Manufacturers JUST Warned: Rates are About to CRASH
Manufacturers' warning signals that interest rates are about to crash (fall sharply)
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Manufacturers' warning signals that interest rates are about to crash (fall sharply)
Contrarian signal from decelerating manufacturing new orders and weakening JOLTS labor data means rates are about to crash despite yields at 2008 highs.
With rates set to reverse lower, bond prices are due for a major rally after the current crash.
The stock market (Nasdaq) is ignoring the diesel warning at its peril; rising energy costs lead to demand destruction and the end of the soft landing
Diesel/refined fuel prices surge amid a global fuel crisis driven by refining capacity squeeze, with crack spreads rising through 2027
Pending home sales and housing starts are plunging toward record lows, the first phase of a massive unwind
The dollar is about to crash amid a global dollar collapse and carry trade unwind
A massive gold rally is imminent, driven by a weakening dollar, BoJ intervention and CTA short-covering
The labor market is breaking and the stock market is likely to follow it down.
Yen-market intervention by the US Treasury and NY Fed strengthens the yen
Goldman warns systematic/CTA machines are dumping tech stocks — bearish on tech.
South Korea's Kospi is sending a hidden warning of further tech downside
CTA selling trigger points imply downside for the Russell 2000
Alphabet's negative free cash flow and surging AI capex signal deteriorating profitability, warning of a bursting AI bubble.
Gold could crash to $3,500 or lower before the real move begins (BofA warning relayed).
With crude inventories at a 45-year low and only 43 days of supply, a massive surge in gas prices is unavoidable.
The SpaceX debt bomb signals a credit event that could take down the biggest names in tech.
IBM's 24% collapse is the start of the software bubble bursting, leaving traditional tech companies and investors behind.
Japan's $900B repatriation could trigger a collapse in the U.S. Dollar.
An imminent BoJ intervention will lift the yen from its 40-year low.
Japan will be forced to liquidate U.S. Treasuries.
Meta's shifting CapEx is part of the 'Safe AI Trade' hitting a statistical wall.
A stagflationary recession signaled by collapsing manufacturing employment and an energy shock mirrors past crashes and is bearish for stocks.
BofA desk warns the Nasdaq is crossing the 'bubble threshold' ahead of the sell-off.
Traders betting on higher rates are walking into a trap; the bond market signals rates fall (bonds rally).
The Dollar rally is building and triggering a global liquidity squeeze.
Gold is setting up for a violent, imminent breakout higher — the biggest gold move of the year.
AI capex will soak up virtually all of Amazon's cash by 2026, a negative for the stock.
AI capex will soak up virtually all of Google's cash by 2026, a negative for the stock.
The dollar is doomed — a dollar crash is imminent as negative real wages destroy purchasing power.
A massive forced-liquidation event in semiconductors (SOXL) is coming and could trigger a wider market meltdown.
Base case remains a melt-up to S&P 500 8,000.
Gold breached its 200-day moving average, triggering a CTA sell threshold that will force algorithms to dump gold positions.
The ECB's next move will crash European stocks for the third time in history and hammer the European economy.
China is about to crash the global bond market (bond prices fall)
The AI bubble mirrors the Dot-Com crash and will burst; he has a trade setup to profit when the market falls.
Texas oil insiders say an oil apocalypse is imminent — oil prices collapse
A massive oil supply crisis is coming in the next few months as inventories crash to dangerously low levels.
The $300 trillion credit bubble is about to burst
Japan is dumping U.S. Treasuries, implying falling Treasury prices
China's currency crisis has gone nuclear and the PBOC is powerless to stop it.
The dollar-yield decoupling points to sharply higher Treasury yields.
Microsoft is on the same debt-funded AI capex path and will be hit when the AI bubble pops.
Amazon is on the same debt-funded AI capex path and will be hit when the AI bubble pops.
Google is on the same debt-funded AI capex path and will be hit when the AI bubble pops.
Meta will burn cash in 2026 and is raising debt to fund it; when credit dries up the AI bubble pops hard.
The AI bubble is about to burst
Goldman Sachs warns massive stock selling starts Monday
They're dumping dollars — dollar weakness ahead
A massive silver deficit is setting up a squeeze and monster price rally in silver.
The oil market has broken, implying oil prices decline.
