Michael caggiano

[Michael caggiano @CaggianoMichael]

@dgt10011 We’ve seen this before. The Luddites weren’t anti-technology, they were reacting to who captured the value once machines replaced their craft.
AI is the same cycle playing out at the cognitive level.

[Michael caggiano @CaggianoMichael]

@scottmelker It’s not doomerism — it’s pattern recognition.
Even people unfamiliar with the Fourth Turning can feel the cycle changing, the same way animals sense a tsunami before it’s visible.
History moves in rhythms and the tide’s rising

[Michael caggiano @CaggianoMichael]

@GregAbbott_TX Wealth distribution is much more even today in Texas than NYC. But lower interest rates and QE will inflate assets and further concentrate wealth everywhere. It’s not right/left, capitalism/socialism. You’re pushing against a cycle that’s existed for thousands of years.

[Michael caggiano @CaggianoMichael]

@BillAckman Smart money knows it’s not left vs right or good vs bad. It’s understanding where we are in the wealth concentration/redistribution cycle, and being properly positioned

[Michael caggiano @CaggianoMichael]

@RayDalio The only thing you got wrong is that they actually “tried” austerity for 5 whole months with DOGE

[Michael caggiano @CaggianoMichael]

@APompliano We fought that war at that time because of where we were aligned in the wealth concentration/ wealth redistribution cycle. Classic 4th Turning. Physical gold, BTC in cold storage, productive real estate (farmland, water rights) can’t be redistributed. Align accordingly

[Michael caggiano @CaggianoMichael]

We’re here because the wealth concentration → wealth redistribution cycle just hit its breaking point.
This is textbook Fourth Turning energy: when the cost of living becomes the political battlefield.
People aren’t voting left or right — they’re voting for relief. Stack Bitcoin and gold or pray for redistribution

[Michael caggiano @CaggianoMichael]

@APompliano If you understand, the fourth turning, then you know where we are in the cycle. The script is playing out exactly as it has many times before. Gold. Bitcoin. Firearms

[Michael caggiano @CaggianoMichael]

@theRealKiyosaki We're in the Fourth Turning. When wealth concentrates, societies shift toward redistribution. This happens every 80-100 years. Gold. Bitcoin. Firearms (not in that order for NYC)

[Michael caggiano @CaggianoMichael]

The real question isn't: "Is socialism rising?"
It's: Where are we in the wealth cycle - and how will the rebalancing unfold?
Slow forces > fast narratives

[Michael caggiano @CaggianoMichael]

New York just elected a self-proclaimed democratic socialist as mayor. Many will debate ideology. But what matters isn't the label - it's the cycle we're entering.

[Michael caggiano @CaggianoMichael]

When pressure builds, societies choose one of two paths: manage distribution (policy) or unmanaged distribution (instability).
Option 1 is noisy. Option 2 is violent.

[Michael caggiano @CaggianoMichael]

When @michaeljburry shorted mortgage-backed securities he was 2 years early. His next bet was two decades early. But it doesn’t mean he’s wrong

https://t.co/T1iY0sw3wo

[Michael caggiano @CaggianoMichael]

@Kalshi If the masses are skeptical of a bubble, it’s not a bubble. Let me know when “AI only goes up” is trending

[Michael caggiano @CaggianoMichael]

@gunsnrosesgirl3 Obesity