Only Finance
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This channel focuses exclusively on what shapes global finance.
Macroeconomics, markets, liquidity, central banks, assets, and systemic risk.

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πŸ‘52❀38πŸ‘Œ34πŸ”₯29🐳22πŸ’―5
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🚨 Gold Pullback: Fear Trade Unwinding?

Gold surged recently as geopolitical tensions pushed investors into safe-haven assets.

But historically, panic-driven rallies in gold often peak when fear reaches maximum levels.

Once the shock becomes priced into markets, the safe-haven trade can begin to unwind.

Some traders are now watching for:

β€’ fading war premium
β€’ profit taking after the rally
β€’ capital rotating back into risk assets

Gold often moves fast during uncertainty β€” and just as fast once panic fades.

The key question now:
Is this just a short-term pullback… or the start of a larger unwind?

@OnlyFinance_Pro
πŸ‘121❀32πŸ”₯13πŸ’―12πŸ‘Œ8
THIS ISN'T A RUGPULLED MEMECOIN.

This is Dubai Real Estate Index, which has lost 1/3rd of its value in just 9 days.

@OnlyFinance_Pro
πŸ‘37πŸ”₯32🐳22❀18πŸ‘Œ15πŸ’―11
The AI industry is about to run out of chips. The world's largest foundries are maxed out and the demand curve is still going vertical.

Tesla’s TeraFab is a bet on a solution no other company in the world has been ambitious enough to try.... build the chips yourself

Quick math on how big this is:
- Targeting 70% of TSMC’s global output
- 2nm chips. In-house design
- 1/10th the cost of Nvidia Blackwell
- 1/3rd the power consumption
- $20B capex budget for 2026
- Launchin next week

Elon said on the earnings call that even with all fabs fully booked out, the best-case chip supply projections aren't enough. He said there are zero advanced memory fabs at scale in the US. Literally zero.

So he's building the entire stack. Chips. Memory. Packaging. Energy. All domestic.

@OnlyFinance_Pro
πŸ‘Œ69πŸ”₯23πŸ‘20❀18πŸ’―11🐳2
🚨 NEXT WEEK IS GIGA BULLISH FOR THE MARKETS!

MONDAY β†’ FED LIQUIDITY INJECTION ($6.72B)
TUESDAY β†’ FED PRESIDENT SPEECH
WEDNESDAY β†’ FED INTEREST RATE DECISION
THURSDAY β†’ BOJ INTEREST RATE DECISION
FRIDAY β†’ S&P 500 REPORT

THE BIGGEST BULL RUN IN HISTORY STARTS TOMORROW πŸ”₯

@OnlyFinance_Pro
πŸ‘60πŸ’―47πŸ‘Œ36🐳20❀14πŸ”₯2
🚨🚨🚨 DUBAI IS NOW SEEING A COLLAPSE EVEN FASTER THAN THE 2008 CRASH. 🚨🚨🚨

πŸ’€ DFM Real Estate Index: DOWN 30% in 14 days
πŸ’€ Emaar Properties stock: DOWN 18%
πŸ’€ Aldar Properties stock: DOWN 18%
πŸ’€ ALL gains from 2025 and 2026: WIPED OUT
πŸ’€ $250 BILLION in real estate value: GONE

⚠️ In the 2008 crash, it took MONTHS to fall 30%.
⚠️ This time it happened in TWO WEEKS.
⚠️ This is the fastest real estate index collapse in history.

The tourism numbers are even worse:

πŸ’€ Luxury hotel occupancy on Palm Jumeirah: BELOW 20%
πŸ’€ 80,000 short term rental bookings cancelled in ONE week
πŸ’€ Tourism costs Dubai $600 MILLION per day in losses
πŸ’€ Tourism generates $30 billion a year. That revenue is DEAD.

The expat exodus has started:

πŸ’€ Tens of thousands of residents have LEFT
πŸ’€ 80% of international flights to Dubai: CANCELLED
πŸ’€ British Airways, KLM, Lufthansa: ALL suspended until late March
πŸ’€ Charter jets for the wealthy: SOLD OUT

@OnlyFinance_Pro
πŸ‘47πŸ’―34❀24πŸ”₯24🐳21πŸ‘Œ5
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🚨 BREAKING

πŸ‡ΊπŸ‡Έ US SENATE VOTES TO BAN THE FEDERAL RESERVE FROM ISSUING DIGITAL DOLLARS UNTIL 2030

THIS MEANS THAT CRYPTO REMAINS THE PRIMARY DIGITAL ASSET

GIGA BULLISH FOR CRYPTO!!

@OnlyFinance_Pro
πŸ”₯44❀41πŸ‘28🐳24πŸ‘Œ9πŸ’―5
🚨 WARNING: OIL IS PRICING A BIGGER CRISIS THAN STOCKS

Deutsche Bank just released the WHOLE crisis setup.

Across previous oil-related geopolitical shocks, oil rose 26.9% on average, while equities fell 6.0% over 14 trading days.

Now, oil pumped 46.6%, while the S&P dumped only 5%...

Look at this one.

@OnlyFinance_Pro
πŸ‘Œ48πŸ‘38❀27🐳16πŸ’―10πŸ”₯2
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BlackRock CEO Larry Fink now says transitioning to wind and solar will leave the world β€œshort power” because data centers need β€œdispatchable” power.

