THE AI TRADE Is CRASHING After TSMC Record PROFITS...

The 6.55% Affordability Wall: The 15-Month Housing Freeze the Fed Can't Fix

Everyone blames the Federal Reserve for high mortgage rates—but that's not what's happening. Mortgage rates just climbed back to 6.6%, even though the Fed didn't raise rates at all. In this episode of Wall Street Truthbombs, Mark Malek explains the hidden force actually driving mortgage rates: exploding government borrowing, Treasury yields, and the growing federal deficit. You'll learn: • Why mortgage rates follow the 10-year Treasury—not the Fed Funds Rate • How nearly $10 trillion in Treasury borrowing is pushing rates higher • Why homebuilders are cutting prices but buyers still aren't buying • Why Fed rate cuts may not make housing affordable again • The structural forces freezing today's housing market If you want to understand where housing is headed next, this is one video you can't afford 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 Support the show [https://www.buzzsprout.com/2544749/support]

The Global Rotation: How The $3.3 Trillion Tech Flush Is Fueling Wall Street

Jamie Dimon just delivered one of his strongest warnings yet—even as JPMorgan posted the biggest quarterly profit in U.S. banking history. This week brought escalating conflict between the U.S. and Iran, soaring oil prices, a major AI selloff sparked by China's newest model, and growing questions about whether the AI trade has become too expensive. In this weekly Wall Street Truthbombs recap, Mark Malek breaks down what actually moved markets, why money rotated instead of fleeing, what the latest CPI inflation report really means, and why next week's earnings from Tesla and Alphabet could determine where stocks go next. Will AI recover? Is the Fed falling behind? Is Wall Street quietly preparing for a larger correction? Watch before next week's market opens. 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]

THE AI TRADE Is CRASHING After TSMC Record PROFITS...

TSMC just delivered record earnings, yet its stock plunged alongside markets across Asia. What caused investors to sell one of the world's most important AI companies despite booming profits? In this episode of Wall Street Truthbombs, Mark Malek explains why the AI infrastructure boom may be reaching a critical turning point. From exploding capital expenditures and rising depreciation costs to China's latest open-source AI model, this isn't just about one company—it's about the math behind the entire AI trade. 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]

The Hormuz Oil Shock: The Geopolitical Escalation Cornering the Fed

The latest military strikes on Iran aren't just another geopolitical headline—they may have completely changed the Federal Reserve's next move. In this episode of Wall Street Truth Bombs, Mark Malek explains why rising oil prices, collapsing ceasefire negotiations, and supply disruptions through the Strait of Hormuz could reignite inflation just days before the Fed's next meeting. Discover why markets may be underestimating the economic consequences of this conflict and what investors should watch next. 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]

The Supercore Threat: The Trillion-Dollar Fiscal Trap Breaking the Fed

Everyone celebrated the latest CPI report—but they missed the bigger story. June inflation appeared to cool, but underneath the headline numbers, the structural forces keeping prices elevated remain alive and well. Massive government borrowing, trillion-dollar deficits, sticky services inflation, and fiscal dominance are creating an environment where the Federal Reserve may no longer have the tools to fully control inflation. In today's Wall Street Truth Bomb, Mark Malek explains why Washington—not the Fed—may now be driving inflation, why interest rate hikes are becoming less effective, and what this means for markets, mortgages, stocks, and your wallet. 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]