@InTheAssembly I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅
➡️Copy search input Reply “777” to WhatsApp: +15017558152
Here’s the link : api.whatsapp.com/send?phone=150…
A new academic paper just dropped and it should make every CEO uncomfortable.
It’s called “The AI Layoff Trap.”
The argument is simple and brutal.
Companies are racing to replace workers with AI to cut costs and beat competitors.
Every firm does it because if they don’t, the next firm will.
That part everyone already knows.
Here’s the part no one talks about.
The workers you just laid off are also your customers.
When they lose their income, they stop buying. Less demand means less revenue. Less revenue means more cost-cutting. More cost-cutting means more layoffs.
You see where this goes…
The paper calls it an “automation arms race.”
Rational firms, acting in their own interest, collectively destroy the very demand they depend on.
Every company is doing the right thing for itself and the wrong thing for the system.
The researchers looked at every proposed solution.
UBI? Does not fix it. Upskilling? Does not fix it. Worker equity stakes? Does not fix it. Capital taxes? Does not fix it.
The only thing that actually works, according to their model, is a Pigouvian automation tax.
Basically a penalty on each job a company replaces with a machine.
Whether you agree with that solution or not, the problem they are describing is already happening.
US companies have announced over 170,000 job cuts citing AI this year alone.
The economy can only absorb so many of those before the math stops working.
If you want to know where WE are deploying capital next, turn on post notifications this is very important.
Many people will wish they followed us sooner.
@InTheAssembly I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅
➡️Copy search input Reply “777” to WhatsApp: +15017558152
Here’s the link : api.whatsapp.com/send?phone=150…
🚨 Last time this happened, the Nikkei fell 12% in a day and Bitcoin lost 20%.
Japan is stuck in a loop with no way out.
To defend the yen, the BOJ sells dollars.
Selling dollars drains liquidity.
Draining liquidity crushes bonds.
Bond yields just hit the highest level since 1999.
Higher yields make the yen problem worse.
Repeat.
In 2024 they had one problem and spent $62 billion fixing it temporarily.
Today they have FOUR at once:
– Yen shorts at the largest position since July 2024
– Bond yields at 27-year highs
– Oil at $120 making every import more expensive
– A new Fed Chair in 2 weeks who could unwind the carry trade without the BOJ doing anything
The BOJ just raised its inflation forecast to 2.8% and cut GDP growth to 0.5%, that’s stagflation.
Hike rates and you wreck the economy. Do nothing and the yen keeps falling.
Japan’s Finance Minister just told G7 members they’re watching FX with a “high sense of urgency” and called Scott Bessent directly.
This time every trader is watching the same trigger. That makes it worse.
If you want to know where WE are deploying capital next, turn on post notifications this is very important.
Many people will wish they followed us sooner.
@InTheAssembly I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅
➡️Copy search input Reply “777” to WhatsApp: +15017558152
Here’s the link : api.whatsapp.com/send?phone=150…
In August 2025, the US government purchased a 9.9% stake in Intel for $8.9 billion.
Today, it’s worth $41 billion.
What else are they holding? Here it is:
MP Materials (+104%). Only domestic rare earth processor in the US. China controls 85% of global supply.
USAR (+28%). The Department of Commerce took an 8% equity stake and gave it a $1.3 billion loan.
LAC (+46%). Building one of the largest lithium mines in US history.
TMQ (+90%). Copper and cobalt in Alaska. The government put $35 million in to fast-track permitting.
Semiconductors, rare earths, lithium, copper, cobalt.
Every single one is a supply chain China currently dominates.
Do you notice the pattern?
Every time the US government takes a position in a stock, it goes up.
Because when the government becomes your customer, your lender, and your co-owner at the same time, the downside gets a lot smaller.
These four names are still early. Intel already turned $8.9 billion into $41 billion.
The question is not whether this strategy works, the question is which position moves next.
We’re tracking their holdings in real time.
The moment something interesting shows up, you’ll hear it here first. Turn on notifications.
Many people will wish they followed us sooner.
@InTheAssembly I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅
➡️Copy search input Reply “777” to WhatsApp: +15017558152
Here’s the link : api.whatsapp.com/send?phone=150…
🚨 Brent crude oil just hit $119.50 a barrel, the highest price since 2022.
