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Semiconductors getting "hammered" might be too strong formulated. But it's not small potatoes in the pre-market either.

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And here I was thinking I was maybe a bit too gloomy. 👻

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Earnings ramping up this week. A lot of financials today and tomorrow for S&P500

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Yolonomics @yolonomics.life · 12/10/2026

Blackstone President/COO, right on cue.

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I mean, public endpoints are scanned non-stop, checking for open ports, OS, … This takes me back, shodan still exists, they even made an 80s retro explorer page lol.

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Yolonomics @yolonomics.life · 12/10/2026

Oil futures vs Oil price depending on geography & trajectory. (Transport/Insurance cost/…)

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Yolonomics @yolonomics.life · 12/10/2026

Semiconductors, it's all semiconductors.

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Yolonomics @yolonomics.life · 11/10/2026

Stop hiring humans. They’re annoying, they smell weird and complain too much.

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🇧🇪 Belgian political crisis is starting to become unavoidable. Some politicians say the negotiations are hopeless.

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Flippo 90s vibe. Selling printed cardboard and plastic is a great business model I suppose.

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Some financial institution is tapping the discount window emergency lending. Now zoom out, 10B is peanuts and these things are rarely a sign of stress at these levels but when it rises it doesn’t hurt to keep an eye on it! FRED data combined in a dashboard in my free metropolis app. @blackpebble.io

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Not too mention the corporate bond yields for AI like the ones from SoftBank reached 8% or higher. *screeech*

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CapEx does create returns but with a lag. So there is a J-curve making things look horrible before those earnings come in. So a CapEx cycle exploding your multiples or crushing free cash flow isn’t necessarily a bad thing. HOWEVER, size, depreciation, ROIC, competition, operating cost MATTER.

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Not comforting to say the least. The CapEx math does not add up.

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The street where I used to live. 24/24 Entertainment guaranteed.

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Guy in the back is saying something is going down. 😂

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Now this is what they call "avoiding the question". 😅 Circular financing concerns? > It's a useful product.

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3Month EU equity performance. 🇬🇷

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Elon making corporate enemies.

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Investor appetite is not without limits on risky IP-Free capital intensive infrastructure. That's a no for Blackstone, Coatue & Jane Street to cash out through a public listing. Back to more private markets. Off you go.

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Comedians at the gate. The buffer, we're losing the buffer.

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@bloomberg.com Fact Check your guests. I could be missing something here, I often do. But this seems completely incorrect to me?

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The average net pension was €1,692 a month in 2023, about 59% of the average net earnings of people working. The protests or riots as everyone so desperately wants to call them aren't really about austerity, more about the state of buildings, lack of teachers. Questioning the spending priorities.

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AAII (American Association of Individual Investors) Survey. This is odd to me since the rise of warnings on bubbles, CapEx spending, leverage, … are just getting stronger. Then again, there's a lot of things I never understood.

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