Drew R. @pingcyberpro

The only way to truly suppress global yields is through a major deleveraging event with zero central bank intervention. Central bankers are playing a dangerous game. Their lag in raising rates while global inflation runs hot is nothing more than a bet on hope. There is no comfortable middle ground left: either they raise rates aggressively and crush markets, or the markets will force yields higher and trigger the crash themselves. The illusion of control is fading. Yours truly, The Great Martis✨

Californians will have to pay for two new taxes next year after Governor Gavin Newsom approved the state budget in June in what the California Taxpayers Association described as “the largest tax increase in state history," per NYP

In related news, July 4th 2026 was intended to be the original end-date of DOGE, where they would have cut over a trillion dollars from the annual federal budget. But instead it dismantled, because nothing stops this train.

Lyn Alden @LynAldenContact

a year ago

@AlgorithmMD What deficit level do you think he’ll reach by July 4, 2026, the targeted end of DOGE?

8 4 122 324K 2

DOGE didn't work because Bessent told Trump that all of this government spending was critical to keeping the bubble alive. The US money printer is life support for the fragile global economy.

Mike Levin @MikeLevin

a week ago

DOGE deletes itself on July 4th. It will be remembered as a hugely destructive failure. Musk promised $2 trillion in savings. What we got, by DOGE’s own unverified math, was $215 billion. Even that number was never proven. The costs were atrocious. Nearly 140,000 federal

2K 6K 18K 1.1M 2K

The Pentagon timing military strikes around the NYSE closing bell is the loudest liquidity warning of the decade. Wait, let's actually think through the mechanics of this for a second. Retail reads this and assumes the government is just being polite to their retirement accounts. But look at the sequence... if Washington has to delay a kinetic geopolitical event until 4:00 PM Friday just to avoid an intraday crash, what does that tell you about the ACTUAL depth of the order book? It tells you the bids are entirely synthetic. Actually, it's worse than that. If the primary dealers could absorb the shock, the headline drops at 2 PM and we trade through it like a normal market. The fact that they waited for the bell means the risk models were flashing red, and someone warned the Treasury that Friday afternoon liquidity was too thin to handle a shock without triggering a margin cascade. So what are Tier-1 desks doing right now while retail is locked out of the $SPY for the weekend? We are aggressively hedging in the only vehicles that don't close. You can freeze the fiat equity casino, but you can't pause the geopolitical reality. Which is exactly why physical $GLD is holding $4,073 while the broader market is artificially suspended in mid-air. When the Department of Defense becomes a volatility manager, you no longer have a free market. You have a MANAGED LIQUIDATION. So who exactly is going to provide the bid on Monday morning when the desks gap this down at the open?

Want your blood to boil? Anthony Fauci receives a $415,000 taxpayer funded pension each year. So wrong.

🚨 THIS IS WILD SpaceX lists today at $1.77 trillion. Morningstar values it at $780 billion. Less than half. Right before the debut, Fidelity dropped its minimum 99%. $500,000 to $2,000. The pros price it low. The door opens for retail. Connect the dots.

Many older millennials aren’t retiring, like ever

New York Post @nypost

a month ago

Many older millennials are over $400K short of key retirement targets for their 40s trib.al/n4hzO9R

17 9 31 48K 9

The oil crisis is about to explode and that will be the excuse used to blame the crash in AI, Private Credit, consumer lending, student debt, Japan economy and so on Kevin Warsh will hold rates at first, then cut them and gear up QE to avoid a worldwide government debt crisis

It would appear Nvidia is literally doing an Enron. Specifically, it has reinvented the Chewco Maneuver: Create fake "third parties" to absorb unwanted liabilities, fund with your own capital to prime the pump, then get rubes (retirement funds) to eat the risk.

Bull Theory @BullTheoryio

a month ago

🚨Michael Burry just said Elon Musk and Nvidia's deal is built on fake numbers. Burry published a detailed breakdown calling the entire structure "Fugazi", his word for fake. He is alleging that billions of dollars in Nvidia chips are being hidden off balance sheets, and that

keyboard_arrow_left Previous keyboard_arrow_right Next

944 4K 16K 4.3M 9K

You were told to save. So you did. Then they printed, and your savings bought less every year. You kept your end of the deal. They changed the rules halfway through.

“Inflation’s going to soar, but they’re going to lie about it. Inflation will be running 12% to 15% easy. But they’re going to tell you it’s four, four and a half.” Luke Gromen

I genuinely think a lot of millennials are reaching the same conclusion at the same time. We grew up watching technology make life better every year. Cell phones. iPods. Smartphones. An app for everything. It felt like the future was arriving right in front of us, and we couldn’t wait for what came next. Then somewhere along the way, it changed. Everything became a subscription. Social media became algorithms. Every day feels like another once-in-a-lifetime event. The things that were supposed to save us time somehow ended up demanding more of our attention than ever. We were sold convenience. What we got was a world that feels faster, louder, more expensive, and somehow less human. And that’s why so many people I know dream about a completely different life now. Not more technology. Not more optimization. Just a quiet job, a flip phone, a small town, and a place where life feels real again.

JUST IN: 🇺🇸 Treasury Secretary Scott Bessent says the U.S. Government has seized $1 billion of Iran's crypto: "Just outright grabbed the wallets. Some of them may be typing in right now and might not realize their wallet had been grabbed."

Lies will continue, as long as stocks rally. Stock rally will continue, as long as Fed pumps QE to Wall Street. QE will continue, as long as Fed perceives financial crisis risk. Financial crisis risk will continue, as long as global economy decays. Global economy will continue to decay, as long as Hormuz is closed. Hormuz will remain closed, as long as USgov will refuse to let a multi-polar world. In other words, we are in a war economy, characterized by economic decay 📉, lies 🤥 & stock market rally 🤔

The $250 bill is the new $100 bill.

How do you usher in Socialism? You take everyone's jobs and offer them a universal income to survive. Thats what AI will do. Then they'll sell it to you by saying you have to "voluntarily" sign up for Central Banking Digital Currency. Then after that's installed, they'll come out with the social credit score. Then if you break any one of their rules they'll punish you by deducting money that they pay you or they'll restrict what you can buy. You'll own nothing and be happy! Welcome to Agenda 2030. It's exhausting trying to wake people up.

YOU DON'T "SAVE" SOCIAL SECURITY BY RAISING THE MINIMUM AGE TO 71. YOU SAVE IT BY REMOVING EVERYONE, STEALING FROM IT.

Good morning. As the hot ball of money continues to chase anything and everything tech and ai related, Bitcoin continues to fall out of favor. And in the not too distant future, we will look back at any price near or below $70K as an absolute gift. Have a great day.

Cool PCE print at 0.2%. Everything ripping: SPY green, QQQ green, gold green, bonds green, dollar down, VIX smoked to 15.9. $BTC? Down 3.18% to $72,701. The only red asset on the screen. This is the tell. Gold at $4,500 is eating Bitcoin's lunch on the store-of-value trade. Treasuries got the rate-cut bid. Small caps got the growth narrative. Bitcoin got the leftovers, and on a goldilocks tape there are no leftovers. BTC doesn't work here. It needs a liquidity flood or a confidence crisis. We have neither. Drift to $73k over the next two weeks is the path of least resistance. Gold-BTC spread blew out 4 points today. That's your answer on which "store of value" real money is actually buying.