This Multi Trillion Dollar Bubble May Have Just Broken The Economy

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Cameron Long

Cameron Long

Cameron is a seasoned CFO and CPA with 31 years in finance. He created the AI Trader's Playbook to help everyday investors use AI to find high-confidence trades — in minutes, not hours.

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38 Comments

    1. @Uncle_Fuddanything to get their railroads to nowhere built.

      It’s the next big thing!

    2. None of it means anything anymore, GDP could go up or down and it would be pretty much the same for the working class. The only thing these numbers affect are those who are at the top end of things and their investments. The working class could ignore the numbers easily and not feel anything.

    3. The most important question right now isn’t whether the market is bullish or bearish, it’s whether liquidity and volatility are being priced correctly.
      We’ve seen repeated episodes where headline-driven moves reverse quickly, which is exactly the kind of environment that rewards disciplined positioning over bold predictions. I

      In our process, that means focusing on risk-adjusted opportunities and letting the data dictate exposure.
      That’s one reason I’ve been paying closer attention to approaches like (Midavest) where positioning and adaptability matters more than having a perfect market forecast.
      It’s totally a different approach from buy and pray investing, but it’s been working much better for me.
      Probably why it keeps resonating with investors lately. The people winning today aren’t just working harder, they’re learning how to use volatility instead of fearing it.

    1. They still do. The market is going up bc of earnings and earnings revisions are higher. The fundamentals are rock solid despite the stuff these guys are smoking.

    2. @Chad_Max So earnings fundamentals like shuffling money that doesn’t exist between companies to artificially create revenue to prop up heir balancesheets? Or are there other fundamentals that I’m missing.

    3. ​@Mat.Sci22agreed. Stock buy backs , zombie companies, debt restructuring, mass layoffs, all while no R&D creating jobs and products we actually want

  1. The only reason i can think of why they want to put datacenters in orbit is to have them outside of any jurisdiction.

    1. It’s the only way Elon can makes sense of combining SpaceX and xAI/Twitter Frankenstein merger. It’s not ever going to happen.

    2. Peter Thiel probably wants his digital brain copy to be safe and out of our reach. Fortunately a solar flare will sooner or later turn everything in orbit into trash. Either that or kessler syndrome will screw us all over.

    1. Trump hasn’t mentioned the $40 trillion US national debt since the election when he was going to clear it up. Not.

    1. I think too many investors are still debating whether we’re bullish or bearish when the bigger question is how to stay productive in markets that keep changing character.

      I’ve gradually shifted part of my portfolio toward more systematic strategies like (Midavest) while keeping my core holdings intact. For me, positioning and adaptability has become more important than trying to forecast every move.
      Different approach from buy and pray investing, but it’s been working much better for me.
      That’s one reason it’s gaining more attention globally.

  2. Only 60% of people are even working and how many of those who are are working less than they want to…

  3. Now that China crushed their dreams of closed source AI that they would control they don’t want data centers anymore.

  4. LLM’s are built and optimized for surveilence. They don’t do anything else very well. Just ask the CEO’s rehiring workers. Americans are easily conned because of excess greed.

  5. “it’s plenty of money going around & being made…it’s just not reaching the bottom 90%!!”

  6. We need more cameras and surveillance on the govt officials, tech, pharma, and banksters. The fraud and corruption is astronomical.

  7. NOTE: New GDP Now report came out and did not include the ugly non farm payroll numbers so estimate still approx 1.2%

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