Everything is in place for a face-melting rally:
✅ Financial conditions easing
✅ Liquidity rising
✅ Inflation falling
✅ Sentiment wrecked
✅ Fear priced in
✅ Charts screaming upside https://t.co/AWzsoOxBEG
Everything is in place for a face-melting rally: ✅ Financial conditions easing ✅ Liquidity rising ✅ Inflation falling ✅ Sentiment wrecked ✅ Fear priced in ✅ Charts screaming upside https://t.co/AWzsoOxBEG
Real Vision
@RealVision
·
9h
#Bitcoin is leading the charge (again!).
It is already priced in a recession (CESI -40).
Now?
→ Liquidity is returning
→ Fear is extreme
→ Upside is wide open
@RealVision
·
9h
#Bitcoin is leading the charge (again!).
It is already priced in a recession (CESI -40).
Now?
→ Liquidity is returning
→ Fear is extreme
→ Upside is wide open
Real Vision • Tweet
🧵 Markets Are About to Explode — And Almost Everyone Is Positioned Wrong
The #MacroInvestingTool data is clear.
The dollar just triggered a macro slingshot that historically launches stocks and crypto into the stratosphere.
{thread} 👇 https://t.co/qhPfideY9G
Tech stocks are massively oversold.
Only 7 times since 1988 have >55% of NASDAQ 100 stocks hit RSI <30.
Last time this happened? Covid lows.
Only 7 times since 1988 have >55% of NASDAQ 100 stocks hit RSI <30.
Last time this happened? Covid lows.
Real Vision • Tweet
The goal?
A weaker dollar to unlock a global liquidity boom.
Weaker dollar =
• Cheaper debt
• Higher risk appetite
• Surging EMs
• Rising crypto
• Exploding asset prices
It’s the start of a reflexive loop.
It’s a controlled global reset.
A weaker dollar to unlock a global liquidity boom.
Weaker dollar =
• Cheaper debt
• Higher risk appetite
• Surging EMs
• Rising crypto
• Exploding asset prices
It’s the start of a reflexive loop.
It’s a controlled global reset.
Paul Guerra • Tweet
This strategy is already in motion:
DXY is falling
Rates are easing
Oil is down
Financial conditions are loosening
Liquidity proxies are turning up
Markets are panicking over tariffs...
But this is Mar-a-Lago mechanics at work. (FX & flows)
DXY is falling
Rates are easing
Oil is down
Financial conditions are loosening
Liquidity proxies are turning up
Markets are panicking over tariffs...
But this is Mar-a-Lago mechanics at work. (FX & flows)
Paul Guerra • Tweet
Sentiment is at 2008 levels.
Only 23.6% of investors are bullish.
Meanwhile, the GMI Financial Conditions Index suggests growth.
This divergence is an opportunity.
Only 23.6% of investors are bullish.
Meanwhile, the GMI Financial Conditions Index suggests growth.
This divergence is an opportunity.