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Apr 25 • 28 tweets • 10 min read
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
Apr 24 • 11 tweets • 3 min read
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
Apr 23 • 9 tweets • 3 min read
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
Apr 21 • 12 tweets • 4 min read
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
Apr 18 • 12 tweets • 4 min read
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%
Apr 18 • 28 tweets • 9 min read
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
Apr 17 • 11 tweets • 4 min read
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
Apr 11 • 14 tweets • 5 min read
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
Apr 10 • 22 tweets • 8 min read
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
Apr 8 • 13 tweets • 4 min read
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
Apr 8 • 12 tweets • 4 min read
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
Apr 7 • 25 tweets • 8 min read
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
Apr 7 • 9 tweets • 3 min read
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
Apr 2 • 9 tweets • 3 min read
Donald Trump’s “Liberation Day” is finally here
Will this mark the end of extreme uncertainty?
A thread 🧵 2/ Uncertainty around economic policy has surged to levels not seen since the 2020 pandemic
While this will eventually subside, there is no guarantee that uncertainty won’t increase in the near term
Apr 2 • 11 tweets • 4 min read
Tech stocks pose a significant risk to the market today
Just 10 companies make up 37% of the S&P 500
This won’t end well
A thread 🧵 2/ High market concentration has largely been overlooked due to the focus on tariffs
Today, the top 10 stocks in the S&P 500 represent 37% of the index
Apr 2 • 13 tweets • 5 min read
Recession fears are back now
Goldman Sachs increased its recession forecast to 35%
But the bond market is still NOT confirming these fears
A thread 🧵 2/ Recession fears have dominated headlines all year
But the most effective way to evaluate whether those concerns are justified is by analyzing the bond market
It offers a more reliable picture than headline-driven narratives
Mar 31 • 29 tweets • 10 min read
Uncertainty has just spiked to levels seen only once since 1995
Right now, 3 KEY factors will decide if the market crashes or hits new ATHs
A thread 🧵 2/ The US stock market has staged a sharp rally off recent lows
This comes immediately after some of the most oversold conditions seen since 2020
Given that level of selling pressure, a relief rally was almost inevitable
Mar 28 • 22 tweets • 7 min read
This indicator has predicted the last 3 MAJOR crashes
Is it about to signal a 4th one?
A thread 🧵 2/ The S&P 500 has finally seen a small bounce after its biggest drawdown since 2022
But this comes after the index broke below all key moving averages
Like it did just before the 2022 bear market
Mar 24 • 13 tweets • 4 min read
Credit card defaults for small banks are near RECORD levels
This is HIGHER than even the peak of 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%
Mar 24 • 24 tweets • 8 min read
Gold has just hit new all-time highs
History shows this is a MAJOR warning sign
A thread 🧵 2/ In the 6 months leading up to the 2008 financial crisis, gold prices surged 50%
This was a major warning sign, as investors rushed to safety right before the near-collapse of the financial system
Mar 24 • 14 tweets • 4 min read
Personal savings have now fallen off the cliff
And everyone’s expecting a housing crash next
But this is why home prices can keep getting MORE expensive
A thread 🧵 2/ personal savings as a percentage of GDP are at their lowest levels since the 2008 financial crisis
If Americans have little savings, how can home prices continue to rise, right?