Felix Prehn 🐶
@felixprehn • 114,705 subscribers
Ex-Banker. 🏦 No fluff, just frameworks. Teaching the 3-Step Analysis method professional investors use. 🧠 Education & Mentorship. (Not a broker / NFA)
Videos
The CEO of ServiceNow, just put $3 million of his own personal money into the stock. Bill McDermott also canceled his automatic stock-selling plan, the kind CEOs schedule months in advance to sell shares, and started actively buying instead. He believes it's "a once-in-a-generation moment." Four other ServiceNow executives followed suit.
Felix Prehn 🐶435,709 次观看 • 4 天前
The SpaceX IPO will be the most hyped listing in years. It's also the moment the early investors finally cash out on the public. SpaceX has been private for 20 years. The private equity guys got in early and are sitting on massive gains. A $1M stake is now worth $100M. A $10M stake is now a billion. The problem is their money is locked up. The shares don't trade, so those investors look rich but can't spend a cent of it. The IPO is their way out. They sell their shares, and the people buying them are retail investors like you. So while everyone races to buy at the open, watch what the institutional money does. They’re also not allowed to sell for the first 6 months after it happens, so I’d recommend to wait until then.
Felix Prehn 🐶184,900 次观看 • 11 天前
I just went on my first interview in over 8 months. I joined Mario Nawfal (Mario Nawfal) on his podcast and shared 10 insights about the Iran war, the global economy, and where I believe markets are heading next. 1) The stock market was an early indicator of the Iran war
Felix Prehn 🐶211,892 次观看 • 1 个月前
We're at the part of the Ponzi scheme where the guy running it starts sweating. The US has $38 trillion in debt. It grows by $6 billion per day—not per year, per day. The US added $1 trillion in debt in just 71 days last year. Here's the problem: The US paid $1.2 trillion in interest on that debt in 2025. That's more than defense spending. So how do you fix it? 1) Raise taxes? The wealthy leave (see: Britain) 2) Cut spending? Political suicide 3) Default? Game over There's only one path: Print Money. Devalue the debt by making dollars worth less. Ray Dalio: "If you devalue money, you devalue debt." Translation: Your savings, salary, and retirement get quietly confiscated to pay for government debt. The S&P was up 18% last year. Against gold? Down 28%. That 46% gap is the real inflation rate they're not telling you. Currency devaluation isn't coming—it's official policy.
Felix Prehn 🐶632,533 次观看 • 4 个月前
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:
Felix Prehn 🐶649,853 次观看 • 5 个月前
In the last five months, stocks building the infrastructure behind AI and data centers went up 30-200% while the S&P did 3%. These companies are WINNING government contracts to rebuild America's power grid. - A nuclear startup is building mini reactors for Meta - The largest grid contractor in North America has a $44 billion backlog of signed deals - A fuel cell company just signed a contract to power Oracle's data centers with the electricity of 2 million homes - The only US company producing uranium from two active mines is up 30% The executive orders, contracts, and backlogs were all public. Institutional money saw it and positioned then. I posted a thread breaking down all 14 companies - what each company does, why they're most likely to win the contracts and the framework behind finding them. Read the full thread below.
Felix Prehn 🐶96,122 次观看 • 1 个月前
When asked if we're in an AI bubble, Ray Dalio replied: "Indicators show that we’re about 80% in the last two times” - referring to 1929 and 2000. Dalio uses a bubble indicator tracking data back to 1900. It measures several factors: - How much leverage exists - Who's using that leverage - The ratio of wealth to available cash - And so on These indicators show we're deep into bubble territory, but not necessarily at the peak. That’s why he mentioned: “Don’t sell just because there’s a bubble”. Because bubbles can keep inflating. Dalio references how the market surged 90% from early 1928 to September 1929, even after Charles Merrill warned investors to get out. The timing depends on what "pricks" the bubble, and that hasn't happened yet. So what actually bursts bubbles? "The need for cash," Dalio explains. "You can't spend wealth. You have to sell wealth in order to get the money." When asset holders must sell - that's when bubbles pop. Classic triggers include tight Fed policy (unlikely now) or wealth taxes. When the interviewer mentions wealth tax proposals in California, Dalio confirms they exist at both state and national levels and could force asset sales. The real danger isn't valuations alone - it's when circumstances force selling. Ray Dalio covers why we're in a bubble, why you shouldn't sell yet and when to actually sell based on historical patterns in this 9-minute interview with CNBC. If you'd like to watch it, like and comment "DALIO" and I'll send it to you.
