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On today’s show, we discuss:
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Tweets/Bluesky:
According to Challenger, the pace of hiring has fallen off a cliff. Weakest September for job creation since 2011. https://t.co/ebwkUkVFbn pic.twitter.com/HYumFHSphD
— Joe Weisenthal (@TheStalwart) October 2, 2025
This is a surface level take.
Most AI capex (i.e. from hyperscalers) is spending against current demand with revenue coming in immediately.
Let’s dig a little deeper.
— John Shedletsky (@Shedletsky) October 3, 2025
Returns have been basically straight up since the Liberation Day lows. The Nasdaq has not seen even a 3% correction since then. The streak is now at 115 market days, the seventh longest going back to 1971. For comparison, the index has averaged a 3% correction every 20 days. pic.twitter.com/9Mapfdi9FO
— Rob Anderson (@_rob_anderson) October 3, 2025
For international equities the valuation question doesn’t pose much of a dilemma. The MSCI EAFE index not only has a reasonable valuation of 16.5x expected earnings, but its payout growth (as well as payout ratio) has become quite competitive with the US. International… pic.twitter.com/37F0jIaUIo
— Jurrien Timmer (@TimmerFidelity) October 1, 2025
— Martin Shkreli (@MartinShkreli) October 3, 2025
Everyone is a genius in a bull mkt pic.twitter.com/3kNs3Vnjmr
— TTI (@TikTokInvestors) October 5, 2025
There are now 19 stocks in the Russell 3,000 up more than 400% since the 4/8 Tariff Crash low. pic.twitter.com/NwVEFv5fwC
— Bespoke (@bespokeinvest) October 3, 2025
— modest proposal (@modestproposal1) September 30, 2025
Paul Tudor Jones just said on CNBC that he thinks the ingredients are in place for massive stock price increases before the bull market tops out
“My guess is that I think all the ingredients are in place for some kind of a blow off” … “History rhymes a lot, so I would think… pic.twitter.com/FkZNlFBOXk
— Evan (@StockMKTNewz) October 6, 2025
There is a bubble in financial news stories that lead w/a picture of a bubble
Saw all of these in stories just in the past week pic.twitter.com/udr7ya0ZmK
— Ben Carlson (@awealthofcs) October 6, 2025
The last 6 months have been all about low quality.
The junikier the better! @AugurInfinity
Stocks of tech companies that are not profitable have more than doubled since the April 8 low.https://t.co/NUEbg6YUF8 pic.twitter.com/GeuVCuiDJX
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) October 3, 2025
I don’t own any BDC’s, but the BDC squad is flashing a warning sign. All names in the toilet this year, and a lot of the sponsored BDC’s like HSBD, CGBD, OBDC are absolutely tanking. pic.twitter.com/wEEC9HHipd
— Cluseau Investments (@blondesnmoney) September 30, 2025
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