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🚨 JAMIE DIMON SAYS AI SPENDING COULD HIT $1 TRILLION NEXT YEAR
“THAT’S LIKE A 1% INCREASE TO GDP EACH YEAR”
BUT HE ALSO WARNED IT COULD PUSH INFLATION HIGHER
THIS ISN’T JUST MONEY GOING INTO SOFTWARE
AI COMPANIES ARE NOW COMPETING FOR POWER, WORKERS, FACTORIES AND RAW MATERIALS
AI IS BOOSTING THE ECONOMY
AND GIVING THE FED ANOTHER REASON TO KEEP MONEY EXPENSIVE
🚨 JAMIE DIMON SAYS AI SPENDING COULD HIT $1 TRILLION NEXT YEAR
“THAT’S LIKE A 1% INCREASE TO GDP EACH YEAR”
BUT HE ALSO WARNED IT COULD PUSH INFLATION HIGHER
THIS ISN’T JUST MONEY GOING INTO SOFTWARE
AI COMPANIES ARE NOW COMPETING FOR POWER, WORKERS, FACTORIES AND RAW MATERIALS
AI IS BOOSTING THE ECONOMY
AND GIVING THE FED ANOTHER REASON TO KEEP MONEY EXPENSIVE
🚨 THE MEETING OF THE DECADE HAPPENS THURSDAY
First Chinese state visit since 2015. Back then Beijing came as the challenger. This time it arrives with the stronger hand, and if you have been reading me you already know why.
In August I told you the BoJ would hike in September to defend the yen and that Washington was the one giving the orders. Last Friday Tokyo delivered 1.25%, a 31-year high, days after the US Treasury Secretary went on television and announced that Japan "will do things that lead to a stronger yen."
I told you Japan would have to sell US Treasuries to pay for that defense. Two weeks ago the reports landed: Tokyo likely sold Treasuries to fund its record intervention.
I told you the Fed was not coming to save anybody. Last Wednesday it hiked. Unanimously.
And while everyone was staring at the bond market, I told you what China was actually doing. Leaving the dollar quietly. Treasuries cut to an 18-year low, the money moved into gold.
That is the board Xi walks onto this week. Now look at who needs what.
Trump has midterms in six weeks, oil above $100, diesel at a record high, mortgages at 7% and a Fed that just hiked the rate. He needs something, just anything to hook his narrative and drop the oil prices again.
Xi needs pretty much nothing.
Washington is weighing a delay of a major arms sale announcement to Taiwan until after the Shenzhen summit.
Boeing is waiting on a large China order that has been dangled for weeks.
China Rare Earth Group is in talks to buy into the main shareholder of MP Materials, America's rare earth leader.
And the AI part is the strangest of all. Days before Xi lands, Trump announced a new "AI Force." Then his Treasury Secretary sat down in New York and called the AI safety talks "very successful."
So why does China need this meeting?
It is certainly not a trade deal, because Beijing does not need one.
Look at the calendar instead. The CCP holds a key plenum in October. Xi hosts APEC in Shenzhen in November. He intends to walk into both of them as the most powerful man on the planet.
Everything he does now is buying time. China is already testing 3nm. Its memory makers just beat Samsung and SK hynix to mass production on next generation mobile DRAM. Every month without new export controls is another month of unprecedented growth.
And the Taiwan part. Nobody signs anything on Taiwan. Xi is here to confirm the pattern. An arms package that slips a few months, then slips again, then arrives smaller.
One more thing nobody is putting together. Three weeks ago Washington publicly pressured Tokyo into a rate hike to defend the yen. This week it rolls out a state dinner for Beijing while Japan-China relations wither.
The ally gets orders, the rival gets the red carpet. Every deal cut over the heads of allies tells Tokyo, Seoul and Brussels that they can be traded too.
Remember: I’ve called all the market tops and bottoms for the last 15 years and have the skin in the game.
The next call will be even more important.
When I exit the markets completely, I’ll post it here publicly like I always do.
Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
🚨 NEXT WEEK’S SCHEDULE IS INSANE FOR THE MARKETS
MONDAY → WEEK-LONG FED SPEECH BLITZ BEGINS
TUESDAY → UN GENERAL DEBATE BEGINS
WEDNESDAY → U.S. FLASH PMI DATA
THURSDAY → TRUMP-XI WHITE HOUSE MEETING
FRIDAY → U.S. DURABLE GOODS + CONSUMER SENTIMENT
GET READY FOR THE MOST VOLATILE WEEK OF 2026!!!
🚨 BREAKING
A SATOSHI-ERA WHALE JUST SOLD ALL 4,427 BTC WORTH $341.9 MILLION
14 YEARS OF HOLDING AND NOW HE’S COMPLETELY OUT
SOMETHING VERY BAD IS COMING
🚨 THE GLOBAL BOND MARKET JUST RETURNED TO 2008 LEVELS
THE AVERAGE 10-YEAR YIELD ACROSS THE G7 IS NOW AT ITS HIGHEST SINCE THE FINANCIAL CRISIS
THIS IS WHERE HIGH RATES START BREAKING THINGS
YIELDS RISE
→ OLD BONDS GET CRUSHED
→ GOVERNMENTS REFINANCE DEBT AT WORSE RATES
→ COMPANIES PAY MORE JUST TO SURVIVE
→ BANK BALANCE SHEETS COME UNDER PRESSURE
THE ENTIRE SYSTEM WAS BUILT AROUND CHEAP MONEY
NOW THAT MONEY IS GONE
🚨 MY BITCOIN SHORT IS ALREADY WORKING
$BTC REJECTED $82,449
THE SAME RESISTANCE THAT CAPPED PRICE IN MAY
HERE’S MY ROADMAP
$75K → FIRST TP
$58,702 → FULL TP
$83,897+ → THE REAL REVERSAL AFTER THE FLUSH
$75K IS NOT THE BOTTOM
IT’S ONLY THE FIRST STOP
NEXT UPDATE WHEN TP1 HITS
🚨 US ECONOMY IS TRAPPED IN DEBT SPIRAL
Bessent is borrowing short to keep long-term rates down. The problem is that the short rate belongs to the Fed.
