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🚨 SOMETHING DOESN’T ADD UP WITH THIS. Recession odds just collapsed to an all-time low of 20%. And somehow, everyone is reading that as BULLISH. Maybe. But history says the market usually breaks BEFORE recession becomes obvious. 2000: S&P 500 topped first. Then came the recession. The market eventually... show more
57,539 views • 10 days ago •via X (Twitter)
16 Comments

ATHs plus extreme confidence always make me cautious 👀

The way you connect market tops to recession timing makes me rethink how I look at stocks. I’ve picked up a lot from your analysis, and @thectspot gives me another solid angle. You two are the analysts I trust most.

Record-low recession odds may look bullish, but history shows markets can peak before economic weakness becomes obvious. You and @mlkbfrey are the two accounts I enjoy following the most

Stay alert, not emotional.

It is a myth come on

I’m serious. You and @orlandorae are the standard.

funny how "lowest recession odds ever" and "everyone's fully positioned" always show up on the chart at the same candle

History reminds us the market tops before the recession ever shows up.

Down 👎

Fair point, the market usually sniffs it out way before the headlines do. You and @SophiaBlackkod are the ones I check when everyone's too comfortable, always the sharpest perspective.

True

En que quedamos....ponemos los activos a dormir porque antes de acabar el 2026 se viene un tortazo de aupa y comprarmos luego a la baja, o al final esto queda en nada y el SP500 va a seguir subiendo en el 2027? Porque yo no me aclaro. Y tengo un fondo de pensiones en el SP500?

So real

#1930-1939

One big market sell and we slide down fast

Recession odds at an all time low of 20% is the ultimate contrarian warning sign. The market always tops before the economy officially rolls over. @RitadeCSB is brilliant at reading these macro sentiment extremes, her ability to see the warning signs before the crowd is what makes her analysis so valuable.
