brunobets

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[Ray Dalio @RayDalio]

Over long periods of time, debts tend to rise faster than incomes, creating the long-term debt cycle.

Even as people become more indebted, lenders freely extend credit because during economic booms, incomes rise, asset values soar, and the stock market thrives. People borrow more to buy financial assets, pushing prices higher and creating a bubble.

So long as incomes keep rising, the debt burden stays manageable. But this cannot continue forever. Over decades, debt burdens slowly accumulate until debt repayments grow faster than incomes. This forces people to cut back on spending, causing incomes to fall and borrowing to dry up—eventually reversing the entire cycle.
#RayDalio #Economy #LongTermDebtCycle #Finance

[Alex Mason 👁△ @AlexMasonCrypto]

🚨 THIS IS HOW THE S&P 500 WILL CRASH

The Fed is about to hike rates again.

Oil is above $100.

The S&P 500 has stopped growing.

And Anthropic is preparing to go public at a $2 TRILLION valuation and raise $100 BILLION.

Now ask yourself one question:

WHERE DOES THAT $100 BILLION COME FROM?

Funds need cash. Institutions need allocation.

And the easiest place to get it is from the same stocks they are already massively overweight:

Nvidia. Microsoft. Google. Amazon. Meta.

The exact companies holding the S&P 500 near all-time highs.

The Mag 7 already controls more than 34% of the entire index.

Without AI, this market would already look completely different.

Now Wall Street is preparing to pull liquidity OUT of the companies keeping it alive.

THE STOCKS HOLDING UP THE MARKET ARE ABOUT TO BECOME THE SOURCE OF LIQUIDITY FOR ANTHROPIC.

And here is the part almost nobody understands:

Anthropic will NOT immediately enter the S&P 500.

So institutions can sell S&P holdings to fund the IPO...

But passive S&P money does NOT automatically flow back into Anthropic.

That creates a liquidity vacuum:

MAG 7 → SELLING
ANTHROPIC → BUYING
S&P 500 → LOSING ITS SUPPORT

AND PUBLIC MARKET LIQUIDITY BECOMES EXIT LIQUIDITY FOR PRIVATE INSIDERS.

We’ve seen this before.

- 1972: Nifty Fifty.
- 2000: Dot-com IPO mania.
- 2021: SPACs. Coinbase. Robinhood. Rivian.

Now it’s Anthropic:

- $2 TRILLION valuation.
- $100 BILLION raise.

Retail thought they were buying the future.

They were buying near the end of the liquidity cycle.

And that’s exactly where the next real buying opportunity appears.

I’m not afraid of the dump.

I’M WAITING FOR IT.

Remember, I’ve been trading markets for over 15 years.

When the liquidation starts and I see the level worth buying, I’ll post it here publicly like I always do.

Turn notifications on.

If you’re not following yet, you’ll understand why that was a mistake later.

[Ray Dalio @RayDalio]

Credit is the most important part of the economy—and probably the least understood. It's the biggest and most volatile part.

When borrowers receive credit, they increase their spending. Because one person’s spending is another person’s income, increased spending drives the economy forward and creates a self-reinforcing pattern of economic growth.

Understanding how credit works is key to understanding economic cycles.

#RayDalio #Economy #Credit #Finance

[Alex Barnicoat @AlexBarnicoat_]

BREAKING NEWS:

Saudi Arabia has STOPPED selling oil to Europe after what Iran just did...

What are your thoughts on this?

[CryptosRus @CryptosR_Us]

ALERT: Over 500M $SAND have reportedly been minted in a suspected security breach on Base. 🚨

Upbit issued a warning, while Bithumb suspended $SAND deposits and withdrawals.

The Sandbox has yet to confirm the full details.

[Bilyonaryo @bilyonaryo_ph]

Ultra bilyonaryo Ramon S. Ang could be headed back to a familiar boardroom, this time with his former rivals potentially helping him get there.

Read it here: https://t.co/BLjuCijOJT

[David Ingles @DavidInglesTV]

That Philippine April inflation print was nasty: 7.2% - highest in three years, above every single forecast, and more than triple the inflation rate at the start of the year

[Ray Dalio @RayDalio]

As Carl Jung put it, "Man needs difficulties. They are necessary for health." Yet most people instinctually avoid pain. This is true whether we are talking about building the body (e.g., weight lifting) or the mind (e.g., frustration, mental struggle, embarrassment, shame)--and especially true when people confront the harsh reality of their own imperfections. #principleoftheday

[Washingtons ghost @washghost1]

Absolute facts

[SharkFL239 @SharkFL239Take2]

@realMaalouf

[SAMURAI VOICE @SAMURAIVoice]

@realMaalouf The Japanese people MUST stand up against the erosion of Third World “diversity” and ABSOLUTELY STOP it. 🇯🇵

[Ray Dalio @RayDalio]

To be “good,” something must operate consistently with the laws of reality and contribute to the evolution of the whole; that is what is most rewarded. For example, if you come up with something the world values, you almost can't help but be rewarded. Conversely, reality tends to penalize those people, species, and things that don't work well and detract from evolution. #principleoftheday

[Jaynit @jaynitx]

This 4 hour masterclass of Warren Buffett and Charlie Munger will teach you more about investing than a $200,000 MBA from any business school on the planet.

Bookmark this & give it 4 hours this weekend, no matter what. It's the most productive thing you can give your weekend.