long Musk will last in his new role as 'adviser' before the relationship between him & Trump's cabinet goes sideways? www.nytimes.com/2025/03/07/u...
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50 Shades of Truth @marketrealist.bsky.social · 07/03/2025
What the US economy needs is more tariffs....
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50 Shades of Truth @marketrealist.bsky.social · 07/03/2025
FACT: Since Trump inauguration, 401K's are getting hammered, house prices are dropping & inventory is increasing, CEO's are throttling back CAPEX$ due to uncertainty, layoffs are the highest since 2008, consumer spending & confidence is nosediving. MAKE AMERICA POOR AGAIN #MAPA
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50 Shades of Truth @marketrealist.bsky.social · 03/03/2025
When I look at a geomap, I see potentially a multi-generational shift,” she said. “That reality is not priced in the American stock market at all.” #spx #qqq US Stocks Lagging Behind World Portends Tough Year for Equities www.bloomberg.com/news/article...
bloomberg.com
US Stocks Lagging Behind World Portends Tough Year for Equities
Equity markets around the world are trouncing US stocks in early 2025, an ominous historical signal for how the rest of the year could shape up for US investors.
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50 Shades of Truth @marketrealist.bsky.social · 25/02/2025
Trump proposes to replace the existing EB-5 visa program—which already requires $1.1 million for investment in non-targeted areas & $800K for rural or high-unemployment zones—with a $5 MM "Gold Card" visa designed to benefit himself & his coterie MAGA should be proud www.reuters.com/world/us/tru...
reuters.com
Trump wants to sell $5 million gold cards to foreigners who will create US jobs
U.S. President Donald Trump said on Tuesday he wants to begin selling gold cards for $5 million to foreigners who want to move to the U.S. and create jobs.
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50 Shades of Truth @marketrealist.bsky.social · 25/02/2025
In one stark example, two levered ETFs tied to Michael Saylor’s Bitcoin-hoarding company #MSTR, which were together worth more than $5 billion at one point, are down about 40% in three days. #BTC #MSTR www.bloomberg.com/news/article...
bloomberg.com
Wall Street Gamblers Get Crushed as Leveraged ETF Losses Hit 40%
They were all the rage on the way up: high-risk, high-return exchange-traded funds, minted in bulk by Wall Street product managers in the euphoria of the post-election bull market.
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50 Shades of Truth @marketrealist.bsky.social · 24/02/2025
The chaos of Trump's administration is denoted in two pictures. #SPX #QQQ #VIX
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50 Shades of Truth @marketrealist.bsky.social · 24/02/2025
Long term, more & cheaper AI, increasing productivity across a broad spectrum of industries. #NVDA valuation thesis just got upended along with the inevitable pause on investment due to DeepSeek for 2-3 quarters as everyone recalculates how much CAPEX is needed. www.tradingview.com/news/reuters...
tradingview.com
Nvidia's chip demand faces scrutiny as DeepSeek stirs doubts on AI spending
Demand for Nvidia's pricey artificial intelligence chips will be in focus when the company reports results on Wednesday as investors doubt the hefty spending on the technology after low-cost AI models...
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50 Shades of Truth @marketrealist.bsky.social · 22/02/2025
In The Republic, Aristotle described democracy as one of the "vicious" forms of government that inevitably degenerates into tyranny. He argued that democracy allowed unqualified individuals to govern, leading to chaos and the eventual rise of a tyrant who manipulates the masses for power.
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50 Shades of Truth @marketrealist.bsky.social · 16/02/2025
Over 40% of folks who voted for Trump are insured by Medicaid. Steve Bannon, US Hospitals Join GOP Rebellion Over Medicaid Cuts www.bloomberg.com/news/article...
bloomberg.com
Steve Bannon, US Hospitals Join GOP Rebellion Over Medicaid Cuts
A quiet rebellion among Republicans representing working-class and low-income areas against President Donald Trump’s legislative agenda has picked up some powerful new allies: US hospitals and conserv...
