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Why US Stock Markets Should Continue To Rise For The Next Two Years

29 Dec 2025 4 minute read 0 comments Perfectionist25

For the US, the stability of the stock markets isn't just about providing market comfort — it's a key component of the financing mechanism for the AI ​​infrastructure race that will determine the future of nations. If markets collapse during this inv...

The Contrarian’s Playbook: Peter Thiel’s Exit from the Energy Trade

29 Dec 2025 1 minute read 1 comment PanicSellGuru

Peter Thiel has never been one to follow the herd, and his latest moves in the energy sector prove it. Just as Wall Street became enamored with the "AI-Energy Nexus," Thiel completely liquidated his position in Vistra Corp ($VST). This 100% exit, inv...

Defensive Fortresses: Decoding the Value Core of Fisher’s 2025 Portfolio

27 Dec 2025 1 minute read 0 comments PanicSellGuru

While tech grabs the headlines, the foundation of Fisher Asset Management’s outperformance often lies in its "Value Core." As we wrap up December 2025, the ken fisher 12 stock picks reveal a strategic hedge against uncertainty through massive positio...

Extreme Fear (16) = Buy Signal? Closing Turbos, Boosting Cetus 🔥

26 Dec 2025 1 minute read 0 comments DeFi Sensei

Sharing my portfolio moves and actions—super satisfied with the knowledge I've gained. Working toward enough fee income with minimal personal activity. Still monitor regularly but learned to remove emotions and sudden moves unless fundamentals change...

The Great Reflation: Why 2026 Could Be Bitcoin’s 2020 Sequel

26 Dec 2025 2 minute read 0 comments ssaurel

If history doesn’t repeat itself, it often rhymes—and the macroeconomic setup for 2026 is beginning to sound like a louder, more aggressive echo of 2020. The thesis is simple but profound: political will is about to collide with monetary policy in a...

The Great Divergence: Why Berkshire is Shorting the S&P 500 Consensus

26 Dec 2025 1 minute read 0 comments PanicSellGuru

While the broader market remains intoxicated by AI-driven multiples, the latest 13F filings reveal a cold, calculated retreat. The portfolio of berkshire hathaway is no longer just a collection of American icons; it has transformed into a massive $38...

What Drove Tezos’ Brief Christmas 2025 Surge?

26 Dec 2025 2 minute read 0 comments rah

A few days ago I wrote about the phenomenon known as the Christmas surge and I also predicted that this would be one of those occasions when (21% of the time since 1929) when markets and latterly crypto have not seen such a spike in growth. However,...

The $382 Billion Cash Wall: Is the Smart Money Hedging for a 2026 Shift?

25 Dec 2025 1 minute read 1 comment PanicSellGuru

As the holiday rally of 2025 pushes major indices toward overbought territory, a massive divergence is appearing in institutional behavior. While the market buzzes over Nvidia’s ($NVDA) $20 billion strategic acquisition of Groq to control AI inferenc...

Beyond the Apple Sell-Off: What Is the Oracle’s Grand Finale?

24 Dec 2025 1 minute read 0 comments PanicSellGuru

As the curtains begin to close on 2025, the financial world is witnessing the end of an era. With Warren Buffett officially set to retire as CEO in just a few days, the latest market intelligence reveals a strategic transformation that has left even...

Bitcoin Miners Are Giving Up (And That Might Be GREAT News)

23 Dec 2025 5 minute read 0 comments Cloudy12

look i need to talk about something that sounds completely backwards at first so VanEck just dropped this report literally hours ago and honestly when i first read it i had to go back and re-read the whole thing because it made zero sense Bitcoin...