KV

Gold is a call option on the greed of humanity with infinite duration.

[Global Markets Investor @GlobalMktObserv]

🚨Professional investors are REDUCING US stocks' exposure:

Funding spreads measuring long demand through futures, options and swaps FELL to the lowest since August 2024.

Institutional investors’ positioning preceded the February-April sell-off.

Time for US stocks to roll over?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: A FULL LIST OF PRESIDENT TRUMP'S "RECIPROCAL TARIFFS" HAS BEEN ANNOUNCED:

1. Cambodia - 49%
2. Laos - 48%
3. Madagascar - 47%
4. Vietnam - 46%
5. Myanmar (Burma) - 44%
6. Sri Lanka - 44%
7. Bangladesh - 37%
8. Serbia - 37%
9. Botswana - 37%
10. Thailand - 36%
11. China - 34%
12. Taiwan - 32%
13. Indonesia - 32%
14. Switzerland - 31%
15. South Africa - 30%
16. Pakistan - 29%
17. Tunisia - 28%
18. Kazakhstan - 27%
19. India - 26%
20. South Korea - 25%
21. Japan - 24%
22. Malaysia - 24%
23. Côte d'Ivoire - 21%
24. European Union - 20%
25. Jordan - 20%
26. Nicaragua - 18%
27. Philippines - 17%
28. Israel - 17%
29. Norway - 15%
30. Turkey - 10%
31. Peru - 10%
32. Costa Rica - 10%
33. Dominican Republic - 10%
34. United Arab Emirates - 10%
35. New Zealand - 10%
36. Argentina - 10%
37. Ecuador - 10%
38. Guatemala - 10%
39. Honduras - 10%
40. Egypt - 10%
41. Saudi Arabia - 10%
42. El Salvador - 10%
43. Morocco - 10%
44. Trinidad and Tobago - 10%
45. Brazil - 10%
46. Singapore - 10%
47. Chile - 10%
48. Australia - 10%
49. Colombia - 10%
50. United Kingdom - 10%

[The Kobeissi Letter @KobeissiLetter]

This brings us to this chart.

Short positioning in Ethereum surged +40% in ONE WEEK and +500% since November 2024.

Never in history have Wall Street hedge funds been so short of Ethereum, and it's not even close.

Since December 16th, ETH is down -40% while BTC is down -15%.

[The Kobeissi Letter @KobeissiLetter]

This keeps getting worse:

Hayden Davis, an insider behind the memecoin endorsed by Javier Milei, $LIBRA, said they made "more or less $110 MILLION."

Some insiders were reimbursed $5+ million while retail saw -$4.4 BILLION of market cap erased.

What is happening here?

(a thread)

[The Kobeissi Letter @KobeissiLetter]

Here's where it gets even more interesting:

In the minutes around the launch of Melania Trump's token, we saw MASSIVE sell orders in $TRUMP.

As seen in the flow log below, there were multiple $1+ million and $5+ million single sales in $TRUMP

Did someone know?

[The Kobeissi Letter @KobeissiLetter]

To put things into perspective, China's HY real estate sector entered 2024 down -82% in just 2.5 years.

Meanwhile, one of China's largest property developers, Evergrande, filed Chapter 15 bankruptcy.

Real estate demand in China collapsed with the onset of deflation.

[Bravos Research @bravosresearch]

WARNING: Small business earnings are contracting sharply

This is typically seen heading into economic downturns

[zerohedge @zerohedge]

Sorry to beat a dead horse, but can we go back to what happened here?

[Defiant L’s @DefiantLs]

Top 8 best Defiant L's memes 🔥

🧵 A thread.

1. CNN being CNN.

[Bridgett Fertig @LightOnLiberty]

@elonmusk America, here's your sign!
🦅🇺🇸

[Bravos Research @bravosresearch]

ALERT: Recession is incoming

Fasten your seatbelts

[George @BehizyTweets]

If this doesn't explain how the election fraud apparatus works, I don't know what will.

Election integrity leaders in Virginia discovered many local precincts in Henrico County with voter turnouts reaching over 100% from the 2020 election.

Randolph - 115% (426 votes/326 registered)
Spottswood - 113% (1260/1111)
Monument Hills - 111% (1270/1120)
Hunton - 111% (1174/1060)
Rollingwood - 105% (2096/1989)
Longdale - 105% (1941/1853)
Elko - 105% (786/751)
Derbyshire - 104% (2081/2004)
Lauderdale - 100% (2494/2484)
Antioch - 100% (1976/1970)

This is from EXPERT @RealSKeshel who estimates that there were 15,572 fraudulent votes in Henrico alone.

tHerE's nO eVidENce oF wIdEsPreAD FraUD

[Natalie F Danelishen @Chesschick01]

🎯

[The Rabbit Hole @TheRabbitHole]

Top Donor Contributions to Donald Trump & Kamala Harris as of September 2024.

[Elon Musk @elonmusk]

Sounds like a First Amendment violation

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US credit card serious delinquency rates jumped to 7% in Q2 2024, the highest level since 2011.

Since 2022, delinquencies of 90+ days have more than DOUBLED.

At the same time, auto loan serious delinquencies surged to 3%, their highest in 14 years.

Currently, there are ~600 million credit card accounts and ~110 million auto loan accounts in the US, according to the NY Fed data.

That means 42 million credit cards and 3.3 million auto loan accounts are on the brink of default.

Financial pressure on US consumers continues to rise.

[America First Legal @America1stLegal]

🚨SHOCKING EXPOSÉ🚨

Our litigation just exposed that Biden’s FDA recommended approving puberty blockers to minors despite noting that these drugs are associated with an “increased risk of depression and suicidality.”

DETAILS:

[The Rabbit Hole @TheRabbitHole]

When you type "why censorship is" into Google search, the majority of suggestions are pro-censorship.

[Bravos Research @bravosresearch]

ALERT: US population growth has completely collapsed

Reaching levels near 0% = almost NO growth

This is worse than even the Great Depression

[Elon Musk @elonmusk]

!!