🚨 FED'S HAMMACK: AI BOOM COULD MIRROR WHAT HAPPENED WITH INTERNET BUILD OUT

Remember when Cisco and the speculative telecom companies needed a bailout for its routers and dark fiber to be funded? No?…neither do I.

Hey stock market bulls When S&Ps have an exhaustion gap that is filled in a series of six consecutive lower high days after a multi-year up trend -- it is time to pay attention $ES_F The Factor was made aware of this days ago at peterlbrandt.com/#

Another Hindenburg Omen triggered today. This is the 4th signal since last week. The cluster of Hindenburg Omens grows… 🚨

As the clinically hyperactive author who paused my life for 2 1/2 years to write, what’s most vexing is how FEW understand the modern-era politicization of the Fed began w/Alan Greenspan. Powell had a chance to break the cycle & chose not to, which has landed us in the 3rd world.

SPX/GOLD - For this ratio I'm waiting the most for December 2025. Will this blue (3M)MA200 be finally broken ...??? If so ... 0.58 welcome and if broken 0.08 welcome... This will be probably the biggest bull market in gold/silver (because at the end it's always proportional to

Zero investors have ever managed risk amid a passive market structure unwind. We have no idea what it is going to look like when passive flows turn negative. Michael Green

x.com/i/article/2005…

Late Bull Prices But Early Bear Behavior This chart is a reminder that the stock market and the real economy rarely move in sync. Markets tend to sniff things out early, rotate quietly, and only later does the headline economy catch up. That’s why, in the 2007 example shown

Buffett didn't retire. He spent two years demolishing and rebuilding Berkshire from scratch. Wall Street completely missed it: 74% of Apple. Sold. 677 million shares. Liquidated. $130 billion. Converted to T-bills. Tomorrow Greg Abel inherits: $381.7 billion cash fortress

Mike Green Michael Green publishes something I have NEVER seen in print before (Green does this a lot). ‘Terminal Values Ain’t what they used to be’. - this has everything to do w the demographic collapse and decline of aggregate demand. It’s almost certain and it’s NOW.

Where We Are in the Historical Cycle As I read up more on the long rhythms of human societies, I see the quote “Hard times create strong men, strong men create good times, good times create weak men, and weak men create hard times” as a compressed historical insight.

The new USDA dietary guidelines are out with an emphasis on real food to include more red meat, milk and eggs with an emphasis on more protein and less refined grain and sugar! Well done Secretary Brooke Rollins Secretary Kennedy

We were blessed to have the opportunity to share our views with the great #ChipFlory host of the national Ag radio show #agritalk We discussed the historical context of the 27-year #geopolitical instability #war cycle in terms of the correlated #inflationary impacts to hard

Shawn Hackett is one of my MUST MUST MUST follows on X He should be one of yours as well

Lack of mindset and sense for urgency, out of touch with real world, hubris, moral ivory tower, corruption at the highest echelons of power, party and institutional politics trump all national interests, and on top of all - the worst leadership since I started covering politics.

In about a week, everyone, not only America, will be finally talking about the fourth systemic risk-driven global crisis - much worse than GFC, Covid or Russia’s war on Ukraine. And I will be like: I’ve been trying to warn you for the last six weeks despite all the rude bashing.

Most people can’t apply non-linear thinking. But you can’t face today’s complexity without thinking in systems. What’s coming is the Fourth Systemic-Risk driven global crisis. Greater in impact than GFC, Covid and Russia’s war. Every day of the war in Iran adds months of crisis.