@OnlyFinance_Pro
🐳64πŸ‘52πŸ’―24❀17πŸ”₯5πŸ‘Œ3
Trump family net worth before presidency:
rich

Trump family net worth after presidency:
RICHER THAN YOUR BULL CASE

Trump: $3.5B β†’ $7.3B
Eric: $40M β†’ $1B
Don Jr: $35M β†’ $500M
Barron: $0 β†’ $200M

And people still ask me why I’m bullish crypto?

Because the people closest to power already made a fortune from it.

You really think they’re done?

@OnlyFinance_Pro
πŸ‘70🐳31πŸ’―26πŸ‘Œ22❀8πŸ”₯6
SAUDI ARABIA SAW THIS SHIT COMING 45 YEARS AGO

While the entire world panicked about the Strait of Hormuz,

Saudi Arabia had a 1,200 km pipeline ready to go.

From the Persian Gulf straight to the Red Sea.

Bypassing Hormuz completely.

Built in 1981. Activated in 2026.

7 million barrels a day flowing through the desert right now.

Iran threatened to choke the world's oil.

A quiet project from decades ago now looks like one of the smartest geopolitical energy moves ever.

@OnlyFinance_Pro
πŸ”₯47πŸ‘37πŸ‘Œ20🐳15❀8πŸ’―5
Gold vs the S&P500 Index from the year 2000 thru Present if you put $100,000 in each.

@OnlyFinance_Pro
❀59πŸ‘Œ56πŸ‘48πŸ”₯16πŸ’―14🐳5
🚨 BIG: NVIDIA is 3.6% away from flipping silver in Market Cap.

@OnlyFinance_Pro
πŸ”₯83πŸ‘26πŸ’―22🐳19❀9πŸ‘Œ4
The best trade of the last 20 years might surprise you.

It wasn't tech.
It wasn't software.
And it wasn't $NVDA

$10K invested in 2003, held to today:

$MSFT β†’ $220,000
$AMZN β†’ $1,900,000
$NVDA β†’ $11,000,000
$MNST β†’ $25,000,000

It was an energy drink.

@OnlyFinance_Pro
πŸ‘81πŸ”₯38🐳19❀16πŸ’―7πŸ‘Œ5
BREAKING: Meta is planning major layoffs that could impact 20% or more of its workforce.

Since 2022, Meta has already laid off over 24,000 employees, including:
β€’ 11,000 in 2022
β€’ 10,000 in 2023
β€’ ~3,600 in 2025

@OnlyFinance_Pro
πŸ‘136❀18πŸ‘Œ15🐳11πŸ’―7πŸ”₯4
Google searches for β€œcan’t sell house” just hit an all-time high.

The exit door is getting crowded.

@OnlyFinance_Pro
πŸ‘116πŸ’―26πŸ‘Œ18❀17🐳13
🚨 BREAKING

TRUMP WILL SIGN AN EMERGENCY EXECUTIVE ORDER DURING SIGNING TIME TODAY AT 3:30 PM ET.

SOURCES REPORT HE WILL OFFICIALLY ANNOUNCE A CEASEFIRE DATE WITH IRAN.

ALL EYES ON TRUMP πŸ‘€

@OnlyFinance_Pro
πŸ”₯36🐳22πŸ’―21❀8πŸ‘5πŸ‘Œ2
US gold reserves have never been this small relative to government debt:

Gold reserves now reflect just 3% of US federal debt, one of the lowest readings on record.

This comes despite the US holding 8,133.5 metric tons of gold, the largest stockpile in the world, and prices surging to record highs.

By comparison, the ratio was ~18% in 1980, or 6x higher.

At the same level of reserves, gold prices would have to rise +400%, to $26,000/oz, to match the 1980s peak.

Meanwhile, in the 1940s, gold reserves backed over 50% of federal debt.

To match the 1940s ratio, gold would need to surge +1,340% to ~$75,000/oz.

Gold reserves are highlighting just how astronomical US debt has become.

@OnlyFinance_Pro
❀43πŸ‘38🐳35πŸ’―34πŸ‘Œ31πŸ”₯19
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THIS IS CRAZY !!

πŸ‡ΊπŸ‡Έ US has now spent $20.8 billion of Americans' taxpayers' money on the current war.

@OnlyFinance_Pro
πŸ‘65πŸ’―61πŸ”₯16❀2🐳2
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100 years of history led to this moment.
Most people will ignore it.
A few will recognize it.
2026 could be a once-in-a-lifetime opportunity.

@OnlyFinance_Pro
🐳41πŸ‘33πŸ‘Œ30πŸ”₯22❀18πŸ’―2
History suggests oil shocks are buying opportunties:

Over the last 40 years, the S&P 500's 12-month return following a 2-day oil spike of +20% has been +24%.

In 6 out of 7 instances since 1986, the S&P 500 has been higher 1 year after such an oil spike.

The strongest recovery was +54% following the 2020 pandemic crash, driven by a massive stimulus response from central banks and governments.

The only negative outcome was -11% during the 2008 Financial Crisis.

Put differently, every oil shock over the last 40 years that did not lead to a prolonged recession was followed by a strong rally.

Oil shocks are historically brief and provide long-term buying opportunities.

@OnlyFinance_Pro
πŸ”₯57🐳36❀34πŸ’―26πŸ‘16πŸ‘Œ4