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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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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๐Ÿšจ Do the math on what Jensen Huang just said.

$60 billion today.. $1 trillion by 2027. That's a 16x in 3 years.. No company in history has ever done that. Not Apple. Not Google. Not Amazon. Nobody..

> In January DeepSeek crashed Nvidia $600B in one day. Everyone said it was over.

> Nvidia recovered in 2 weeks.. Then hit all-time highs.

This man watched $600 billion vanish in one morning, put on the leather jacket, and said "we're going to $1 trillion in revenue."

> Every company on earth - OpenAI, Google, Meta, xAI, Amazon is writing him checks. Not because they want to. Because there is no AI without Nvidia..

The AI taking your job runs on his chips , your industry, your future ..it all runs on chips made by one man who just told you he's about to make more money than most countries

@OnlyFinance_Pro
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๐Ÿšจ Are you watching what's happening right now?

This morning JPMorgan told Meta to fire 20% of employees to save $5 billion.. literally

Tonight Meta did it.. And the stock SURGED.

Read that one more time. 14,000 people just lost their jobs nd Wall Street celebrated.. The stock went UP.

Your job is not an asset to the company.. It's a cost nd the market just proved it will REWARD companies for deleting you.

This is a business model.. Fire humans.. Buy AI. Watch stock go up.. Repeat.

Your loss is their gain. Literally.

They freed up 14,000 salaries to buy more GPUs from Jensen.

@OnlyFinance_Pro
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๐Ÿšจ Trump Says NATO Refused to Join Potential U.S. Operation Against Iran

Donald Trump claims several NATO allies told the U.S. they would not participate in a potential military operation against Iran.

He also stated that Iranโ€™s military capabilities have already been โ€œdecimatedโ€ and emphasized that the United States does not depend on military support from other countries.

The statement adds new tension to an already fragile geopolitical environment.

@OnlyFinance_Pro
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Jensen Huang at GTC yesterday: โ€œI see at least $1 trillion in revenue through 2027.โ€

Nvidia executives over the past 12 months: sold over $1.7 billion in shares.

Watch what they do, not what they say.

@OnlyFinance_Pro
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BREAKING: ๐Ÿ‡บ๐Ÿ‡ธ U.S. Treasury has just bought back $15 BILLION of its own debt, the largest buyback ever in its history.

Debt buybacks bring bond yields lower.

This makes borrowing easier and provides liquidity support.

@OnlyFinance_Pro
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๐Ÿšจ BREAKING

FED HAS OFFICIALLY CANCELLED RATE CUTS TODAY!

ODDS HAVE JUST DROPPED BELOW 1%.

THIS IS REALLY BAD FOR MARKETS...

@OnlyFinance_Pro
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๐Ÿช™ The SEC just made one thing clear

Not every crypto token is treated the same.

If a token is sold mainly to raise money, it is far more likely to fall under securities rules.

If it has real functionality and actual utility inside a working ecosystem, it may be treated differently.

Most importantly:

a tokenโ€™s status can change over time.

That means crypto projects can no longer rely on vague narratives or โ€œfigure it out laterโ€ launches.

From day one, the choice is simple:

โ€ข build real utility
โ€ข or prepare for securities compliance

The era of launching first and explaining later is getting weaker.

@OnlyFinance_Pro
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Google Searches for "Can't Sell House" jumped to the highest level in history last month, surpassing even the peak of the Global Financial Crisis ๐Ÿšจ๐Ÿคฏ๐Ÿ‘€

@OnlyFinance_Pro
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๐Ÿšจ BREAKING

BLACKROCK JUST STARTED AGGRESSIVELY DUMPING BITCOIN AHEAD OF THE U.S. MARKET OPEN!

THEY JUST SOLD OVER $150 MILLION IN 5 MINUTES AND KEEP DUMPING EVEN MORE RIGHT NOW.

LOOKS LIKE THEY KNOW SOME REALLY BAD NEWS IS COMING TODAYโ€ฆ

@OnlyFinance_Pro
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