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50 Shades of Truth @marketrealist.bsky.social · 05/02/2025
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Reposted by 50 Shades of Truth
50 Shades of Truth @marketrealist.bsky.social · 03/02/2025
Maybe someone (👀 Trump) wrote a check they're a$$ couldn't cash.
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Reposted by 50 Shades of Truth
50 Shades of Truth @marketrealist.bsky.social · 03/02/2025
The stupidity of the Trump strategy denoted in one pic. "In the 17th & 18th centuries mercantilists believed that a successful nation should export more than it imports and that the resulting trade surplus should be used to expand the nation’s treasure, primarily gold and silver."
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50 Shades of Truth @marketrealist.bsky.social · 02/02/2025
Scott Bessent letter to investors regarding Trump 2nd term: The Key Square view also posits that both political & market analysts are incorrect in their assessment of a Trump second term. It is likely that he would seek rejuvenation/redemption rather than revenge if elected this November. WRONG
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50 Shades of Truth @marketrealist.bsky.social · 01/02/2025
And not far behind will be $PLTR. Watch how the government becomes a testing ground for AI use in streamlining operations and culling administrative positions. Corporate America will be watching closely. www.nytimes.com/live/2025/02...
nytimes.com
Elon Musk’s team has gotten access to the Treasury Department’s payments system.
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50 Shades of Truth @marketrealist.bsky.social · 31/01/2025
One scientist texted his landlord to say February rent would be late. Another wasn’t able to pay her credit card bill. Yet another wondered how much longer he could afford his mortgage. www.statnews.com/2025/01/30/t...
statnews.com
National Science Foundation suspends salary payments, leaving researchers unable to pay their bills
An NSF online payment system remained down after the federal funding freeze was lifted, leaving early-career scientists scrambling to pay bills
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50 Shades of Truth @marketrealist.bsky.social · 29/01/2025
Project 2025: Family-Centered Approach: The project champions a family-centered approach to healthcare, emphasizing the importance of the nuclear family unit. How are parents going to make educated decisions if scientific information is being censored? www.npr.org/sections/sho...
npr.org
National Institutes of Health cancel scientific meetings after Trump directives
An email obtained by NPR says NIH employees are subject to a travel freeze and offers of employment are being rescinded. Scientists worry about disruptions to critical research.
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50 Shades of Truth @marketrealist.bsky.social · 29/01/2025
Ted Cruz Leads GOP Charge to Defund Consumer Financial Protection Bureau -- WSJ Hilarious. Defund the very department (CFPB) that was created to stop banks from lending recklessly—the same behavior that caused the 2008 crash and forced taxpayers to foot the bill for a massive bailout. 👀 $AIG $BA $WF
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50 Shades of Truth @marketrealist.bsky.social · 29/01/2025
Rest assured, after DeepSeek released their technical papers, the CEOs of $AMZN, $AAPL, $META, $GOOGL, $MSFT, and $NVDA likely instructed their CFOs to hit pause and scrutinize their CAPEX investments in chips and labor. Give it a couple of quarters for the smoke to clear. $QQQ
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50 Shades of Truth @marketrealist.bsky.social · 28/01/2025
“We’re probably a year-plus ahead in models,” Ruth Porat, president and chief investment officer at Alphabet Inc., told Bloomberg News at the event. But, she added, “it isn’t a foregone conclusion” the US holds on to its advantage. #GOOG DeepSeek #MSFT #NVDA
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50 Shades of Truth @marketrealist.bsky.social · 28/01/2025
The over-investment in AI makes the overinvestment in fiberoptic cable at the peak of the dot.com bubble look like pocket change. Peter Atwater writing in his Financial Insyghts newsletter #NVDA #SMH #META #MSFT
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50 Shades of Truth @marketrealist.bsky.social · 28/01/2025
#DeepSeek impact long term is more & cheaper AI, which increases productivity across a broad spectrum of industries. #NVDA valuation thesis just got upended along with the inevitable pause on investment due to DeepSeek for a couple of quarters as everyone recalculates how much CAPEX is needed.
