@biotechlearner@adamfeuerstein@WSJ The "party of choice wasn't giving much choice" line is exactly right and Makary being gone is the first real shift in that dynamic, now Diamantas has REPL, QURE, and SRPT's PMO conversions all sitting on his desk as early tests of whether anything actually changed.
🚨 BREAKING:
THE BEST INVESTOR IN HISTORY, WARREN BUFFETT, IS DUMPING HIS STOCKS:
$V: $2.9 BILLION (FULL EXIT)
$MA: $2.3 BILLION (FULL EXIT)
$STZ: $1.8 BILLION (95% CUT)
$UNH: $1.66 BILLION (FULL EXIT)
$DPZ: $1.4 BILLION (FULL EXIT)
$AON: $1.3 BILLION (FULL EXIT)
HE IS NON-STOP DUMPING RISK ASSETS AND HOLDS $400.7B IN CASH NOW
HE KNOWS SOMETHING BAD IS COMING...
🚨 WARNING: TOMORROW WILL BE THE WORST DAY OF 2026!!
→ The new Fed chair has confirmed rate HIKES.
→ China, Japan, and Turkey are nonstop dumping US Treasuries.
→ US-Iran peace deal is 24 hours away from COLLAPSING.
When markets open on Monday, this won't be “just a dip.”
Stocks will dump.
Bonds will dump.
Bitcoin will dump even harder.
Smart money already sees what’s happening.
They are not “buying the dip.”
They are moving into cash, reducing exposure, and preparing for the biggest risk-off event of the year.
And now add a real trade war on top of that:
China is actively rejecting U.S. Nvidia chips.
That is not just a tech headline.
Because once semiconductors become geopolitical weapons, global supply chains stop functioning normally.
Capital freezes.
Confidence evaporates.
And global growth expectations reset lower instantly.
Meanwhile:
→ Japanese bond yields are surging
→ Foreign nations are dumping U.S. Treasuries
→ Global bonds are being dumped aggressively
→ Oil markets are becoming unstable
→ The dollar is losing stability
→ Liquidity is tightening worldwide
This is no longer one isolated problem.
This is systemic pressure building across MULTIPLE fronts simultaneously.
After MONTHS of negotiations, the U.S. and Iran failed to reach a peace deal.
And when diplomacy fails, markets stop pricing “hope.”
They price WAR.
And once markets begin pricing the possibility of direct U.S.-Iran escalation, energy markets become impossible to stabilize.
Oil does not rise slowly.
It goes vertical.
Shipping routes become vulnerable.
Supply chains break down.
Inflation spikes again globally.
Which means central banks will keep interest rates higher for longer.
And that creates the exact environment markets cannot survive in:
→ Slowing growth
→ Sticky inflation
→ Tight liquidity
→ Rising geopolitical risk
→ And collapsing investor confidence
Now connect the dots.
When geopolitical stress collides with a fragile financial system, reactions do not stay contained.
They COLLAPSE.
Capital does not rotate calmly.
It stampedes toward safety all at once.
And risk assets?
They do not “dip.”
They DUMP HARD.
This is exactly how chain reactions begin.
Because once markets start pricing prolonged instability instead of temporary fear, the entire system changes.
Watch oil.
Watch bonds.
Watch semiconductors.
Watch interest rates.
Because once this accelerates, there will be no time left to react.
I’ve spent years tracking macro and systemic market reactions like this.
When the next move becomes clear, I’ll share it here publicly.
Follow and turn notifications on.
Because by the time it reaches the headlines, it’s already too late.
THIS IS HOW AI BUBBLE ENDS.
SpaceX, OpenAI, and Anthropic are all racing to IPO at the same time.
The market needs to come up with $200 BILLION in fresh capital to absorb them.
That money has to come from somewhere.
Large funds will start selling their biggest tech positions to free up cash.
NVIDIA, Microsoft, Google will be the first to get sold.
The problem is, those three names are carrying the entire S&P 500.
When they drop, everything drops.
