Yannick Hilson

entrepreneur,Forex Trader📊❤️,Analyste sur les marchés Financiers 📈

[Yannick Hilson @YannickHilson2]

Crois en toi et Réveilles toi pendant que les autres Dorment

[Nathaan🦋 @JosephNathan24]

Même si c'est lent, ne t'arrête pas. Un progrès lent reste un progrès. Tu n'avances pas du tout quand tu t'arrêtes.

[gus @igus_ai]

🚨ASÍ ES COMO SE VA A DESPLOMAR EL S&P 500

La Fed está a punto de volver a subir los tipos.

El petróleo supera los 100 dólares.

El S&P 500 ha dejado de subir.

Y Anthropic se prepara para salir a bolsa con una valoración de 2 BILLONES de dólares y captar 100.000 MILLONES.

Ahora hazte una pregunta:

¿DE DÓNDE SALEN ESOS 100.000 MILLONES?

Los fondos necesitan efectivo. Los inversores institucionales necesitan hacer hueco en sus carteras.

Y la forma más fácil de conseguirlo es vender las mismas acciones en las que ya tienen una exposición enorme:

Nvidia. Microsoft. Google. Amazon. Meta.

Las mismas empresas que mantienen al S&P 500 cerca de máximos históricos.

Los 7 Magníficos ya representan más del 34% de todo el índice.

Sin la IA, este mercado ya tendría un aspecto completamente distinto.

Ahora Wall Street se prepara para sacar liquidez de las empresas que lo mantienen en pie.

LAS ACCIONES QUE SOSTIENEN EL MERCADO ESTÁN A PUNTO DE CONVERTIRSE EN LA FUENTE DE FINANCIACIÓN DE ANTHROPIC.

Y aquí viene lo que casi nadie entiende:

Anthropic NO entrará inmediatamente en el S&P 500.

Así que los inversores institucionales pueden vender acciones del índice para financiar su participación en la salida a bolsa…

Pero el dinero de los fondos que replican el S&P 500 NO irá automáticamente a Anthropic.

Eso crea un vacío de liquidez:

7 MAGNÍFICOS → VENTAS
ANTHROPIC → COMPRAS
S&P 500 → PIERDE SU SOPORTE

Y LA LIQUIDEZ DEL MERCADO BURSÁTIL SE CONVIERTE EN LA VÍA DE SALIDA DE LOS INVERSORES PRIVADOS QUE ENTRARON ANTES.

Ya lo hemos visto.

1972: las Nifty Fifty.
2000: la fiebre de las salidas a bolsa de las puntocom.
2021: SPACs. Coinbase. Robinhood. Rivian.

Ahora le toca a Anthropic:

Valoración de 2 BILLONES de dólares.
Captación de 100.000 MILLONES.

Los pequeños inversores creían que estaban comprando el futuro.

En realidad, estaban comprando cerca del final del ciclo de liquidez.

Y es precisamente ahí donde aparece la próxima gran oportunidad de compra.

No me da miedo el desplome.

LO ESTOY ESPERANDO.

Recuerda: llevo más de 15 años operando en los mercados.

Cuando empiecen las liquidaciones y vea un nivel en el que merezca la pena comprar, lo publicaré aquí, como siempre.

Activa las notificaciones.

Si todavía no me sigues, más adelante entenderás por qué fue un error.

[Yannick Hilson @YannickHilson2]

Les hausses de taux de la Fed ne suffiront pas à ralentir l'inflation, mais elles ralentiront l'économie, augmenteront le chômage et creuseront les déficits budgétaires. Alors que l'inflation augmente plus vite que les taux, les taux réels baisseront.

