Japan’s Currency Crisis Is Now America’s Problem
A coordinated intervention to support the yen is anticipated after the currency fell near a 40-year low.
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Most coveredS&P 500 9 →US home prices 4 →Bitcoin 4 →
A coordinated intervention to support the yen is anticipated after the currency fell near a 40-year low.
Title asserts South Korea's AI bubble popped and America could be next, implying a U.S. market decline.
Lower home prices are coming following the newly passed housing bill.
"DO NOT BUY STOCKS" — endorses Michael Burry's warning of a market decline.
Housing market has flipped and prices are going up sharply.
Oil is rising sharply from January lows and will drive inflation reacceleration in coming months.
The stock market is about to go nuts (large move higher).
The US dollar is quietly being 'reset' / devalued.
The pattern that always precedes falling home prices is present, implying home prices will fall.
Geopolitical-shock selloffs are short-lived; markets historically recover with gains over the following six months.
Bitcoin is showing strength and outperforming stocks.
US-Iran escalation and Strait of Hormuz disruption risk will push energy/oil prices higher.
Markets peak around 2026 and then enter a severe AI-driven decline.
Silver is collapsing on the Kevin Warsh Fed chair news.
Gold is collapsing on the Kevin Warsh Fed chair news.
Bitcoin is collapsing on the Kevin Warsh Fed chair news.
The US dollar is plummeting following the Fed's rate freeze.
Stocks are surging following the Fed's rate freeze.
Rising trade war risk pushes investors into safe havens like gold.
Trump's Greenland tariff threats triggered a market selloff and tariffs will pressure corporate earnings.
Trump's $200B MBS purchase plan will push mortgage rates lower.
Cheaper money with tight inventory pushes home prices higher rather than improving affordability.
China's export licensing rules starting January 1, combined with a ~1.24B oz demand vs ~1B oz supply deficit and inelastic byproduct supply, will constrain silver supply and push prices higher.
The unwinding Japanese carry trade forces selling of U.S. stocks, crypto and dollars, a capital drain that is historically negative for markets and adds volatility as liquidity tightens.
Bitcoin's current drawdown is normal (six 50-80% crashes in 15 years) and driven by temporary leverage unwinds and profit-taking, implying recovery.
Historically, Fed rate cuts near market highs lead to 13% average gains within a year, though with 15-20% pullbacks along the way.
The AI bubble will pop, implying a decline in AI stocks
The US dollar is falling due to money printing, political instability, and capital going elsewhere, having had its worst start to a year since 1973.
Bitcoin will rise as institutions, ETFs, pension funds, corporations (261 entities) and 9 countries accumulate a fixed supply while only 14% of adults own it.