Below are the worst performing life insurance companies ranked 1-year-to-date in descending order. The column to the right shows their performance for 2025. All but one have deteriorated since 2025.
This is a must watch video conducted by Steve Eisman. He interviews a forensic accountant on the state of the life insurance industry and its connection to private equity/credit.
The second panel shows the worst performing companies. #stockmarket #insurance
www.youtube.com/watch?v=a7MM...
When Yanis Varoufakis talks, I listen. In this video he discusses the upcoming dollar crisis and potential for large interest rate increases. This is a chilling video that everyone needs to pay attention to. #interestrates #currencies #stockmarket
www.youtube.com/watch?v=zVZ9...
In this Dec 16, 2025 interview, Bank of America’s senior strategist discusses 2026 optimism of institutional money managers. This is a major cautionary signal. Investors should be tightening risk exposure when optimism is this high. #stockmarket
www.bloomberg.com/news/videos/...
This video highlights that OpenAi among others are saying that the US government should provide financial support for the industry. NYC mayor elect Mamdani should point out this is socialism just like US government programs that subsidize farmers and agriculture.
www.youtube.com/watch?v=4odS...
In this video, NYU professor emeritus Gary Marcus discusses why the AI revolution is not all that it is promoted to be. Also, the economics of it are terrible which is discussed in the next panel. #stockmart #ai
www.youtube.com/watch?v=_t9R...
The October 2025 return for SPY was +2.34% which is below the 13 year avg of positive Octobers of 4.61% but above the 20 year October return of 1.34% (2005-2024). See Oct 4 post.
The table below is Nov SPY performance for 2005 - 2024. 20 year avg +2.36%, 16 positive years = 3.75%. #stockmarket
Patrick Boyle produces compelling videos on finance. He performs in depth research and does not disappoint in this video on private equity. Investors should avoid private equity and after reviewing this video it will be abundantly clear why. #stockmarkets
www.youtube.com/watch?v=bfUO...
In this video Jack Gamble skewers the circular finance tactics of CoreWeave. The entertainment is provided by the CEO of the company and bombastic Jim Cramer. In the next panel are stats about heavy insider selling now that the lockup period is over. #stockmarket
www.youtube.com/watch?v=sxwa...
Watch Goldman private credit co-head James Reynolds warn about picking the wrong manager in private credit/equity. This industry is working aggressively to allow small investors to participate. Some RIA’s will unknowingly steer their clients into bad investments.
www.bloomberg.com/news/videos/...
Below is a chart of TMQ’s stock price and it is suspicious that it traded 31.7 million shares, the DAY BEFORE THE ANNOUNCEMENT. TMQ’s 60 week volume average is about 500k. Who knew about the deal before the Oct 7 announcement date?
Below is a financial outline of key metrics of TMQ. To think that the US government is investing in an exploration company ($1.12 billion mkt cap) without sales is suspicious. I pulled the financial stats from ChatGPT. See next panel.
The announcement by trump of a government investment in Trilogy Metals formed in 2012 with no sales is suspicious. With 72 companies in my metals and my minerals list, why TMQ? By coincidence Jon Paulson, a trumper owns over 14 million shares. Here is a copy of Paulson’s 13F See next panel.
To see whether the 2015-2024 fourth quarter stats were outliers (previous post), the 20 year 4th quarter performance of SPY ( 2005 - 2024) showed an average gain +4.24%. Very good considering two dismal years: 2008 (-21.52%) +2018 (-13.52%). #stockmarket
In the graph below is the fourth quarter return for SPY from 2015 to 2024. During that time, there has been only one losing quarter (2018) and the average quarterly return during 10 years has been +5.61% #stockmarket
Below is a table of October performance for SPY from 2005 - 2024. There have been 13 positive years and the average return was 4.61%. The average return for 20 years was +1.34%. For October 1-3, 2025, SPY has added +0.50%. #stockmarket
SPY’s Q3 2025 performance of +7.82% is the second best quarter going back to 2015. Below is a table that shows third quarter performance from 2015 to 2024 and the average return for ten years was +1.84%. Only Q3 2020 beats 2025. #stockmarket #spy
One of the early signals of a top or temporary top in commodities is when a new high is made and total open interest declines. This occurred on 9/23 in gold and silver. Large numbers of longs and shorts closed positions. Data from CME. #gold #silver
Bitcoin/crypto is fake money in search of a problem that does not exist. Huge amounts of bitcoin/crypto have been scammed or lost due to safety problems. This video describes the maze of steps to stop thievery. This complexity will stop widespread adoption. #bitcoin
www.youtube.com/watch?v=DxL-...
Below is my firm’s crypto watchlist. This group has been massacred during the past 16 and 32 trading days, which is approximately 3 and 6 calendar weeks respectively. Stay away from this space. I added the SPY ETF (S&P 500) for context.
In this video Clive Thompson, discusses that stablecoin issuer Tether is buying gold and the company owns as much gold as bitcoin. Professor Barry Eichengreen warned about the danger of stablecoins in my video post of June 25, 2025.
www.youtube.com/watch?v=94JY...
In this video, accounting Professor Emeritus Richard Murphy discusses the hazards of the stablecoin craze. Last week, Professor Jean Tirole did as well: “Nobel Prize-Winning Economist Warns Governments May Pay Billions If Stablecoins Collapse.” #crypto #stablecoins
www.youtube.com/watch?v=qDJ3...
EEM has taken off in 2025 even with severe tariffs. See the countries represented by EEM. Ignore predictions and market narratives. Markets move counterintuitively and instincts are likely wrong. The price performance of your portfolio against sector/index benchmarks is what counts, nothing else.
This table measures the performance of 21 major indices from 1-21-25 to 8-29-25. Crypto bros must be disappointed with president crypto’s impact on bitcoin. On 8-29 open interest increased substantially in bitcoin futures on the decline of 3.27%. Bearish! #bitcoin #markets
This chart shows the 50-100-200 daily moving averages of PLTR and stocks routinely correct to key moving averages. For example, Berkshire Hathaway has been below its 200 daily moving average since early July.
Volume on Palantir today was substantially below 6/27/25 and 5/6/25 though the stock lost 11.79% which is approximately the same on 5/6/25 (-12.05%) and more than 6/27/25 (-9.27%). PLTR remains over-bot. More carnage ahead for PLTR. #pltr
In this short 2 minute video, you can enjoy watching robots playing sports in a competition held in Beijing. The Chinese are ahead of the US and Europe in robotics and it appears they are on a trajectory to dominate this category.
www.bloomberg.com/news/videos/...
In this video Microstrategy’s problems are laid bare. During 2020 to 2023 the company acquired 189,150 bitcoins. During 2024 until late July 2025 MSTR acquired 404.509 bitcoins which represents approximately 70% of coins acquired during 2020 to 2025 [see next panel].
www.youtube.com/watch?v=CGYJ...
