Dot-com Was the Apprentice Piece: The Master Era ‘AI Super Bubble’ Is Beginning
Let’s understand the chart:
🟢 M2: Shows the total amount of money in circulation. This is the fuel of the economy.
⚫ Real M2: The inflation-adjusted version of the M2 money supply. It represents the real purchasing power of money.
🔵 SPX: The S&P 500 index
🟠 Fed Balance Sheet: When this line goes up, the Fed is injecting money into the market (quantitative easing – QE). When it goes down, the Fed is pulling money out of the market (quantitative tightening – QT).
If you pay attention to the Green (M2) and Blue $SPX lines, you’ll see that they move almost like conjoined twins. The main engine of the stock market’s rise is liquidity.
However, the thing that 99% of professionals in the market ignore is inflation. When we adjust M2 for inflation, the real picture emerges. If Real M2 is rising, it’s no coincidence that SPX is rising.
Nominal M2 always goes up in today’s conditions because inflation + population + credit expansion are always positive in the long run. But what matters is Real M2.
What do we see in the chart?
In this cycle, the Fed is not allowing a bubble “yet.” Yet… They are doing this deliberately because they believe inflation is still not sufficiently under control. That’s why they are still shrinking the balance sheet, and the Fed Balance Sheet, which is the strongest engine of monetary expansion, has not been activated. Likewise, because inflation is sticky due to tariffs, Real M2 has not been able to truly break out.
But I don’t think this situation can be permanent. Historically, the US financed every major technological leap - railroads, electricity, the internet - with a strong phase of liquidity expansion. The industrial revolution that AI is beginning will not be an exception. For this to happen, QE must return, the Fed must start cutting rates, and real money supply (Real M2) must reenter a strong expansion path. This process will begin with the new Fed chairman.
The US has a clear strategic objective: to secure global leadership in artificial intelligence, semiconductors, autonomous systems, and infrastructure. To reach this goal, it is not possible for America to enter a recession, deliberately or accidentally. The government and the Fed may spread fear and maintain “cautious rhetoric,” but in reality they will do whatever is necessary to prevent a recession. Because a recession would interrupt the financing of the AI revolution, corporate CAPEX, and national competitiveness.
That’s why my future thesis is clear:
To avoid missing the AI revolution, the US will eventually reintroduce large-scale liquidity. When QE + rate cuts + expanding Real M2 come together, the resulting market structure will turn into a bubble far larger and far more systemic than the dot-com bubble. Meaning a multi-year rally.
In short:
Today the Fed appears to be braking; but tomorrow America’s strategic goals will create the inevitable foundation for a massive bubble. And that bubble will be so big that it will make the dot-com bubble look small
i would really appreciate it if you like and repost it, thank you in advance 💙🦇🖤
Citadel’s Financial Terrorism: The Heist of the Century & Trump’s Call to Crush Wall Street Corruption
President Donald Trump has suggested that Elon Musk’s government efficiency team has uncovered irregularities in U.S. Treasuries. This revelation aligns with Federal Reserve researchers’ warnings about potential disruptions in the Treasury market due to hedge funds’ record-high short positions in basis trades.
For years, InvestorTurf has reported on Citadel’s role in manipulating both the U.S. Treasury and stock markets. The evidence is overwhelming. Citadel has systematically shorted the Treasury bond market using the repo market, executing large-scale short positions through Palafox Trading, a Citadel-owned entity explicitly created for short selling and Treasury bond trading. Palafox oversees the Citadel Global Fixed Income Master Fund LTD, which acts as a vehicle for these market-distorting trades.
But Citadel’s corruption doesn’t stop at Treasuries. In 2021, Citadel participated in the biggest heist in history, defrauding retail investors by manipulating the stock market during the GameStop and AMC short squeeze scandal. Citadel was at the center of the illegal scheme, using its influence over clearinghouses and brokers to halt buying while allowing hedge funds to cover their short positions.
