It Feels Like We're Days Away From The Crash

Submitted by QTR's Fringe Finance

Heading into Thursday’s cash open, the blog’s 26 Stocks To Watch For 2026 are still beating the S&P 500 by 8.2% on an average, equal weighted basis. These names are up more than 16% for the year on the same basis.

This comes after the blog’s 25 Stocks To Watch For 2025 absolutely smashed the S&P 500, beating the index by more than 50% last year.

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This week I wrote about how the coming SpaceX IPO could be one of the final tests for the AI bubble that has been propping up the entire stock market:

The SpaceX IPO May Be The AI Bubble's Final Test

I also made a list of assets that I’d consider owning if I was entertaining the idea of a serious bond market crash in the future — and with treasuries acting like they are now, you can’t blame me for exploring the topic:

What To Own Before A Bond Market Crisis

This week I also wrote about how foreign selling in treasuries is getting serious:

Foreign Treasury Selling Is Getting Serious

And explored the idea of whether or not the bond market could eventually start forcing the hand of both the Treasury and the Fed:

The Bond Market Is About To Break Washington

Here’s what else is new on the blog:

• The Bond Market Is About To Break Washington - 🔥 29,392 reads

• When Success Becomes Sin

• Berkshire Trolls The AI Bubble By Buying Macy’s

• Heed Orwell’s Warning On Policing Hate

• Under The Chaos, One Stock Still Looks Cheap

• The Causes of Unemployment: What’s Missing?

• The Fed Will Invent New Inflation Numbers Out Of Thin Air - 🔥 21,659 reads

• Your Retirement Is Being Used To Buy Wall Street’s Toxic Sludge...Again

• New Fed Chair Kevin Warsh’s Job Is Impossible

• Bonds Are Screaming “Something’s Wrong” - 🔥 23,711 reads

• Are General Health Checks Harmful?

• This Rally Ends In Panic - 🔥 23,784 reads

• Why You Should Have Hope in 2026

• Time For Rate Hikes

QTR’s Disclaimer: Please read my full legal disclaimer on my About page here. This post represents my opinions only. In addition, please understand I am an idiot and often get things wrong and lose money. I may own or transact in any names mentioned in this piece at any time without warning. Contributor posts and aggregated posts have been hand selected by me, have not been fact checked and are the opinions of their authors. They are either submitted to QTR by their author, reprinted under a Creative Commons license with my best effort to uphold what the license asks, or with the permission of the author.

This is not a recommendation to buy or sell any stocks or securities, just my opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. I may or may not own names I write about and are watching. Sometimes I’m bullish without owning things, sometimes I’m bearish and do own things. Just assume my positions could be exactly the opposite of what you think they are just in case. If I’m long I could quickly be short and vice versa. I won’t update my positions. All positions can change immediately as soon as I publish this, with or without notice and at any point I can be long, short or neutral on any position. You are on your own. Do not make decisions based on my blog. I exist on the fringe. If you see numbers and calculations of any sort, assume they are wrong and double check them. I failed Algebra in 8th grade and topped off my high school math accolades by getting a D- in remedial Calculus my senior year, before becoming an English major in college so I could bullshit my way through things easier.

The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I did my best to be honest about my disclosures but can’t guarantee I am right; I write these posts after a couple beers sometimes. I edit after my posts are published because I’m impatient and lazy, so if you see a typo, check back in a half hour. Also, I just straight up get shit wrong a lot. I mention it twice because it’s that important.