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…
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.
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
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