Peter

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[Eric Basmajian @EPBResearch]

80% of the US economy barely moves, even in recessions.

The entire business cycle lives in the other 20%.

Headline GDP blends it all together and buries the signal.

Here's how to read GDP in 4 steps:

1/

[Peter @Peter007agent]

Brilliant analysis of the current economy

[JustDario @DarioCpx]

JustDarioCigarTime - Episode 80

⚠️ Ignoring The Obvious: The 2020 Crash Will Happen Again 🎙️

- Markets didn’t sell off because of US NFP
- The danger of extreme complacency
- Why the oil crisis will be blamed for the upcoming market crash

https://t.co/CVHQznbl73

[Macro Liquidity by Sunil Reddy @Macrobysunil]

Falling equities don’t always mean the same thing.

The real signal is in yields.

If stocks fall while short-end yields rise, it means markets are pricing:

Higher-for-longer rates, delayed cuts, or even renewed hike risk.

That is not a classic recession scare.

That is the market saying:

“The Fed can’t rescue risk assets yet.”

This setup usually pressures Nasdaq, AI, crypto, gold, silver, and anything duration-sensitive because discount rates and dollar pressure rise together.

But if stocks fall while yields fall, the message is completely different.

That is growth fear.

That is recession risk.

That is money running into bonds for safety and pricing future rate cuts.

So simple rule:

Stocks down + 2Y yield up = policy tightening shock.

Stocks down + yields down = growth scare / recession shock.

One is the market fearing higher rates.

The other is the market fearing weaker growth.

Same red equity candle.

Completely different macro message.

[JustDario @DarioCpx]

The oil crisis is about to explode and that will be the excuse used to blame the crash in AI, Private Credit, consumer lending, student debt, Japan economy and so on

Kevin Warsh will hold rates at first, then cut them and gear up QE to avoid a worldwide government debt crisis

[Peter @Peter007agent]

@Psibirskiy $SNDK

[Peter @Peter007agent]

@Polymarket Bro Mars colony is not going to work. Hasn’t anyone studied the Biosphere 2 project in Arizona?

[Peter @Peter007agent]

@kshaughnessy2 This is 2008 all over again isn’t it?

[Peter @Peter007agent]

@TXMCtrades Old news station

[Peter @Peter007agent]

@DowdEdward Ohh, he’s using the new, new math

[Peter @Peter007agent]

@trades_hayes We shall see!

[Peter @Peter007agent]

@maneco1964 You say that Fiat goes to zero, but what do we settle transactions with?

[Peter @Peter007agent]

@pintodotmoney Bro you realize PINTO is $0.11 today?

[Peter @Peter007agent]

Magnetic resonance takes on a whole new meaning

[Lemma’s Animal Desk @DoctorLemma]

11 years ago, a Japanese train floating four inches off the ground shattered the world speed record, hitting a terrifying 603 km/h (375 mph).

While the original 1964 Shinkansen "Bullet Train" became famous for running on rails, Japanese engineers spent decades secretly developing something entirely different: the SCMaglev. Unlike normal trains, it doesn't use wheels or engines. Instead, it uses super-cooled, superconducting magnets to physically lift the entire train into the air and shoot it forward without any friction. 

The technology is so powerful that the new Chuo Shinkansen line, currently being dug deep under the Japanese Alps, will eventually connect Tokyo and Nagoya, a distance of 286 km (178 miles), in just 40 minutes. It is essentially a magnetic plane flying through a tunnel.

[Peter @Peter007agent]

@ShardiB2 Shorting $BTC

[Peter @Peter007agent]

@NakedHedgie Vaccine sarcasm 2.0

[Peter @Peter007agent]

@pintodotmoney Bro at what point does Pinto become unstable? I’d like to invest more but your math is not working

[Peter @Peter007agent]

@NorthstarCharts If you make a list of them I could block them all at once

[Peter @Peter007agent]

@great_martis Holy Moses!