Caleb Landon

[Caleb Landon @CalebLCrypto]

@thmoneycircle I got sent a 936 site in Cedar Rapids from a broker I’ve bought from. If you want to dm me your email I can send it over

[Caleb Landon @CalebLCrypto]

@thmoneycircle I do MHP syndication. I can send you some off market stuff from some brokers I work with. There’s a few portfolios on market right now they may be in their criteria.

[Caleb Landon @CalebLCrypto]

@dashboardlim META CLAUDE

[Caleb Landon @CalebLCrypto]

@sweatystartup We’re laying off our customer support lead because we have an ai voice agent taking our calls now. Does everything she does for 1/10 the price and 5x better

[Caleb Landon @CalebLCrypto]

@Jeffdthompson Just wait until you find out about mobile home parks

[Caleb Landon @CalebLCrypto]

@collin_ruth89 @mrDFT I’ll get his info as well. We were looking for something exactly like this

[Caleb Landon @CalebLCrypto]

@CoFoundersNik Buy mobile home parks

[Barchart @Barchart]

When accounting for M2 Money Supply, Tech Stocks have now surpassed the peak of Dot Com Bubble 🚨 Probably Fine

[Chris Koerner @mhp_guy]

Update: Mind still blown.

Today I learned you can have multiple ChatGPT Operators running at the same time in different tabs.

I used them to:

- Request samples of free products on Alibaba
- Find a $69 nonstop round trip flight from DFW to LAX
- Find underpriced pizza ovens on FB Marketplace to list on eBay
- Send personalized emails it pulled from a Google Sheet
- Asked several caterers on The Knot to provide a quote for a 50 person wedding
- Search the FB Ad Library for high performing fitness ads that have been running since October

All as I worked on other things, while popping in from time to time.

Oh, and it was running a bit slowly on The Knot so I simply prompted it to "run faster." And it did!!

The future is here and I'm not sleeping as a result.

Celsius is my best friend. What a time to be alive.

I recorded all this and will be posting later. Follow me @mhp_guy to follow along.

[Global Markets Investor @GlobalMktObserv]

‼️This is absolutely CRAZY stuff:

US stocks, high-yield corporate bonds, the Dollar, housing market minus Treasuries have never been so expensive.

This is way ABOVE the 2000 Dot-Com and 2006 housing Bubbles.

Is it everything bubble on steroids?

Great analysis: @Callum_Thomas

[Bravos Research @bravosresearch]

ALERT: Fed rate hikes are followed by a rise in the unemployment rate about 1.5 years later

This correlation highlights why many expected rising unemployment and recession risks in 2024

Now by 2025, unemployment has risen slightly throughout 2024, but not to recessionary levels

With the Fed lowering rates now, the unemployment rate may stabilize, or even decline

This not something pointing to an imminent economic downturn…

[Caleb Landon @CalebLCrypto]

P/E ratios for stable companies should be 10-14, not 28. So when the short term thinking market sees stagflation or no growth on there company’s quarterly reports, they’re going to panic sell and the S&P will have a big downturn

[Caleb Landon @CalebLCrypto]

The sun cycle is set to peak in August of 2025 indicating a peak of the market between June-October of 2025.

This combined with the yield curve inverting and an over enthusiastic amount of people may be the beginning of the next recession.

[Caleb Landon @CalebLCrypto]

P/E ratios are also highly inflated. Mostly in tech which I mentioned earlier. At a 28x P/E ratio, that means a tech stock investor is betting these companies earnings will grow and if they don’t they have to wait 28 years to get their money back!

[Bravos Research @bravosresearch]

This warning signal should NOT be overlooked

The unemployment rate tends to follow the yield curve closely

Right now, the yield curve un-inversion indicates that unemployment is likely to trend up soon