$100 → $40,000 → $0 → $1,000,000 believe in yourself.
Joined January 2024
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🚨 S&P 500 DRAWDOWN AFTER EVERY RECENT MIDTERM ELECTION:
1962: -12.3%
1966: -18.2%
1970: -7.1%
1974: -28.6%
1978: -9.3%
1982: -27.1%
1986: -8.4%
1990: -18.2%
1994: -9.3%
1998: -18.3%
2002: -21.1%
2006: -6.9%
2010: -16.0%
2014: -11.2%
2018: -21.2%
2022: -4.9%
NOT A SINGLE POSITIVE RETURN IN 60 YEARS
2026 WON'T BE DIFFERENT
This is exactly what I told you would happen.
S&P 500 was at all-time highs, but the real macro support showed real weakness.
17 out of 17 midterm years proved one thing:
Every pump before the 200 EMA touch ended the same way.
Dump.
Remember, I’ve been trading markets for over 15 years.
Turn notifications on.
If you’re not following yet, you’ll understand why that was a mistake later.
Hopper retweeted
🚨 The US Treasury will buy back up to $70 billion of old bonds in just 3 months.
This is the biggest liquidity buyback in US history.
More than the entire 2000–2002 buyback program ($67.51 billion).
Plus $25 billion of short bills. $95 billion in total.
The headlines call it "liquidity support."
The most dangerous number in finance this year is 5.31%.
That's the US 10-year yield on October 5th. Highest since 2002.
For 24 years it never got there.
This one number sets YOUR mortgage, YOUR stock valuations, YOUR government's interest bill.
August 19th: the Treasury doubled its long-bond buybacks to steady the bond market.
The buybacks didn't stop the bond selloff.
The 10-year kept climbing for 7 more weeks, all the way to 5.31%.
The 30-year hit 5.67%, highest since 2001.
November 4th: they nearly doubled the liquidity buybacks again.
$38 billion → $70 billion a quarter.
I read the Treasury's own presentation. Page 15 admits it:
"buybacks are not expected to significantly affect privately-held net marketable borrowing as new issuance replaces securities that are bought back."
In other words: they borrow with new bills to buy back old bonds.
$332 billion of new bills this quarter.
The last time the 10-year was this high, in 2000–2002, the Treasury was buying back its debt too.
Back then it paid with budget surpluses. Debt held by the public fell $303 billion.
Now it's up $2.49 trillion in 13 months.
You can't shrink a debt by borrowing to buy it back. You can only make it shorter.
I'm watching the 10-year VERY closely.
When it closes back above 5.31%, I will post the warning before the headlines catch up.
Follow so you don't miss it.
🚨 The US Treasury will buy back up to $70 billion of old bonds in just 3 months.
This is the biggest liquidity buyback in US history.
More than the entire 2000–2002 buyback program ($67.51 billion).
Plus $25 billion of short bills. $95 billion in total.
The headlines call it "liquidity support."
The most dangerous number in finance this year is 5.31%.
That's the US 10-year yield on October 5th. Highest since 2002.
For 24 years it never got there.
This one number sets YOUR mortgage, YOUR stock valuations, YOUR government's interest bill.
August 19th: the Treasury doubled its long-bond buybacks to steady the bond market.
The buybacks didn't stop the bond selloff.
The 10-year kept climbing for 7 more weeks, all the way to 5.31%.
The 30-year hit 5.67%, highest since 2001.
November 4th: they nearly doubled the liquidity buybacks again.
$38 billion → $70 billion a quarter.
I read the Treasury's own presentation. Page 15 admits it:
"buybacks are not expected to significantly affect privately-held net marketable borrowing as new issuance replaces securities that are bought back."
In other words: they borrow with new bills to buy back old bonds.
$332 billion of new bills this quarter.
The last time the 10-year was this high, in 2000–2002, the Treasury was buying back its debt too.
Back then it paid with budget surpluses. Debt held by the public fell $303 billion.
Now it's up $2.49 trillion in 13 months.
You can't shrink a debt by borrowing to buy it back. You can only make it shorter.
I'm watching the 10-year VERY closely.
