u/isdjtantichrist

guys i'm hearing rumors koreans owns most of the levered etfs in usa.

https://preview.redd.it/lgu2xqqf3k9h1.png?width=973&format=png&auto=webp&s=36e356ddf5152055d0b7b3ceb7e49415693fa7f5

When chips mania began they put their levered holdings as collateral to buy up their own index which caused their levered holdings in US to go up as well.

https://preview.redd.it/v7pysmtl3k9h1.png?width=791&format=png&auto=webp&s=6eedc20d07122a8763d8f0130b29c34b932665e3

This put US banks into caution, and they started clamping down on this leverage mania.

https://preview.redd.it/n56epf6r3k9h1.png?width=596&format=png&auto=webp&s=e842eef39927e20fd2e9884b7d0ce174d7cf2063

But it wasn't enough. Koreans lost their ability to think and bought even more. This is why south korea has been the best performing market for past 1yr. Now that's all good if everything goes up like Microstrategy was but once things just start to slow a bit everything melts down as we are seeing with Strategy lately.

Conclusion: I believe guy Koreans are about rekt the US economy cuz at the eod without AI mania US is in a recession and this Iran war is clearly not helping. I am sure you're experiencing this inflation yourself while your stocks are also melting down. Meaning we must be in Stagflation once inflation YoY > Unemployment rate.

There is a good reason why the US government doesn't want you to see this video.

Breaking: India is now the least favored Asian stock market among Global fund managers according to a survey by BOA.

some great charts from tastytrades which suggests a -10% drawdown is prolly headed our way post Aug Vixexpiration

can bond traders win a fight against US Treasury Scott Bessent who is clearly trying to defend 4.70% lvl on the 10yr?

today reminds us of that famous charlie munger quote

maybe it's time for "Occupy Wallstreet"?

Apparently, Leopold Aschenbrenner and Sam Bankman Fried worked together at FTX. And now the former has blown up South Korea and quite possibly maybe even Wallstreet.

When are US stocks getting the same belt treatment as Korean stocks? Aren't they picks and shovels?

For last few months i've been seeing head & shoulders everywhere. Are we in a bear market?

Oil prices are going to the moon.

Nifty futures in free fall right now.

The Indian stock market is about to collapse -7% in coming weeks once flows turns -ve post July Expiration.

Are you going to pay $100k/month for this?

10yr bond yields (4.6%) have started to breakout and are likely heading towards in 6% range thereby compressing SPX P/E ratio down to 16 (currently 21.3)

The Fourth Turing is finally here.

what happens if the "Trump curse" hit US 250yr of global dominance?

Why are people in WallStreet so afraid of trading the 250yr cycle of empire rising and falling? They do it in stocks every 7-10yr (the business cycle) and that other asset class I can't speak of (the 4yr cycle) so why not this?

[spoiler media] Satella could be the first person Subaru exchanged "I love you" with.

China is winning this AI race unless...

Did the AI bubble just went burst?