Chart Overload #18: Oracle Levers Up on AI & Silver Breaks Out 100%+ | Sollinda Capital Management скачать в хорошем качестве

Chart Overload #18: Oracle Levers Up on AI & Silver Breaks Out 100%+ | Sollinda Capital Management

Ryan Mumy and Justin Greenhill examine concentration risks, emerging market opportunities, and commodity breakouts. In this episode, we analyze: Oracle's debt levels exploding as AI infrastructure spending accelerates Household equity ownership now exceeding real estate for first time Part-time employment for economic reasons jumping sharply Mag 7 stocks down from October highs while spending surges and free cash flow drops Equal weight S&P correlation breaking down as concentration intensifies Industrial sector making new highs despite manufacturing weakness US dollar potentially topping after "King Dollar" magazine covers Chinese government pushing wealth from real estate into stock market Brazil maintaining 10% real interest rates with potential for major bond rally Treasury yield curve steepening to extremes while investors crowd into bonds Silver posting multiple 100%+ rallies as speculation heats up Oil breaking down despite higher interest rates signaling potential economic weakness Subscribe for more Chart Overload episodes and market commentary from Sollinda Capital Management. #AI #Oracle #Silver #Commodities #EmergingMarkets #Brazil #MarketConcentration #Bonds The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.