Fuck it‼️ Here’s my 2025-26 market call & plan:
1️⃣2025 Nov Jobs report weakens → Dec rate cut + QT ends → $TNX ↓ + final blow-off top into Q1/early Q2 2026 $QQQ $SPX 📈
2️⃣End Q1 2026/Early Q2 Black swan (tariffs/jobs/credit crisis/war/Trump surprise i.e. take your pick) → Fake correction Q2 with 15-20% dip → QE pump 💪
3️⃣📉 Short QE pump becomes dead cat bounce, followed by Q3/Q4 2026 inflation narrative returns, AI can’t save us, uncertainty rising, yada yada yada😭 Market crash💥 💀 late 2026.
🏁I’ve already started executing on my plan, smaller portfolio of Risk on assets with small caps, Crypto & hedges e.g. $TMF $EWZ. Started trimming positions for cash rebuild in Q4 2025, moving 40% into Cash, money market funds and short term Bonds yielding 4-5%. Short the top Q1/Q2 2026🚀➡️🪦 $SQQQ $RGTZ etc & start buying the dips DCA after the major crash 20%+💥 💰Q4 2026 into 2027. At least that’s what I’m doing with my DIY portfolio. I still have my standard passive investing going into my retirement funds mainly allocated to the S&P500 irrespective of what the market does, but I add significantly more on larger 🩸 dips to DCA better. Buy the fear, sell the greed!!!
NFA, subject to change pending macro data monitoring 😀
“It’s just money. It’s made up.”
Money is nothing more than a shared belief system. Paper. Numbers on a screen. A social contract.
The real currency?
Value.
Every dollar earned is a reflection of a problem solved, a need fulfilled, or a life improved.
Too many people chase money.
The smartest people chase value.
Because when you create enough value, money follows.
Markets will boom. Markets will crash. History repeats.
But one principle never changes:
Create value. Get rewarded.
Money is the scorecard, not the game.
The longer stocks go up while crypto stays down, the higher the risk of owning stocks and lower risk of owning crypto. I don’t make the rules, it is what it is…
You want a bubble.
Royal Bank of Canada is currently trading at roughly 3.5–3.6 times tangible book value, and that multiple is about 40–50% above its own 10‑year median on this metric.
$RY
Definitely the consensus right now. It would be hilarious if stocks crash and crypto rips. Just for kicks and giggles I’d love to see the X feeds as that’s happening, they would be dynamite.
All jokes aside this selloff is happening with the stock market at all time highs.
If the market pulls back a lot of people are going to wish they had diversified.