History is REPEATING

Buckle up.

A thread 🧵 2/ The S&P 500 has seen a sharp rebound since the April lows

Today, a record 60% of US households have stock market exposure

The big question now is: can this rally really last?

History is REPEATING.

A thread 🧵 2/ The US stock market has been melting up

Gaining over 20% in just the last 6 weeks

That officially makes this the strongest rally since 2020

This will catch a lot of investors off-guard

A thread 🧵 2/ The stock market has seen an aggressive bounce off the April lows

This is happening after a crash as violent as during the pandemic and the Financial Crisis

It’s happening AGAIN

Buckle up.

A thread 🧵 2/ A $54 trillion asset class has been bouncing back now

This is happening after a crash as violent as during the pandemic and the Financial Crisis

Today, a record 60% of US households have stock market exposure

The big question now is: can this rally really last?

BIG divergence between US dollar and bond yields

Either rates must rise further to stabilize the dollar

Or the dollar is at real risk of a deeper collapse

A thread 🧵 2/ The US dollar index (DXY) has faced heavy selling pressure since Trump’s new tariff announcement

Something has happened that is suggesting that this decline in the US dollar could be a lot more dangerous than it looks

In the 1900s, the British Pound lost its status as a global reserve currency due to 2 key reasons

Today, the US Dollar is facing a similar threat

A thread 🧵 2/ Since the dawn of civilization, every fiat currency has eventually collapsed into irrelevance

And when that collapse comes, those holding the currency usually see their wealth wiped out

History is clear about how this ends

The COLLAPSE of the US Dollar has begun

This could have major consequences for the markets

A thread 🧵 2/ Something has just broken on the US dollar

The DXY just posted its biggest drop since COVID

And it’s now completely disconnected from its fundamentals

US government debt market COLLAPSE has begun

This has MASSIVE implications for the economy

A thread 🧵 2/ The US Treasury bond market may be nearing total collapse

This $27 trillion asset is nearly the size of the entire US economy

If this market breaks down, the ripple effects across the economy would be catastrophic

Big tech has risen by as much as 12,000% since 2005

Now another sector has set the stage for massive gains

This is a MAJOR opportunity today

A thread 🧵 2/ If you had put $10,000 into Microsoft 20 years ago, you’d be sitting on $140,000 today

That same investment in Google would’ve grown to $250,000

And if you had chosen Amazon, you’d be looking at $1 million

US government debt market COLLAPSE has begun

This has MASSIVE implications for the economy

A thread 🧵 2/ US government bonds have broken below a 40-year uptrend

After experiencing one of the most painful bear market since the 1980s

The market has broken below all key moving averages

This also happened in 1998 before a 18 month RALLY

But in 2007, it ended in a 20% CRASH instead

Which one will play out today?

A thread 🧵 2/ Today’s high volatility markets has been chopping around a lot of traders

This is where people get burnt and end up not having capital left when the next leg up begins

WARNING: Housing defaults have skyrocketed

This is unlike anything we’ve seen in a decade

A thread 🧵 2/ The Fed had been on an unprecedented hiking cycle

Taking rates from near 0% to 5.5% in just 1.5 years

Ensuring tight monetary policy in the process

Credit card defaults are at RECORD levels

This is HIGHER than even the 2008 Financial Crisis

A thread 🧵 2/ From 1940s to 1970s, Americans used to save around 10% of their annual income

But today, savings relative to income is almost near 0%

History is REPEATING

Buckle up.

A thread 🧵 2/ You’ve probably seen news headlines warning of another Great Depression

Those fears are being fueled by Donald Trump’s proposed tariffs

Which some are comparing to President Hoover’s tariffs from 1930, right as the Great Depression began

US debt is now getting completely out of control

This will NOT end well…

A thread 🧵 2/ Since 1966, US debt has risen from $1 trillion to over $36 trillion

With a staggering $3+ trillion rise just in the last year alone

A lot of investors are now anticipating a 2025 recession

But hard economic data does NOT confirm that yet…

A thread 🧵 2/ Consumer confidence in the labor market has declined aggressively

Historically, such a big drop has typically been followed by real labor market weakness

So far, the jobs data hasn't broken down

But if poor confidence is right again, the labor market could weaken soon

A MAJOR confidence collapse has just hit America

This signal has only been triggered 5 times in 60 years

The last time was right before the 2008 Financial Crisis

A thread 🧵 2/ We just got a signal that’s only occurred 5 times since the 1970s

Each time, it lined up closely with the start of a violent market decline and a recession

Each signal also followed a complete collapse in job market confidence

A key risk-off signal has just flashed in the market

But remember, not every risk-off move occurs with a recession

A thread 🧵 2/ The gold-to-silver ratio has just broken out of a basing pattern that had been forming since 2022

Markets and yields have declined together

This is a growth scare driven sell-off

But it’s NOT the time to go all-in on shorts yet

A thread 🧵 2/ The US stock market has been in full panic mode

In our YouTube video last week, we said that downside risk was still present

Which is why we moved to a defensive positioning

A MAJOR market signal has just flashed

This also happened in the 2022, 2020, & 2008 crashes

Each of them marked a significant buying opportunity

A thread 🧵 2/ The US stock market is in full panic mode

In our last YouTube video, we said there was still plenty of short-term downside risk

Which is why we removed most of our exposure to US stocks during the recent bounce

Extreme market panic has just been triggered

VIX has crossed above the 36 level threshold

This has marked MAJOR buying opportunities

A thread 🧵 2/ Since 2009, there have been multiple non-recessionary corrections

Most of them were caused by growth-related concerns and saw a big spike in fear