Alex Builds Wealth

The 21st century won’t be shaped primarily by AI, geopolitics or interest rates. It will be shaped by Demographics. Many regions are running out of people. Others are about to restructure the global economy. Here’s what the next 50 years may look like 🧵 1/8

@Spybef0rey0ubuy Ofc, always

Do you ever review your following list to see who quietly unfollowed you?

@DddMariusz @LukeGromen That’s hard to evaluate, what is the productive debt? The unused real estate? The highways that go nowhere? The infrastructure built in venezuela and other countries where they have no control over?

@TrackNetWorth @LukeGromen The debt structure of the West is much worse than that of China. The West accumulates debt for speculative assets, buybacks, real estate, and stocks, while China holds a much larger share of productive debt.

If Hormuz stays closed another 3-4 weeks, it all begins to crumble...into an already-teetering global sovereign debt problem & consumer credit problem. Based on what I'm hearing, it is highly likely Hormuz will remain closed for at least another 3-4 weeks. Let's watch.

@farmersteveg @LukeGromen Ok, if that’s your masterclass assessment

@TrackNetWorth @LukeGromen He's been right the whole time. That's what pisses you off the whole time

@SimonisJea53919 @LukeGromen As they say

@TrackNetWorth @LukeGromen .....and a 1.2 trillion current account surplus and household savings to finance their debt

You inherit a property right now: Option A: Keep the house, rent it out for $2,800/month forever Option B: Sell it today for $620,000 cash What do you do?

@PeterPeet225888 @GlobeEyeNews So they sell guns but not to the ones who actually use them?

@TrackNetWorth @GlobeEyeNews Yep, and thats why they stopped. #thinkharder

BREAKING: Switzerland officially halts arms exports to the US due to the Iran war.

@patrickbetdavid Not true! They have quietly deployed him to Iran. Wait for the news! (RIP Legend)

The man who built the hospital he was born in has passed away. May Chuck Norris rest in peace.

@patrickbetdavid nobody enjoys their live when the cameras and phones are ON, that's how fake everything is

Build a life you enjoy when the cameras and phones are off.

@SahilBloom If i only had the brains i have now in my 20'. ..

I wasted so much money on clothes in my 20s that I should have just invested in my own health. Getting fit is worth more than any style makeover. A fit person looks better in jeans and a white tee than an unfit person in a $2000 designer outfit.

@intocryptoverse that would be disastrous for the market and the economy

According to the markets, there is now a higher probability of a rate hike than a rate cut through June 2027

@JesseCohenInv i bought the usual DCA, taking advantage of the dip. but will buy additionally only if it gets below 10%

Stocks are down again. Who's brave enough to buy the dip before the weekend?

@KobeissiLetter yet the drawdown is barley 5%, with the oil shock on top. what's holding this market?

BREAKING: The S&P 500 ETF, $SPY, and the Nasdaq 100 ETF, $QQQ, have seen combined outflows of -$64 billion over the last 3 months, the most on record. This marks a sharp reversal from +$50 billion in 3-month inflows posted in November. This is also almost DOUBLE the previous decade high set in 2018. Not even the 2020 pandemic and the March-April 2025 sell-off saw such significant outflows. As a % of assets under management, the 3-month outflow is up to -5%, the biggest since Q1 2023. By comparison, the largest percentage outflow over the last decade was -8% in April 2018. Investors are have rushed to the sidelines.

@WarnerCharlie3 @PeterMallouk ok but what do you do if you see a 50-60% downside on your entire portfolio? i know the right action is hold, but will you?

@TrackNetWorth @PeterMallouk Only if you are a short term investor

Wars can move markets in the short run, as they are today. But over the long run, stock returns are driven by economic growth and corporate earnings. Since 1941 the world has seen almost constant conflict. And yet, $1 in the S&P 500 still grew to over $12k.

Stop obsessing over Big Tech. The real money is being made in the little names right now Since the "Liberation Day" market bottom in April 2025, small caps have been quietly crushing the broader market. The Russell 2000 is up a massive 52%, leaving the S&P 500's (still impressive) 39% return in the dust. Small Cap Value looks even better. If you're only holding the top 10 mega-caps, you're missing the spiciest part of the rally as risk appetite is officially back and investors are looking outside the S&P for alpha.

@LukeGromen I follow you man, and watch your podcasts. I am a fan, don't get me wrong. But just arguing that, at least i feel, some bias towards China. Happy to hear your arguments on my debt statement

@TrackNetWorth everything you wrote there is incorrect

@Hedgeye 59% for now..

59% of U.S. residents believe AI will eliminate jobs and make it harder for people to afford homes, per Redfin

This thingie doesn't hang good to me ..

@dom_lucre Not true! I think we have deployed him undercover in Iran. wait for news! (RIP Legend)

🔥🚨BREAKING NEWS: Hollywood legend Chuck Norris just passed away at the age of 86.

@LawrenceLepard it's going to matter for the stock market also soon

This is Bessent's worst nightmare. It is going to matter if this trend continues.

@MoneyQuotesX Nah, never show your bank account to haters, let them keep hating

Hustle until your bank account makes your haters nervous.