Month: July 2026

“I asked a few AI researchers whether they could name any other real-world software that scales so poorly. None of them could think of any. Even outside the world of software, it’s hard to find a comparable example, given that economy of scale is the principle that has made light…

— Gary Marcus (@GaryMarcus) July 15, 2026

BREAKING 🚨: China

China is now growing at the slowest pace since 2022 📉 📉 pic.twitter.com/iAZqIQ5aOM

— Barchart (@Barchart) July 15, 2026

The Top 1% of U.S. earners now have more wealth than the entire middle class pic.twitter.com/qC87I5aAvC

— Barchart (@Barchart) July 15, 2026

Top 10 S&P 500 stocks now make up 43% of the total $SPX, approaching the highest market concentration in history 🚨 🚨 pic.twitter.com/y4P8Zds8lU

— Barchart (@Barchart) July 15, 2026

Semiconductor Stocks now account for 20% of the S&P 500, an all-time high 🚨 🚨 pic.twitter.com/6k8AQDrP4r

— Barchart (@Barchart) July 15, 2026

Not only is there not enough power, but the data centers that are supposed to be plugged in in the next 3-5 years aren't being built with nearly $300BN in data centers (6-8GW) canceled or delayed. That's a lot of very expensive chips sitting indefinitely in a warehouse somewhere https://t.co/IxwWU6HZwB

— zerohedge (@zerohedge) July 15, 2026

Wall Street Only Sounds the Alarm When the Casino Burns Down Its Own Houses

“…The year is barely half over and already we’ve witnessed headlines announcing IBM’s biggest one-day decline since 2000 in February, its biggest one-day rally since 1968 in May, a new record high in… pic.twitter.com/WOUOLcprEp

— kristen shaughnessy (@kshaughnessy2) July 14, 2026

The generic 30 Year US Treasury yield at 5.10% currently is less than 10 basis points below the nearly two decade high, and keeps bumping up against this resistance. Seems unlikely to hold. Even Lacy Hunt has turned bearish, to his credit.

— Jeffrey Gundlach (@TruthGundlach) July 15, 2026