When it closes back above 5.31%, I will post the warning before the headlines catch up.
Follow so you don't miss it.
Hopper retweeted
🚨 S&P 500 DRAWDOWN AFTER EVERY RECENT MIDTERM ELECTION:
1962: -12.3%
1966: -18.2%
1970: -7.1%
1974: -28.6%
1978: -9.3%
1982: -27.1%
1986: -8.4%
1990: -18.2%
1994: -9.3%
1998: -18.3%
2002: -21.1%
2006: -6.9%
2010: -16.0%
2014: -11.2%
2018: -21.2%
2022: -4.9%
NOT A SINGLE POSITIVE RETURN IN 60 YEARS
2026 WON'T BE DIFFERENT
This is exactly what I told you would happen.
S&P 500 was at all-time highs, but the real macro support showed real weakness.
17 out of 17 midterm years proved one thing:
Every pump before the 200 EMA touch ended the same way.
Dump.
Remember, I’ve been trading markets for over 15 years.
Turn notifications on.
If you’re not following yet, you’ll understand why that was a mistake later.
Hopper retweeted
🚨 THE AI BUBBLE JUST POPPED
Intel → -50%
Google → -20.6%
Amazon → -7%
China STAR50 → -40%
Worse than 2008. Worse than COVID.
Look at what Google, Amazon and Intel ACTUALLY reported:
Google Cloud → UP 103%. More than DOUBLED in a year.
Google revenue → +25%.
Google operating income → +30%.
Gemini → 1 BILLION users.
Amazon AWS → UP 39%. Fastest growth in 5 years.
Intel revenue → UP 21%.
Intel says demand for its Xeon server chips remains EXTRAORDINARY.
- SK Hynix memory chips → essentially SOLD OUT through 2029.
- HBM demand → roughly 2X what SK Hynix can supply.
And this is what everyone misses:
AI stocks are NOT crashing because AI demand is collapsing.
They’re crashing because BUILDING AI IS EXPENSIVE.
Google spent $51.4 BILLION on CAPEX in ONE QUARTER.
Amazon expects roughly $220 BILLION this year and says spending will be even HIGHER next year.
AWS capacity is already largely SOLD OUT through 2027.
The market is repricing the COST of the AI buildout.
Not the DEMAND for AI.
That is a massive difference.
But don’t misunderstand me:
AI IS A BUBBLE.
And bubbles can get MUCH bigger before they finally break.
The next major test is Anthropic’s IPO.
If the market absorbs it at an insane valuation, the bubble still has fuel.
If it struggles, gets repriced or delayed...
I’ll be paying VERY close attention.
Because eventually this ends badly.
Reminder: I’ve called every major market top and bottom for the last 15 years, including Bitcoin at $16,000 and the top at $126,000.
The next call will matter even more.
When I exit the markets completely, I’ll post it here publicly.
Turn notifications on.
If you’re not following yet, you’ll understand why that was a mistake later.
🚨 THE AI BUBBLE JUST POPPED
Intel → -50%
Google → -20.6%
Amazon → -7%
China STAR50 → -40%
Worse than 2008. Worse than COVID.
Look at what Google, Amazon and Intel ACTUALLY reported:
Google Cloud → UP 103%. More than DOUBLED in a year.
Google revenue → +25%.
Google operating income → +30%.
Gemini → 1 BILLION users.
Amazon AWS → UP 39%. Fastest growth in 5 years.
Intel revenue → UP 21%.
Intel says demand for its Xeon server chips remains EXTRAORDINARY.
- SK Hynix memory chips → essentially SOLD OUT through 2029.
- HBM demand → roughly 2X what SK Hynix can supply.
And this is what everyone misses:
AI stocks are NOT crashing because AI demand is collapsing.
They’re crashing because BUILDING AI IS EXPENSIVE.
Google spent $51.4 BILLION on CAPEX in ONE QUARTER.
Amazon expects roughly $220 BILLION this year and says spending will be even HIGHER next year.
AWS capacity is already largely SOLD OUT through 2027.
The market is repricing the COST of the AI buildout.
Not the DEMAND for AI.
That is a massive difference.
