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Finance

This Is Where Things Get Nasty

Quoth the Raven · QTR’s Fringe Finance

Sep 16, 2026 · 1 min listen · Last updated September 16, 2026

Today’s Fed presser was another waypoint on the road toward a call I already made several weeks ago: I think the AI bubble is likely to crack sometime in the next six to ten months.

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Today’s Fed presser was another waypoint on the road toward a call I already made several weeks ago: I think the AI bubble is likely to crack sometime in the next six to ten months. Combine that with the potential chaos in markets that may occur from midterm elections, and we have quite the Q4 approaching…

I rarely put a clock on market predictions because timing them is notoriously difficult. But when I laid out that window, I also started thinking about what the path toward an actual unwind might look like. Today gave us one of the pieces I was looking for…and there was one specific thing from today’s Fed decision that makes me believe the market won’t shrug this off.

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