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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 21, 2026 / Tyler Durden
How The Iranian Regime Destroyed Its Economy... Long Before The War
How The Iranian Regime Destroyed Its Economy... Long Before The War
Authored by Daniel Lacalle,
As negotiations edge towards a ceasefire, Tehran is trying to blame the country’s economic collapse on the war and foreign pressure.
Yet the data tell a different story: Iran’s economy was already structurally broken before the war.
Years of ideological policymaking, institutionalised corruption, and the militarisation of the economy have caused Iran’s economic ruin.
Iran has been in a state of permanent economic emergency since at least 2018. Official inflation has remained above 40% year after year, destroying the country’s middle...
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Aug 11, 2026 / Tyler Durden
South America Just Rejected Socialism. So Why Is North America Buying It?
Apr 10, 2026 / Tyler Durden
Trump Posts About "World's Most Powerful Reset!!!"
Trump Posts About "World's Most Powerful Reset!!!"
Without providing any elaboration or context, President Trump just posted the following to his social media feed:
No idea what he is talking about?
Pressure on China (multiple chokepoints on energy supply)?
Chatter on Russia-Ukraine talks?
America First, maybe?
4-D Chess or another fantastical plan?
Any ideas?
Tyler Durden
Fri, 04/10/2026 - 09:46
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