ZeroInfinity

[SightBringer @_The_Prophet__]

⚡️The entire twentieth century may have been an anomaly.

For roughly a hundred years, humans believed wealth came primarily from labor.

Go to school.

Get credentials.

Get a job.

Climb the ladder.

Buy a house.

Retire.

That wasn’t an eternal law.

It was a temporary equilibrium created by industrial capitalism, cheap energy, expanding demographics, and human labor being the dominant source of cognition.

That equilibrium is ending.

Labor is losing its monopoly on intelligence.

Once intelligence itself becomes industrialized, the center of gravity shifts.

The scarce resource is no longer effort.

It is ownership.

Ownership of energy.

Ownership of compute.

Ownership of data.

Ownership of capital.

Ownership of networks.

Ownership of scarce physical assets.

Ownership compounds.

Labor increasingly rents.

That single inversion explains almost everything people think are separate crises.

Housing.

AI.

Political polarization.

Credential inflation.

Falling birthrates.

Loneliness.

Crypto.

Bond markets.

Private equity.

Even the culture wars.

They are all downstream of one structural transition.

Civilization is moving from an economy where people sold labor to one where people either own productive systems or live inside them.

That realization is why so many institutions suddenly feel unstable.

They were built for a world where human labor was the irreplaceable factor.

That world is disappearing.

The second thought is darker.

The greatest wealth transfer of the next fifty years will not happen because AI replaces jobs.

It will happen because AI increases the returns to owning capital while reducing the returns to selling labor.

That is a much bigger event.

The third thought is the one that almost nobody seems willing to confront.

History isn’t converging toward equality.

History keeps oscillating between concentration and diffusion.

Every great technology begins by concentrating power.

Printing concentrated literacy.

Steam concentrated industry.

Electricity concentrated manufacturing.

Computing concentrated information.

AI is concentrating cognition.

Only later does diffusion occur.

People assume the diffusion phase is automatic.

It isn’t.

It has to be fought for.

The final thought is the one that never leaves.

The question of this century isn’t whether AI becomes intelligent enough.

It almost certainly will.

The question is:

Who owns the intelligence after it arrives?

That feels like the real axis around which everything else quietly rotates.

[Graddhy - Commodities TA+Cycles @graddhybpc]

The $68 gap is now filled, as expected we would see.
Big oil CEOs are now saying next stop for oil is $150-$160. I posted that 6 months ago, just before the start of the present move.

That is a very important red falling wedge breakout below, for many reasons. One being that it ended the 4.5-year cyclical bear the red falling wedge represents, and resumed the secular bull that started at the covid lows. One other reason being that it kicked off the 2nd inflationary wave.

Been saying for years that we will see at least $250-$300 oil during this commodities bull market.
And in the linked post below I raised that target to $369.

Oil was at $58.40 in the linked post below.
It then rose 100% to $119.
The linked post nailed the low.

The 4.5 year red bullish falling wedge is probably a halfway pattern, with a price target of $369 (green lines are the measured move approx route).

Since I called the commodities bear market low almost 6 years ago, I have been saying that this commodities bull market is the best opportunity you will ever have in life to get out of the rat race.

When that 2nd pink head & shoulders pattern broke down just before the Covid-crash, I understood that the huge blue head & shoulders pattern was probably going to play out too. And it very much did.
That is the kind of guidance that makes a difference.
Following the right people is absolutely vital.
#joinus https://t.co/dZoc2yuE1z #oott #oilprice

As said, the $68 gap is now filled, as expected we would see.
And, it is now backtesting the red falling wedge.

[SightBringer @_The_Prophet__]

⚡️ The chart is true, and that is exactly why it is dangerous.

It sells immortality to mortals.

U.S. equities compounded because America won the last century and a half: industrialization, continental scale, immigration, rule of law, reserve currency, deep capital markets, military dominance, technological leadership, corporate reinvention, inflation pass-through, and index self-cleansing.

The dead companies disappear. The winners remain. The chart is not the return of a fixed set of businesses. It is the return of an adaptive national profit machine.

