Philip Morar

[Stijn Feijen @spwfeijen]

Claude + MkaeUGC = 550 slideshow posts per day

Little pro tip:

Have your models an iPhone to cover the face.

This makes the AI look even more real

[Philip Morar @MorarPhilip]

@spwfeijen New

[Philip Morar @MorarPhilip]

@spwfeijen Ugc

[Stijn Feijen @spwfeijen]

Clawdbot + MakeUGC V.2 = 550 videos per day

Fully-realistic UGC ads — cinematic lighting, human motion, perfect pacing — powered by AI agents.

UGC cost: $0
Production time: minutes
Scale: instant

One AI engine that creates, tests, and scales short-form ads automatically — nonstop.

It’s live. Campaigns are scaling now.

Comment + RT “V2” and I’ll DM you the full workflow.
(Must be following)

[Philip Morar @MorarPhilip]

@spwfeijen V2

[Bravos Research @bravosresearch]

US government debt market COLLAPSE has begun

This has MASSIVE implications for the economy

A thread 🧵

[Global Markets Investor @GlobalMktObserv]

🚨The level of interest payments on US public debt is absolutely MIND-BLOWING:

US federal interest costs hit $1.1 TRILLION in Q1 2025, just shy of a record set in Q4 2024.

As a % of tax receipts, this is ~35%, only below the 1980s-1990s, and above the World War II levels.

[Bravos Research @bravosresearch]

US debt-to-GDP ratio now sits at a staggering 122%

At this rate, it's not long before fiscal irresponsibility causes investors to lose confidence

[Global Markets Investor @GlobalMktObserv]

🚨Container bookings from China to the US are COLLAPSING:

Bookings for standard 20-foot shipping containers from China to the US fell 45% Y/Y in mid-April, according to Vizion.

Next will be a trucking demand DROP leading to empty shelves, lower sales, layoffs and a RECESSION.

[The Kobeissi Letter @KobeissiLetter]

It's officially "reciprocal tariff" week:

President Trump has called Wednesday "Liberation Day" with 20%+ tariffs coming on up to 25+ countries.

US tariffs will impact $1.5+ TRILLION worth of imports by the end of April.

Here's what you need to know.

(a thread)

[Global Markets Investor @GlobalMktObserv]

‼️This is absolutely MIND-BLOWING:

US consumers' expectations about their financial situation over the next 12 months dropped to the LOWEST level on RECORD.

Not even during the Great Financial Crisis of 2007-2009 were Americans so pessimistic about their financial outlook..

[Global Markets Investor @GlobalMktObserv]

🚨HOLY COW:

Nasdaq market capitalization relative to US GDP hit a RECORD 103%.

The ratio DOUBLED in 5 years and exceeds the 2000 Dot-Com Bubble by ~40 percentage points.

All while, the US stock market cap to GDP is sitting near a record of 207%.

Will this revert to the mean?

[Barchart @Barchart]

WARNING 🚨: U.S. Stock Market reaches the most overvalued level in history

[Natan @nataninvesting]

MY TOP 10 STOCKS FOR 2025🧵

These stocks were up 14.6% on average in January vs 2.7% of S&P500 🤯

1) Alibaba $BABA

The biggest ecommerce in the world with >$1T GMV and the biggest cloud services provider in China at 9X Fwd PE.

Natan's fair value: ~$140 (+41%)

[King of the Charts - The Michael Burry of Bitcoin @King0ftheCharts]

.
The Final Phase of the S&P 500 Blow-Off Top Soon

The a Top, Reversal & 20% Crash to Start the Bear Market
The Coming Recession is Closer Than You Think

Stock Market Video Here
https://t.co/KsaoXEqdAE

$SPX $SPY #SP500 #Blowofftop $QQQ $NDX $VIX $RUT $IWM $DJIA $DJIA $AAPL $NVDA $ES_F $NQ_F #recession #tariffs #tariff #tradewars #tradewar #Trump #stockmarketcrash $BTC

[Global Markets Investor @GlobalMktObserv]

‼️US car market BUBBLE is popping:

US auto loans serious (90+ days) delinquency rates hit 3.0% in Q4 2024, the highest in 14 years - the Financial Crisis recovery period.

Serious delinquencies now surpassed the 2001 recession and the 2020 Crisis levels.

Truly concerning.

[Alex Joosten @joosteninvestor]

🇺🇸 US 2 year/10 year Treasury yield curve is steepening from a low of -1.08% to now -0.47%

Common pattern before a #recession.

H/t: DoubleLine

[Guilherme Tavares @i3_invest]

The blood indicator hasn't triggered yet.

I don't know when it's going to trigger,

but it's definitely worth watching.

[Financelot @FinanceLancelot]

Still blowing my mind how similar 1929 $DJI is to 2025.
RSI & SMI indicators both at the same levels & forming identical patterns.

If algos are literally just repeating 1929 then markets open lower next week, rally until VIXpiration, then BoJ J24 + Israel Lebanon J26 blow it up.