Chris Martenson: Chinese Firm Disrupts Big AI With DeepSeek

Peak Prosperity, Released on 1/27/25 The AI bubble burst due to China’s DeepSeek model, reducing costs and challenging industry giants, potentially leading to significant market disruptions and financial implications for AI investments. Christopher Martenson is a former American biochemical scientist. Currently he is a writer and trend forecaster interested in macro trends regarding the economy, […]

Charles Hugh Smith: Did China’s DeepSeek Just Pop The AI Stock Bubble?

Adam Taggart | Thoughtful Money, Released on 1/27/25 Charles Hugh Smith joins Adam Taggart to explain DeepSeek and what it’s potential significance is. Charles Hugh Smith writes the Of Two Minds blog which covers an eclectic range of timely topics: finance, housing, Asia, energy, long-term trends, social issues, health/diet/fitness and sustainability. From its humble beginnings […]

Jim Bianco discusses DeepSeek’s impact on US Tech Stocks & the Fed

Schwab Network, Released on 1/27/25 Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus […]

Chris Vermeulen: Stock Market Sell-Off – China DeepSeek AI Kills USA Tech, NVDA and Semiconductors

Chris Vermeulen: Stock Market Sell-Off – China DeepSeek AI Kills USA Tech, NVDA and Semiconductors

The Technical Traders, Released on 1/27/25 The sharp selloff in tech stocks, including Nvidia (NVDA), this morning signals that speculative capital is rapidly retreating from high-growth tech plays and risky assets. The trigger? Last week’s launch of DeepSeek, a new AI assistant developed by a Chinese startup, which has soared to the top of app […]

Frank Giustra: Buckle Up

Frank Giustra – X, Released on 1/24/25 US stocks at most expensive relative to bonds since dotcom era…”mother of all bubbles” buckle up. https://t.co/EX98fIQiuS — Frank Giustra (@Frank_Giustra) January 24, 2025 Frank Giustra is a Canadian business executive, who has been particularly successful in the mining and filmmaking industries, and is a noted philanthropist. Mr. […]

Harry’s Rant 1-24-25

Harry S. Dent Jr., Released on 1/24/25 The economy and markets have now been stretched almost 5 years past the natural peak of the 45-year technology/innovation cycle that has been supercharged with $27T of stimulus. The markets now seem to be in a “permanent plateau of prosperity” as quoted by leading economist Irving Fisher back […]