Why should the markets fail
Inspired by a friend. This is a tongue-in-cheek list of reasons why the stock market, world economy et cetera, should fail. One of these days, I am going to be "right". Then it's no longer going to be this funny.
2025-02
The orange man is back in the office. Dismantling the central role of the USA in the world economy. Trade war has started with everyone, including the closest economical allies of the USA. In other news, DeepSeek-R1 has shown that we do not need that many GPUs. NVDA has dropped by 15% over a week, the horror. CrowdStrike is at an all time high*I genuinely have no explanation here.
2025-01
Behold! The S&P 500 is dropping. The US consumers are in record credit card debt. Finally, the markets have realized that AI is not going to save the world. Now it is time for the long awaited correction.
2025-07
The AI companies are insanely bloated, just look at their P/E ratio or whatever other metric that you can show is now big while it was previously small. None of them are actually making money on AI, everything is just smoke and mirrors caused by AI being pushed into everything from MSPaint to water bottles.