Analyzing markets, policies and participants.

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Notice the numerous posts that end with “since Dot Com.” 🫡 Godspeed $SPX $SPY $QQQ $VOO $DIA
GS: While the market is only 2% from its all-time high, the median stock is 17% below its all-time high, pushing S&P 500 market breadth to its lowest level since the Dot Com Bubble
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This is insane. 70% of S&P already crashing. Most unaware bottom falling out. As I’ve proven, Epstein linked Wall St funds are buying $AAPL $NVDA $MSFT (megacaps) on margin so $SPY $QQQ crash as close to midterms as possible. 🫡 Godspeed Warn the Brethren. It’s your weekend talk assignment. Zero exposure to Scammers & Poors. Nada.
S&P 500 breadth is flashing a signal not seen since the 2000 Dot-Com Bubble: The S&P 500 is trading within 1% of an all-time high, while over 70% of its stocks are at least -10% below their own highs. TAP IMAGE TO SEE FULL INSIGHT👇 globalmarketsinvestor.beehii…
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Own hard assets. Yes, Short term liquidity crunch will cause USD strength & #gold #silver may see volatility but then comes the 🚀 🫡 Godspeed Teach the Brethren bergsonjm.substack.com $GDX $GLD $SLV $NUGT
Major Gold Discoveries Have Collapsed
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The Epstein crew is incompetent. Was so easy to fool people for so many years, they got lazy. Charlie Kirk coverup was sloppy (Trump tweeted then Netanyahu 32 seconds later - tweet was in Bibi’s drafts folder) Now the fake hijacking that defies all known laws of physics. Yes, Trump & Bibi will orchestrate more false flags. Stay safe. 🫡 Godspeed Teach the Brethren. You are the enlightened ones. Share the knowledge. People are blind about politics, finance, foreign policy. Open their eyes.
Hey @grok, concise, no spin. By definition, if a Boeing 737 nose-dives 14,000 ft in 29 seconds at extreme overspeed, then violently pulls out beyond its ultimate structural strength, would the aircraft break apart mid-air? Start with Yes or no
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Short or avoid shenanigans. $SPY $QQQ sit on a throne of shenanigans.
"Financial shenanigans are, I feel like they're cyclical." "You see the most shenanigans at the end, at the crest, as you're going over the apex." Cameron Dawson on why accounting gets creative near the top of a boom, with Howard Schilit's Financial Shenanigans as her starting point.
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Yields always snap back …This is exactly what I’ve been predicting for months.
10yr yield back above 5.25%. It's erased the entire post-jobs report print move lower. "Houston, we've got a problem". 😳
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They will crash stocks to drop yields & refinance massive debt at a marginally lower rate. But it will not work. Yields may drop slightly but they will rip right back up. Nobody gets how $40TRN leaves no wiggle room. From politicians to retail investors all want to pretend there’s wiggle room. There ain’t none. 🫡 Godspeed Teach the Brethren crashing $SPY $QQQ $DIA is the plan.
Trump claims if the Democrats win the midterms there will be a Great Depression. What if that's been the plan all along 🤔
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$ILF $EWZ +2%+ today. Ex-US bull market will broaden to include $KWEB $BYDDY $BABA $JD & more It is not a trade. Buy & Hold for years. $ILF yield alone will beat $SPX over next decade. S&P is extremely overbought. 🫡 Godspeed Teach the Brethren
Reasous4 Cranky Old Man Indicator flashing. Takes extreme stupidity to trigger The COMI. Bearish: $MU $DRAM $SPY $QQQ $SNDK $ARM $AMD $INTC $SOXX $TSLA $SPCX Bullish: $GTBIF $TRLV $MSOS $KWEB $ILF $EWZ $MAPS $IGV $BYDDY $BABA $CRLBF $XLE $GLD $GDX
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$KWEB yield: 8.01% $QQQ Ponzi yield: 0.42% Both massively mispriced.
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Remember my summation: “All the dead bodies we buried in QE cemetery are coming back for our souls.” A real estate crisis WORSE than 2008 is underway. US CANNOT lower rates. Retail is in the most expensive $SPX $QQQ in history because they do not yet understand rates can’t be lowered-even if unemployment spikes Notice yields today ran right back up after bad jobs numbers? 🫡 Godspeed You 2,400 peeps following this account are the best informed on earth - share & teach the Brethren
I promise investors aren’t selling mortgage bond ETFs already down big because of yields. Why sell the bottom when you’re here. They’re selling them because we are about to have another mortgage crisis. 50% of American families have negative net income after basic bills, and have doubled their credit card debt to cover the difference. They’ve been taking out HELOC loans to pay down credit card and car debt they can’t afford. The entire banking system is teetering on a cliff and about to fail. Loan modifications happened like crazy and people still can’t cover debt payments. The whole system is crashing.
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#Stagflation is brutal. Take these actions: ✅ Save money (i.e., cancel subscriptions, downsize, etc). ✅ Sell overpriced assets now ($SPY $QQQ $AAPL $PLTR $TSLA $DIA $AMD $SOXX ) ✅ 25% cash buffer ✅ Do not F around & find out at work. If looking for work, do not hold out for max job offers. 🫡 Godspeed Warn the Brethren
1.93 million Americans have been jobless for 27+ weeks, which represents the 3rd-highest share since the Great Recession, per YF
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1.93 million Americans have been jobless for 27+ weeks, which represents the 3rd-highest share since the Great Recession, per YF
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And $AAPL has never traded at a pricier multiple. Smartphone shipments expected to drop -17%. What a massive bubble.
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Imagine Trump saying we will inflate our way out of debt and $SPY $QQQ is up with $GLD $GDX $SLV flat. 🤔 Retail investors are counter-factual. Just short term. Gold will continue outperforming $SPX as it has done since 2000. Scammers & Poors deserves its name. The most popular trades destroy wealth. 🫡 Godspeed Teach the Brethren International stocks + hard assets.
BREAKING: President Trump says higher US inflation will "pay off" US debt "very rapidly" in response to total US debt rising above $40 trillion. "I know I'm the best in the world... you can pay off the debt through other means. But the one thing that you can do is pay it off through growth, and we've never had growth like this," Trump said. US Treasury yields hit a new high of the day after the statement.
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As predicted. The debt is too massive. Weak jobs do not matter. $GLD $SLV $GDX will bounce right back as well.
🚨 This is absolutely insane. US bond yields have completely reversed the entire move that was caused by the weaker-than-expected jobs data. US bond yields are back near multi decade highs. If yields can round-trip this hard, nobody actually knows what's driving this market right now.
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Negative $SPX returns for a decade. $SPY $QQQ $VOO $DIA
🇺🇸 S&P 500 The S&P 500 is trading at a Shiller CAPE level seen only during the market's most expensive episodes. History points to real annualized returns of between -3.8% and -1.4% over the next 10 years 👉isabelnet.com/?s=S%26P+500 h/t @LanceRoberts @michaellebowitz $spx #spx
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One of many reasons $GTBIF is a top buy right now.
Oct. 10 $RYM starts showing up directly in $GTBIF financials Q2 as an example: Revenue: 306.7M→ 314M Cash: 283.6M → 325M Plus the 70M/yr licensing fee GTI pays RYM gets eliminated Bigger top line. More cashish. LFG.
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#stagflation is here. 👉 $AAPL should not be trading 13x sales - Jan-March puts should print 💰 ✅ Avoid consumer discretionary. 👉 Stagflation = limited downside for $GLD $SLV $GDX as inflation persists. 🫡 Godspeed Teach the Brethren
Hard to make the case that the labor market is in good shape when hourly earnings make cycle lows in an environment of elevated inflation.
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Financials are on The COMI bearish (avoid) list. Rates will never be lower. Deleveraging will be brutal. 🫡 Godspeed Warn the Brethren
227,500 properties filed for foreclosure in the first half this year, a 21% increase from last year and a 30% increase from two years ago 🤯 👀
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$GDX $GLD $SLV are on The COMI bullish list. Ignore the volatility. Just hold. 🫡 Godspeed Teach the Brethren If you have not yet, Buy & Share $GTBIF. be patient.
Gold Miners $GDX just formed a Golden Cross for the first time since February 2025 ✅ The last one sent prices soaring more than 100% over the next 8 months 📈 📈
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$WMT insiders sold at the top. Now -25%. Same in store for $AAPL $PLTR $SPCX $AMD $NVDA Retail rolls from one megacap bubble to the next benefiting only insiders. That is the market. A brotherhood of poor plebes orchestrating trickle up trading. 🫡 Godspeed Avoid expensive megacaps. Teach the Brethren
$WMT is down 23% from the ATH's set just a few months ago in May and is currently going through the longest monthly losing streak in 11.5 years.
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