«What the wise man does in the beginning, the fool does in the end.»

Nålene som vil stikke hull på boblen.

«This time is different" is the most expensive phrase in finance. AI is a bubble, bonds are flashing red. Be patient. The correction always comes. 📉⏳

In which group do you belong?

US 30Y yield hits the 5% "Maginot Line" while Japan's rates climb. Real rates bite, yet spreads stay tight. Is the market ignoring the risk? #Macro #Investing

BOJ, vil de heve renten og dermed redusere jen carry-trade? Tviler, men kan starte et nedsalg globalt hvis de hever.

Dagens marked er priset for perfeksjon. Med Shiller PE og Buffett-indikatoren på ekstremer, prioriterer jeg kapitalsikring og kontanter. Pendelen svinger alltid! 📉💰

Record 52% retail allocation and a 232% Buffett Indicator signal extreme overvaluation, leaving the market highly vulnerable to a sharp downward correction.

Kharg island😬 Is there a way back from this?

One frustrated president. Seems like the Iranian regime gives him a long middle finger, since they have the cards.

Trump's Iran conflict risks a global recession. Unlike past tactics, this self-made crisis lacks a quick fix, threatening markets and exceeding expectations.

This situation might drag on for some time. Trump might face a tough challenge with Iran. Unlike Western democracies, they aren't likely to back down or follow the same rules of engagement.

What a 🎪

Sticky inflation: Tallene indikerer en begynnende stagflasjonstendens (lav vekst kombinert med vedvarende inflasjon). Dette er historisk sett et svært gunstig miljø for gull og andre faste verdier, mens det er mer utfordrende for tradisjonelle aksjer (avhengig av vekst).

A new global movement just started after the infamous last week. This can become a huge problem for the US.

US Empire: The 250-yr cycle? 🚩 • Massive debt • Toxic polarization • Strategic overstretch • China rising History repeats. The era is shifting. #Geopolitics #USA