I never thought I would see The story of emperor with invisible clothing with my own eyes in the real world. America is truly a land of opportunity

American businesses becoming less competitive due to tariffs, build in America, less H1B workers and foreign workers in general, worsening relationship with the entire world while stock market trading at the highest fundamental levels. Greed, FOMO and optimism at play.

Large Corporate Bankruptcies • First 7 months of 2025 (Jan–Jul): 446 large company filings (liabilities over $50 million), up 12% from pandemic-year levels and the highest in 15 years • Notable examples: Retailers like Forever 21, Joann’s, Party City, Claire’s, and Rite Aid.

S&P500 trailing PE of 30, with increasing cost of production from tariffs and made in America , a less competitive work force, and risk of other countries retaliate against America businesses. All while buffet indicator stands at 200%

Bankrupt the importers, then the farmers, then the health care workers, then the federal workers. Who’s next

President Herbert Hoover on June 17, 1930, raising U.S. import duties on goods by an average of about 20%. it provoked swift retaliatory tariffs from major U.S. trading partners. This escalated into a global trade war, contributing to a 66% collapse in world trade 1929 to 1934

Why are people so optimistic that China will continue to supply rare earth for America and now Deutch to make weapons to be used against China?

Trump imposed tariff on China since 2018 while EU imports from China grew from $340B in 2018 to $520B in 2024. EU continues to buy EV from China, how is this time different? Time to wake up before it’s too late. The US market will crash without reliable access of rare earth.

I am now 70% in U.S. government Debt, 20% cash, and 10% in 2 years put options. The risk from rising bankruptcies, rising unemployment, eventual tariff retaliation, rising government debt and deficit is too much for me to sleep at night.

S&P 500 ttm free cash flow is around $300 Billion, tariff revenue is expected to be about $300 Billion for the Trump admins. S&P500 is expected to invest over $20 Trillions in America. Where are they going to get the money?

US GDP accounts for 28% of world GDP but U.S. equities accounts for 67% of global stock market value. It is a bubble that is destined to pop

$tsla sold 1.8 million cars out of the 89 million global car sales in 2024 but accounts for 50% of total market value of global car makers. Tesla is 2% of the car market but is worth 50% and Musk is tell you he will 8X your share price. Classic bubble

Fun fact. In its final stage, BYD new factory in Zhengzhou will cover 50 square miles, which is larger than San Francisco's surface at 46.9 square miles. Watch its sheer size.

$TSLAQ $TSLA

Tesla car business is losing to BYD yet its market cap is 10X more than BYD. All its other ventures are in infancy stage and have formidable competitors.The combined market cap of BYD (EV), Xpeng (robot), ChatGPT (AI) and Waymo (SD) is 1/5 or Tesla market cap. Elon thinks 8X?

In China, autonomous vehicles are already ubiquitous, relieving people of the last mile. This also allows for the continued generation of massive amounts of data for even better autonomous driving. In Germany and across Europe, however, the focus remains on discussion and the

$TSLA bulls say it doesn’t matter that TSLA Oct global volumes are down -30-35% YoY, since the business is transitioning to unsupervised autonomy and humanoid robots. That’s a fool’s narrative with 70%+ TSLA profits from EVs. With EVs, TSLA had first mover advantage and clearly

Moore’s threads, the Nvidia of China, shares went up by 500% on the first trading day. Hot money moves fast.

Tesla FSD can be and has been hacked to inject fake road data. It would be a tough sell to anyone who truly values one’s life.

Current ratio of M2/total U.S. stock market cap stands at 31% compared to 80% during 2008 recession. Doesn’t look good for the American stock market.