[Peter Schiff @PeterSchiff]

This Happened Twice in 100 Years... Both Times, Stocks Fell 49%

New episode
https://t.co/s9n86XSOOG

[Yannick Hilson @YannickHilson2]

Aux USA depuis Octobre 2025 les offres d'emploi ont baissé beaucoup mais pour cette fin du T1 les offres peuvent être relancée et allant à 7000

[Yannick Hilson @YannickHilson2]

Le vrai résultat ne se voit jamais tout de suite.
​On surestime ce qui va vite
et on sous-estime ce qui se construit dans le temps.
​La constance n’est pas spectaculaire,
mais c’est elle qui crée la stabilité,
la sérénité🌟👌🏽

[Yannick Hilson @YannickHilson2]

@tradingview

[Yannick Hilson @YannickHilson2]

La Hausse des obligations à 10ans japonaise oblige la FED🇺🇸 à imprimer plus d'argent et avoir pour conséquence hausse de l'inflation. Mais s'il ne réagit pas nous aurons une baisse de la bourse et le coût de crédit élevé et une hausse du Dollar US📊♥️

[Karun Pal @karunpal]

Introverts live a very private life. Away. Alone. Observing. Thinking. Learning. They’re never bored alone. But people bore them. Drain them. The small talk, the drama, the masks. It's just too much noise. Too many expectations. Too much blabber with no meaning. That’s why they step away. To breathe. To feel. To reset. To reconnect with themselves. All alone.

[Yannick Hilson @YannickHilson2]

LA DÉCISION DE LA FED :
- La Fed abaisse ses taux de 25 points de base.

-La Fed commencera à acheter des bons du Trésor américain le 12 décembre.

-La Fed achètera 40 milliards de dollars de bons du Trésor américain en 30 jours.

[Karun Pal @karunpal]

Introverts can smell a lie from a mile away. Trust me, they never miss. It’s almost psychic. They won’t call you out. They won’t confront you. They won’t make a scene. But they’ll know. They notice the tiny things you think no one sees. The shift in your tone. The flicker in your eyes. The hesitation in your breath. Even that nervous scratch you swear was nothing.

They read your energy before you even speak. Believe me, you can’t get away.

So save your breath. And save your explanations. And just be real. Because once an introvert senses you’re not… you’ve already lost them.

[Yannick Hilson @YannickHilson2]

@Clarekerry23 @grok envoie moi la vidéo complète

[Karun Pal @karunpal]

Introverts live two lives: the outer life they project just to survive the world, and an inner life that's reserved only for a few. They have a whole universe inside them. They're kinda crazy. Thoughts that stretch into poems. Perceptions that make you re-think you whole life. Imaginations richer than reality. But they're not for everyone.

People call them “quiet". Crazy. Rebels. The odd ones. To be honest, it makes me laugh. Quiet is just a place where they keep everything. Dark. Filled with secrets. Mysteries. Things only for a few ever get to know. But trust me, when you finally understand who they are, you'll shiver & shock by the shit they know.

[Introvert Memes @introverts007]

When an introvert says no, it's over. Finished. It's hard for them to say no. It's almost painful. Because they know how it feels. But when they do, trust me, they're done. Thinking, reflection, contemplation. All done. You cannot change their mind. It's over. Don't even try.

[Karun Pal @karunpal]

Introverts, it's okay to live a quiet life. Taking a pause. Staring at wall. Taking time out for yourself. Going out for movie alone. Long walks to reflect on things that touched you. You don't always need someone to enjoy life. It's okay to do the things that you love. Alone.

[Karun Pal @karunpal]

Introverts don’t fall for looks or status. They fall for energy. For the way you think. The way you listen. The small, unfiltered parts of you that most people hide. They notice your quirks, your humor, your honesty. The rare inside you.

[Karun Pal @karunpal]

Introverts want a quiet life. The thing is... they're tired. Tired of drama. Games. Shit that lowers your vibe. They just want peace. Chilling alone. Coffee, deep conversations with one real friend, watching the sun go down in silence. A simple life. That's all they want.

[Yannick Hilson @YannickHilson2]

@donNYfyp @KMbappe

[Karun Pal @karunpal]

Introverts love a boring life. Quiet mornings. Coffee & sunrise on the porch. Long walks in nature. Working on their purpose. Reading novels. Watching documentaries. Seeking wisdom. Finding meaning. Growing a little everyday. A slow peaceful boring life. But you won't get it.

[The Kobeissi Letter @KobeissiLetter]

Fed Chair Powell has caved:

In 1 month, the Fed will CUT rates and blame a "weaker labor market."

Meanwhile, we now have PPI inflation growth at a 3-year high and CPI inflation above 2% for 53-STRAIGHT months.

Don't own assets? You will be left behind. Here's why.

(a thread)