But don’t misunderstand me:
AI IS A BUBBLE.
And bubbles can get MUCH bigger before they finally break.
The next major test is Anthropic’s IPO.
If the market absorbs it at an insane valuation, the bubble still has fuel.
If it struggles, gets repriced or delayed...
I’ll be paying VERY close attention.
Because eventually this ends badly.
Reminder: I’ve called every major market top and bottom for the last 15 years, including Bitcoin at $16,000 and the top at $126,000.
The next call will matter even more.
When I exit the markets completely, I’ll post it here publicly.
Turn notifications on.
If you’re not following yet, you’ll understand why that was a mistake later.
Hopper retweeted
This is exactly what I told you would happen.
S&P 500 was at all-time highs, but the real macro support showed real weakness.
17 out of 17 midterm years proved one thing:
Every pump before the 200 EMA touch ended the same way.
Dump.
Remember, I’ve been trading markets for over 15 years.
Turn notifications on.
If you’re not following yet, you’ll understand why that was a mistake later.
This is exactly what I told you would happen.
S&P 500 was at all-time highs, but the real macro support showed real weakness.
17 out of 17 midterm years proved one thing:
Every pump before the 200 EMA touch ended the same way.
Dump.
Remember, I’ve been trading markets for over 15 years.
Turn notifications on.
If you’re not following yet, you’ll understand why that was a mistake later.
Hopper retweeted
🚨 $SPX : THE STOCKS CARRYING THIS MARKET CAN ALSO BRING IT DOWN
Look at October’s breakdown of the rally from March 30:
S&P 500: +23%
10 companies: 70% of the gains
The other 490: just 30%
Nvidia alone contributed 13%
Micron, Apple and Microsoft contributed 9% each
That’s a lot of confidence resting on very few earnings reports
Now look at the chart
1999: Dot-com
2007: Housing
2026: AI
The warning is how much the market starts depending on its biggest winners continuing to deliver
If several of those companies miss expectations or cut their forecasts together, the stocks carrying the index become the ones dragging it lower
And the damage reaches people who never bought an AI stock directly
Their index funds already own them
You don’t have to be chasing the bubble to be exposed to it
🚨 $SPX : THE STOCKS CARRYING THIS MARKET CAN ALSO BRING IT DOWN
Look at October’s breakdown of the rally from March 30:
S&P 500: +23%
10 companies: 70% of the gains
The other 490: just 30%
Nvidia alone contributed 13%
Micron, Apple and Microsoft contributed 9% each
That’s a lot of confidence resting on very few earnings reports
Now look at the chart
1999: Dot-com
2007: Housing
2026: AI
The warning is how much the market starts depending on its biggest winners continuing to deliver
If several of those companies miss expectations or cut their forecasts together, the stocks carrying the index become the ones dragging it lower
And the damage reaches people who never bought an AI stock directly
Their index funds already own them
You don’t have to be chasing the bubble to be exposed to it
Hopper retweeted
Based on Bitcoin’s 4y cycle, the next peak should be around $200K-$210K in 2029.
That’s a 2.36x-2.47x in 3 years if you buy here, and 3.33x-3.50x+ if you managed to buy at $60K.
Around 33.1%-35.2% annualized from here, or 49.4%-51.8%+ annualized from $60K.
Remember: I called Bitcoin’s last cycle top at $126,000 and told you to buy when Bitcoin was at $60K in June.
The next call could be even more important.
I’ll post it here publicly like I always do.
Turn notifications on.
If you’re not following yet, you’ll understand why that was a mistake later.
Based on Bitcoin’s 4y cycle, the next peak should be around $200K-$210K in 2029.
That’s a 2.36x-2.47x in 3 years if you buy here, and 3.33x-3.50x+ if you managed to buy at $60K.
Around 33.1%-35.2% annualized from here, or 49.4%-51.8%+ annualized from $60K.
Remember: I called Bitcoin’s last cycle top at $126,000 and told you to buy when Bitcoin was at $60K in June.
The next call could be even more important.
I’ll post it here publicly like I always do.
Turn notifications on.
If you’re not following yet, you’ll understand why that was a mistake later.