YikesMcC

[mon @moninvestor]

Whatever happens, the important thing is that you have a plan for how you'll respond if we get a severe downturn. Don't wait until you're staring at a red screen to decide. That's when emotion takes over and people make their worst decisions.

[YikesMcC @JonesChainz]

@moninvestor They need to add longevity as a segment - i think they are positioned perfectly @AndrewDudum

[YikesMcC @JonesChainz]

@Speculator_io As long as reported numbers display real revenue

[YikesMcC @JonesChainz]

@StockTrader_Max What about the gap?

[YikesMcC @JonesChainz]

@MikeLongTerm what does HIMS have to hold against it?

[YikesMcC @JonesChainz]

@TheLongInvest Will they correct further in case of a broader crash?

[Max @minordissent]

This question misunderstand the situation. SP500 is basically just M2. maybe 2%, max 3%, of real growth. The rest is just the devaluation of dollars. There is no “exit liquidity”, the price of everything just goes up in perpetuity as more dollars added to the system chase the same amount of goods and services.

[Daily Chartbook @dailychartbook]

"Gold tends to move first. Copper follows. Energy is moving now. Agricultural commodities are likely next."

@TaviCosta

[Simmo @yoursimmo11]

Skipping breakfast isn't discipline. It's a cortisol bomb.

- 6am: Cortisol peaks naturally (circadian rhythm).
- 7am: No food. Blood sugar drops. Cortisol spikes again.
- 9am: Coffee on empty stomach. Third cortisol spike.
- 12pm: First meal. Insulin surge on a fried nervous system.

By noon, your body has been in fight-or-flight for 6 hours. That's not fasting. That's self-inflicted stress.

[🦣Tanimal @Tanimal]

Btw Its a proven fact that

Your brain only registers a task as difficult and stress inducing when you're told its supposed to be difficult

Otherwise your brain naturally registers it as fun and competitive

Do not listen to anyone that tries to make life hard

Everything is fun

[YikesMcC @JonesChainz]

@calvinfroedge Silver

[gabrielle @legitimatetiger]

realizing everything you experience is a projection of your own consciousness and it’s never that serious, you can just say fuck it and decide it no longer controls you

[Shanaka Anslem Perera ⚡ @shanaka86]

JAPAN JUST KILLED THE GLOBAL MONEY PRINTER AND NOBODY NOTICED

The most dangerous number in finance right now is 1.71%.

That’s Japan’s 10-year bond yield. Highest since 2008. Here’s why your retirement just got obliterated:

For 30 years, Japan printed infinity money at 0% rates and exported it worldwide. $3.4 trillion flowed into US Treasuries, European debt, emerging markets. This invisible bid kept YOUR mortgage cheap, YOUR stocks inflated, YOUR government solvent.

November 10th, 2025: The bid disappeared.

Japan’s yield hit 1.71%. They’re pumping $110 billion stimulus into their economy while debt sits at 263% of GDP. The math just became impossible. At 1.7% rates, Japan pays $27 billion MORE in interest. Every. Single. Year.

Here’s the extinction event nobody sees coming:

Japanese pension funds are pulling $1.1 trillion OUT of US Treasuries right now because keeping money in America LOSES them money after hedging costs. The largest foreign buyer of American debt is becoming a seller.

When Japan stops buying, interest rates don’t stay flat. They explode. US 10-year yields will jump 40 basis points minimum from flow dynamics alone. Your 7% mortgage becomes 8%. Corporate debt refinancing costs spike 60%. Zombie companies holding $3 trillion in junk bonds start defaulting in waves.

The yen carry trade just reversed. $1.2 trillion in borrowed yen funding crypto, stocks, emerging markets must unwind. Every hedge fund, every momentum trade, every leveraged bet built on free Japanese money is getting margin called simultaneously.

This breaks in three places:

Stock valuations were built for 2% bond yields forever. At 3.5% yields, the S&P 500 fair value drops 35%. Emerging market currencies collapse without Japanese capital inflows. Europe’s debt crisis returns because Italy and Spain lose their silent buyer.

December 18th the Bank of Japan meets. 50% chance they hike again. If they do, sell everything not nailed down.

Your 401k doesn’t price this in yet. The Fed can’t stop this. No central bank can.

The world’s biggest piggy bank just cracked open and the money is flowing backwards.

Position accordingly or get destroyed.​​​​​​​​​​​​​​​​

Full article here - https://t.co/NAuONH2jlj

[YikesMcC @JonesChainz]

@davey_juice fair - how would they perform if the western world would be in a recession lasting a 2-3 years?

[YikesMcC @JonesChainz]

What if we are already in the longterm correction?

[Ryan Holiday @RyanHoliday]

4 brutally honest reminders from Seneca:

1. Most suffering is self-inflicted
2. Stop putting things off
3. Stop acting like you’re going to live forever
4. Seek out challenges

[‎Wojak Codes @wojakcodes]

I think about this a lot.

[Invest In Assets 📈 @InvestInAssets]

Capital-light business models tend to outperform:

[Paras Chopra @paraschopra]

The human brain is a compression machine.

If your days are too similar, your mind will compress them into a single memory.

If you want a long life, live a varied one.

[Nicholas Fabiano, MD @NTFabiano]

Repetitive negative thinking is associated with cognitive decline.

Stay positive.