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"This Chart Should Stop You Cold In Your Tracks"

"This Chart Should Stop You Cold In Your Tracks" Submitted by QTR's Fringe Finance One of my favorite contrarian analysts to read posted a great thread this week noting what he sees as one of the most overlooked risks facing U.S. equities in 2026. Gordon Johnson argues that an unprecedented wave of equity issuance could overwhelm available investor capital. In a great thread on X, Johnson, of GLJ Research, argued that investors should not interpret the current IPO boom as a sign of market strength. Instead, he contends that history suggests record issuance periods...
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Apr 27, 2026 / Tyler Durden
MAHA Advocates To Converge In Washington For 'People Vs. Poison' Rally
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Apr 16, 2026 / Tyler Durden
Despite 'Survey' Sadness, Jobless Claims Slide Near Historic Lows
Despite 'Survey' Sadness, Jobless Claims Slide Near Historic Lows The number of Americans filing for jobless benefits for the first time fell to just 207k (below the 213k expected and down from the prior 209.25k) - back near its lowest levels in 5 years (and trend towards its lowest level in 50 years)... Source: Bloomberg Despite a small pick up last week, Continuing jobless claims have been below the 1.9 million Maginot Line since the start of the year... Source: Bloomberg Finally, as the following chart suggests, while it may be "hard to get"...
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Mar 22, 2026 / Tyler Durden
"On Our Way To Cuba": Left-Wing Nonprofit Boss Flies First Class For Virtue Signaling Tour
"On Our Way To Cuba": Left-Wing Nonprofit Boss Flies First Class For Virtue Signaling Tour The head of a left-wing nonprofit, reportedly linked to a Marxist propaganda network connected to a China-based billionaire, flew first class while her supporters traveled in coach to Cuba. This appears to be an effort aimed at disrupting U.S. foreign policy operations in the Caribbean. "NOW we're on our way to Cuba!" Code Pink wrote on X on Friday. NOW 🇨🇺 We're on our way to Cuba! Our CODEPINK delegation to the Nuestra América convoy is carrying thousands...
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