Venezuela is the key to inflating America’s debt away without causing civil riots.

By buying millions of oil barrels from them, gas prices stays low—which is the first thing people notice during high inflation.

In this thread, I'll cover why this is the only choice for the US: On January 7th, Venezuela transferred 30-50 million barrels ($2B worth) to the US.

And Trump says shipments continue indefinitely.

The reason they’re buying is because the government faces an inflation paradox:

Trump just signed a $1 trillion defense budget—the biggest increase in military spending since World War II.

I've identified 13 stocks positioned to explode once contracts materialize.

Here's each stock and why they win: This isn't the usual defense budget.

Three new priorities reshape where every dollar flows:

• Next-gen weapons (hypersonics, lasers, AI)
• Homeland security (smart wall + Golden Dome)
• Manufacturing onshoring (minerals banned from China)

Now let’s dive into each stock:

US is erasing its $37 trillion debt using inflation and crypto.

First, they’ll print money to inflate the debt away.

Second, they'll using stablecoins to create massive demand for government debt.

Here’s what I mean: The government doesn't need to pay back all $38 trillion in debt—that's mathematically impossible.

No empire in history has paid back debts this large.

Everyone watches unemployment to predict stock crashes.

But here's what Wall Street actually tracks: S&P 500 real earnings growth.

This single indicator called every major crash since 1989 - and it's 100% free to access.

Let me show you how it works: Most investors believe unemployment signals a recession.

The problem?

Unemployment is useless for timing.

In 1990, unemployment hit 5.5% before the crash.
In 2001, it was 4.3%.
In 2008, it was 5%.

There's no consistent number.

Bank of America just leaked their report to institutional clients.

They've revealed the Fed is about to print $45 billion per month, disguising it as “reserve management purchases” so you won't notice.

You’re about to see your savings get crushed by inflation.

The breakdown: First, understand this: Bank of America doesn't send these reports to retail investors or CNBC.

Only their biggest institutional clients get this.

But I got my hands on it.

And here’s what I discovered:

Trump's commerce secretary just leaked an executive order on humanoid robotics.

It’s projected they’ll be 1 billion robots made, turning this industry into a $5 trillion market by 2050.

Yet no ones talking about this.

Here's how to take advantage of this opportunity right now: First, understand this:

Most people make the mistake of chasing popular tech stocks (Apple, Tesla, etc).

But the MASSIVE wins are made in stocks with growth potential that aren't mainstream yet.

This is the robotics industry right now.

There are TWO simple mathematical forces that when combined exponentially build wealth.

It’s why people make money significantly faster when they've hit $100k in net worth.

Here's what they are and how to maximize them: The two mathematical forces are:

1. Compound interest
2. Scale of capital

Before I breakdown the first one—what Einstein called the "eighth wonder of the world”—Let me explain what keeps most people stuck:

The Fed just exposed a $3T shadow banking system bypassing every rule from 2008.

Banks lent $300B to unregulated funds where 47% of borrowers can't afford payments.

When they default, index funds, retirement funds and 401ks will take a hit.

The breakdown: After 2008, regulators passed Dodd-Frank to make banks safer.

Banks had to hold more capital and reduce risky lending.

So what did Wall Street do?

They just moved the risk off their books into "private credit funds."

Same game, different name.

Japan just triggered the biggest unwind in financial history.

They raised rates to 1.8% after a decade at zero, shrinking the free money trade where Hedge funds borrowed at 0% in Japan and invested at 4-5% in US.

As it becomes more unprofitable, it forces liquidation.

Thread: For decades, Japanese banks and pension funds borrowed at 0% at home and invested in US assets paying 4-5%.

They pocketed the difference risk-free.

But last month, something unprecedented happened.

Goldman Sachs just revealed their "most important trades for 2026."

It's not the tech stocks everyone's talking about.

It's a completely different sectors implementing AI under the radar. I got my hands on the full list.

Here's every stock: Sector #1: Banks and Insurance

Banks process millions of transactions with mountains of data and repetitive tasks.

Every efficiency gain using AI turns into profits immediately.

Here are the 4 stocks to look at:

The Fed just confirmed it.

In 9 days, quantitative tightening ends.
In 14 days, they cut rates again.

A stock market super cycle is forming—and it's why we're seeing 9 catalysts converging for the first time in 40 years.

