Video Description
In this week's video, I examine why market fatigue has set in across asset classes, stocks, crypto, and retail speculation, yet the fundamental backdrop remains intact. Despite growing fears of an AI bubble burst following the retail bubble pop in speculative names (quantum, Bitcoin miners, nuclear plays), credit spreads sit at all-time tights, earnings continue to tick up, and bank stocks like JP Morgan are making new highs. The S&P has held above its 50-day moving average since liberation day lows, and we're entering a period where giving up hope often precedes year-end rallies.
The major news this week centers on CoreWeave's capex guidance cut from $20 billion down to $12-14 billion,n ot because demand fell, but because supply constraints intensified. Management described demand as...
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This video from Jordi Visser provides insights into the latest cryptocurrency developments. Stay informed about crypto market movements, technical analysis, and breaking news from trusted sources in the crypto community.
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