This has to be peak mania.
When pension systems start chasing meme coins, they have given up on fundamentals. https://t.co/xZgbzNZ1v6
— Capital Markets Guy (@CapitalMktGuy) April 30, 2025
Warning ⚠️
“Bears are dead” commentary throughout X.
This is a tremendous sentiment gauge before imminent pullback.— tom 🖍 (@tomthetrader1) May 1, 2025
Very disconnected from reality, even blue chips. $MCD up 9% YTD and just reported worst US comp sales since 2020?
— William Preston Smythe 👻 (@A_P_Capital) May 1, 2025
U.S. stock prices do not fully reflect tariffs-related risks and prices are expected to fall further in the near term, UBS Investment Research have said.
— unusual_whales (@unusual_whales) April 30, 2025
If the US unemployment rate closes above 4.2%..
Things could get real ugly, real fast.
See 2008 crisis. pic.twitter.com/FsIp41GcfL
— Patrick Karim (@badcharts1) April 30, 2025
Translation:
Trump is setting us up for a Q1-Q2 recession.
It seems suicidal to buy stocks rn when you read between the lines.
“Buy in July” https://t.co/G4oATdvj82
— QE Infinity (@StealthQE4) May 1, 2025
While markets debate China’s stimulus plans and argue over the meaning of PMI readings, the global economy is quietly entering a new phase of stress—policy-induced, demand-constrained, and confidence-shaken.
In the US, GDP didn’t just miss—it contracted.
Q1 shrank -0.3%, the… pic.twitter.com/u9R1bo6YAy
— Jeffrey P. Snider (@JeffSnider_EDU) May 1, 2025
This ain’t gonna be a recession. Nor will it be a deflationary depression. Try an inflationary depression.
Collapsing inventories, collapsing stock market, collapsing salaries, soaring prices. pic.twitter.com/JtJvgM9Pw2
— Parallel Systems Broadcast w/ Parallel Mike (@parallel_mike) April 30, 2025
