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The Coastal Journal

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Top 100 Substack Finance | Institutional-macro research, forensic balance sheet analysis & asymmetric investment strategy “Knowledge is the greatest commodity"

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⚠️BREAKING: CNBC ANNOUNCES THE RETURN OF MEME STOCKS The Punisher (of Wall ST) checks notes of “No signs of a Bubble or of 1999 anywhere😳 🔉🔊

⚠️BREAKING: CNBC ANNOUNCES THE RETURN OF MEME STOCKS The Punisher (of Wall ST) checks notes of “No signs of a Bubble or of 1999 anywhere😳 🔉🔊

19,027 просмотров

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At the peak of the Housing Bubble 2008 Fed Chair Bernake told the American people that the housing bubble causing a recession was highly unlikely and prices going down -50% was unlikely. Stocks prices fell -50% & housing prices nationally fell -20%

At the peak of the Housing Bubble 2008 Fed Chair Bernake told the American people that the housing bubble causing a recession was highly unlikely and prices going down -50% was unlikely. Stocks prices fell -50% & housing prices nationally fell -20%

The Coastal Journal

118,348 просмотров • 11 месяцев назад

Based on yesterdays Jobs report & how bad the revisions were The 30 Year bond auction just had one it most successful auctions on record. Ie investors smell the blood in the streets and want yield. Link:

Based on yesterdays Jobs report & how bad the revisions were The 30 Year bond auction just had one it most successful auctions on record. Ie investors smell the blood in the streets and want yield. Link:

The Coastal Journal

36,384 просмотров • 7 месяцев назад

Are We in an AI 🫧? Everyone sees the hype — few see the numbers behind it. • GPU Rental prices 📉 • Model training costs 📉 -90% • Capex 📈 40–80% YoY • Debt levels hitting 3-year highs $NVDA $CRWV $AVGO $ORCL Link below to the full breakdown:

Are We in an AI 🫧? Everyone sees the hype — few see the numbers behind it. • GPU Rental prices 📉 • Model training costs 📉 -90% • Capex 📈 40–80% YoY • Debt levels hitting 3-year highs $NVDA $CRWV $AVGO $ORCL Link below to the full breakdown:

The Coastal Journal

45,464 просмотров • 9 месяцев назад

AI Stocks Pull Enron Accounting Tricks $MRVL soared +15% after hours on words, not earnings but on HFV Key 🚩: • 94% of GAAP profit = one-time gain • Where’s the cash 💵? • DSO up ~30% (Actual Enron Video on HFV) Full Report:

AI Stocks Pull Enron Accounting Tricks $MRVL soared +15% after hours on words, not earnings but on HFV Key 🚩: • 94% of GAAP profit = one-time gain • Where’s the cash 💵? • DSO up ~30% (Actual Enron Video on HFV) Full Report:

The Coastal Journal

21,257 просмотров • 9 месяцев назад

Stocks Enter The Death Zone 🏔️ • Shiller PE near 40 📈 •Buffett Ind at 200% of GDP⚠️ •Tariffs choke margins just as demand freezes 🥶 •Consumer aren’t performing 🛑 Are we climbing—or about to fall? Full breakdown ⬇️

Stocks Enter The Death Zone 🏔️ • Shiller PE near 40 📈 •Buffett Ind at 200% of GDP⚠️ •Tariffs choke margins just as demand freezes 🥶 •Consumer aren’t performing 🛑 Are we climbing—or about to fall? Full breakdown ⬇️

The Coastal Journal

16,745 просмотров • 1 год назад

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