Calmate
59 posts


*THIS IS YOUR WARNING*
I just left a private meeting with three UHNW individuals.
The situation is significantly worse than I thought.
They’re aggressively liquidating public equity positions to cover margin calls and holes in their private portfolios.
They believe the cycle is officially over.
We discussed the current state of valuations.
It’s all fake wealth. Pure paper gains.
These valuations only exist to provide exit liquidity for the top 1%.
Here’s how it works:
– Start a company.
– Issue 1B shares.
– Raise a seed round of $10m at $1/share.
You just created $1B in implied market cap out of thin air.
You then use that inflated valuation as collateral to leverage up further.
And just like that, monopoly money becomes spendable liquidity.
Do you understand the gravity of this?
Most people think the Fed is the only source of inflation.
WRONG.
Private markets are printing phantom collateral, and the bill is coming due.
Trillions in corporate debt will have to be refinanced in 12-24 months.
This debt was issued at near 0% interest.
It’s refinancing at 5% to 8%.
This is extremely BAD, and things get even worse…
Take a look at the buffett indicator.
This is the ultimate measure of valuation vs. the real economy.
– Dot Com Bubble Peak (2000): ~159%
– Global Financial Crisis (2008): ~110%
– Today: We’re close to 200%.
That’s right. The stock market is currently at the most overvalued level in HISTORY.
We’re pricing stocks at DOUBLE their true value.
This is mathematically unsustainable.
AND IT GETS WORSE, AGAIN…
Household equity allocation is also at all-time highs.
This metric tracks how all-in the average investor is.
We’re sitting at 48%.
Think about what that means.
If everyone is already fully invested, who’s left to buy?
I know this sounds scary, because it is.
But don’t worry, I’ll always be here to help you.
I’ve been in this game for more than 20 years, and I publicly called the last 3 market tops and bottoms.
When I make a new move in the market, I’ll share it here like I always do because I want you to succeed.
Many people will regret not following me sooner.
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Tesla investors, it is EXTREMELY IMPORTANT to vote as soon as possible for the upcoming Tesla shareholder meeting, and to vote with Tesla’s Board on all issues.
Vote now.
Check your email for proxy voting information from your broker.
If that doesn’t work, visit votetesla.com.
If you still need help, contact Tesla’s proxy solicitor, Innisfree M&A Incorporated at +1 (877) 717-3936 (U.S. and Canada) OR +1 (412) 232-3651 (all other countries)
Warren Redlich - Chasing Dreams 🇺🇸@WR4NYGov
Many have asked me how to vote See below
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Are you ready to partyyyy? 🥳
Join our after party, to welcome Mindblowon Toys in town!
🗓️Thursday, 7 September 2023
1PM UTC at oncyber.io/mindblowongall…
Featuring @TropixOfficial 💿
Prepare to hype up the space tomorroooow! Whoop whoop🙌
GIF
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Watch Falcon Heavy launch @HughesConnects JUPITER 3, the largest satellite ever to be launched to a geosynchronous transfer orbit → spacex.com/launches twitter.com/i/broadcasts/1…
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Institutions have not bought #BTC recently at $30.000 region
Who remembers when I said that 16-18k is institutional entry? I even shared charts and on chain data proving it
This was the real BlackRock/ Fidelity/ JP Morgan entry, and not at $30.000 as some people claim
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🚨SHRIMPS🚨
We have changed our collection name on @opensea.
Please refer only to official links from us and stay alert!🦐
opensea.io/collection/min…
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wat's next? this is only the beginning fren!
read through here:
@mindblowon/the-mindblowon-journey-things-you-need-to-know-before-we-blast-off-e8ba4bb65130" target="_blank" rel="nofollow noopener">medium.com/@mindblowon/th…

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@NFIdiots @MindblowonNFT @HenryTheGrape @mindmaxxing @PencilsOfPromis @garyvee @ZakariLudo @markdalgleish @mosdnk every charity is good for long term @MindblowonNFT
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The Non Fungible Idiots are giving away 1 Whitelist spot to @MindblowonNFT!
-Like/RT
-Follow @NFIdiots @HenryTheGrape @mindmaxxing @MindblowonNFT
-Name your favorite Charity
We love @PencilsOfPromis which is near and dear to @garyvee heart!
Always give back!
Winner in 8 hrs!

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🚨CyberKongz are giving away 5 WL for @MindblowonNFT
1️⃣ Follow @CyberKongz & @MindblowonNFT
2️⃣ RT + Like❤️
3️⃣ Tag 3 friends
🎉 Winners drawn in 48 Hours!⌛️

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