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🚨 BURRY: THIS IS WORSE THAN 1999 THE MAN WHO PREDICTED THE 2008 COLLAPSE NOW SEES TODAY'S NASDAQ AS A MORE DANGEROUS BUBBLE THAN THE DOT-COM ERA $SNDK is up 4,000% in the 12 months $QCOM's 1999 peak was 2,620% and marked the final top Three months later, Nasdaq collapsed 78% Current S&P concentration is just ugly The top 10 stocks now make up a record 41.2% of the S&P 500 — the most lopsided US market in 150 years Michael Burry has placed his BILLION SHORT: $912M in $PLTR and $187M in $NVDA puts as of his last 13F He predicts 3 paths from here: 1. MELT-UP — Momentum sucks in the last FOMO buyers. The top gets more extreme, the crash gets even worse. Target: -75%, dot-com style 2. LIQUIDITY SHOCK — A rate surprise, a geopolitical event, something BREAKS. Markets reprice in hours. Target: -40% in a single quarter 3. DISTRIBUTION — Insiders sell into strength. Sideways chop lulls everyone, then the rollover. Target: -50% over 12-18 months All three end with mean reversion that wipes out latecomers Burry shorted housing when everyone called him crazy. Now everyone thinks his crazy again
Leshka.eth ⛩938,866 Aufrufe • vor 28 Tagen
US MARKET IS TRACING THE DOT-COM CRASH ALMOST PERFECTLY NASDAQ 2000: parabolic run, double top, 78% crash over two years People lost millions when the market collapsed S&P 500 2026: same structure, same double top, same first leg down Last time it took 15 years to recover
Leshka.eth ⛩572,837 Aufrufe • vor 27 Tagen
Big Short investor Michael Burry $BTC calls "It's not worth anything. It's the tulip bulb of our time." "It's worse than a tulip bulb, because this has enabled so much criminal activity to go deep under." His last call: "Sell" everything in Jan 2023 S&P up 70% since
Leshka.eth ⛩3,193,407 Aufrufe • vor 5 Monaten
WE'RE IN THE BUBBLE WORSE THAN 1999 WARREN BUFFETT SAID IT TWICE. NOBODY LISTENED THE FIRST TIME Dot-com bubble 1999: walked away from the entire rally. Refused to buy. Market crashed 78% 2026: sitting on $400B in cash. Zero major purchases The best trader in history is DONE with this cycle
Leshka.eth ⛩301,611 Aufrufe • vor 25 Tagen
🚨 BUFFETT IS BACK IN AIRLINES Berkshire Hathaway just revealed a $2,600,000,000 stake in Delta Air Lines He sold airlines in 2020 when everything looked dead Now he is buying back in Buffett said: "Be greedy when others are fearful" And now he is putting $2,600,000,000 where everyone stopped looking
Leshka.eth ⛩175,279 Aufrufe • vor 20 Tagen
EVERYTHING POINTS TO A CRASH. THE MARKET DOESN'T CARE > Bond yields at 19-year highs > Consumer sentiment at 74-year lows > Shiller CAPE at 40 (only seen during the dot-com peak) > $SPX is trading at 228% of US GDP Every macro signal is flashing red And the S&P 500 just broke above multi-year channel resistance for the first time since 2020 The AI euphoria is doing something macro bears (including me) keep underestimating > Nvidia just posted $81 billion in a single quarter >Microsoft, Google, Amazon and Meta are collectively spending $1 trillion on AI infrastructure this year alone > Corporate buybacks are running at $5 trillion annually, providing a constant bid under the market > Options markets are pricing in more upside So honestly I think the long-term setup looks genuinely dangerous But in the short term the breakout is real, the AI bid is real, and the buyback machine doesn't turn off All the warning signs are there and have been for a while, but the market keeps finding reasons to go up anyway Could be another 10-20% higher before anything actually breaks Too early to panic Maybe these guys are right?👇
Leshka.eth ⛩97,789 Aufrufe • vor 13 Tagen
TOMORROW: MOST IMPORTANT DAY FOR MARKETS IN A DECADE Every fund over $100M files their 13F with the SEC on May 15 - mandatory disclosure of every long position held in Q1 One day per quarter when you see what smart money was doing while retail watched the news Watch these five: • Leopold Aschenbrenner - beat S&P by 47% in his first 6 months • Warren Buffett - 60 years in markets, never had a down decade • Stanley Druckenmiller - 30 years without a losing year • Bill Ackman - the most vocal macro trader alive • Ray Dalio - largest hedge fund in the world New Fed Chair, Iran deal talks, Trump-Xi summit, and markets at critical levels - all in the same week This is the most significant 13F filing day in a decade Watch closely
Leshka.eth ⛩150,859 Aufrufe • vor 21 Tagen
Jesse Livermore mapped this pattern 100 years ago He made $100 million shorting the 1929 crash using this exact framework Livermore's Speculative Chart maps how smart money distributes to retail before a major top We're at stage 6-7 - the first pullback after the trap
Leshka.eth ⛩208,195 Aufrufe • vor 1 Monat
🚨 BREAKING CHINA IS PREPPING FOR THE NEXT 2008-LIKE GLOBAL CRISIS THIS MONTH ALONE, THE PBOC HAS PULLED ¥1.15 TRILLION OF LIQUIDITY OUT OF THE SYSTEM CHINA’S U.S. TREASURY HOLDINGS ALSO REMAIN NEAR A 20 YEARS LOW AT JUST ~$694 BILLION, WHILE ITS GOLD RESERVES HAVE RISEN TO ~$343 BILLION AFTER 17 MONTHS IN A ROW OF BUYING PULLING LIQUIDITY, REDUCING U.S. DEBT EXPOSURE, AND ADDING MORE GOLD IS A PRETTY CLEAR SIGNAL CHINA IS GETTING READY FOR SOMETHING BIG
Leshka.eth ⛩282,472 Aufrufe • vor 1 Monat
Right after Oct Crush Tom Lee called $150-200k $BTC and $7k $ETH Crypto king's calls often right, but he's always missing with timing March 2017: "$25,000 BTC coming" Reality: December 2020 June 2020: "$100k BTC by EOY 2021" Reality: November 2024 December 2022: "Bottom is in at $15k" Actually got this one right instantly Track record: Direction = 95% | Timeline = 40% So maybe we see those prices in the next year or just bookmark for 2027
Leshka.eth ⛩789,926 Aufrufe • vor 5 Monaten