The Credit Cycle Melt UP and Coming Crash 🧵
We have seen one of the greatest melt ups in US history since the 2022 lows, as we begin entering unknown territory of the highest valuations in human history
The melt up isn't driven by europhoria or sentiment, it is driven by liquidity and credit that is directly linked to the AI retooling occurring in the financial market and underlying economy
This thread is meant to be a complete breakdown of HOW to think about what is happening, and WHEN risks begin to build that will cause the next bear market 🧵
BREAKING: Nvidia, $NVDA, officially becomes the first company in history to hit a market cap of $5.5 trillion.
The stock is at a fresh record high after Nvidia CEO Jensen Huang was invited on President Trump’s trip to China.
BREAKING: The S&P 500 officially rises above 7,400 for the first time in history, now up +17.2% since March 30th.
That's now +$10 TRILLION in market cap in 29 trading days.
BREAKING: The S&P 500 officially rises above 7,350 for the first time in history, now up +16% since the March 30th low.
That's +$9.4 TRILLION in market cap since March 30th.
Reagents matter when copper prices rise. NovaRed Mining can frame Wilmac around geology, infrastructure, sulfuric acid, and logistics.
$MU #Teenagegirls