Felix Prehn 🐶432,429 次观看 • 5 个月前
A banking regulation called Basel 3 is changing how silver gets priced. It's not making headlines, but commodity pricing influences inflation, which touches everything from your grocery bill to what's sitting inside your retirement account. For decades, banks traded silver they didn't actually own. Paper IOUs with very little physical behind them. For every real ounce in a vault, almost 8 paper claims on it. Basel 3 introduced the 85% rule. Banks now hold 85 cents in real money for every dollar of paper silver on their books. Paper silver went from profit center to cost center overnight. Banks are stepping away from paper and into physical. Some major institutions have already left the silver market completely. Less paper means less ability to push prices down. More demand for physical means tighter supply. The floor under silver has quietly moved up. Full breakdown in the thread below:
Felix Prehn 🐶99,130 次观看 • 1 个月前
The GENIUS Act becomes effective January 18th, 2027. It establishes a stablecoin framework. Banks can now issue stablecoins. Non-banks can technically get permits, but it's extremely difficult. Why this matters now: The government is still running deficits and printing money, They need buyers for the new debt they're constantly issuing (Treasury bonds). The problem is that foreign buyers have been pulling back and buying less US debt. By requiring stablecoins to be backed by "reserve assets" (which includes US government debt/Treasuries), the government essentially creates a new mandatory buyer for their debt. Every stablecoin issued means someone has to buy Treasury bonds to back it. So it’s a way to not pay not down their existing debt—but ensure there's demand to finance their ongoing deficit spending. However, here’s the problem. There's a kill switch built in. Section 126 requires all issuers to have technical capability to freeze, seize, or burn stablecoins when legally required. It's not optional—it's a licensing requirement. And this is already happening. Tether has already frozen $3.3 billion across 7,000 wallets, with 2,800+ coordinated with US agencies. What does this mean for you? In every disruption, opportunities emerge. Payment processors, big banks and companies with massive transaction volume are positioned to profit significantly. -- This is a short clip from my 20-minute breakdown on the GENIUS Act, how it affects your investments, and positioning strategies before 2027. If you're interested in watching the full breakdown, comment "GENIUS" and I'll DM it to you.
Felix Prehn 🐶336,792 次观看 • 5 个月前
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:
Felix Prehn 🐶370,073 次观看 • 6 个月前
![Ray Dalio said: "If you didn't know what gold was likely to do and you had no view on gold, one should have between five and 15% of their portfolio in gold." The reason he believes this is because: "It's a diversifier. When the shit hits the fan, gold does well and the other things [cash] don't." Dalio isn't making any bold calls on gold's price. He's saying you need to hold it in your portfolio because the structure of the system makes it necessary. I've broken down my thoughts on how gold will perform below.](https://image.24vids.com/tw-2033177510683566143/amplify_video_thumb/2033177334380179456/img/M07nzXh94voAE0Kc.jpg)
Ray Dalio said: "If you didn't know what gold was likely to do and you had no view on gold, one should have between five and 15% of their portfolio in gold." The reason he believes this is because: "It's a diversifier. When the shit hits the fan, gold does well and the other things [cash] don't." Dalio isn't making any bold calls on gold's price. He's saying you need to hold it in your portfolio because the structure of the system makes it necessary. I've broken down my thoughts on how gold will perform below.
Felix Prehn 🐶168,879 次观看 • 2 个月前
