Valois Capital Management, LLC :: Opinions are my own and often those opinions speak in GIFs
New York, USA
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A little preview of the bond guide I am writing for paid subs. I know I said I would try to get it out this weekend, but it became really really long, much longer than I thought it would be (and it still only scratches the surface), so please be patient, I am trying to have it finished by Tuesday. Maybe I'll get lucky and we'll have a slow market session tomorrow so I can just bang this out.
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Michael Bento retweeted
Sixth U.S. bank failure of 2026
That’s three times as many as 2024 or 2025
@AmerBanker reports FDIC estimates a $114 million hit to the Deposit Insurance Fund - and is keeping about $260 million of Nano Banc’s leftover assets to sell later.
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Michael Bento retweeted
Yes, a bank run is coming.
Get your cash out of Bank of America while you still can.
Fascinating.
Chief Economist at Apollo: agents could cause a bank run by sweeping household cash into accounts paying 3-5% instead of the 0.1% national average, causing banks to lose a large share of their cheap deposits.
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Tomorrow I will be releasing the Friday write up AND for subscribers I will also be releasing a guide to the bond market, why it’s so important, and how it affects literally everything else.
Assuming I don’t lose electricity from this storm that is.
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The American People elected me to deliver HISTORIC Economic Results, and now, I have a new responsibility, reporting our incredible results because the Fake News refuses to do it.
S&P Global reported this week that U.S. Business Growth is at its HIGHEST LEVEL IN MORE THAN FIVE YEARS and, if you take out the distorted COVID Reopening figures, the mark goes back even further.
What does that mean? MORE ORDERS, MORE OUTPUT, MORE AMERICAN WORKERS BEING HIRED. Manufacturing is growing, Businesses are expanding, and Demand is STRONG.
And there’s more: U.S. REAL MEDIAN HOUSEHOLD INCOME is now the HIGHEST EVER RECORDED. The United States Poverty Rate is at its LOWEST LEVEL ON RECORD. U.S. Goods Exports in 2026 are on pace for their HIGHEST LEVEL IN HISTORY, and Trillions and Trillions of Dollars of new Investments are pouring into the United States.
If anyone else were President, this would be all the Media would talk about. But because no one ever wants to give me credit, no one is talking about these Historic Numbers.
Business is growing. Americans are earning more money than ever before, Poverty is at its All Time Lowest Level, and Exports are surging!
The FAKE NEWS and DUMOCRATS hate these reports, and these Record Setting Numbers. They hate the TRUTH, and they hate the Great Success that our Country is having. Just look at the Numbers — THE BEST IN HISTORY. VOTE FOR REPUBLICAN AND “TRUMP” CANDIDATES IN THE MIDTERMS. WE HAVE ALREADY MADE AMERICA GREAT AGAIN, BUT NOW WE WILL REACH NEW LEVELS OF GREATNESS. IT IS MY HONOR TO BE YOUR PRESIDENT, DURING SUCH AN EXCITING TIME! President DONALD J. TRUMP
( TS: Sep 26 2026, 2:58 PM ET )
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I can hear Barak Ravid’s fingers flying across the keyboard as we speak, concocting the TACOiest TACO ever to TACO for release tomorrow at 6pm
he is delusional
Trump: "I'm rejecting their deal. They want to make a deal where they open the strait immediately ... we're winning tremendously. We have total control of the Hormuz Strait ... that deal would not be acceptable. They want to immediately open the Hormuz Strait."
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We are so close, so very close to reality finally coming back and markets making sense again.
The S&P 500 is 0.7% below a record high, yet 430 of those stocks are 21.7% below their highs. That means on average 86% of the stocks are in a bear market. Breadth has only been this bad twice, in January 1973 and in 1999/2000. On both occasions, the S&P then crashed nearly 50%
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Michael Bento retweeted
Nah $orcl is Bear Stearns, as we’re in the 07 phase where the first rumblings of the coming earthquake were sounding off
OpenAI will be the Lehman in 2027
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Trump said he didn’t accept a deal Iran never offered and he will bomb them after midterms. OK. What about Houthis breaking ARAMCO’s and Saudi crude oil exports near zero hence why Saudi started dumping Treasuries to raise funds on Wed? Will he wait to deal with this issue too?
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Michael Bento retweeted
Never forget, Nvidia $NVDA replaced Enron on the S&P 500 in November 2001.
Both used special purpose vehicles (SPV) to hide their debt and circular financing.
Jensen Huang was also accused of account fraud in 2000 and 2001, after an SEC inquiry found they had falsified their financial results.
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