Citadel’s political influence runs deep. Treasury Secretary Janet Yellen received $810,000 in speaking fees from Citadel, a blatant bribe ensuring that regulators turned a blind eye to their crimes.
In April 2024, Trump Media CEO Devin Nunes wrote a letter to Nasdaq exposing Citadel and other market makers for naked shorting Trump Media (DJT) and other stocks. Instead of responding with transparency, Citadel mocked Nunes, calling him a “loser,” and continued to naked short Trump Media. Ken Griffin was betting on Trump losing the 2024 election and planned to short Trump Media into oblivion, never covering.
Citadel’s disrespect for the President is no secret. Ken Griffin publicly called @realDonaldTrump a “three-time loser.”
The American people are demanding action. Over 22,000 people signed a petition calling for an investigation into Citadel and Ken Griffin.
It’s Time for Trump and Elon Musk to Take Action
InvestorTurf calls on Donald Trump to immediately issue an executive order guaranteeing life in prison for executives who engage in market manipulation. Wall Street fraudsters like Ken Griffin should face the full force of the law.
Additionally, we demand a temporary ban on short selling until a full investigation is conducted into the 2021 stock market scandal that defrauded retail investors.
To successfully implement his America First agenda, Trump must protect American companies from Wall Street’s predatory behavior. If Citadel is allowed to continue its financial terrorism unchecked, the U.S. economy will remain under siege by corrupt hedge funds and manipulated markets.
Call for @elonmusk and DOGE to Investigate
InvestorTurf calls on Elon Musk and the DOGE to launch an immediate investigation into Citadel’s fraudulent activities in both the Treasury and stock markets. Musk has exposed corruption before—now it’s time to take on Wall Street’s biggest scam.
The American people will not stand by while Citadel robs them blind. The time for accountability is now.
The SEC needs significant reform or should be abolished. Here is why:
- Pretends to advocate for reform while taking no meaningful action.
- Allows market makers, brokers, and hedge funds to operate as a single entity without raising alarms.
- Permits market makers to abuse bona fide market-making rules.
- Fails to address FTDs (failures to deliver), which undermine the bona fide rule and perpetuate infinite loops of settlement gaps.
- The SEC has deliberately kept same-day settlement off the table to maintain these settlement loops and has prevented buying on lit exchanges, effectively silencing retail traders.
Immediate Actions Needed:
- Ban PFOF (Payment for Order Flow): This practice enables market makers to internalize orders, routing buy orders to dark pools while routing sell orders to lit exchanges, destroying price discovery and facilitating clear manipulation.
- Require Locate Before Shorting: Everyone must locate shares before shorting a stock, with no exceptions.
- Mandate Same-Day Settlement: Settlement must be required on the same day for everyone, including market makers, to eliminate FTDs.
- Abolish Dark Pools: The playing field must be leveled, ensuring transparency and fairness.
- End the Obligation Warehouse: Hiding FTDs in the obligation warehouse undermines settlement integrity. All trades must be settled transparently.
- Ban Toxic Swaps: Swaps, often created to hide bad trades for years or move them offshore, must no longer be used as a loophole.
- Institutions are only required to report their holdings quarterly via a Form 13F to the SEC. This form must be filed within 45 days after the end of each calendar quarter, resulting in a delay between the reporting period and when the information becomes public. Therefore, institutions effectively have up to 135 days from the beginning of the quarter to report their holdings.
On Mismarked Shorts:
We are also fed up with the paltry fines imposed for “mismarking” shorts as longs. In today’s era of automation and sophisticated computer systems, this is no accident. To mismark a trade, one must deliberately search for the trade in the database, open it, save the timestamp, change it from short to long, reapply the timestamp, save, and close. This is a calculated act of fraud, not a simple error.
The term "mismark" is a relic of the days when floor traders shouted orders and manually recorded them in order books with pens. Those days are gone. Today, mismarking is a deliberate act designed to deceive, and it must stop. One strike, and you are out. The SEC has enabled and perpetuated this practice through small fines, often viewed by big money as just the cost of doing business.