A breakdown: Why does this matter if you're not a Wall Street trader?

These 9 catalysts all point one direction:

More money in the system → Lower interest rates → Falling inflation

That means your mortgages get cheaper and groceries stop climbing.

Warren Buffett just bought $4 billion of Google stock.

This man famously avoided most tech stocks for years. Now he's buying into the big 7 tech giants during bubble fears.

Here's what changed his mind: Firstly, the timing seems crazy.

Markets hit all-time highs. People warn about AI bubbles everywhere. Google stock went up fast in 12 months.

This is when Buffett should sell tech, not buy it.

3 major institutions all predict your portfolio could crash 30-50% by 2027.

Why?

There’s an AI bubble fueled by a $4.3 trillion funding gap is set to burst then.

A breakdown on their predictions (and how to protect yourself when it happens): The 3 major institutions predicting this are:

1) Capital Economics
2) JP Morgan
3) Goldman Sachs

Each used completely different analysis methods, but still came to this consensus.

Here's what each found:

We're living in a bigger bubble than 2000.

When the dot-com bubble burst then, the index concentration was 27%. Today, it's 37%.

Here's what you need to know about this fund - and the 4 simple steps to protect yourself from the inevitable crash: First, let's understand the danger:

Concentration above 36% in just 7 companies increases your risk of portfolio collapse and retirement destruction.

Above 40%, you're at risk of financial ruin when the bubble bursts.

Insiders just bought $574,000 worth of their own stock while everyone else is hitting the sell button.

Despite it down 94% from its high & priced at $2.59, Vera Bradley is could be setting up for a massive comback.

Here’s why:🧵 Let me show you exactly what these insiders are doing:

Director Ian Brickley: $100,000 purchase
Director Andrew Mesler: $474,000 purchase

Total insider buying: $574,000 in one quarter.

Insider selling: $0.

Ken Griffin said: "Individual investors around the world now view gold as a safe harbor asset in a way that the dollar used to be viewed. That's what's really concerning to me."

Why does one of the world's biggest fund managers believe this is a problem?

Let me explain: 🧵 Why is Griffin concerned about the dollar?

The dollar depreciated by about 10% in the first half of this year. It's the single biggest decline in the US dollar in six months, in 50 years.

Meanwhile, Gold is at record highs.

The 2026 money crash is predicted to be 12 months away.

There are three big forces that are about to hit at once. This could create the biggest wealth shift since 2008.

Most people have no idea what's coming—here's your early warning: Force #1: The job market is breaking down.

Jobless rates jumped from 3.6% to 4.3% in just 2 years. New job creation dropped by half.

August: Only 20,000 jobs created for the whole US. September: Zero net job growth.

Most traders spend hours managing 15+ positions every week.

I spent years as a banker and learned this is one way the wealthy build their portfolio: 3 ETFs, 15 minutes quarterly, better returns than full-time traders.

Here's the modernized approach to getting rich 🧵 PART 1: Why the Traditional 3-Fund Portfolio is Broken

The classic approach was: US stocks, international stocks, and bonds.

But the financial landscape has changed dramatically.

Big Tech reshaped indices and bond yields hit historic lows.

Ray Dalio said: "Countries are letting their reserves or assets go down and acquiring gold."

Central banks bought more gold in 2025 than any year in history.

They're not telling the public why, but their actions speak volumes.

Here's what they see coming: Firstly, what are reserves?

They're like savings accounts for countries - government bonds, treasury bills and dollars.

Countries are trading these paper promises for physical gold.

When they sell US bonds, it pushes interest rates up. This makes investments lose value.

A Russian economic adviser revealed what he believes is America's secret plan to get rid of the $37 trillion in debt.

For context, no empire in history has ever repaid debts this large without collapsing.

Here's the alleged plan he describes: Look at history. Empires with massive debt follow the same pattern:

• Rome debased their currency
• Britain lost reserve status after WWII
• America now faces this same moment

The guy who predicted the 2008 crash just called out two massive bubbles about to implode: real estate and cash-burning tech companies.

Nassim Taleb warns these industries are severely over-valued after years of free money.

His explanation on how it'll happen:

Thread BUBBLE #1: REAL ESTATE

Taleb's exact words: "If real estate doesn't go down by half or three quarters, there'll be something wrong."

He's talking about a 50-75% collapse in property values.

Not a correction. A bloodbath.