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Daly Asset Management is a Maryland based C-Corp that manages funds on Quantbase. Free weekly newsletter: https://t.co/Vy69P107qv
Sep 2 16 tweets 5 min read
American investors are living through the most psychologically brutal economic period since 2008.
But it's not a recession causing the damage...
It's the slow-motion wealth destruction that nobody talks about.
Here's what's actually happening to your money:🧵 Image The economic data tells a story of systematic middle-class erosion disguised as "resilient growth."
Q2 GDP hit 3.0% annualized growth, but that number hides a darker reality.
July job creation collapsed to just 73,000 new positions.
Unemployment ticked up to 4.2%.
Aug 31 16 tweets 5 min read
What if your money got 30% stronger overnight?

Sounds great, until it destroys your economy.

That’s exactly what happened in Switzerland in 2015.

ONE fatal decision triggered absolute chaos across global markets and led to $50 BILLION in losses.

Here’s the story behind it:🧵 Image It all started with a promise.

For years, the Swiss National Bank (SNB) kept the Swiss franc (CHF) pegged to the euro at 1.20.

Why? A strong franc makes Swiss goods too expensive, hurting exports.

So, the SNB artificially weakened it.
Aug 17 17 tweets 6 min read
The US dollar is dying.

For the first time in 80 years, global investors are abandoning America's currency.

Your savings, mortgage, and daily expenses are about to get crushed.

Here's the terrifying timeline of how the world's reserve currency is collapsing: 🧵 Image
Image
The numbers are brutal:

• December 31, 2024: $1 = €0.966
• June 10, 2025: $1 = €0.8747
• One euro now costs $1.143 instead of $1.041

That's a 9.8% surge in euro value in just 6 months.

Investors are fleeing dollar assets at unprecedented speed.

But why?
Aug 10 17 tweets 6 min read
Most investors think Buffett, Dalio, and Munger are investment geniuses.

They're not.

They're systematic wealth extractors who profit from retail investor mistakes.

I reverse-engineered their $487B playbook.

Here's how they really win:🧵 Image Most investors think these legends succeed by picking great stocks.

That's not the real secret.

Their advantage comes from systematic wealth extraction methods that retail investors never see:
Aug 8 17 tweets 5 min read
Every month you buy index funds thinking you're building wealth.

But you're actually funding your own exploitation.

3 firms control $26 trillion in assets and use that power against shareholders like you.

Here's how they rigged the system (without you realizing it):🧵 Image Think your S&P 500 fund gives you a voice in corporate America?

Think again.

BlackRock, Vanguard, and State Street are the largest shareholders in 88% of S&P 500 companies.

When you buy their index funds, you're handing them your voting rights:
Aug 5 17 tweets 6 min read
Japan is secretly burning $100 billion to prevent an economic apocalypse.

Four desperate interventions in 2024 alone.

When their money runs out in 5 years, the collapse will make 2008 look like a warm-up.

Here's the $1 trillion gamble that could crash the global economy:🧵 Image Most people think currency intervention is about national pride.

The reality? Japan is burning through its foreign reserves to prevent a debt crisis that could devastate its entire economy.

The problem is, it could take the whole world down with it.

Let’s break it down:
Aug 3 18 tweets 6 min read
Three investors who predicted every major crash just liquidated everything.

Ray Dalio: "Economic heart attack coming"
Michael Burry: $98M bet against Nvidia
Jeremy Grantham: "50% market collapse"

They're not warning about a recession.

They're warning about system failure:🧵 Image Ray Dalio just issued his most terrifying prediction yet.

The founder of the world's largest hedge fund warns America faces an "economic heart attack" within 3 years.

He's calling the $37 trillion national debt "near the point of no return."

And he isn't alone:
Jul 29 18 tweets 6 min read
The Fed isn't fighting inflation anymore.

They're orchestrating the biggest corporate wealth transfer since 2008.

$4.2 trillion in debt matures by 2026, and overleveraged companies are sitting ducks.

Here's the controlled demolition Wall Street won't tell you about:🧵 Image Most investors think the Fed's hawkish stance is about inflation control.

The reality? They're setting up the biggest corporate debt crisis since 2008.

Around 70% of investment-grade bonds issued during the zero-rate era are about to hit refinancing cliffs.

The math?
Jul 24 17 tweets 6 min read
I reverse-engineered how billionaires actually invest their money.

The crazy part?

It's the opposite of everything your financial advisor tells you to do.

Let's break it down:🧵 Image Most financial advisors sell you complexity:

- 15+ fund portfolios
- Alternative investments
- Quarterly rebalancing

Meanwhile, Warren Buffett, worth $118 billion, tells his wife's trustee to use exactly 2 investments:

90% S&P 500 index fund, 10% government bonds.

Why?
Jul 20 18 tweets 8 min read
The $4 trillion advisory industry just perfected legal theft.

While you think you're paying 1%, they're extracting WAY more through hidden fee structures.

72% of firms now use this systematic wealth drain.

Here's how they're stealing half your retirement:🧵 Image Think about this: You thought you were paying 1% advisor fees.

But in reality, it's 1.65% annually when all fees are included.

That's a 65% markup on what you were told.

Here's how their system works: