If you think about red cars.
You will notice more red cars.
If you think about blue cars.
You will notice more blue cars.
If you think about your fears, …
If you think about loving others, …
If you think about what you want, …
This is law of attraction.
Sieht das eigentlich noch jemand außer uns?
Rückwirkend ist es am Ende immer „einfach” vorherzusehen. In dem jetzigen Moment die Eier zu haben, sich lautstark dagegen zu positionieren, ist immer schwierig… und immer einsam.
Die AI Big 10 sind laut BofA bei ~40% des S&P 500. Genau dort, wo Nifty Fifty 1965 stand, wo Tech & Telecom 2000 stand, wo Japan 1988 zerbrochen ist. Jede einzelne dieser Konzentrationen endete in einem mehrjährigen Drawdown.
Parallel dazu: US-Konsumvertrauen auf dem niedrigsten Wert auf Rekord. Der S&P 500 +$10 Trillion Market Cap in 29 Handelstagen, erstmals über 7.400. Diese zwei Realitäten passen nicht zusammen, und Märkte schließen solche Lücken historisch immer in dieselbe Richtung.
Wenn die Muster der Geschichte halten, wird die Blase platzen. Wenn sie nicht halten, leben wir tatsächlich in einem “neuen Paradigma”. Wir wären nicht überrascht, wenn sich auch dieses am Ende verhält wie alle vorherigen „Paradigmen”.
Die Landung wird hart, deutlich schmerzhafter als die meisten gerade vorhersehen können. Wir bleiben überwiegend in Cash, akkumulieren weiter Spot Bitcoin.
the UAE should control and rebuild Palestine and Israel with the USA 🇦🇪
and make a new Persian Empire together with the USA 🇺🇸
they are the only ones capable and we all know
sounds like a plan 🕊️🥳
Red car experiment
Tell yourself that you will constantly see red cars, and red cars are all you see
Those cars didn't appear out of nowhere
They were always there
All you had to do was affirm that you are a red car kind of guy and your brain did the rest
Go one further – imagine I am now paying you $100 for every red car you see
Now you're actively seeking out red cars to maximise your earning potential
You may even start seeing cars that are burgundy or ochre as "red"
Every day, hundreds of of red cars pass you by
But you don't see them until you are looking
Now imagine each car is an opportunity
Hundreds pass you by every day
But because you haven't configured your mind to look for them, you barely notice
Too many guys like this, stuck in a rut, hardly realising what is happening around them due to a negative, defeatist mentality
Your subconscious is a powerful tool
Use it wisely
Fix the way you view the world and watch reality bend in front of your eyes
The opportunities are always there
You just gotta look for red cars
This is truly insane:
On February 20, JP Morgan CEO Jamie Dimon sold $234 million worth of $JPM stock.
On February 22, Warren Buffett disclosed a record $334 BILLION cash balance.
30 trading days later, the Nasdaq 100 crashed -24%.
How did they know?
(a thread)
Warren Buffett just made his biggest move ever:
He sold $75 billion worth of stocks, including huge chunks of Apple.
Now he's sitting on around $277 billion in cash - the largest pile in Berkshire's history.
Here's why this matters for every investor in 2025: