🧵 This may be the most important thread I ever make. Big picture stuff about the major global collapse that is coming.
I will try to help you understand why the future is not what we’re hoping for. It's worse than most can imagine.
Our leaders know.
But what are they planning?
Global recession is coming. China (black), Germany (blue) & Japan (pink) are the world's biggest exporters. New export orders in their manufacturing PMIs are tumbling, signaling weak global demand. The US (red) was an outlier, but today's data show it starting to fall as well...
Insider sales over the last 12 months:
1. $TSLA: $25.5B
2. $WMT: $20.6B
4. $AMZN: $3.4B
5. $FB: $3.0B
6. $NVDA: $725M
7. $AAPL: $461M
8. $MSFT: $383M
Not a single one of these companies has had an insider buy over the last 12 months.
Insiders are running to the exit.
This is why ALL economic predictions are wrong:
Because consumer sentiment decoupled from asset prices during the pandemic.
For the first time in history, it collapsed AHEAD of asset prices.
And BEFORE Fed tightening.