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50 Shades of Truth @marketrealist.bsky.social · 28/01/2025
Boeing deliveries of 737 jets expected in the upper 30s for January, with strong indicators pointing to a potential increase beyond the 38/month production rate. Significant progress being made. - CNBC #BA +5.21% @ $184.24
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50 Shades of Truth @marketrealist.bsky.social · 28/01/2025
Future pullbacks could be 2- or even 3-times bigger than the 17% slump posted by Nvidia at the start of this week. "This is the beginning," Taleb told Bloomberg News in an interview after the close of markets on Monday. “The beginning of an adjustment of people to reality. #NVDA
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50 Shades of Truth @marketrealist.bsky.social · 28/01/2025
#Jefferies said on CNBC that Jay Powell should listen to all external views on interest rates, especially from experts. Thing is that #Trump is an expert at borrowing money and going deep into debt. He isn’t when it comes to understanding what really drives interest rates. Rosenberg Research
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50 Shades of Truth @marketrealist.bsky.social · 28/01/2025
The Llama project within #META supposedly has something like 13 individuals working on the Llama stuff who each individually earn more per year in total compensation than the combined training cost for the DeepSeek-V3 models which outperform it. #NVD
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50 Shades of Truth @marketrealist.bsky.social · 28/01/2025
Isn’t it curious that DeepSeek emerged in December, before tariffs on Chinese imports were announced? What a strategic way for China to undermine the largest CapEx investments of America’s biggest & most valuable companies. Chess not Checkers 👀 #AMZN #META #MSFT #NVDA #SMH
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50 Shades of Truth @marketrealist.bsky.social · 27/01/2025
Right now, Sam Altman, Jensen Huang, Satya Nadella, Hock Tan, Sanjay Mehrotra trying to navigate the slew of announcements from #DeepSeek. #AMD #AVGO #MU #MSFT #NVDA #SMH
media.tenor.com
a man wearing headphones is sweating while sitting in an airplane .
ALT: a man wearing headphones is sweating while sitting in an airplane .
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50 Shades of Truth @marketrealist.bsky.social · 27/01/2025
PSA: #NVDA currently makes up about 7% of the $SPX, so read ALL opinions from analysts regarding the fallout from #DeepSeek with a jaundiced eye since most are talking their book. #QQQ
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50 Shades of Truth @marketrealist.bsky.social · 26/01/2025
ICYMI. This barnburner of a special is still going strong! Nothing beats the power of FREE. #STLA is struggling...
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50 Shades of Truth @marketrealist.bsky.social · 25/01/2025
Another victim of #Project2025 The Air Force confirmed the courses with those videos had been removed and said it “will fully execute and implement all directives outlined in the Executive Orders issued by the President apnews.com/article/air-...
apnews.com
More DEI fallout: Air Force scraps course that used videos of Tuskegee Airmen and female WWII pilots
The U.S. Air Force has removed training courses for service members that included historical videos of its storied Black Tuskegee Airmen and Women Airforce Service Pilots, or WASPs — female World War ...
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50 Shades of Truth @marketrealist.bsky.social · 25/01/2025
Straight out of Project 2025: *Reining in the Administrative State *Aggressively using executive powers * Challenging the notion of expert "independence" *Hiring and promoting individuals aligned with the President's priorities *Combating "Wokeism" *Removing DEI personnel and committees
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50 Shades of Truth @marketrealist.bsky.social · 24/01/2025
Challenging times for the housing industry & patience is key for those looking to sell.
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50 Shades of Truth @marketrealist.bsky.social · 24/01/2025
WOW..😬 Thousands of pages of state, county and municipal records reviewed by The Times show the disaster was years in the making. Red tape, budget shortfalls & govt. inaction repeatedly stymied plans for water system improvements. www.latimes.com/california/s...
latimes.com
Officials were warned of failing water system before Palisades fire. Fixes never happened
Thousands of pages of records reviewed by The Times show L.A. County officials had for years described water infrastructure in areas where hydrants ran dry during the Palisades fire as 'leak prone,' '...
