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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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
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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.

Teslaโ€™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 TSMCโ€™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
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๐Ÿšจ NEXT WEEK IS GIGA BULLISH FOR THE MARKETS!

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

THE BIGGEST BULL RUN IN HISTORY STARTS TOMORROW ๐Ÿ”ฅ

@OnlyFinance_Pro
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๐Ÿšจ๐Ÿšจ๐Ÿšจ DUBAI IS NOW SEEING A COLLAPSE EVEN FASTER THAN THE 2008 CRASH. ๐Ÿšจ๐Ÿšจ๐Ÿšจ

๐Ÿ’€ DFM Real Estate Index: DOWN 30% in 14 days
๐Ÿ’€ Emaar Properties stock: DOWN 18%
๐Ÿ’€ Aldar Properties stock: DOWN 18%
๐Ÿ’€ ALL gains from 2025 and 2026: WIPED OUT
๐Ÿ’€ $250 BILLION in real estate value: GONE

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

The tourism numbers are even worse:

๐Ÿ’€ Luxury hotel occupancy on Palm Jumeirah: BELOW 20%
๐Ÿ’€ 80,000 short term rental bookings cancelled in ONE week
๐Ÿ’€ Tourism costs Dubai $600 MILLION per day in losses
๐Ÿ’€ Tourism generates $30 billion a year. That revenue is DEAD.

The expat exodus has started:

๐Ÿ’€ Tens of thousands of residents have LEFT
๐Ÿ’€ 80% of international flights to Dubai: CANCELLED
๐Ÿ’€ British Airways, KLM, Lufthansa: ALL suspended until late March
๐Ÿ’€ Charter jets for the wealthy: SOLD OUT

@OnlyFinance_Pro
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๐Ÿšจ BREAKING

๐Ÿ‡บ๐Ÿ‡ธ 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
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๐Ÿšจ 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
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BlackRock CEO Larry Fink now says transitioning to wind and solar will leave the world โ€œshort powerโ€ because data centers need โ€œdispatchableโ€ power.

@OnlyFinance_Pro
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Trump family net worth before presidency:
rich

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

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

And people still ask me why Iโ€™m bullish crypto?

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

You really think theyโ€™re done?

@OnlyFinance_Pro
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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
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Gold vs the S&P500 Index from the year 2000 thru Present if you put $100,000 in each.

@OnlyFinance_Pro
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๐Ÿšจ BIG: NVIDIA is 3.6% away from flipping silver in Market Cap.

@OnlyFinance_Pro
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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 โ†’ $220,000
$AMZN โ†’ $1,900,000
$NVDA โ†’ $11,000,000
$MNST โ†’ $25,000,000

It was an energy drink.

@OnlyFinance_Pro
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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:
โ€ข 11,000 in 2022
โ€ข 10,000 in 2023
โ€ข ~3,600 in 2025

@OnlyFinance_Pro
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Google searches for โ€œcanโ€™t sell houseโ€ just hit an all-time high.

The exit door is getting crowded.

@OnlyFinance_Pro
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๐Ÿšจ 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 ๐Ÿ‘€

@OnlyFinance_Pro
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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
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THIS IS CRAZY !!

๐Ÿ‡บ๐Ÿ‡ธ US has now spent $20.8 billion of Americans' taxpayers' money on the current war.

@OnlyFinance_Pro
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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
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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
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๐—•๐—น๐—ฎ๐—ฐ๐—ธ๐—ฟ๐—ผ๐—ฐ๐—ธ. ๐—•๐—น๐—ฎ๐—ฐ๐—ธ๐˜€๐˜๐—ผ๐—ป๐—ฒ. ๐—๐—ฃ ๐— ๐—ผ๐—ฟ๐—ด๐—ฎ๐—ป. ๐— ๐—ผ๐—ฟ๐—ด๐—ฎ๐—ป ๐—ฆ๐˜๐—ฎ๐—ป๐—น๐—ฒ๐˜†.

All blocked or capped withdrawals from their private credit funds in Q1 2026.

This is not a rumour. It's in the filings.

In 2007, the same thing happened with mortgage funds.

We know how that ended.

@OnlyFinance_Pro
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๐Ÿšจ INSIGHT: Forbes Billionaires list features 3,428 billionaires globally, yet 51% are concentrated in the US, China, and India.

@OnlyFinance_Pro
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