Pinned
My Macro Navigation Framework is now formalized and published as a working paper on SSRN.
A sequencing-based model for identifying economic regimes in real time.
Link: papers.ssrn.com/sol3/cf_dev/Ab…
Henrik Zeberg
77.5K posts
Henrik Zeberg
@HenrikZeberg
Macro Strategist @ Swissblock | Creator of Zeberg Macro Navigation Framework™ | Forbes Columnist & Keynote Speaker | TED Speaker | AIM Summit Speaker | Author
- As a Dane 🇩🇰, it’s hard to hear an ignorant man threaten one of US's and NATO’s most loyal allies. We stood with the US in Afghanistan - losing as many soldiers (per capita) as they did - in a war they asked us to join. That kind of loyalty deserves gratitude, not threats.JD Vance: “Denmark not doing its job, not being a good ally…if that means we need to take more territorial interest in greenland that is what president trump is going to do.”
- When I said: “Oil below 10 USD in 2019”, people laughed. “USD will soar” in 2020, people laughed. “Crypto will crash” in 2021, people laughed. Yes - and I still say Gold to 1000 USD. And I say #Equity Bull Market Blow-off top into 2023 before largest Deflationary Bust since 1929
- You may not like it. You may not understand it. But from late 2024, A GLOBAL FINANCIAL CRISIS II will begin. This will collapse Risk Assets into Q2-Q3 of 2025 and FED will respond with extreme amount of stimulus. But first ....#BlowOffTop 🚀🚀🚀
- Guys, @elonmusk @realDonaldTrump Just FYI The only place on this list, where the 🇺🇸beats 🇩🇰 is on having had FEWER casualties in Afghanistan per 100K people (of population). Denmark is a Nato allied who stood up - and fought and bled with the US as article 5 was triggered.
- Tick Tock! ⏱️ Global Dow. Still upside. #BlowOffTop will be extreme in certain markets - small caps and Crypto - and #Euphoria will develop. But - we are getting closer to the final top. Largest Recession and Bear Market since 1929 ahead.
- Nothing to see here! Job Openings vs. SP500. The Real Economy and the disconnecting Financial Markets No Bubble 🤪
- Tell me again how we are not in a Bubble! This is SP500 adjusted for Inflation. I'm sure all is fine! Largest Recession and Bear Market SINCE 1929 coming. But first #BlowOffTop
- We are living in the largest Bubble ever. It is insane (....and it will burst)! Market Capitalization to GDP: Long-term average: 88% Typical historical range: 70% - 115% Peak before Great Depression (1929): 81% Peak Dot-com Bubble (2000): 136% Peak before Great Financial
- The Reversal is going to be one for the History Books 🚀🚀🚀😉😅
- BlowOffTop - and Altseason will continue! Extreme moves in Alts ahead. Driven by ETH. ETH to soar to min. 12K BTC to soar into final high >160k PAY-TIENCE - and RELAX! 😉
- We are in the final phase of the #blowofftop This phase is going to be the most explosive! Reality is that it is a #Bubble - and it will CRASH! But - YES - for now I ride the Bubble