This exact setup played out during the COVID-era IPO wave.
Rivian, Coinbase, Robinhood all went public at absurd valuations.
When the Fed tightened and liquidity disappeared, every single one crashed over 80%.
AI and tech are already stretched thin.
A $200B capital drain on top of that creates a forced liquidation event.
If you've been following me, you already caught the $16k bottom and the $126k top.
Missed those calls? The next one is coming.
Follow me and turn notifications on.
@RepAuchincloss Whoaaa... Feels like the whole health leadership team is unraveling, and honestly, at this point people just want some stability and common sense back in the system.
🚨 WARNING: TOMORROW WILL BE THE WORST DAY OF 2026!!
The U.S.-China trade deal just COLLAPSED.
The U.S.-Iran peace deal is officially CANCELLED.
And new Trump tariffs are coming.
When markets open on Monday, this won't be “just normal volatility.”
Stocks will dump.
Metals will dump.
Bitcoin will dump even harder.
Smart money already sees what’s happening.
They are not “buying the dip.”
They are building cash positions and reducing exposure before the real crash begins.
And now add a real trade war on top of that:
China is actively rejecting U.S. Nvidia chips.
That is not just a tech story.
Because once semiconductors become a geopolitical weapon, supply chains stop functioning normally.
Capital freezes.
Confidence breaks.
And global growth expectations reset lower immediately.
At the exact same time:
→ Japanese bond yields are surging
→ Global bonds are being sold aggressively
→ The dollar is losing stability
→ Liquidity is tightening worldwide
This is no longer one isolated event.
This is pressure building across MULTIPLE fronts simultaneously.
And now the geopolitical layer just intensified again.
After MONTHS of negotiations, the U.S. and Iran walked away with no agreement.
That changes everything.
Because when diplomacy fails, markets stop pricing “hope.”
They price ESCALATION.
And none of this is happening in isolation.
Japan’s bond market is already flashing stress.
China-U.S. tensions are escalating again through semiconductors.
Oil markets are becoming unstable.
And liquidity conditions are deteriorating globally at the same time.
Now connect the dots.
When geopolitical stress collides with a fragile financial system, reactions do not stay contained.
They CASCADE.
Oil does not pump higher slowly.
It goes parabolic.
Capital does not rotate calmly.
It skyrockets towards safety all at once.
And risk assets?
They do not “dip.”
They COLLAPSE.
This is exactly how chain reactions begin.
Because once markets start pricing prolonged instability instead of temporary fear, the entire system changes.
Watch oil.
Watch bonds.
Watch semiconductors.
Because once this accelerates, there will be no time left to react.
I’ve spent years tracking macro and systemic market reactions like this.
When the next move becomes clear, I’ll share it here publicly.
Follow and turn notifications on.
Because by the time it reaches the headlines, it’s already too late.
Cost effectiveness. That's what stands between Archie and a drug that could keep him walking. This is exactly why global access to gene therapy like #Elevidys can't wait either. The science is ready. The systems aren't.
https://t.co/1FcqbmVPkv
BREAKING: Bitcoin just dumped $1,900 in 4 hours, fully retracing the entire pump.
In the last 12 hours,
Bitcoin dumped $1200 from $81.2k to $80.3k
Then pumped $2100 from $80.3k to $82.4k
Now again down $1900 from $82.4k to $80.5k
Liquidated $370M worth of longs and shorts
🚨 BREAKING
🇺🇸 TRUMP INSIDER WITH 100% WIN RATE JUST OPENED AN $81,000,000.00 SHORT AHEAD OF THE U.S. MARKET OPEN.
THIS GUY WENT ALL-IN AFTER MAKING $100+ MILLION IN JUST 4 TRADES.
LOOKS LIKE HE KNOWS SOME REALLY BAD NEWS IS COMING ON MONDAY...
@FaceTheNation Great news for those families, and proof that FDA can move fast when they want to, which makes the years of semantic battles over Elevidys even harder to stomach. Here’s hoping things improve from here on out.