An opportunity like this won't come again... (Emergency Update)

From 1880-1990, the CAPE averaged 12-ish. It is now 38. I think you must include a correction of valuation in any forecast, which opens the door for a 70% correction to return to the historical mean. From 1981 to the present, the valuations (using a host of metrics) have compounded—compounded!—4% annualized. Four decades of such compounding will be reversed. Don't know how or when, but it will be. I think that must be incorporated in projections and nobody is doing so.

Huge deals dropping daily, just like this one 🚨 Follow for more & turn on alerts.... they go fast!

Very clean animations to illustrate your talking points! Thank you

Check our track record for free on our website Become a premium member for exclusive access to all our: - Premium Videos - Trade Alerts - Active Positions - Monthly Macro Newsletter - Quant Forecast Models

Would love to hear if you have any thoughts about this 👇 as a possibility? Source: :

@RemindMe_OfThis in 1 month

Records levels of debt in multiple areas, extreme leverage levels, valuation bubbles everywhere…..I disagree with your assessment. Labor statistics have been fudged by the government

Follow! Great analysis.

might have to change this part, because of Job losses to Ai 🤖

Good stuff!

Low Jobs opening, cut employees, high tariffs this is cost plus inflation but it will be stagflation era and leading to Resecion when unemployed accelerated it will be depression

Do your indicators take into account all the job losses that are about to happen as a result of DOGE?

Golden bull

Bull run coming 😍

Nonsense. Inverted yield curve matter. If you follow him last 2 weeks, you would lose alot

@DreamDividend

Thanks, that was helpful. Also fits with the bull run in M2 global!

@WillsOutlook

Yeah because gdp was never that high to begin with. Previous admin propped it up by printing dollar, which should never be allowed. That's fake balloon gdp and not real gdp. Removing govt expense will bring down gdp to its real no. Thstl help us assess what the true number is ans how we can improve it.

Yeah… this feels closer to the weirdness of this cycle. A growth scare not a recession.

@grok give me a background on this GDP estimate

Great walk-through. TY.

No brainer. To answer your question, yes. It’s always good to buy cheap for the long run.

If it happened in 2020 and 2022 then it is not a generational opportunity...

So time to buy

Au imports. This is disengaged

As Trump had planned encouraging bond purchasing instead of highly speculative equities. Definitely an opportunity to buy at great prices.

What do you use to make videos like this?

@RemindMe_OfThis in 4 days

One question. Can stocks continuously go up if the government stop all forms of money creation?

The reason behind this sudden drop in GDP is increased imports due to upcoming tariffs. It is so sad that you did not highligh this very important fact in your post and mislead your followers!!!

@ezdubs_bot english to spanish