On Wednesday we saw the first hike since 2023, unanimous, with 16 of 18 officials expecting another.
Today the FT reports Wall Street expects roughly $1 TRILLION of Treasury bills. A bill comes due in months and gets borrowed again at whatever rate exists that day.
So a trillion dollars of America's debt now reprices upward every few months, at the price set by the man Trump himself put in that chair.
I'm so sick and tired of this shit man
🚨 🇺🇸 JPMORGAN IS SET TO LIQUIDATE OVER $180 BILLION OF U.S. STOCKS ON MONDAY
ONE OF THE BIGGEST BANKS IN THE WORLD IS CUTTING RISK
THIS IS NOT WHAT YOU DO BEFORE A NORMAL WEEK
BIG MONEY IS LEAVING FIRST
BAD SIGNAL FOR THE MARKET
🚨 $SPCX STILL HAS ONE FINAL FLUSH LEFT
PRICE PEAKED AT $228 JUST 4 DAYS AFTER THE IPO
61 DAYS LATER IT’S BACK NEAR $154
MOST PEOPLE THINK A 32% DROP MEANS THE BOTTOM IS IN
I DON’T
THE FIRST CRASH KILLS THE HYPE
THE SECOND KILLS EVERYONE’S CONVICTION
THAT’S WHERE REAL ACCUMULATION BEGINS
MY ROADMAP
$154 → ~$74
2 TO 3 MONTHS OF DEAD SIDEWAYS PRICE ACTION
$183 BY DAY 221
$322 BY DAY 278
THAT’S OVER 330% FROM THE BOTTOM ZONE
BELOW $100 THEY’LL CALL IT DEAD
ABOVE $180 THEY’LL CHASE IT AGAIN
FOLLOW AND TURN NOTIFICATIONS ON
I’LL POST AS SOON AS THE ACCUMULATION ZONE CONFIRMS
🚨 🇺🇸 JPMORGAN IS SET TO LIQUIDATE OVER $180 BILLION OF U.S. STOCKS ON MONDAY
ONE OF THE BIGGEST BANKS IN THE WORLD IS CUTTING RISK
THIS IS NOT WHAT YOU DO BEFORE A NORMAL WEEK
BIG MONEY IS LEAVING FIRST
BAD SIGNAL FOR THE MARKET
🚨 BREAKING
🇺🇸 FED WILL INJECT $1,946,000,000.00 INTO THE MARKETS TOMORROW AT 9 AM ET, RIGHT BEFORE THE U.S. MARKET OPENS
THEY ARE DOING THIS TO SUPPORT MARKETS AFTER THE SELL-OFF
SOMETHING VERY BAD IS COMING
🚨 NEXT WEEK’S SCHEDULE IS INSANE FOR THE MARKETS
MONDAY → WEEK-LONG FED SPEECH BLITZ BEGINS
TUESDAY → UN GENERAL DEBATE BEGINS
WEDNESDAY → U.S. FLASH PMI DATA
THURSDAY → TRUMP-XI WHITE HOUSE MEETING
FRIDAY → U.S. DURABLE GOODS + CONSUMER SENTIMENT
GET READY FOR THE MOST VOLATILE WEEK OF 2026!!!
🚨 SPX MAY HAVE JUST PRINTED THE TOP
THE FED RAISED RATES WHILE INFLATION REMAINS ELEVATED
SPX HIT POINT 6 AT THE TOP OF THIS EXPANDING RANGE AND GOT REJECTED
BOTH PREVIOUS REJECTIONS SENT SPX BACK TOWARD SUPPORT
MY TARGET IS $6,000
THAT IS AROUND 21% BELOW THE CURRENT PRICE
I’M WAITING FOR $6,000 BEFORE I BUY
🚨 BREAKING
VENEZUELA IS PREPARING TO MOVE 31 TONNES OF GOLD WORTH $4 BILLION FROM LONDON TO NEW YORK
THE GOLD HAS BEEN FROZEN INSIDE THE BANK OF ENGLAND FOR SEVEN YEARS
NOW THE GOVERNMENT AND OPPOSITION ARE CLOSE TO A DEAL TO RELEASE IT
BUT THERE IS A CATCH
VENEZUELA WILL NOT BE ALLOWED TO SELL IT
THE GOLD WOULD REMAIN UNDER U.S. OVERSIGHT AND BE USED AS COLLATERAL FOR GOVERNMENT BORROWING
VENEZUELA SPENT SEVEN YEARS TRYING TO GET ITS GOLD OUT OF BRITISH HANDS
NOW IT MAY END UP IN AMERICAN HANDS INSTEAD
🚨 BREAKING
TRUMP INSIDER WITH A PERFECT WIN RATE JUST OPENED TWO MASSIVE SHORTS
525 BTC WORTH $42.75 MILLION
6,410 ETH WORTH $16.92 MILLION
THIS GUY DEFINITELY KNOWS SOMETHING BAD IS COMING