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50 Shades of Truth @marketrealist.bsky.social · 24/01/2025
The so-called equity risk premium, or the extra compensation to an investor for the risk of owning stocks, has fallen into negative territory and reached a level last seen in 2002 during the dotcom boom and bust. - FT #SPX #QQQ www.ft.com/content/f8b6...
ft.com
US stocks at most expensive relative to bonds since dotcom era
Tech-fuelled equity rally throws up red flag on ‘Fed model’ for comparing valuations
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50 Shades of Truth @marketrealist.bsky.social · 23/01/2025
Trump's speech was an economic rollercoaster—a schizophrenic mix of cherry-picked facts, grandiose demands, and contradictory promises. One moment he’s touting record growth, the next he’s railing against 'unfair' trade deals. It’s hard to keep up with the whiplash of claims.
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50 Shades of Truth @marketrealist.bsky.social · 21/01/2025
Rarely have so many cities ruined by natural disasters attempted to rebuild around the same time. Hurricane reconstruction efforts are under way in NC, Fla, Georgia, SC, Virginia & Tenn. Soon, LA County will be starting to rebuild. Bullish for $WY www.wsj.com/business/the...
wsj.com
The Battle for Recovery Supplies Is On in a Disaster-Strewn America
Los Angeles confronts wildfire destruction as the Southeast starts rebuilding after hurricanes.
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50 Shades of Truth @marketrealist.bsky.social · 20/01/2025
Crypto executives concerned about the #Trump & #Melania coins. The grifters are complaining because they're being outgrifted. www.bloomberg.com/news/article...
bloomberg.com
Crypto Executives Warn Trump’s Memecoins Harm the Industry
Donald Trump and his wife Melania’s new memecoins ignited criticism from crypto executives who were expecting the digital-asset sector to be treated seriously by the Republican’s incoming US administr...
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50 Shades of Truth @marketrealist.bsky.social · 20/01/2025
With the launch of the #Melania & #Trump coins someone with the WH staff needs to take inventory of all the silverware & art works since they're will not be anything left.
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50 Shades of Truth @marketrealist.bsky.social · 18/01/2025
👀on #PPC and #TSN as Georgia detects its first case of Highly Pathogenic Avian Influenza (HPAI) ( #Birdflu ) and suspends all in-state poultry sales. Too early to gauge the full impact, but this could ripple across the industry.
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50 Shades of Truth @marketrealist.bsky.social · 15/01/2025
Struggling to reconcile these numbers: Milk +7.3%, Butter -2.2%. Same cow, different story? 😂 #foodinflation #Inflation
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50 Shades of Truth @marketrealist.bsky.social · 15/01/2025
With global population growth slowing, deflation should be a concern in certain sectors. However, the decline of neoliberalism & the US's shift towards isolationism could lead to inflationary pressures. This suggests the Fed's 2% inflation target might become a relic of the past. #Inflation
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50 Shades of Truth @marketrealist.bsky.social · 13/01/2025
Updated estimates from @accuweather.com increased to $250 billion and $275 billion, up from $135 billion to $150 billion in losses, making it one of the costliest natural disasters on record. Insurers are taking a hit: #MCY, #ALL, #CB, & #TRV could face substantial losses.
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50 Shades of Truth @marketrealist.bsky.social · 11/01/2025
FWIW. With 30-YR yields now at 4.97%, the higher discount rate for valuing FCF pressures equity valuations, especially in tech. This dynamic is prompting investors to rotate into value sectors like energy, utilities, & financials. I own #ARLP, #BA, #CNQ, #SU 30-day #SPX chart #QQQ 👀 on #Earnings
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50 Shades of Truth @marketrealist.bsky.social · 10/01/2025
Today's lesson: Trying to predict an economic outcome with countless variables at play is a fool's errand. That’s why great investors focus on having a flexible game plan—ready to adapt and respond to each plausible scenario as it unfolds. Preparation beats prediction every time.
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