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The consensus of analysts is that AI capital investments will rise by 20% a year for five years while revenues are expected to grow 15% resulting in negative returns. "The AI boom will become a story of one of the largest destructions of shareholder value in history." pic.twitter.com/ofXDQDiR33

— jeffrey lee funk (@jeffreyleefunk) May 20, 2026

S&P 500 dumps from May to October every midterm election year:

1962: -22.16%
1966: -21.22%
1970: -0.15%
1974: -33.11%
1978: -7.91%
1982: +16.86%
1986: -8.14%
1990: -19.57%
1994: -2.05%
1998: -17.66%
2002: -31.34%
2006: -4.64%
2010: -6.03%
2014: -4.89%
2018: -5.15%
2022: -18.9%… https://t.co/wtp0s8K0xv pic.twitter.com/OiImI1Lm5Q

— Reflection🪩 (@0xReflection) May 19, 2026

⚠️THIS IS ABSOLUTELY INSANE:

~24% of the S&P 500's top 100 stocks now have an inverted 3-month call skew, approaching the 25% peak seen during the 2021 meme stock frenzy.

An inverted call skew occurs when out-of-the-money call options are more expensive than at-the-money… pic.twitter.com/oPCplPSGbL

— Global Markets Investor (@GlobalMktObserv) May 19, 2026

How expensive is the S&P 500 right now? Four ways to count.

– Price/Sales: 3.5x (all-time high, higher than 2000)
– Price/Book: 5.5x (all-time high)
– Forward P/E: 26x (at the 2000 dotcom peak)
– Dividend Yield: 1% (near a record low)

Three of these are at levels last seen at… pic.twitter.com/NMRvIwQD6h

— Thierry from arvy 🇨🇭 (@ThierryBorgeat) May 19, 2026

BREAKING: Japan's 10Y Government Bond Yield surges above 2.80% for the first time in history.

This truly is one of the most insane charts ever seen. https://t.co/1XUwyQRmDU pic.twitter.com/qP1VAR86Bf

— The Kobeissi Letter (@KobeissiLetter) May 19, 2026