Wall Street Truthbombs Podcast

THE MATH ISN'T ADDING UP And Nobody Seems to CARE...

10 min · 22. kesä 2026
jakson THE MATH ISN'T ADDING UP And Nobody Seems to CARE... kansikuva

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Intel stock jumped nearly 10% after reports that Apple could shift portions of its chip manufacturing to Intel's domestic foundry operations. Wall Street celebrated the announcement as a major win for American manufacturing and supply-chain independence. But is the market missing the bigger story? In this episode of Wall Street Truth Bombs, Mark Malek breaks down the numbers behind the headlines. Intel's foundry business is still operating at significant losses, domestic manufacturing input costs are rising sharply, and Apple's long-term margin story may be facing new pressures as production shifts closer to home. We'll examine Intel's manufacturing economics, Apple's supply-chain realities, rising producer costs, and why investors may be underestimating the execution risks hidden beneath the political headlines. Subscribe for weekly market analysis, economic insights, and investment perspectives that go beyond the headlines. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Substack: https://substack.com/@wstruthbombs X: https://x.com/WSTruthBombs Patreon: https://www.patreon.com/wstruthbombs BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social TikTok: https://www.tiktok.com/@wstruthbombs Support the show [https://www.buzzsprout.com/2544749/support]

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316 jaksot

jakson The Fed Just SHOCKED MARKETS And Declared WAR on INFLATION... kansikuva

The Fed Just SHOCKED MARKETS And Declared WAR on INFLATION...

Trump appointed Kevin Warsh expecting a new direction at the Federal Reserve—but his first testimony told a very different story. Warsh made it clear the Fed has zero tolerance for inflation, emphasized central bank independence, and signaled that protecting credibility may matter more than protecting stock prices. In this Wall Street Truth Bomb, Mark Malek explains: Why the market may be misreading CPI Why rate cuts aren't guaranteed The real message behind Warsh's testimony Why supply-driven inflation changes everything Why the Fed Put may officially be dead What this means for stocks, bonds, and your portfolio If the bond market is right, investors may be far too complacent. Subscribe for daily market analysis before Wall Street catches up. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Substack: https://substack.com/@wstruthbombs X: https://x.com/WSTruthBombs Patreon: https://www.patreon.com/wstruthbombs BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social TikTok: https://www.tiktok.com/@wstruthbombs Support the show [https://www.buzzsprout.com/2544749/support]

16. heinä 20269 min
jakson The 1987 TECH WARNING: The Trillion-Dollar Valuation Gap NOBODY Is Pricing... kansikuva

The 1987 TECH WARNING: The Trillion-Dollar Valuation Gap NOBODY Is Pricing...

IBM's earnings miss wasn't just about IBM—it may have revealed the biggest hidden risk in the entire AI investment cycle. In this episode of Wall Street Truth Bombs, Mark Malek explains why corporations are still spending hundreds of billions on AI infrastructure while very few are seeing measurable returns. We break down IBM's historic selloff, the $600 billion gap between AI spending and AI revenue, why the S&P 500 has stalled despite soaring earnings expectations, and what this means for Nvidia, Microsoft, Amazon, Meta, Google, Oracle and the future of the AI trade. If you're investing in technology stocks, this is one market signal you can't afford to ignore. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Substack: https://substack.com/@wstruthbombs X: https://x.com/WSTruthBombs Patreon: https://www.patreon.com/wstruthbombs BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social TikTok: https://www.tiktok.com/@wstruthbombs Support the show [https://www.buzzsprout.com/2544749/support]

16. heinä 20268 min
jakson The Fed's INFLATION NIGHTMARE Is Just Getting Started... kansikuva

The Fed's INFLATION NIGHTMARE Is Just Getting Started...

Today's CPI report looked like incredible news for investors—but what if it's already obsolete? In this episode of Wall Street Truth Bombs, we break down why the June inflation report may be measuring an economy that no longer exists. The Strait of Hormuz transit levy, surging oil prices, core goods inflation, and the Federal Reserve's next move could completely change the market narrative over the next several weeks. We also examine Christopher Waller's warning, why the Fed may be closer to tightening than cutting, and how higher energy costs could quietly spread through the entire economy before investors realize what's happening. If you're investing in stocks, following inflation, watching interest rates, or trying to understand where the economy is headed, this is an analysis you won't want to miss. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Substack: https://substack.com/@wstruthbombs X: https://x.com/WSTruthBombs Patreon: https://www.patreon.com/wstruthbombs BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social TikTok: https://www.tiktok.com/@wstruthbombs Truthbombs videos are for informational and entertainment purposes only. The views expressed by Mark Malek or guests are their own and do not necessarily reflect those of Siebert Financial. These videos do  not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Past performance is not indicative of future results. Listeners and viewers should consult a qualified financial professional before making any investment decisions. Support the show [https://www.buzzsprout.com/2544749/support]

Eilen10 min
jakson The Market Just Bought A GHOST... Why Today's CPI Is Already Dead! kansikuva

The Market Just Bought A GHOST... Why Today's CPI Is Already Dead!

Today's CPI report is making headlines for all the wrong reasons. Wall Street is celebrating a sharp drop in June inflation, but what if the data is already outdated? In this episode of Wall Street Truth Bombs, we break down why the latest CPI report may be describing a world that no longer exists. Energy prices drove most of the decline, but with oil surging, tensions escalating in the Strait of Hormuz, and the Federal Reserve preparing for its next interest rate decision, the inflation story may be far from over. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Substack: https://substack.com/@wstruthbombs X: https://x.com/WSTruthBombs Patreon: https://www.patreon.com/wstruthbombs BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social TikTok: https://www.tiktok.com/@wstruthbombs Truthbombs videos are for informational and entertainment purposes only. The views expressed by Mark Malek or guests are their own and do not necessarily reflect those of Siebert Financial. These videos do  not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Past performance is not indicative of future results. Listeners and viewers should consult a qualified financial professional before making any investment decisions. Support the show [https://www.buzzsprout.com/2544749/support]

Eilen8 min
jakson America's POWER GRID Almost COLLAPSED And WENT DARK... kansikuva

America's POWER GRID Almost COLLAPSED And WENT DARK...

America's largest power grid nearly reached its breaking point—and the federal government had to step in with an emergency order that barely made headlines. In this episode of Wall Street Truthbombs, Mark Malek explains what really happened inside the PJM power grid, why data centers were ordered to disconnect, and what this reveals about the hidden cost of the AI infrastructure boom. As Big Tech spends hundreds of billions on AI, America's aging electrical grid is becoming the next major bottleneck—and investors may not be prepared for what comes next. We break down the July 2 emergency, AI power demand, utility debt, rising electricity costs, bond market implications, and why this may be one of the biggest underappreciated risks facing markets today. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Substack: https://substack.com/@wstruthbombs X: https://x.com/WSTruthBombs Patreon: https://www.patreon.com/wstruthbombs BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social TikTok: https://www.tiktok.com/@wstruthbombs Support the show [https://www.buzzsprout.com/2544749/support]

13. heinä 20268 min