Eurodollar Talk: The AI Bubble Is Following a 180-Year-Old Playbook

Fears about what Meta just reported have spread into bonds, both selling and buying, producing a huge UST rally...and more. Facebook's parent unleashed chaos with more capex and negative cash flow. Meta shares dropped more than 6%. Its bonds weakened relative to Treasuries. The price of credit protection on the company jumped to a record. And that was just the beginning of a big day in bond-land. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month. Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio. Reserve your spot: https://go.eurodollar-university.com/oc12-8j42 --------------------------------------------------------------------------------- https://www.youtube.com/watch?v=s9p-SLVYPpQ https://www.facebook.com/yahoofinance/videos/meta-has-about-825-billion-in-future-spending-commitments-according-to-its-lates/2493620397789783/ https://www.facebook.com/schwabnetwork/videos/meta-platforms-meta-shares-are-lower-after-the-company-reported-earningsmarley-k/1672494064888338/ https://www.youtube.com/shorts/bIpkmH9TKfk https://www.eurodollar.university Twitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

Head to https://gamma.yt.link/iEOnZo5 to check out GAMMA 5 and start designing today! More AI information and realization this time is NOT different. Ken Griffin, head of Citadel, admits there are some bubbly behaviors in the space. We discuss the three big factors to watch as the bubble cycle continues to play out as if following the same script - because it is written by human nature. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio. Reserve your spot: https://go.eurodollar-university.com/oc12-8j42 --------------------------------------------------------------------------------- https://www.eurodollar.university Twitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

Pending home sales in the United States just fell to the lowest level ever recorded. Not the lowest since mortgage rates went above 7%. Not the lowest since the pandemic. The lowest since the National Association of Realtors began tracking the data in 2001. Worse than 2020. Worse than 2008. And pending sales are not the only housing indicator flashing red. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio. Reserve your spot: https://go.eurodollar-university.com/oc12-8j42 --------------------------------------------------------------------------------- https://www.eurodollar.university Twitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

It's volumes, not dollars. How much product is actually being moved or not. What convenience stores are reporting isn't just more evidence for what the Census Bureau finally figure out in the wake of the massive retail sales downgrade. The energy shock is really dragging on Americans. Eurodollar University's conversation w/Steve Van Metre ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month. Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio. Reserve your spot: https://go.eurodollar-university.com/oc12-8j42 --------------------------------------------------------------------------------- https://www.eurodollar.university Twitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

I have never seen anything like this before. With the stroke of the Census Bureau’s pen, more than 5% of retail sales…disappeared. Five. Not a single volatile category. Not some tiny seasonal adjustment. One-twentieth of the entire retail-sales universe—consumer spending on goods and some services—was erased from the data going all the way back to 2022. Gone. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month. Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio. Reserve your spot: https://go.eurodollar-university.com/oc12-8j42 --------------------------------------------------------------------------------- https://www.eurodollar.university Twitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu