Bounce Capital @Bouncetrade

Zelensky says he is willing to give up 25% of Ukraine to Russia to end the war It’s so over

Someone doesn't want to see gold rising... Gold ETF holdings are at levels you'd expect to see with gold hitting all-time highs... Yet gold itself is trading at just $4,100. Meanwhile: - China's gold imports are reaching record highs - Global central banks remain major buyers - Some Asian gold producers want to keep their gold rather than sell it In other words, everyone is buying gold, some producers are holding on to their gold, and yet the price is falling as if the exact opposite were happening...

1. Is a member of the French left-wing party and an activist, one of the biggest advocates for opening up migration to North African peoples. 2. Owns a small chic boutique in an upscale spot, she stood in her shop trying to save it from looting and theft telling them that she's a famous activist. 3. Told them I'm so-and-so, the activist for asylum, I'm with you, I've defended you and your entry and stay in France, they spat on her, knocked her down, and trampled her with their feet, good thing she's still alive. 4. And they looted the whole shop, losing all the struggle and work of her lifetime in a moment. Standing there stunned, not believing that these thieving, rabble-rousing, criminal, barbaric hordes are the ones she's spent her whole life defending, and advocating for them to invade her country and destroy it.

🚨 Ray Dalio Warns “Something Has to Prick the Bubble” and It’s Coming Ray Dalio warned the exact playbook: you need a shock (oil + tariffs + “geopolitics”) to force rate hikes and trigger the outflows that pop the overvalued market. That’s exactly how Covid started. First the warnings. Then the event. Then the printing. In 2019 the repo market seized. Cash disappeared from the collateral system. Overnight rates spiked to double digits. Banks were one broken funding market away from a full freeze. The Fed had to inject cash for the first time since the last crash. Then Covid hit and they printed trillions. The financial system was already dying. The pandemic bought them time. It’s the textbook script for engineering the next crisis while they load up on cash and undervalued assets. Japan’s @yutokanzakireal warned that the “allies”, which is the U.S., is finding a scapegoat like AI, cyberattacks or oil crisis to collapse the current economic order. All financial crises are engineered by the central banks, IMF, BIS and G-SIBs. They’re planning something far bigger this time because the condition is worse, not better.

Yuto 🇯🇵 @yutokanzakireal

a week ago

ヨーロッパの没落は計画の失敗ではない。 それは計画である。 他の 主要な 民主主義国 は 次に 列に もし社会が無制限に寛容であるならば、その寛容である能力は、最終的に不寛容な者たちによって奪われ、破壊されてしまう。

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She said it loud she said it clear. So absolutely no sympathy here.

Yields and Commodities are each testing highs not seen in nearly 20 years. I haven't seen many inflection points in my 46-year career as important as what these two are facing! $TNX $DBC $DXY $GLD

Just watching a collection of Dennis Bergkamps goals. What a player 🙌🙌🙌🙌

Historic technical setup unfolding on $SILVER The distance from the 200-day EMA has just printed a textbook double bottom at extreme oversold levels (around -13% / -15%). The only two historical precedents over the last 6 years: • March 2020: sparked a +160.6% surge • July–Oct 2022: ignited a +540.1% mega-rally The coil is fully loaded at the identical deviation threshold. Asymmetric risk/reward for the next leg up. Don't fade the mean-reversion.

"I'll Be Short Whole Year": Paul Tudor Jones Dismisses Goldman's Optimism, Warns Of Looming Dot-Com Style Equity Supply Tsunami zerohedge.com/markets/ill-be…

The number of women who lose a good man because they listen to their stupid friends must be in the billions.

Peter Schiff sees significant upside ahead for junior miners and silver, noting that gold broke above its decade-long $2,000 resistance before reaching $5,500, while silver surged from below $30 in 2024 to $125. With silver now around $60, he believes $125 was just the initial breakout, not the peak.

The correlation across oil, stocks, and bonds has hit a 30-year high

“It’s just money. It’s made up.” One of best scenes in a finance movie

🚨 SOMETHING VERY STRANGE IS HAPPENING! The S&P 500 keeps pushing to new all-time highs. But here’s what almost everyone is missing: The US stock market cap just exploded to $58 trillion. Meanwhile, the entire US economy with every job, every factory, every dollar earned, is only $29.5 trillion. Do you understand what this means? The stock market is valued at nearly TWICE the country it's supposed to represent. But here is the terrifying part: The top 10 companies alone are worth $29 trillion. That is almost the entire GDP of the United States sitting in just ten tickers. And behind those record stock prices, the real economy is quietly cracking: Credit card debt just hit a record $1.18 trillion, with serious 90-day delinquencies spiking to 10.9%. That is a 13-year high. Subprime auto loan defaults crossed 7.8%, officially surpassing the peaks of the 2008 Financial Crisis. The personal savings rate collapsed to 3.4% as households burn through cash just to keep up with inflation. US banks are sitting on over $510 billion in unrealized paper losses. Continuing unemployment claims keep climbing as full-time jobs are steadily replaced by part-time gig work. They scream on the news that this is "the greatest economy in history." But who owns this wealth? The top 10% control 93% of all stock market wealth. Your paycheck hasn't grown 200% this year. Your rent hasn't dropped. Your groceries cost more every single week. While the real world is struggling under debt and defaults, numbers on a screen keep printing new highs. The stock market has completely detached from reality. This is not economic growth. It is a massive, centralized liquidity bubble. For the record, I've called every major turn for the last 10 years, including the exact BTC bottom at $16K, the $111K top in October, and the current pump from $60K 10 days before it started. Turn on notifications. I will guide you through this liquidity squeeze, and when the real bottom finally forms, I’ll call it here publicly.

Silver is a Trojan horse to liberate humanity. Get inside

U.S. bonds just posted their worst 10-year return in history

France will bankrupt and will be the end of globalism.

Barchart @Barchart

3 weeks ago

France's Credit Default Swaps soar to highest level in 13 years 🚨 Dear God 🤯 🤯

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The 30-year Treasury yield ended the day at 5.64%. That seems really high until you zoom out and learn that the yield was actually higher than this every single day in the 1980s and 92% of days in the 1990s. Recency bias is a powerful force. Video: youtube.com/watch?v=GFl2yD…

US Treasuries are experiencing one of the worst bear markets in history: The 30Y US Treasury price return index has dropped -60% since 2020, to ~107, matching its lowest level in 2000. In other words, in just 6 years, the index has erased nearly 20 years of gains. By comparison, US nominal GDP has grown +63% over the same period. This comes as the 30Y Treasury yield has surged +478 basis points from its intraday low of 0.71% set in March 2020. To put this into perspective, its previous largest drawdown over the past 40 years was -35% during the 2008 Financial Crisis. We are witnessing a historic bond market decline.

Bonds Haven't Looked This Good Versus Stocks In 25 Years zerohedge.com/markets/bonds-…