The MAG7 Index and Nasdaq100 both gained over 3% this week, driven by the strongest Services PMI reading since October 2021. Meanwhile, mortgage rates surged, with the 30-year fixed rate reaching its highest level since January 2025 and the 15-year rate hitting a peak not seen since May 2024. Emerging market currencies weakened, including notable losses in the Colombian peso, Mexican peso, Peruvian sol, and Hungarian forint. The article also reflects on the author's long experience as a market analyst and his perspective on the current financial bubble and macroeconomic trends.
The Weekly Commentary on "Too Big To Fail Redux" is presented with Pluang market data as of Sep 26, 2026 14:01 WIB. For readers following US stocks, here is Pluang's market snapshot: out of 150 priced US stocks tradable on Pluang, 87 rose and 61 fell today. Notable movers include INTC at USD 123.00 with a 1-day change of -3.45%, UPST at USD 23.81 down 3.37% but with 100% buy order activity, and META at USD 751.66 down 3.33% with 60% sell order activity. The most notable figure is the 100% buy order activity for UPST.
FrontView REIT is experiencing significant dilution risk due to its shift from debt financing to equity issuance in response to rising interest rates and market pressures. The REIT's high leverage ratio of 5.4x and increased share issuance have const...
FET cryptocurrency is gaining attention after an analyst identified a pattern on the weekly chart similar to previous setups that led to significant price rallies. Currently trading around $0.23, FET is testing a descending resistance line that cappe...
Pfizer is rated a buy not because it is deeply undervalued now, but due to a disconnect between management's optimistic long-term growth outlook and the market's flat earnings expectations. While consensus models predict a revenue and earnings declin...
Google Trends data shows that the search query "how to buy bitcoin" has recently surpassed "how to invest in AI," indicating a rising interest in buying Bitcoin after a decline since February. However, this reflects relative search popularity, not ac...
U.S. spot Bitcoin ETFs attracted $2.39 billion in net inflows during the week of September 21-25, with all five trading days showing positive inflows. BlackRock's iShares Bitcoin Trust (IBIT) led the inflows with $1.16 billion, followed by Fidelity a...
