FACTSmatter

FACTSmatter

@factsforu.bsky.social

498 followers1K following4K posts

Pinned

FACTSmatter
@factsforu.bsky.social

"Israel’s work with the WHO last year to get over a million Gazan children vaccinated against polio gives the lie to accusations of genocide." =Everyone who accuses Israel of genocide is spreading anti-jewish hatred. They are nothing but anti-semitic racist assholes share.google/NkGd1uH7Dqfa...

share.googlePolio, Gaza, and the Genocide Accusation | Council on Foreign RelationsIsrael’s work with the WHO last year to get over a million Gazan children vaccinated against polio gives the lie to accusations of genocide.
FACTSmatter
@factsforu.bsky.social

www.militarytimes.com/news/your-mi... What a total scumbag to try to extort veterans with cancer. This piece of human garbage deserves to be put in prison for the rest of his miserable life. And the spineless moron Republicans who still support him are going to rot in hell.

militarytimes.comNo money for Camp Lejeune toxic water victims unless GOP wins midterms, Trump saysTrump said the DOJ would settle claims with victims of the base's contaminated water if the GOP wins the midterms. "If we don't win, there's no money."

FACTSmatter reposted

Robert Reich
@rbreich.bsky.social

Per a new report from House Democrats, Trump's DOJ is withholding evidence of his ties to Epstein and slow-walking the complete release of the Epstein files. It's time to end the cover-up and expose the truth. Remember this when you cast your ballot. www.ms.now/news/house-j...

ms.nowHouse Judiciary Democrats release 50-page report on Trump’s alleged involvement in Epstein filesThe report — issued just eight days before the election — makes multiple, uncorroborated allegations against the president while also detailing discrepancies in his statements about Epstein.

FACTSmatter reposted

Jesse Felder
@jessefelder.com

‘Artificial intelligence is fast becoming the largest investment in U.S. history. As the money pours in, the companies involved are resurrecting bad old habits eerily reminiscent of the shenanigans deployed in the run-up to the financial crisis.’ www.nytimes.com/2026/10/25/o...

nytimes.comOpinion | The A.I. Boom Looks a Lot Like the Housing BubbleThere are signs the A.I. boom is going bust. If it does, the consequences could rival the 2008 financial crisis.

FACTSmatter reposted

Jesse Felder
@jessefelder.com

‘One thing we learned once the DotCom bubble burst was that analysts often sought to justify extremely high share prices by ramping up growth expectations, shifting excessive EPS growth into the outer years where there is less scrutiny of their assumptions.’ www.reuters.com/commentary/r...

reuters.comCOMMENTARY: Nice earnings forecasts you have. Shame if something happened to them: Joachim KlementThe bull case for equities rests on sky-high earnings forecasts. History suggests forecasts typically fail most spectacularly when markets are priced for exceptional future profit growth. That’s exact...

FACTSmatter reposted

Jesse Felder
@jessefelder.com

“Capex itself has become a two-sided risk. Spending cuts raise questions about the durability of the investment cycle…whilst further increases raise questions about financing, execution, and the eventual returns.” www.bloomberg.com/news/article...

bloomberg.comCitadel Securities’ Shah Says AI Trade Has No ‘Margin for Error’Markets have become so invested in the artificial intelligence trade that there is very little room for error if the massive spending doesn’t pay off, according to Citadel Securities.

FACTSmatter reposted

Jesse Felder
@jessefelder.com

“Meta is trying to get in front of Anthropic with its own equity offering and my obvious question is, Who’s next?,” said David Erickson, an adjunct associate professor at Columbia Business School. “At some point there’s going to be an oversupply.” www.bloomberg.com/news/article...

bloomberg.comAnthropic Files for IPO to Become First Frontier AI Lab to ListAnthropic PBC filed for its long-awaited IPO, a landmark moment in the artificial-intelligence industry that is growing ever-hungrier for cash to power ahead.

FACTSmatter reposted

Jesse Felder
@jessefelder.com

‘Corruption has become a key source of American discontent in the closing days of midterm election campaigning, with a large majority of US voters saying they are worried about graft in Donald Trump’s second administration.’ www.ft.com/content/2770...

FACTSmatter reposted

Jesse Felder
@jessefelder.com

“Mainstream corporate America is pulling back and starting to view token spending not as a source of growth but as a cost center that weighs on margins.“ www.bloomberg.com/news/article...

bloomberg.comApollo’s Slok Says AI Has Delivered Zero Payoff Outside of TechDespite the significant investments ploughed into artificial intelligence it has provided “zero payoff” to corporate America outside of technology, according to Apollo Global Management Inc. Chief Eco...
FACTSmatter
@factsforu.bsky.social

www.wsj.com/tech/ai/ai-h... AI is not making our lives better. AI fakes are everywhere Internet crimes are exploding AI is causing chaos data centers are polluting & and sucking up valuable resources = Put all the greedy tech assholes in prison. Take all their money & give it to the poor

wsj.comAI Hacks Are Coming Thick and Fast and Overwhelming the InternetCriminals are turning to next-generation, AI-powered hacking tools as a serious internet flaw has given birth to “Black October.”
FACTSmatter
@factsforu.bsky.social

www.bloomberg.com/news/article... Bond buters are starting to understand that 2 cash burning machines are backing 70% of the AI spending & their revenues are coming from mostly VC backed cash burning machines. = AI revenues are going to dissolve as the cash burning machines go bankrupt.

bloomberg.comSpaceX $40 Billion Off-Balance Sheet Debt Snarled by AI TurmoilSpaceX’s efforts to finalize a $40 billion off-balance-sheet debt structure for its artificial intelligence buildout have been roiled by recent market turmoil that’s driven up sector-wide borrowing co...

FACTSmatter reposted

Jesse Felder
@jessefelder.com

‘Richard Bookstaber warned in April 2007 that complex financial products and heavy borrowing had made the financial system brittle. He‘s more worried today than he was on the eve of the last crisis. “It’s a period of major risk, and people just don’t seem to get it”.‘ www.nytimes.com/2026/10/23/b...

nytimes.comHow Worried Should We Be About the Economy? Let’s Look at 2008.It’s not impossible to spot the characteristics of a brewing financial crisis. We can look to 2008 for clues.

FACTSmatter reposted

Jesse Felder
@jessefelder.com

‘The IMF reckons that, yes, the share of France’s GDP that must be spent paying interest to public debt holders is set to ratchet up. But they also reckon that it won’t hold a torch to the share of American GDP set for the same purpose.’ www.ft.com/content/9aa4...

FACTSmatter
@factsforu.bsky.social

www.reuters.com/business/ret... iPhone 17 pro & max were half of iPhone sales =This info is a horrible sign for earnings But, the myopic momentum morons pushed AAPL to an all-time high because of the duo demand But, Duo 60% yields & low production # = No profits =AAPL stock crash after earnings

reuters.comApple cuts iPhone 18 Pro orders due to soft demand, Nikkei Asia reportsApple has told some suppliers to cut production of components for its newly launched iPhone 18 Pro and ​iPhone 18 Pro Max, as soaring memory chip costs ‌and price increases have dampened consumer dema...