JUST IN🚨 Apparently Ken Griffin, the CEO of Citadel is in FULL Panic after Trump’s Presidency Confirmation
U.S. Market Reformation is expected to occur during Donald Trump's Administration. The first thing is the firing of Gary Gensler and working with Patrick Byrne to eliminate stock settlement issues
Patrick Byrne, former CEO of Overstock, states that if Donald Trump takes office, he will have a spotlight in the new administration to prevent “counterfeit shares” by addressing stock settlement issues and eliminating bad actors in the stock market.
The former CEO is confident that he will have a voice in the new administration, aiming to help eliminate issues related to stock settlement (counterfeit shares).
🚨Ken Griffin is openly against Donald Trump's VP pick, JD Vance. Here's why:
- JD Vance issued a letter to Gary Gensler regarding $MMTLP, which allegedly has hundreds of millions of counterfeit shares.
- JD Vance also stated: “President Trump’s vision is so simple and yet so powerful. We’re done, ladies and gentlemen, catering to Wall Street. We’ll commit to the working man.”
SEEMS LIKE KEN GRIFFIN MIGHT HAVE SOMETHING TO HIDE 🤔
Devin Nunes, the CEO of Donald Trump Media Group ($DJT), publicly addressed "Naked Shorting" and "Counterfeit Shares," alleging that Citadel, Ken Griffin, and other hedge funds and market makers are responsible for the illegal shorting of their stock.
Devin Nunes and the company $DJT are currently investigating any wrongdoings and have written a letter to NASDAQ, the SEC, Congress, Attorney General, and the DOJ regarding "naked shorting."
**Truth Social CEO: “You [Ken Griffin] aren’t going to screw with us, and we are going to come after you."
**Ken Griffin's response: Devin Nunes is the proverbial loser who tries to blame 'naked short selling' for his falling stock price. Nunes is exactly the type of person Donald Trump would have fired on 'The Apprentice.' If he worked for Citadel Securities, we would fire him, as ability and integrity are at the center of everything we do."
When Donald Trump takes office, it looks like he and his administration will tackle hedge funds, market makers, bad actors, and help eliminate the 'Counterfeit Shares' and 'Naked Shorting' issues occurring in our U.S. markets. ✅ RETWEET TO SPREAD THE WORD $AMC $GME $MMTLP $BBBYQ $MULN $GNS
BREAKING🚨 Someone is trying to sabotage this project so the PUBLIC won’t be able to see it, and guess what it’s about? Exposing “Naked Shorting” in our markets.
RETWEET if you support this Naked Shorting project ⬇️✅
$MMTLP $GME $AMC $MULN $SPCE $MMAT
3 years ago,
I saw my position in $AMC go beyond the threshold of 2 and a half million dollars
I didn’t move anything from my wallet as well as that day,
my position will not change til the squeeze doesn’t happen,we r here to go beyond that June 2nd 2021 and go to the moon.
🌖 🍿
I hate it just as much as you guys do, but to help understand where I’m coming from:
- I run my business off of Twitter.
- it took me 3 long years to grow organically (no click bait tweets) to 12k followers
- my account was suspended without cause and I had to start from zero again.
A simply act from you guys goes such a long way for me. If I can get back all my old followers, you’ll never see me engagement farm again.
500 likes I’ll have the most comprehensive $GME video of my life out for you guys on Sunday.
Still trying to get back to my pre-suspension follower count (12.5k), and every like goes a long way :)
Why are you lying about $AMC debt?
Also why don’t you mention the market making criminals that have over $65 Billion of debt because they keep selling securities short and haven’t fulfilled their obligation on the “repurchasing agreements”?
Why don’t you acknowledge how underwater Short Sellers are since they are continuously borrowing “phantom shares” to short and borrowing “the same naked borrow” without delivering the shares or locating prior to shorting as in Rule203(b)?
You realize we know and document everything that’s going on; even to the point of your failed lobbied journalism which you are all funded by the same criminals blatantly committing securities fraud and market manipulation.
When will you repent and do what is right in the world of journalism and research for once?