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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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Sep 14, 2026 / Tyler Durden
"I'd Be Okay With That": Trump Says He's Open To Chinese Automakers Building Cars In US
"I'd Be Okay With That": Trump Says He's Open To Chinese Automakers Building Cars In US
In comments that most people missed on Friday, President Donald Trump suggested that he's open to letting Chinese automakers build cars on US soil.
The new cars unloaded from the BYD Changzhou ship at the Zarate Port on the Parana River in Zarate, Buenos Aires Province, Argentina taken on Jan. 19, 2026. Tomas Cuesta / AFP via Getty Images
Speaking with Fox News, Trump said that while he wouldn't allow Chinese cars to operate in the United States because the...
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Jun 15, 2026 / Tyler Durden
Nvidia To Raise $20BN In Debt From First Bond Sale Since 2021, As AI Debt Frenzy Goes Parabolic
Nvidia To Raise $20BN In Debt From First Bond Sale Since 2021, As AI Debt Frenzy Goes Parabolic
Over the weekend, we published a length report analyzing what we dubbed "the $1.8 trillion off-balance sheet time bomb at the heart of the AI supercycle", which focused on the recent surge in popularity of off-balance sheet SPVs, as well as $1 trillion in long-term purchase commitments, and $800bn in lease commitments, which support the AI buildout, and do so by masking the true funding costs of the AI buildout, yet which...
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Sep 13, 2026 / Dave DeCamp
Ansar Allah and Saudi Arabia Trade Attacks as Fighting Continues on the Ground in Yemen
Ansar Allah, also known as the Houthis, reported on Sunday that Saudi Arabia launched dozens more airstrikes in Yemen as Ansar Allah continues to advance on the ground against Saudi-backed forces. Brig. Gen. Yahya Saree, spokesman for the Ansar Allah-led Yemeni Armed Forces, said the Saudis launched 58 airstrikes over a 24-hour period using US-made […]
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