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"I support the White guy cuz he's White and all other information means absolutely nothing to me"
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
β‘2
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THE STOCK MARKET IS FLASHING THE SAME WARNING SIGNS SEEN BEFORE EVERY MAJOR MODERN CRASH.
Almost every major warning sign is now flashing right now:
β’ Credit stress is rising.
β’ Valuations are near record highs.
β’ Inflation is climbing again.
β’ Bond yields are surging.
β’ A handful of AI stocks are carrying the market.
β’ Options speculation is exploding.
Yet stocks keep making new highs.
The real economy and the stock market are no longer moving together.
According to New York Fed data, roughly 4.8% of household debt is now delinquent, the highest level since before Covid.
Credit card stress remains elevated.
Auto loan delinquencies have now risen every year since 2021 and are approaching levels last seen around the 2008 period.
The pressure is hitting lower-income and younger consumers the hardest.
At the same time, the stock market is trading at some of the most expensive levels in history.
The Shiller P/E ratio is now above 40x.
That has only happened twice before:
β’ Dot-com bubble
β’ Today
The Buffett Indicator is now around 231%, meaning the total US stock market is worth more than twice the size of the US economy.
That is above most historical bubble levels.
Meanwhile, investors are accepting almost no income from stocks despite extreme valuations.
The S&P 500 dividend yield recently fell near record lows around 1.1%.
At the same time, 30-year US Treasury bonds are yielding nearly 5%.
Historically, this kind of gap appears when investors stop caring about valuation and focus only on momentum and future growth stories.
Inflation is also becoming a problem again.
Recent data shows:
β’ CPI near 3.8%
β’ PPI at 6%
β’ Core inflation still far above the Fedβs 2% target
That makes rate cuts much harder.
The structure of this rally is also becoming increasingly fragile.
A small group of AI-related mega caps is driving most of the gains.
At the same time:
β’ Short-dated call option buying
β’ Dealer gamma hedging
β’ Passive ETF inflows
are pushing prices even higher.
This creates a feedback loop where momentum itself becomes the main driver of the market.
Many analysts are now comparing the current setup to:
β’ Dot-com bubble
β’ Late-stage 2021 melt-up
β’ Other major speculative peaks
None of this guarantees an immediate crash.
But historically, periods with:
β’ Extreme valuations
β’ Rising consumer stress
β’ Sticky inflation
β’ High bond yields
β’ Narrow market leadership
β’ Speculative leverage
have usually ended with sharp market repricing once growth expectations start weakening.
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
Almost every major warning sign is now flashing right now:
β’ Credit stress is rising.
β’ Valuations are near record highs.
β’ Inflation is climbing again.
β’ Bond yields are surging.
β’ A handful of AI stocks are carrying the market.
β’ Options speculation is exploding.
Yet stocks keep making new highs.
The real economy and the stock market are no longer moving together.
According to New York Fed data, roughly 4.8% of household debt is now delinquent, the highest level since before Covid.
Credit card stress remains elevated.
Auto loan delinquencies have now risen every year since 2021 and are approaching levels last seen around the 2008 period.
The pressure is hitting lower-income and younger consumers the hardest.
At the same time, the stock market is trading at some of the most expensive levels in history.
The Shiller P/E ratio is now above 40x.
That has only happened twice before:
β’ Dot-com bubble
β’ Today
The Buffett Indicator is now around 231%, meaning the total US stock market is worth more than twice the size of the US economy.
That is above most historical bubble levels.
Meanwhile, investors are accepting almost no income from stocks despite extreme valuations.
The S&P 500 dividend yield recently fell near record lows around 1.1%.
At the same time, 30-year US Treasury bonds are yielding nearly 5%.
Historically, this kind of gap appears when investors stop caring about valuation and focus only on momentum and future growth stories.
Inflation is also becoming a problem again.
Recent data shows:
β’ CPI near 3.8%
β’ PPI at 6%
β’ Core inflation still far above the Fedβs 2% target
That makes rate cuts much harder.