CTA buying, dealer positioning and buybacks make Monday's selloff a prime buy-the-dip opportunity.
A blockade of the Strait of Hormuz is sending oil prices surging.
You need to buy gold as the global economy heads into stagflation.
Volatility is about to drop.
Interest rates are about to drop.
Blue Owl fund investors demanded withdrawals in excess of 40% of fund value and were denied, signaling a bursting private credit bubble
Private credit fund bank runs have begun and this could be the tipping point that bursts the private credit bubble
Interest rates are starting to head lower (bond prices rising) in a flight to safety
The AI bubble is bursting, implying AI/tech stocks fall.
Google just confirmed the AI bubble has started to burst.
Silver just broke a key moving average that suggests a larger move down is in play
The machines will continue to dump stocks next week and start shorting, setting up a massive move lower.
Gold gapped down and broke a major moving average, which is exactly how bear markets in gold start
Another private credit fund is crashing and the banks are next
The IEA is about to release oil from the SPR, flooding the market with oil
A massive flip in the markets is setting up to squeeze the shorts as the machines are back in buy mode
Natural gas prices are surging
One of the biggest U.S. dollar short trades in history is about to unwind, sending the dollar higher
Oil, natural gas and gasoline prices are surging and threatening to tip the global economy into recession
Private credit is breaking and banks are about to lose billions
What just happened in private credit is massively bullish for silver.
What just happened in private credit is massively bullish for gold.
Private credit is about to drag stocks off a cliff.
The Texas housing market is on the cusp of a massive financial crisis that last time saw home prices crash 40%
Goldman's warning that the largest buyer of tech stocks is going away will send the Nasdaq crashing.
Insiders are dumping tech stocks 5-to-1, implying tech stocks are headed lower.
Nasdaq is teetering below its 100-day moving average in the same setup that crashed it in 2022 and 2025, implying a decline.
China just launched a full scale attack on the dollar, implying the dollar weakens.
China is about to dump gold starting Monday, beginning a broader sell off in gold
Microsoft warns the AI bubble is about to burst, implying downside for AI-linked equities including MSFT.
Meta is running out of cash, implying deteriorating financials and downside for the stock.
A weak yen is importing brutal inflation into Japan.
Japan is about to crash the global stock market.
A 40% drawdown in AI stocks could hit within the next few months, dragging the broader stock market and economy down with it.
Japan is threatening to dump $1.2 trillion in U.S. Treasuries, pressuring Treasury prices.
Japan losing control of its bond market risks unwinding the yen carry trade (implying yen strength).
A $6 trillion run on the banks will spur a liquidity crisis that could collapse the entire banking system.
Citi warns that in six days markets will crash.
Silver goes into the triple digits.
Gold could be sent to $5,000.
Trump's $200 billion directive for Fannie Mae and Freddie Mac may push the US into another housing-led recession.
A $14 billion silver sell-off starts tomorrow.
The dollar is about to make a major move the world isn't ready for (warning framing implies dollar decline).
CarMax sales collapsing (9% comp sales decline) framed as a deteriorating-business red flag.
BoJ dumping ¥83 trillion of Japanese stocks implies Japanese equities fall.
BoJ dumping over $500B in ETFs will blow up the yen carry trade and send global stocks crashing.
BoJ ETF selling could ignite a yen surge.
HY bonds flashing red.
Crypto flashing red.
Crude flashing red alongside HY bonds and crypto.
Yields spiking as liquidity dries up.
CTAs poised to dump S&P down to 6100 as buyback blackout begins in days.
Unwinding of the $20 trillion Yen carry trade could send tech stocks crashing 15-25% overnight
If the carry trade blows up, it's going to send gold crashing
If the carry trade blows up, it's going to send even Treasuries crashing
If the carry trade blows up, it's going to send crypto crashing
We're on the cusp of a major housing crash, worse than the GFC
Banking system running out of cash—crash imminent
Gold is crashing — the most overcrowded, one-sided, hyper-leveraged trade out there, and the fire sale is just igniting.
The dollar is about to make a move markets are blind to — a contrarian setup implying dollar strength
News landing Tuesday will shock the world and markets will crash
The subprime crisis is quickly spreading to the entire auto sector
CarMax is collapsing