China Just Started a Global Monetary Reset... (WORSE Than You Think)
China's push toward physical gold and the breakdown of the paper gold system implies physical gold repricing higher
Most coveredS&P 500 3 →Gold 1 →US long-term Treasury yields 1 →
China's push toward physical gold and the breakdown of the paper gold system implies physical gold repricing higher
Long-term US Treasury yields surging as foreign demand for US debt deteriorates
The AI bubble is in its final phase where prices can keep soaring — the biggest gains could still be ahead
An AI-spending-driven earnings bubble resembling Dot-Com and housing conditions is forming; if AI spending slows, S&P 500 profits and stock prices reverse into a major correction.
Small-cap stocks are beginning to outperform for the first time in decades, with Fed rate cuts creating a tailwind and a valuation gap presenting an asymmetric opportunity ahead of a major rotation.
The U.S. dollar's role as the foundation of the global financial system is cracking, heading toward a dollar reset/collapse.
Claims a 10-month crash pattern is in stage 5, with an ~89% loss like 1929 by March 2027.
Elevated CAPE above 34, 4-5% interest rates, shrinking profit margins, and capital rotating out of U.S. equities will drive a major downside move in U.S. stocks.