The structure of this rally is also becoming increasingly fragile.
A small group of AI-related mega caps is driving most of the gains.
At the same time:
β’ Short-dated call option buying
β’ Dealer gamma hedging
β’ Passive ETF inflows
are pushing prices even higher.
This creates a feedback loop where momentum itself becomes the main driver of the market.
Many analysts are now comparing the current setup to:
β’ Dot-com bubble
β’ Late-stage 2021 melt-up
β’ Other major speculative peaks
None of this guarantees an immediate crash.
But historically, periods with:
β’ Extreme valuations
β’ Rising consumer stress
β’ Sticky inflation
β’ High bond yields
β’ Narrow market leadership
β’ Speculative leverage
have usually ended with sharp market repricing once growth expectations start weakening.
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
White boy summer around the corner.
Drake dropping iceman.
Chud the builder shooting a n&gga.
Lexapro dead.
Now send BTC to aths and NEET to a dollar.
Patriots in full control.
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
Drake dropping iceman.
Chud the builder shooting a n&gga.
Lexapro dead.
Now send BTC to aths and NEET to a dollar.
Patriots in full control.
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
β‘1
Fun fact: There has never been a case of a Trump supporter beating a black man to death
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
π―6β‘5
BREAKING: The average price of ground beef in the US is now up to a record $6.90 per pound.
On a non-seasonally adjusted basis, ground beef prices have exceeded $7.00 per pound for the first time in history.
Prices have surged +77% since January 2020, when they stood at $3.89 per pound.
Furthermore, the average price of uncooked beef steaks is up to a record $13.02 per pound, surging +70% since January 2020.
Ground beef prices have now DOUBLED since 2013.
Food inflation is running hotter than ever.
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
On a non-seasonally adjusted basis, ground beef prices have exceeded $7.00 per pound for the first time in history.
Prices have surged +77% since January 2020, when they stood at $3.89 per pound.
Furthermore, the average price of uncooked beef steaks is up to a record $13.02 per pound, surging +70% since January 2020.
Ground beef prices have now DOUBLED since 2013.
Food inflation is running hotter than ever.
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
π3
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TRUMP SMILES AS HE WALKS BY
THE WHEELS ARE IN MOTION
THIS MEETING IS ABOUT FAR MORE THAN JUST TRADE
THE GLOBE IS SHIFTING SOON AND NOTHING WILL EVER BE THE SAME AGAIN
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
THE WHEELS ARE IN MOTION
THIS MEETING IS ABOUT FAR MORE THAN JUST TRADE
THE GLOBE IS SHIFTING SOON AND NOTHING WILL EVER BE THE SAME AGAIN
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
π―4
Media is too big
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NEW: NYPD crushes more than 200 illegal mopeds as the city ramps up seizures of the illegal rides.
The 200 scooters are just a small portion of the nearly 6000 that have already been seized.
The mopeds are a popular ride for illegal immigrants, who swarmed New York City thanks to former President Joe Biden's open border.
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
The 200 scooters are just a small portion of the nearly 6000 that have already been seized.
The mopeds are a popular ride for illegal immigrants, who swarmed New York City thanks to former President Joe Biden's open border.
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
β‘2π€―1
NYC Mayor Mamdani is reportedly planning a new tax on $1 million+ cash home purchases
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
π8
If these authors got their way, it might lead to an unimaginable increase in animal suffering.
Because we would suddenly start factory farming alpha-gal free pigs to an insane extent.
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
Because we would suddenly start factory farming alpha-gal free pigs to an insane extent.
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
BREAKING: The S&P 500 closes at its highest level on record, now up +19% since the March 30th bottom.
That's +$11 TRILLION in market cap in under 7 weeks.
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
That's +$11 TRILLION in market cap in under 7 weeks.
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
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INTENSE FIGHT BREAKS OUT BETWEEN US MEDIA AND CHINESE SECURITY OFFICERS
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
π³πΎπΎπΌπΏπ€π π πΈπ½πΆ
β‘3