That is why the red line is so seductive. It shows the triumph of ownership over time. Labor gets disrupted. Cash gets debased. Companies fail. Wars hit. Currencies inflate. But the owners of productive capital, diversified across the American machine, absorb the gains of the system.

But the blue lines show the part finance marketing hides.

A human investor does not live inside “America, 1870 to today.” A human investor lives inside one entry point, one job market, one family timeline, one retirement date, one health shock, one housing market, one inflation regime, one sequence of returns.

The market has infinite patience.

You do not.

That is the entire knife.

A 20-year real drawdown is a rounding error to a 155-year chart. It is a life-altering event to a person who needs money at year 7, year 12, or year 16. The chart says “hold long enough.” Biology says “you may need to spend before long enough arrives.”

This is why “stocks always go up over the long run” is both true and incomplete. It is true for civilization-scale capital. It is incomplete for individual survival.

The real enemy is sequence.

A 30% drawdown at age 30 is opportunity.

A 30% drawdown at age 67 while withdrawing for retirement is damage.

Same asset. Same return series. Different life position. Totally different outcome.

That is why the chart ruins retirements.

It teaches people the correct asset class and the wrong relationship to time.

It convinces them that long-term truth removes path risk.

It does not.

Path risk is the whole game for mortals.

[Elements @VCElements]

Mapped: Countries With the Biggest Mineral Reserves ⛏️

https://t.co/pYVfnIPIf1

[ZeroInfinity @YodaOwl]

@zarathustra5150 C'mon guys. Some countries are white because Stripe doesn't operate in all countries, not because there's no fraud there. Fraud RATE (bps) is a percentage so it already accounts for population differences between countries. Think first... then post.

[Elements @VCElements]

The oil market is bigger than these 10 metal markets combined 🛢️

https://t.co/umlMQucpVe

[Rached @REM1453]

@LukeGromen Phase 4.

[Gert van Lagen @GertvanLagen]

#Bitcoin 2018-2026 Bull Market Blow-off targets ~$400k+

[Elements @VCElements]

The hidden materials powering today’s AI revolution 🤖

https://t.co/NrZMM6mv6d

[NoLimit @NoLimitGains]

This is what a closed Strait of Hormuz does to the world.

Think about it.

[Elements @VCElements]

The World’s Top Resource Giants: Ranked by Wealth per Capita 🌎

https://t.co/DzzqW5ef5N

[Elements @VCElements]

Charted: The Minerals Powering the AI Boom 🤖

https://t.co/NrZMM6mv6d

[David Hunter @DaveHcontrarian]

Metals are in big bull markets that have much more to go.The steep sell-off sets them up for another even steeper leg up.I am raising my gold target to $6800 from $5500 & silver to $180 from $125.Also raising my miner targets to the following:GDX $180,GDXJ $250,SIL $220,SILJ $90.

[Sjuul | AltCryptoGems @AltCryptoGems]

Bitcoin has NEVER dropped below its "Electrical Cost".

The last 2 cycle bottoms happened above the Electrical Cost.

Right now, it stands at $58,470.

[MinerDeck @MinerDeck]

Silver production Q3

[Ethical Skeptic ☀ @EthicalSkeptic]

The provisional cataclysmic timeline as it stands. (subject to continued modification)...

[ZeroInfinity @YodaOwl]

AI is deflationary in bits (information services, software, data analysis, digital content, cognitive labor), but inflationary in atoms (energy, copper, water, grid infrastructure, rare earths, suitable land).

[Ritholtz @RitholtzWealth]

The Melt-Up

"However you measure it, tech stocks are on an all-time heater. This is one of the great bull markets we’ve ever witnessed. So now what?"

https://t.co/WcR96h6FTd

by @awealthofcs

[ZeroInfinity @YodaOwl]

@onechancefreedm Expect to see a notable weakening of the climate change narrative now that the powers that be understand much more energy production is needed for the AI data centers/robotics build out to work.

[Elements @VCElements]

Forget dollars, how many gold bars does your dream home cost? 🏘️

https://t.co/yjMsl9yEDp