Templar

Astra inclinant, non necessitant / Post tenebras lux

[Templar @GingkoPT]

Here are the projection and dates... i will put this here, since i know whats unavoidable ... and want to do my part. Most will just smile and move on, some will be protected. Here it is #sp500 #nikkei #stoxx600

[Templar @GingkoPT]

@Oculustrade Valuations matter in the end and last June.. we didnt have this total insane valuations in an energy lockouts soon

[Middle Eastern Affairs @OpsHQs]

🚨Over 500K Albanians are currently protesting against USA and Israel for land buying

[471TO @TOzgokmen]

that is obvious; but they are doing it

[471TO @TOzgokmen]

GALACTIC AI bubble will be pricked by Hormuz oil siege in 3-6 months 🔥🔥🔥

Evil Wall Street & Silicon Valley will be screwed by DC & war machine; what an orgical clash 🔥🔥

who could have guessed this scenario? 😵‍💫🤯

[JustDario @DarioCpx]

10% of global ships? No big deal……

[JustDario @DarioCpx]

#JustDarioDaily - Article

⚠️ ALPHABET EQUITY RAISE: A BOLD MOVE OR A GIANT MISTAKE? 📝

https://t.co/H13zZDql4q

[JustDario @DarioCpx]

Now that SoftBank is the most valuable company in Japan (on paper) people are finally finding time to scrutinise its financials a bit more and.. Surprise surprise! They are worried about what they see in there.

I am not sure what stage of idiocy this is

[JustDario @DarioCpx]

To go out publicly and say what he is saying, @edzitron has balls the size of the Las Vegas sphere

[Daniel Mayakovski @DaniMayakovski]

El momento en el que un autobús lleno de civiles de Donetsk, fue bombardeado esta noche con drones de origen europeo por el régimen de Zelensky, asesinando a 7 personas e hiriendo a otras 11 que iban en el vehículo.

Esto es lo que la UE está financiando, 90.000 millones de euros en drones y misiles para matar familias en un autobús.

¿Quién dio permiso a que usen el dinero de los contribuyentes para bombas que matan inocentes? ¿Entonces por qué lo llaman democracia?

[Barchart @Barchart]

BREAKING 🚨: South Korea

South Korean Won has fallen to its weakest level against the U.S. Dollar since the Global Financial Crisis 📉🇰🇷

[George Galloway @georgegalloway]

NATO just KILLED 7 Russian civilians in a bus in Donetsk

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

🚨 We may be looking at the rarest market setup in 50 years.

The S&P 500's four historic drawdowns since 1972:
– 1973 Inflation: -43%
– 1987 Liquidity: -30%
– 2000 Tech: -47%
– 2008 Credit: -55%

Each one was driven by ONE dominant risk.

Right now, all four are present at the same time.

1. INFLATION
A commodity supercycle. Energy, metals, agriculture all in multi-year base breakouts. The Fed's preferred inflation gauge has been above 2% for 18 of the last 24 months.

2. LIQUIDITY
The largest equity supply shock since 2000. SpaceX, OpenAI, Anthropic raising ~$275B combined. Google flipping from $60B/year buybacks to $80B net issuance. Over $1 trillion of IPO and lockup supply hitting the Russell 3000 in 2026.

3. TECH
Semiconductors trading 73% above their 200-day moving average – the largest stretch since March 2000. Climax run signals across the AI complex. Micron, Palantir, SMCI, the SOX index, all showing the textbook O'Neil sell pattern.

4. CREDIT
Apollo, KKR, BlackRock, Blue Owl, Cliffwater, Partners Group – all gating redemptions on their evergreen funds in the last 90 days. The private credit machine is freezing in real time.

Never in 50 years have all four risks been simultaneously present.

But here's the part nobody talks about

While the AI Big 10 has gone vertical, quality stocks have been left for dead.

– Berkshire Hathaway: trailing the S&P 500 by hundreds of basis points
– Coca-Cola, Procter & Gamble, Pepsi: trading at multi-year relative lows
– HEICO, Union Pacific, MSCI: making boring new highs while everyone watches Nvidia
– Healthcare vs. S&P 500: 25-year relative low

The last time this happened?

December 1999. Barron's ran a cover titled "What's Wrong, Warren?" – mocking Buffett for being a dinosaur, for missing the internet, for refusing to pay for growth at any price.

Berkshire was down 19% in 1999 while the Nasdaq was up 85%.

What followed:
– Berkshire +29% over the next 24 months
– Nasdaq -78% over the next 30 months

The setup today

Four historic risks stacked simultaneously, while the boring, durable, cash-flowing businesses that always survive these regimes have been treated like dead money for years.

The math doesn't get more asymmetric than this.

Quality stocks aren't out of style.

They're being orphaned.

That's when generational positions are built.

The boring stuff hasn't worked for a long time.

History suggests that's exactly the moment it starts to.

[Edward Dowd @DowdEdward]

History time: Recently many have been comparing the recent parabolic move in the Semiconductor industry $SMH as reminiscent of the ending price moves into the March 2000 top. It should be noted there was no semiconductor fundamental issue that caused that 2000 top.

In fact the first miss didn’t occur until September 2000 when Intel pre-announced an earnings miss.

Now we have Broadcom down 13% after hours on an inline earnings & revenue report with a slight forward revenue guidance miss.

Do whatever you want with this information.

[Roger @rdd147]

Downside protection of markets is at historic lows at the same time margin and leverage are at historic highs.

The setup hasn’t occurred since the great stock market crash leading into Great Depression.

[🏴‍☠️ @calvinfroedge]

Tick tock

[The Great Martis @great_martis]

Ladies and gentlemens, dignitaries, royals, and celestial beings…

We stand at the inflection point where greed meets fear.

The majestic yet consequential broadening pattern has now completed on two fronts from the longer-term upper major levels of historical resistance down to the shorter broadening ascending patterns level of resistance.

What awaits us is not for the faint-hearted. 💔

Remain vigilant, diligent, and above all… disciplined.

Yours truly,
The Great Martis✨

[Templar @GingkoPT]

Dont worry... False flag coming

[Lucas Sanders 👊🏽🔥🇺🇸 @LucasSa56947288]

🚨BREAKING: In a HUGE blow to Donald Trump, the House has PASSED the War Powers Resolution - 215-208 - which will require Congress’ say over the Iran War.

[Crypto Rich @CryptoRichYT]

There is an unspeakable evil that pervades our society. @DavidBCollum lays it bare.

https://t.co/cz92LL9C32

#Epstein #Saville

[Mac10 @SuburbanDrone]

Pundits are invoking the 1987 crash in describing this u-turn melt-up from the Iran war lows. The Dow only barely made a new high which is now rolling over.
https://t.co/ue5wjHqe4M

This will be faster than the 1987 crash from all time high into bear market. This should beat the record which was set in March 2020.