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Jun 9 11 tweets 3 min read
US government debt market COLLAPSE has begun

This has MASSIVE implications for the economy

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

After experiencing one of the most painful bear market since the 1980s Image
Jun 9 28 tweets 10 min read
Moody’s just downgraded the US government’s credit rating

Just as interest payments on debt hit 4.6 % of GDP

This is THE highest level among developed economies

Buckle up.

A thread 🧵 Image 2/ Moody’s just downgraded the US government’s credit rating from AAA to AA1

The timing of this couldn’t be worse

The 30-year bond yield has already been pushing toward levels we haven’t seen in 18 years Image
Jun 6 12 tweets 4 min read
WARNING: Housing defaults have skyrocketed

This is unlike anything we’ve seen in a decade

A thread 🧵 Image 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 Image
Jun 6 23 tweets 8 min read
Michael Burry just shorted this stock with 49% of his portfolio

This is a BIG move, buckle up.

A thread 🧵 Image 2/ Michael Burry just made his biggest move of Q1 2025:

Shorting 900,000 shares of Nvidia through put options

That’s almost 50% of his entire portfolio betting against one of the largest US company Image
Jun 5 15 tweets 5 min read
Bitcoin was born in 2009 following the Financial Crisis

Today, with the US dollar collapsing, there’s a MAJOR opportunity on it

A thread 🧵 Image 2/ The US dollar index has now declined over 10% in 2025

And is likely to continue declining due to Trump’s new policies

A structural dollar weakness can have massive implications for the global economy Image
Jun 3 13 tweets 4 min read
Credit card defaults have hit RECORD levels

This is HIGHER than even the 2008 Financial Crisis

A thread 🧵 Image 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% Image
Jun 3 12 tweets 4 min read
Money market funds have shot up by $2 trillion in just the last 2 years

Back in 1981, it took 20 years for the same growth

Cash rushing to the sidelines should NOT be ignored

A thread 🧵 Image 2/ The amount of cash sitting on the sidelines has now reached $7.2 trillion

That’s the total parked in money market funds

Where institutional investors typically store idle capital Image
Jun 2 24 tweets 8 min read
Money market funds have just hit a RECORD $7.2 trillion

Last 3 sharp rises preceded MAJOR economic downturns

Is this time different?

A thread 🧵 Image 2/ The amount of cash sitting on the sidelines has now reached $7.2 trillion

That’s the total parked in money market funds

Where institutional investors typically store idle capital Image
May 29 22 tweets 8 min read
The US Treasury market collapse has begun

This has MAJOR implications for the economy

A thread 🧵 Image 2/ $16 billion - That’s how much the US government pulled in from tariffs just in April

It’s the largest amount of money ever collected from US customs in a single month Image
May 28 24 tweets 8 min read
Consumer confidence is WORSE than the 2008 Financial Crisis levels

But the stock market is still near record highs

Which one is lying?

A thread 🧵 Image 2/ The S&P 500 just broke above its 200-day moving average - one of the market’s most important resistance levels

Investors are celebrating a temporary trade deal between the US and China, hoping it leads to a broader agreement

But consumer sentiment is telling a different storyImage
May 27 26 tweets 9 min read
History is REPEATING

Buckle up.

A thread 🧵 Image 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? Image
May 20 25 tweets 8 min read
History is REPEATING.

A thread 🧵 Image 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 Image
May 19 9 tweets 3 min read
This will catch a lot of investors off-guard

A thread 🧵 Image 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 Image
May 16 26 tweets 9 min read
It’s happening AGAIN

Buckle up.

A thread 🧵 Image 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? Image
May 14 12 tweets 4 min read
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 🧵 Image 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 Image
May 13 11 tweets 4 min read
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 🧵 Image 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 Image
May 12 27 tweets 9 min read
The COLLAPSE of the US Dollar has begun

This could have major consequences for the markets

A thread 🧵 Image 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 Image
May 5 28 tweets 9 min read
US government debt market COLLAPSE has begun

This has MASSIVE implications for the economy

A thread 🧵 Image 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 Image
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 🧵 Image 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 Image
Apr 24 11 tweets 3 min read
US government debt market COLLAPSE has begun

This has MASSIVE implications for the economy

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

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