🚨WHY 2026-2027 COULD BE 1929 ON STEROIDS

• New Tech: AI (Electricity & radio)

• Speculative Fervor: Universal access to stocks via commission-free apps and 401ks (2.5% owned stocks)

• Leverage: Margin debt at 4% of GDP + hidden leverage through 100x crypto, ETFs etc (vs 10% of GDP then)

• Safe Haven: No refuge, everything bubble (Bonds)

If China moves on Taiwan in 2027 then this scenario might play out.

A "Hot Fed" in 2026 sets the stage for a 1929 style crash on steroids in 2027.

[The chart is SPX 500]

🚨JAPAN, GERMANY TO START RELEASING PART OF THEIR OIL RESERVES AS EARLY AS MID MARCH.

Japan holds an oil reserve equivalent to 254 days of domestic demand, Germany 90 days.

[Prepare for the Bitcoin is an inflation hedge narrative to pick up soon. BTFD before everything rips!]

🚨10-YEAR BUND AUCTION TECHNICALLY UNCOVERED

The global inflation hedge trade is about to make a comeback.

[BTFD before crypto moons on the inflation hedge narrative!]

🚨MARKET AGGRESSIVELY PRICING OUT FED RATE CUTS THIS YEAR

Translation: Real rates are coming down fast, the reflation trade is on.

Orange couldn't fire Powell and started a war to get his cuts ASAP.

[BTFD before the herd starts shouting Bitcoin is an inflation hedge!]

🚨TOM LEE EXPLAINS WHY HIGHER OIL PRICES ARE GOOD FOR THE US STOCK MARKET

The reflation trade is on and it's going global.

[Oil up = real rates down = big money goes risk on]

🚨US CORE INFLATION SLOWED BEFORE WAR WITH IRAN; 2.5% YOY CORE CPI IS THE LEAST INFLATION SINCE MARCH 2021

Then Trump pulled a Leroy Jenkins to run it hot.

[BTFD before everything rips!]

🚨EXTREME BEARISH SENTIMENT IN THE S&P 500, PUT EXPOSURE AT RECORD LEVELS, NOT SEEN EVEN DURING THE COVID-19 MARKET CRASH.

This is the perfect set up for the reflation trade to trigger a turbo reversal.

🚨META PLATFORMS PLANS TO DEPLOY FOUR NEW GENERATIONS OF IN-HOUSE AI CHIPS (MTIA 300, 400, 450, AND 500) BY THE END OF 2027 TO POWER ITS EXPANDING AI WORKLOADS.

This is another confirmation of our bull case for 2026. Meta won't state it publicly but the end goal is breaking the total dependency on Taiwan by 2027.

[2026 is the year of the final sprint for bulls, BTFD before everything rips!]

🚨INFLATION EXPECTATIONS SURGING ACROSS THE BOARD; 1YR INFLATION SWAPS +0.5% SINCE START OF IRAN WAR.

The 2026 reflation trade is on. Now watch for the inflation hedge narrative to flip back to crypto 10X stronger than in April.

🚨BULLS OFFICIALLY OFF THE LEASH: 2Y YIELDS JUST CROSSED OVER FED'S EFFECTIVE FEDERAL FUNDS RATE!

The 2026 reflation trade is here. 2Y Treasury yields have been surging since Operation Epic Fury began. Today they just crossed over EFFR.

Translation: Big money is taking matters into its own hands by dumping Treasuries and going risk on.

[Powell won't hike. BTFD before everything goes fugazi!]

🚨BLOOMBERG: AFTER A MYSTERIOUS 10 DAY PAUSE CHINA HAS RESUMED SENDING MILITARY AIRCRAFT INTO TAIWAN’S AIRSPACE. 5 PLA PLANES WERE DETECTED FROM 6 AM WED → 6 AM THURSDAY

🚨COMMANDER OF IRAN'S IRGC NAVY: IN RESPONSE TO THE SUPREME LEADER 'WE WILL DELIVER THE MOST SEVERE BLOWS TO THE AGGRESSOR ENEMY BY MAINTAINING THE STRATEGY OF KEEPING THE STRAIT OF HORMUZ CLOSED'

All this does is turbo charge the 2026 bull case.

[Ignore Hormuz FUD, BTFD!]

🚨 SAM ALTMAN: WE SEE A FUTURE WHERE INTELLIGENCE IS A UTILITY, LIKE ELECTRICITY OR WATER, AND PEOPLE BUY IT FROM US ON A METER.

Kevin Warsh sees the same future.

*Reuters surveyed 96 economists between March 6 and March 12. 63 of those 96 still expect a 25-basis-point cut in June

*A smaller group of 37 economists answered an additional risk question about whether the Fed might hold rates longer than expected. 29 of 37, said it was more likely fed holds rates longer than they expect

[Powell won't hike while Warsh will cut or flat out ignore inflation in 2026 because AI is a disinflationary black hole. BTFD!]

🚨TRUMP: JEROME POWELL SHOULD LOWER INTEREST RATES 'IMMEDIATELY' WITHOUT WAITING FOR THE NEXT FOMC MEETING

Trump did just that with Operation Epic Fury: 2Y yields alone have pumped almost 0.5% in 12 days, bringing real rates down by 50 bps.

That's the equivalent of two 25bps cuts.

[BTFD before the narrative catches up with the reflation trade and crypto moons!]

🚨CHINA’S FOREIGN MINISTRY ON US PLANS FOR MAJOR ARMS SALE TO TAIWAN: CHINA’S POSITION FIRMLY OPPOSES U.S. ARMS SALES TO TAIWAN, CONSISTENTLY CLEAR; US SHOULD UPHOLD ONE CHINA POLICY

US is preparing a $14 billion arms package for Taiwan, the largest ever, mainly including PAC-3 and NASAMS air defense missiles. With another $6bn in additional defense systems possibly following.

The US knows China will make a move on Taiwan next year. The deeper objective of US macro economic policy is to run it hot in 2026 and unleash hell in 2027 with a stronger dollar and sanctions, without triggering a recession at home.

[BTFD before everything rips!]

🚨DXY ABOVE 100

Infinity Hedge interns that copy paste news will tell you risk assets don't like this but they're wrong.

This is the reflation trade going global. Everyone is converting Euros and Yens into USD because of out of control inflation expectations.

Once that money flows into USD it stays risk on and flows into risk assets because rates are too low even in US.

[BTFD before everything rips! 2026 is the year of boil off tops!]

🚨CHINA COMMERCE MINISTRY TO IMPOSE TARIFFS OF UP TO 30.1% ON IMPORTS FROM JAPAN AND CANADA, EFFECTIVE MARCH 14; TARIFFS WILL BE IMPLEMENTED FOR 5 YEARS

Tomorrow is the anniversary of China's Anti-Secession Law.

Last Friday, PM Carney met with Japanese PM Sanae Takaichi in Tokyo issuing a joint statement strongly opposing any unilateral attempts to change the status quo by force in the Taiwan Strait.

These tariffs are another strong signal that China plans to move on Taiwan in 2027.

[BTFD before everything rips!]