ZZH1998CC
15 posts


@DaveHcontrarian @outlieroptions My point is that if your macroeconomic narrative is published at the wrong time, it can still be misleading.
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@CDANDPARIS @outlieroptions You may have lost money but lots of people come on here thanking me for my forecasts that have helped them make a lot of money. Maybe you should look in the mirror. Forecasts provide a guide but the investing is up to you.
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For those have not seen it yet,here is my latest interview with Erik Smolinski @outlieroptions recorded 4/17/25.We discussed the tariffs,the overall Trump agenda,the rate outlook,the likely recession & bust,the final run to S&P 8000,the metals & oil. youtube.com/watch?v=6Sp4eF…

YouTube
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#WIF devastation😩
But is all hope out?
No - I still believe, that WIF is putting in a larger wave B bottom, which sets it up for a strong rally.
See my chart and target here:
x.com/HenrikZeberg/s…
Now, we need to see a confirmation of strength by seeing 0.8-0.9 area.
We need BTC to begin its rally to support Alts before the #Altseason will get started.
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Unpopular perspectives: 😉
1. #BTC is about to soar
2. #Nasdaq and #SP500 will rally strongly
3. Amazing #Altseason about to set in
Above constitutes the #BlowOffTop
Later #RecessionIScoming
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The Economy is the Consumer!
And the Consumer is struggling.
When the Consumer slows spending (due to high Interest Payments) the Economy rolls over and falls into a Recession despite the Fed's attempts to ensure "Soft Landing" through Rate Cuts etc.
This is the Business Cycle!
Personal Interest Payments as %-age of Disposable Income has soared.
Retail Sales is flat-lining - as we have seen before previous Recessions.
Credit Card Delinquencies are rising fast
And we have multiple Recession Indicators flashing!
A massive Recession will set in late 2024 (only to be recognized in 2025)
No! The Fed cannot save this. In fact, the Fed is more late than before The Financial Crisis.
BUT FIRST...... #BLOWOFFTOP! 🚀🚀🚀




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Current state of the stock market:
Carvana stock, $CVNA, is now up 722% since the company was feared to be going bankrupt 1 year ago.
The company holds $6.3 billion of debt and trades with a 110x P/E ratio.
Meanwhile, default rates on car loans are at 2008 levels and used car inventory is skyrocketing.
Used car prices are down over 25% since 2022 and used car loan rates are at a record 14%.
This is the same company that was trading at $3/share in December 2022.
Carvana is literally trading like an AI stock.
What is happening?

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