Most people still don’t understand what’s actually happening.
If you’re invested in the market, read this carefully because it matters.
Brent was at $72 before the war started, so that’s a 66% move in under 2 months.
The IEA released 400 million barrels from emergency reserves, it didn’t work.
They called it the “largest energy supply disruption in the history of the oil market.”
Bigger than the 1970s crisis that sent the world into recession.
EVERYTHING moves on oil.
Gas prices, food prices, flight tickets, manufacturing costs, shipping costs.
Every single thing you buy gets more expensive when oil goes up.
A 66% oil shock spreads into every corner of the economy.
That’s how you get stagflation. Growth slowing down while prices keep going up.
The Fed can’t cut rates into this, there’s literally no way out.
This is the beginning of a cost-of-living crisis that most people are completely unprepared for.
If you want to know where WE are deploying capital, turn on post notifications this is very important.
A lot of people will regret not following us sooner.
@InTheAssembly I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅
➡️Copy search input Reply “777” to WhatsApp: +15017558152
Here’s the link : api.whatsapp.com/send?phone=150…
The US is burning through its oil reserves at the fastest pace in years, and the Iran war is the reason.
Tonight’s EIA data tells a story the headlines are missing.
Important details:
1: US crude oil inventories fell 6.23 million barrels in the latest week, against an estimate of just -190K barrels. That’s a miss of over 6 million barrels in one direction
2: US weekly crude exports hit a record high, over 6 million barrels per day, as the world scrambles for non-Iranian supply
3: US net imports of crude oil fell to negative territory, the lowest on record, per EIA. America is now a net crude exporter in real terms
4: SPR withdrawals surged to the biggest weekly draw since October 2022, the Strategic Petroleum Reserve is being tapped aggressively
5: US crude stocks in the SPR fell to a one-year low in the latest week, reserves that took years to rebuild are being depleted fast
6: A senior Pentagon official confirms the US has now spent $25 billion on the Iran war so far, with Defense Secretary Hegseth stating the budget request “reflects the urgency of the moment”
If you want to know where WE are deploying capital, turn on post notifications this is very important.
A lot of people will wish they followed us sooner.
@InTheAssembly I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅
➡️Copy search input Reply “777” to WhatsApp: +15017558152
Here’s the link : api.whatsapp.com/send?phone=150…
🚨 Chegg is officially the first company killed by AI.
February 2021: $14.5 billion valuation. Stock at $115.
Today: $1.05.
That is a 99% wipeout in 5 years.
November 2022: ChatGPT launches.
May 2023: Chegg’s CEO admits on an earnings call that ChatGPT is destroying their business.
Stock falls 48% in a single day.
It never recovered.
Chegg had spent a decade building a library of 80 million homework solutions written by human contractors.
ChatGPT made all of it free overnight.
They tried to fight back with their own AI product built on OpenAI’s models.
Students looked at it and went back to ChatGPT directly.
Then Google started answering homework questions in search results.
Chegg sued Google for antitrust. Didn’t matter.
Subscribers collapsed from 5 million to under 3 million.
Revenue down 49% year on year.
Four rounds of layoffs, the core business just shut down.
They saw it coming, they tried to adapt, they failed anyway.
If you want to know where WE are deploying capital, make sure to turn on notifications.
Many people will regret not following us.
"Stumbled on a hidden gem: a pop-up art installation where light dances with shadow. Every corner feels like a secret whispered in color. #ArtVibes#UnexpectedJoy"
"Just finished Singing Battle: Hidden Voices S3 Ep5—those blind auditions blew my mind! Which contestant made YOU scream 'YES' Drop their name below! #VarietyShowVibes#HiddenVoicesS3"
Handmade magic alert! Turned old fabric scraps into a cozy patchwork coaster—perfect for your morning latte. Every stitch tells a story. What’s your go-to upcycle hack #HandmadeWithLove#UpcycleMagic#CraftyVibes
"The Alchemist" isn’t just a book—it’s a journey to find your true self. Every page whispers courage to chase what makes your soul sing. 10/10, a timeless gem for every dreamer. #BookLovers#MustRead