Article
"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 8, 2026 / Tyler Durden
The Apple AI Strategy: Discipline Over Hype
The Apple AI Strategy: Discipline Over Hype
Authored by Michael Lebowtiz via RealInvestmentAdvice.com,
While tech giants invest billions in AI, Apple executives are quietly sitting on their hands and a mountain of cash. Given the massive growth in AI investments, as shown in the graphs below, executives of leading companies at the forefront of AI development must be ecstatic about the prospect of AI significantly boosting their bottom lines.
The puzzling question, however, is why Apple isn’t following suit. Or could they be taking a different approach to winning the AI arms...
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Sep 17, 2026 / Kyle Anzalone
State Department Approves Massive $24 Billion F-35 Sale to Saudi Arabia
The State Department approved a $24.3 billion sale of F-35s to Saudi Arabia. The announcement comes as the Gulf kingdom is requesting military assistance from its allies as it fights a war against Ansar Allah in Yemen. The sale includes 48 F-35s and 49 engines (48 equipped with one spare), cryptographic equipment, electronic warfare support, […]
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Sep 6, 2026 / Tyler Durden
"Hurry Up And Die": Michigan Democrat Joins Other Radicals In Scrubbing Past Social Media Statements
"Hurry Up And Die": Michigan Democrat Joins Other Radicals In Scrubbing Past Social Media Statements
Authored by Jonathan Turley via JonathanTurley.org,
A certain pattern is emerging on the far left. Political figures spend years currying the favor of other extremists with outrageous commentary, proudly proclaiming their commitment to eliminating the Senate, opening the border, and other measures. Then, they delete all of the comments and declare themselves mainstream. The idea is to run in the center but govern from the far left, the so-called Spanberger strategy. The latest example is William...
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