True financial freedom starts from within. 7IFF helps you master 6 powerful I's—all leading to INNER strength and a life free from financial pressure. #7iffFree
An economic winter is coming — you can feel it in the air.
Timing is everything. Market peaks and crashes occur at different points in time: peaks typically come before a recession, while the worst sell-offs may arrive after the recession has already begun.
From a market perspective, the #FED return to expanding its balance sheet is a short-term positive development. Increasing #Liquidity tends to ease financial conditions — meaning lower funding costs, tighter credit spreads, and typically higher asset prices.
Although the #Fed delivered a hawkish 0.25% rate cut on December 10, 2025, #QE is making a comeback! Liquidity will push stock indices and many financial assets (including #Bitcoin ) to new all-time highs (ATH), even though it does little to revive the real economy.
⚠️ U.S. layoffs are surging:
🔥 #Job cuts jumped 54% in 2025 to 1.17 million, the highest since 2020.
🔥 Only the 6th time since 1993 #layoffs passed 1.1 million.
🔥 The job market is rapidly worsening.
Goldman: Although there are valid concerns about an AI bubble, valuations have not yet reached the dizzying levels we saw in the late-1990s tech bubble or in Japan’s banking and real estate bubble in the late 1980s.
You’d be surprised at how they hand customers money just so those customers can buy their own products.
From a financial analyst’s perspective, this isn’t just inter-company dealings — it’s a form of self-inflated revenue.
The labor market is essentially broken for new graduates. After seeing more than 30% growth in spring 2022 hiring projections, employers are now forecasting nearly flat hiring for 2025 and a modest 1.6% increase for 2026.
#Germany 's industrial economy has been in recession for six years, coinciding with #China 's shift during the pandemic—from an investment-driven growth model to an export-driven growth model.
#Indians are quietly turning #silver from ornament to asset. Over 70% of demand now comes from bars, ETF investments have jumped 50%, and the RBI has approved silver as loan collateral — signaling its rise from temple vaults to financial vaults.
U.S. banks still hold $395B in unrealized losses — down from the $700B peak in 2023, but still a risk if rates rise or deposits flee.
👉 Forced sales turn those losses real — and contagious.
Marco Casiraghi from Evercore ISI said: “We think the Fed will start buying enough Treasuries for the balance sheet to begin expanding again in the first quarter of next year — most likely in January, and by March at the latest.”
Miran "When you have a series of seemingly unrelated credit problems that have been hidden for a while and then suddenly surface, it tells you something about the stance of monetary policy".
#BerkshireHathaway has sold equities for 12 straight quarters — its longest selling streak ever.
Over the past 3 years, it has unloaded $184B worth of stocks and paused buybacks for 5 quarters.
All while U.S. market valuations sit near Dot-Com bubble highs.
The 2-year Treasury yield spiked 11 bps — one of the biggest FOMC-day jumps in decades. Not because the Fed cut rates, but because Powell said: Further cuts in December are not a given. Markets erased months of dovish bets.The 2-year now tells a new story: uncertainty, not easing
Bloomberg Economics: #Vietnam 4th in export potential to become world's factory post-new tariffs. Top rivals: #India & #Indonesia (cheaper + more skilled labor); #China (costly but highly skilled).
Foreign Outflows From #Vietnam Stocks Ease as Valuations Turn Attractive
#Bloomberg data shows global funds sold a net $723 million in Vietnamese stocks this month — down from $900 million last month and $1.5 billion in #August .
🔥🔥🔥 Copper supply shock paves the way for a major shortage.
Morgan Stanley warns that next year (2026) could see the biggest deficit in 22 years — marking the start of a prolonged supply squeeze.
#Copper#Commodities#Metals#MorganStanley#SupplyShortage
S&P 500 hit a new all-time high 🎉
But beneath the surface, market breadth is at one of its weakest levels ever — just a few big names are carrying the team while most stocks are falling.
A win, but not a team win. ⚖️