Analyzing markets, policies and participants.

Los Angeles
Joined August 2009
“Highest rate ever recorded” As predicted. Retirements linked to US indices about to blow up. 🫡Godspeed Warn the Brethren $SPY $SPX $QQQ
U.S. 7-Year Treasury Auction just drew an interest rate of 5.085%, the highest rate ever recorded 🚨 🚨
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Panic season. This iteration of AI - bankrupt. 🫡 Godspeed $ORCL $CRWV $NVDA $SOXX $QQQ
Someone just dumped Thousands of $ORCL bonds afters hours. About to hit 8.5% yield 😳
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Epstein crew setting up the biggest crash in market history. $SPY $SPX $DIA $AAPL $NVDA
The cumulative number of New High - New Lows on the NYSE continues to fall
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I never miss. $GDX $GLD $SLV 🫡 Godspeed Our channel is growing. Keep sharing. Warn the Brethren debt crisis is brewing.
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Blow people’s minds this weekend by informing them it aint “the market” or “investors.” $SPX $VOO $DIA $META
The “Alarm” is sounding Investors are ignoring the smoke
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Trump’s paranoia about stocks maybe bc the #Epstein coalition hedge funds buying overpriced megacaps via leverage …. may blow up. It’s coming. Hold at least 25% cash & plenty of $GDX $GLD $SLV 🫡Godspeed $AAPL $MSFT $GOOG $META $NVDA $SPX $SPY
WEAK BREADTH: For the first time since April 2000, over half the S&P 500 is below the 200-DMA with the index right at the highs. Keep in mind, this environment sustained for a few months... Months With at Least 1 Data Point: Apr-2000 Mar-2000 Jan-2000 Dec-1999 Nov-1999 Dec-1998 $SPY $SPX
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Every time $SPY begins to tank, $AAPL goes up. Another Trump con likely with help from BlackRock or other hedge funds. Jane Street lost $160 million shorting #OIL for Bessent. 💡 There is no real demand for $SPX $QQQ constituents. Just short term manip attempts. It’s ALL a con. AI capex is a con. Brent below $140 is a con. S&P above 6K is a con. GTFO & take others with you before more investors realize the MASSIVE extent of the con. 🫡 Godspeed $NVDA $AMD $SOXX $DIA $IWM
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Overview of retail conditioning psyop. nitter.cf/reasonus4/status/21035…
We underestimate the breadth & depth of the S&P / AI bubble con. 👉 Take the fake #Iran news pumps as example. 🤔 What if I told you retail is not chasing fake Iran deal news? At least not at first…. 💡 #Epstein coalition’s goal is to 👉CONDITION 👈 retail to chase news. Until the midterms. General Overview of the Strategy: ✅ Our treasonous, Israel first POTUS says “we have a deal.” ✅ Then Epstein compromised Wall St funds buy. ✅ Then, Fed simultaneously pumps liquidity into markets. ✅ Bessent has Jane Street short #Oil ✅ Social media accounts mislabel the price action as “the market” speaking ✅ Retail begins to believe “other investors” buy the fake news. Israel, #Trump & the pedo coalition NEED retail to chase. Until the midterms 💡 That is the ENTIRE con. 💡 🚨 Epstein Wall St funds cannot alone keep buying $AAPL $NVDA $GOOGL $MSFT on margin to hide they destroyed the American economy so Israel can steal land from #lebanon. If retail does not chase, funds implode 💡 You 2,378 following this account are the best informed people on the planet. You have a duty to share knowledge with our propagandized friends, family & neighbors. 🫡 Godspeed Let’s get to a million strong. Let’s not turn the US into an Idiocracy. I’m the antidote, you’re the syringe. Share & Subscribe to Summa Economica as you profit Bergsonjm.substack.com
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More data. Same picture: Biggest con in financial history. $SPY $SPX $QQQ
Junk bonds continue to sound the alarm. CCC-rated junk bond spreads are widening while the S&P 500 remains near its August peak. Historically, when these markets diverge, stocks have eventually caught up with the trend in junk spreads. And the bigger the divergence, the bigger the potential catch-up. This is a chart we'll be watching closely. See 18 charts sounding an alarm in the markets: ow.ly/zE1g50ZRtLf
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Another graph showing $SPX bubble is extreme. We know why. And we're getting our people out before the inevitable collapse. $SPY $VOO $QQQ $DIA
The spread between the S&P 500's earnings yield and 10y Treasury yield has made a new 24-year low
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Reasous4 Cranky Old Man Indicator flashing. Takes extreme stupidity to trigger The COMI. Bearish: $MU $DRAM $SPY $QQQ $SNDK $ARM $AMD $INTC $SOXX $TSLA $SPCX Bullish: $GTBIF $TRLV $MSOS $KWEB $ILF $EWZ $MAPS $IGV $BYDDY $BABA $CRLBF $XLE $GLD $GDX
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9/25: Removed $MSOS from the COMI Bullish list. Buy $GTBIF instead.
