Joined September 2010
Thank You 1,000 followers. Great information and ideas exchange. It’s an honor to be connected with some of the finest people on twitter❤️
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Jim Benson retweeted
rumours that VARA AI fund is getting blown up Here are its holdings lol
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Jim Benson retweeted
🇺🇸 S&P 500 The S&P 500 is setting record highs, but market breadth is still deteriorating. The median stock now trades 16% below its peak, the weakest breadth since the dot-com bubble. Fewer stocks are joining the rally 👉 isabelnet.com/?s=S%26P+500 h/t @dailychartbook $spx #spx
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Jim Benson retweeted
Replying to @DeItaone
AI-credit stress in distress❌ CoreWeave 5y CDS above 1,100 bp; 2031 bond yield reached 16%. $orcl CDS up 31 bp this week, while $nvda $SpcX $amzn $goog $meta approached records. Broad high-yield spreads 324–325bp their widest area since March $ndx $smh $soxx $qqq
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Jim Benson retweeted
VIX HITS 20 FOR THE FIRST TIME SINCE JULY
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BREAKING: Bank of America is warning that the AI boom is starting to look like a classic boom-and-bust cycle. The warning signs: surging spending, intensifying competition and falling prices.
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