Liberal Forum

"But...but...muh AI...muh technology...dollar debasemenT trade..."

https://xcancel.com/KobeissiLetter/stat ... 36982203#m 

 

After the second crash of the 2030s (first crash starting in 2026 and likely bottoming in 2029 - right around the time the Orange Pedo's term ends), I suspect that figure - allocation of household equity to stocks - will be between 5-12%.

That's when generational gains can be made   

The J U U Z are truly devious...pulling the rug right before the BOOMER retirement.  


 

LowIQTrash » 03 Feb 2026, 1:03 pm » wrote: ↑

03 Feb 2026, 1:03 pm

After the second crash of the 2030s (first crash starting in 2026 and likely bottoming in 2029 - right around the time the Orange Pedo's term ends), I suspect that figure - allocation of household equity to stocks - will be between 5-12%.

That's when generational gains can be made   

The J U U Z are truly devious...pulling the rug right before the BOOMER retirement.

Boomers have been retiring for well over 15 years.

mining and rare earth companies are doing good as long as you don't fall in love with them....

nefarious101 » 03 Feb 2026, 2:59 pm » wrote: ↑

03 Feb 2026, 2:59 pm

mining and rare earth companies are doing good as long as you don't fall in love with them....

Oracle is so oversold I don't see how it doesn't bounce at least 50% when it makes the next local bottom.

I have no doubt the MMs will buy a bunch of call options and a few weeks later Trump announces a "Strategic Investment" w/ 10% stake in ORCL (a la Intel)

I believe Bitcoin should hit the 200 SMA (100K) before a much bigger leg down...this drop is designed to trap shorts. The real shorting opp comes later (probably late April / early May if I have to guess, but we'll see when we get closer)

LowIQTrash » 03 Feb 2026, 3:58 pm » wrote: ↑

03 Feb 2026, 3:58 pm

Oracle is so oversold I don't see how it doesn't bounce at least 50% when it makes the next local bottom.

I have no doubt the MMs will buy a bunch of call options and a few weeks later Trump announces a "Strategic Investment" w/ 10% stake in ORCL (a la Intel)

I believe Bitcoin should hit the 200 SMA (100K) before a much bigger leg down...this drop is designed to trap shorts. The real shorting opp comes later (probably late April / early May if I have to guess, but we'll see when we get closer)

assets are inflating and they are constantly shaking out the weak with mini crashes

anything paper is fiat and losing value....people will catch on late spring to early summer

stocks, real estate, physical metals.....

OMG..............grizzly industrial is having a sale.....gotta go

nefarious101 » 03 Feb 2026, 4:21 pm » wrote: ↑

03 Feb 2026, 4:21 pm

assets are inflating and they are constantly shaking out the weak with mini crashes

anything paper is fiat and losing value....people will catch on late spring to early summer

stocks, real estate, physical metals.....

OMG..............grizzly industrial is having a sale.....gotta go

That's the narrative they want you to believe...that stocks, RE, metals, crypto, etc. will keep going up due 2 "debasement" but it won't stop the crash...

M2 kept rising from 2000-2002 and 2007-09. 

I saw a chart where NDX / M2 ratio is now barely higher than in 2000. 

nefarious101 » 03 Feb 2026, 4:21 pm » wrote: ↑

03 Feb 2026, 4:21 pm

assets are inflating and they are constantly shaking out the weak with mini crashes

anything paper is fiat and losing value....people will catch on late spring to early summer

stocks, real estate, physical metals.....

OMG..............grizzly industrial is having a sale.....gotta go

Translation = "SQUIRREL!!!"

LowIQTrash » 03 Feb 2026, 5:45 pm » wrote: ↑

03 Feb 2026, 5:45 pm

That's the narrative they want you to believe...that stocks, RE, metals, crypto, etc. will keep going up due 2 "debasement" but it won't stop the crash...

M2 kept rising from 2000-2002 and 2007-09. 

I saw a chart where NDX / M2 ratio is now barely higher than in 2000.

in every failure there is opportunity...usually comes a day or two at a time

ROG62 » 03 Feb 2026, 5:47 pm » wrote: ↑

03 Feb 2026, 5:47 pm

Translation = "SQUIRREL!!!"

**** ad popped up....someone knows I was looking....TV?...phone?...computer?....ever get the feeling someone's spying on you

damn summer sale....in the winter no less

nefarious101 » 03 Feb 2026, 5:54 pm » wrote: ↑

03 Feb 2026, 5:54 pm

**** ad popped up....someone knows I was looking....TV?...phone?...computer?....ever get the feeling someone's spying on you

damn summer sale....in the winter no less

you ah a veaklink!