@ntomas67

Market Junkie navigating the markets. 15yrs experience B2B and municipal sales. 20yrs+ trading. Author of forthcoming book: $ituational Awareness.

 Scottsdale, AZ
the-economy-tracker.beehiiv.com/
Joined September 2018
  • Tweets11.3K
  • Following1.2K
  • Followers730
2.9KMedia
I have a confession to make. I wrote a book to help make economic cycles more clear to the typical person and am in the final edit now. Due to this, I just launched a new Substack as an accompaniment. Welcome to The Rhythm of the System. open.substack.com/pub/rhythm…
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"wHy dOEsN't EVeRyONe beLIEve in tHE ai tRAde?!?!" 🥴
*Walter Bloomberg
@DeItaone6h
*ANTHROPIC WARNS OF CATASTROPHIC, EXISTENTIAL RISKS TO HUMANITY
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Vulnerabilities in the AI infrastructure build are appearing alongside other signs that the credit cycle is approaching a turn from slower to negative growth. Several developments appearing at the same time deserves attention. Link to Here's the Deal - Oct 26, 2026 👇
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the-economy-tracker.beehiiv.…

Here's the Deal - Oct 26, 2026

Multiple late cycle signs are happening.

the-economy-tracker.beehiiv.com
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the-economy-tracker.beehiiv.…

The Financial Fault Lines Beneath the AI Boom

Part 1: The AI Infrastructure Capital Cycle

the-economy-tracker.beehiiv.com
Elon Musk
@elonmuskOct 25
Replying to @chamath
Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
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NickTomasAZ retweeted
Evan
@StockMKTNewz19h
The Brazil 🇧🇷 ETF $EWZ just opened overnight trading down by almost 20% 🔴
Evan
@StockMKTNewz20h
BRAZIL 🇧🇷 ELECTION DECIDED President Luiz Inácio Lula da Silva came from behind to win Brazil’s runoff election - Bloomberg
Photo Credit: Maira Erlich/Bloomberg

ALT Photo Credit: Maira Erlich/Bloomberg

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This is a great and very informative write-up on some warning signs for high growth stocks/companies. Thanks to @thedave2006 for reposting and bringing it to my attention!
Chris Reilly / Stocks & Sports
@creillystocksOct 20
In my latest, I examine five famous growth stocks that crashed and look at the warning signs investors could have seen before the damage was done. Read below.

How to Tell a Great Growth Stock From a Trap (5 famous stock crashes. 5 warning signs.)

Article · @creillystocks
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The Bitty is getting iffy. 😬 bitcoin:native
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Oof. U-G-L-Y. You ain't got no alibi. $SPY
NickTomasAZ
@ntomas67Oct 23
766 before the end of the day would be lovely. $SPY
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766 before the end of the day would be lovely. $SPY
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Reminder that the issues with AI has nothing to do with demand or the growth of AI companies. The issues are lack of power for data centers and rapidly rising debt costs. You don't grow your way out of those with more AI demand and higher valuations. the-economy-tracker.beehiiv.…

The Financial Fault Lines Beneath the AI Boom

Part 1: The AI Infrastructure Capital Cycle

the-economy-tracker.beehiiv.com
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It's Friday morning, and that means it's time for the Holy Macro Show. Get in here quick, and beat the rush.
Against All Odds Research
@JasonP138Oct 23
The AI Bubble Is Cracking & Bonds Are Bouncing xitter.cf/i/broadcasts/1qxoNYvQw…
0:00

Against All Odds Research

The AI Bubble Is Cracking & Bonds Are Bouncing

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Sweet Baby Jesus, it is imperative that we hold the 760 level we are opening at this morning. $SPY
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Aside from the fact that he doesn't understand how credit cycles work, stating that markets are being "disingenuous" has to be one of the worst/funniest takes I've ever seen. 😂 When we send people to DC, we are clearly not sending our best. FFS 🤦‍♂️
David Zervos
@DavidZervosDCOct 22
On Oct 1 the S&P500 closed at 7666 with 10yr yields at 5.24%. Today the S&P500 closed at 7663 with 10yr yields at 4.95%. Attributing the sharp yield moves of late to “risk-off” price action seems highly disingenuous - especially when the S&P500 sits a mere 1.5% below its record highs.
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Long Brazil. 🇧🇷 $EWZ
Polymarket
@PolymarketOct 22
BREAKING: Flávio Bolsonaro projected to unseat left-wing President Lula in Brazil's election this Sunday. 76% chance. 🔗 polymarket.com/r/Brazil2026
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Glad they're listening to me. 😂
LiveSquawk
@LiveSquawkOct 22
White House: President Donald J. Trump Decreases Housing Costs For Americans whitehouse.gov/fact-sheets/2…

Fact Sheet: President Donald J. Trump Decreases Housing Costs for Americans

LOWERING COSTS AND EXPANDING ACCESS TO HOMEOWNERSHIP: Today, President Donald J. Trump signed an Executive Order to lower the costs of single-family

whitehouse.gov
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Redeem yourself, $SPY, with a face ripper into the close.
NickTomasAZ
@ntomas67Oct 22
Looking for support down here around 765 and a rally. $SPY
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It's going to be hilarious and piss off so many housing doomers when the economy eventually gets saved by the housing market. We may be months away from that scenario, but I'm really looking forward to it. 😃
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B f'n D right here as it is clear that the AI infrastructure build is carrying current economic growth.
Hamilton
@capitalflowsOct 22
GE Vernova $GEV is one of the most important stocks in the AI trade. It provides the backbone for the energy required to power the data centers. It's currently down 30% from its highs and is breaking down from a topping pattern.
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Cool story, bro.
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Looking for support down here around 765 and a rally. $SPY
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