Jose Romero @Mutiny_Essence

The yield curve has been inverted for over 500 days We’ve only seen this 3 times in history: 1. 2008 2. 1929 3. 1974 All 3 saw > 50% stock market drawdowns We expect a final rally to occur before recessionary concerns really kick in later in 2024

@dazbea Lines == up

Silver jumping to highest price since early December

This is incredible: While everyone is focused on AI, China has taken electric vehicles (EVs) to a whole new level. China currently has 2.5 MILLION EV chargers compared to just 130,000 in the US. China has an EV charger for every 7 cars while the US has an EV charger for every…

Master WU @MasterPandaWu

2 months ago

Asia's Thriving Public EV Charging Market Outshines US and EU, Providing Lucrative Opportunities For Industry Players $NAAS $TSLA benzinga.com/partner/asia/2… via @Benzinga

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Apollo just doubled down on their view that we are in a bigger bubble than the 2000 Dot-com bubble. 3 weeks ago, they said the current bubble is "bigger than the 1990s tech bubble." They note that the Forward P/E ratio for the top 10 tech stocks right now is ~40x. Compared to…

Credit card interest rates have risen very aggressively Rates have gone from 14.56% to 21.47% in just 2 years This will be brutal

BREAKING: Semiconductors relative to the S&P 500 has just crossed above its Dot Com bubble highs

One chart that shows why small caps are a more attractive bet right now

Too many people think they know what's going to happen yet look at the recent history even Most people thought the $BTC etf wouldn't be approved, or that it would be a sell the news event Nobody actually knows shit. It's all about probabilistic thinking, understanding a little…

Recessionary bear markets are wealth destroyers 👇

Yield curve inversions systematically end up in recessions Is this time different?

ALERT: Gold has officially had its highest weekly close. Ever.

Highly plausible @FedGuy12 They are kicking the can down the road and now the can has turned into a huge garbage bin! How very convenient

Joseph Wang @FedGuy12

2 months ago

A potential change in leverage calculations could make banks a limitless purchaser of Treasuries just as future issuance is surging. This well worn path of sovereign financing would boost liquidity across markets and place upward pressure on asset prices. fedguy.com/manufacturing-…

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History is repeating…

Very rarely has interest rates been higher than inflation But when it does happen (like today), it makes cash a very attractive alternative

Government interest payments are still rising at a rapid pace This is not sustainable

This is how the 2020 Pandemic unfolded 👇

@seanclarke911 These are balances of only three OTC desks, and there are many others. Directionally it's clear coins are being absorbed. That said, I advise against looking at absolute values and drawing strong conclusions from it. There are a great many better metrics to look at.

BEWARE: Sharp interest rate hikes have usually ended in recessions

This is not a signal to be overlooked Banks have been rapidly tightening their lending standards Which has reliably anticipated a rise in the unemployment rate since 1990 This time is not different