Playing in Philly is like playing a postseason game everywhere else…even when it's just a regular-season game.
That’s how fun it is! @Phillies#mlbontbs
It’s all talk. Just withhold foreign aid to Israel for a month and they’ll stop bombing their neighbors - instant peace, the Strait of Hormuz can be opened, and gas drops $2 a gallon. Israel has been, and continues to be, the biggest welfare recipient from American tax payers.
If the provision in the NDAA to integrate/synchronize the U.S. and Israeli militaries (section 224) makes it out of committee, I’ll offer an amendment to strip it from the bill on the floor.
We are a sovereign country.
https://t.co/HwvSXXxKlW
@PhilaFanCentral Love what AJ brought to the team, but it’s time to part ways. We gave up a 1st Rnd pick and extracted his 4 prime years + 2 SB appearances and a World Championship out of the partnership. Now going to get a 1st or 2nd coming back. Unreal resource management
🚨 THIS IS NOT NORMAL
SpaceX, OpenAI, and Anthropic are preparing to go public.
All at once.
To absorb these giants, the market will need to find $200 BILLION in fresh liquidity.
This is a brutal stress test for global investors.
To buy into these IPOs, big funds need a lot of cash.
They will ruthlessly cut overextended tech.
First in line: NVIDIA, Microsoft, and Google.
But these companies hold up the entire S&P 500.
If they start to fall, the index will follow.
We saw this before during the COVID bubble.
Dozens of tech companies (Rivian, Coinbase, Robinhood) hit the market at crazy high prices.
When the Fed hiked rates and liquidity dried up, these stocks crashed 80%.
The AI and tech sectors are already running on fumes.
Add a $200B drain, and you get a systemic flush.
Get positioned before this massive rotation begins.
As a reminder, I’ve called every major market turn for the last 10 years, including the $111K BTC peak in October.
Turn on notifications. I will guide you through this liquidity squeeze, and when the real bottom finally forms, I’ll call it here publicly.