@jaymesrosenthal@Globalflows Tuning in live daily when I can, watching em later on YouTube when I can’t, nothing but positive things to say about the content and direction, keep up the great work guys!!
@TheShortBear I’ve only been following as of more recently but yours has quickly become one of my favourite accounts, I didn’t know there was a substack but I will find my way there immediately and restarting it sounds like a fantastic idea!
The Credit Cycle Melt UP and Coming Crash 🧵
We have seen one of the greatest melt ups in US history since the 2022 lows, as we begin entering unknown territory of the highest valuations in human history
The melt up isn't driven by europhoria or sentiment, it is driven by liquidity and credit that is directly linked to the AI retooling occurring in the financial market and underlying economy
This thread is meant to be a complete breakdown of HOW to think about what is happening, and WHEN risks begin to build that will cause the next bear market 🧵
@TheOneLanceB Definitely a lot of toxicity on here at times, especially for those starting out who don’t yet know better but its posts like this that make sticking around worthwhile, great job!
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