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We underestimate the breadth & depth of the S&P / AI bubble con. 👉 Take the fake #Iran news pumps as example. 🤔 What if I told you retail is not chasing fake Iran deal news? At least not at first…. 💡 #Epstein coalition’s goal is to 👉CONDITION 👈 retail to chase news. Until the midterms. General Overview of the Strategy: ✅ Our treasonous, Israel first POTUS says “we have a deal.” ✅ Then Epstein compromised Wall St funds buy. ✅ Then, Fed simultaneously pumps liquidity into markets. ✅ Bessent has Jane Street short #Oil ✅ Social media accounts mislabel the price action as “the market” speaking ✅ Retail begins to believe “other investors” buy the fake news. Israel, #Trump & the pedo coalition NEED retail to chase. Until the midterms 💡 That is the ENTIRE con. 💡 🚨 Epstein Wall St funds cannot alone keep buying $AAPL $NVDA $GOOGL $MSFT on margin to hide they destroyed the American economy so Israel can steal land from #lebanon. If retail does not chase, funds implode 💡 You 2,378 following this account are the best informed people on the planet. You have a duty to share knowledge with our propagandized friends, family & neighbors. 🫡 Godspeed Let’s get to a million strong. Let’s not turn the US into an Idiocracy. I’m the antidote, you’re the syringe. Share & Subscribe to Summa Economica as you profit Bergsonjm.substack.com
🔴 US and Iran discuss phased deal to reopen Hormuz and end US blockade - Sources.
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You 2,376 peeps following this account are the best informed people on the planet. Said weeks ago 10yr is going to 7% Debt crisis is here. HOLD $GDX $SLV $GLD & other hard assets. 🫡 Godspeed Educate the Brethren
Here we go on yields again 🤦‍♂️
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Moving forward, we will be adding updates to this post. We will first update subscribers to Summa Economica first ( bergsonjm.substack.com ) then add notes here.
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Officially removing $MSOS from the COMI bullish list. Just buy and hold in order: $GTBIF $TRLV $CRLBF instead. @HammanShares stop buying shitcos
Reasous4 Cranky Old Man Indicator flashing. Takes extreme stupidity to trigger The COMI. Bearish: $MU $DRAM $SPY $QQQ $SNDK $ARM $AMD $INTC $SOXX $TSLA $SPCX Bullish: $GTBIF $TRLV $MSOS $KWEB $ILF $EWZ $MAPS $IGV $BYDDY $BABA $CRLBF $XLE $GLD $GDX
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Americans too easily duped, asleep & trained by #Epstein coalition to hate their neighbors. I’m the antidote. Wake the fuck up. 🫡 Godspeed Love thy neighbor, GTFO of the pedo bubble & SHARE: $SPY $QQQ $AAPL $NVDA $SOXX $PLTR
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We are about to find out which treasonous Wall St firms are linked to #Epstein $1.4 TRN margin debt buying $AAPL at 13x sales, $NVDA ( not worth more than $130, & other megacaps to keep a compromised POTUS & GOP in power. The biggest con in fin history… all about the midterms
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Retail is not buying $META $AAPL $NVDA $AAPL $AMZN $GOOGL Few aware of the scale of the $SPY $QQQ con We already know #Epstein crew using wall st firms like Jane Street to short #OIL. Just takes a little imagination to see demand for $SPX is a con. 👇
GOLDMAN: “.. We believe there will be a lot of hyperscaler issuance. .. For that sector at large we are underweight knowing more issuance will come.” @SeekingAlpha seekingalpha.com/news/464696…
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😄 “very strange” - 99% of X accounts have no clue $SPX is a con. Few able to imagine #Epstein crew buying megacaps on margin to sell illusion of prosperity ahead of midterms. 💡#Israel wants to keep its puppet POTUS & GOP majority. 💡 Retail is not buying $AAPL $NVDA $GOOG $MSFT $PLTR $TSLA 👉 Epstein crew needs retail to chase. 💣 But retail stopped chasing as historic drop in market breadth proves. 💣 Now Epstein Wall St funds adding more leverage. 💣 Unwinding will be brutal. 🫡 Godspeed Warn the Brethren Zero exposure to Scammers & Poors $SPX $SPY $QQQ $DIA $VOO
🚨 SOMETHING VERY STRANGE IS HAPPENING IN THE STOCK MARKET. The S&P 500 is near all time highs, but beneath the surface, a completely different market is forming. Almost half of S&P 500 stocks now are moving differently from the overall market. Goldman says this kind of divergence looks very similar to the Tech Bubble. The biggest reason is market concentration. The 10 largest stocks now make up around 40% of the S&P 500, and many of them are riding the AI boom. Because these companies are so large, they can keep pushing the entire index higher even when a large part of the market is struggling. Meanwhile, the rest of the market is dealing with rising bond yields, $100+ oil, a stronger dollar and higher borrowing costs. These pressures are hitting companies that are more sensitive to rates, energy costs and the broader economy. So the S&P 500 being near record highs doesn't mean everything underneath is doing well. A small group of massive companies is making the overall market look much stronger than many stocks actually are.
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