The AI and Stock Market Crash Will Open The Severe Phase of “THE FOURTH TURNING” Why The Largest Bubble Ever Is Bursting At The Worst Possible Moment - And Why The Fed Cannot Stop What Follows. "....So this is not another bubble bursting at the end of an expansion. It is a bubble reaching its culmination at the moment when the consumer is exceptionally vulnerable, debt is at a historical extreme, the technology investment cycle is overextended, and the political and monetary order is under the greatest pressure since the 1930s. The financial dimension explains the market. The social and political dimension explains the Fourth Turning. The historical dimension explains why this transition matters more than any downturn in living memory. That is why I do not compare this to 2008, and why I ask you not to. What is assembling is 1929: a larger bubble, a weaker consumer, more debt, and a breaking order, which is why the 1930s and then the 1940s follow rather than a recovery." As I see it: The crisis ahead - and the solutions that will be sought for it - will set the structures the next three to four generations live under. That is what a Fourth Turning is - and why the choices we will be forced to make matter so much. Please read my article here: https://t.co/7ZZ09nV5Yv

Dear Subs. #WIF looks like it is closing in on finalizing its FLAT-Correction. Little more downside.... Take Care! https://t.co/qvhSTzFpjQ

Sure sweet Bot

Bitcoin at 100K into FOMC 🚀

It is no longer about what the FED does - or does not! It is in the hands of the Bond Market. Forget Fed - and Warsh. When yields decline - and DXY joins in - Risk Assets rally - in this final phase. No. Matter. What. The. Fed. Does. Observe 10YR yields here. In 2 months time.... they will be at much lower levels.

Fed should not hike because inflation is above 2% target. Fed should hike if the economy is running hot. Right now - there is no evidence anywhere suggesting the economy is running hot! Not. One. Single. Indicator. …. on the contrary! The Fed is in the making of its 2nd largest policy error - ever!

Think ....supplying the internet. Commoditization is going to drive prices down! And - btw - already at this point - with current Capex requires - 4 Trillion USD in Revenue per year by 2031. ....before commoditization and new capacity.... POP!

Which was also HIGH going into 2008.... where the Recessions was already running..... Hence - a sentiment index - which LAGS

@MaMoMVPY Ser ud til at du ramte præcis toppen af renterne, da du konkluderede, at “renterne skal helt sikkert højere op” i din LinkedIn artikel Bravo! 😉 👏

2026 is more vulnerable than 1929. And far more than 2000-01 and 2007-08. That does not mean we will see same developments. But it means, that the economic climate can become very inhospitable - and fast! Be careful. The coming massive rally is not a sign of strength. It is the very definition of what a major top looks like.