置顶推文
Fuck it‼️ Here’s my 2025-26 market call & plan:
1️⃣2025 Nov Jobs report weakens → Dec rate cut + QT ends → $TNX ↓ + final blow-off top into Q1/early Q2 2026 $QQQ $SPX 📈
2️⃣End Q1 2026/Early Q2 Black swan (tariffs/jobs/credit crisis/war/Trump surprise i.e. take your pick) → Fake correction Q2 with 15-20% dip → QE pump 💪
3️⃣📉 Short QE pump becomes dead cat bounce, followed by Q3/Q4 2026 inflation narrative returns, AI can’t save us, uncertainty rising, yada yada yada😭 Market crash💥 💀 late 2026.
🏁I’ve already started executing on my plan, smaller portfolio of Risk on assets with small caps, Crypto & hedges e.g. $TMF $EWZ. Started trimming positions for cash rebuild in Q4 2025, moving 40% into Cash, money market funds and short term Bonds yielding 4-5%. Short the top Q1/Q2 2026🚀➡️🪦 $SQQQ $RGTZ etc & start buying the dips DCA after the major crash 20%+💥 💰Q4 2026 into 2027. At least that’s what I’m doing with my DIY portfolio. I still have my standard passive investing going into my retirement funds mainly allocated to the S&P500 irrespective of what the market does, but I add significantly more on larger 🩸 dips to DCA better. Buy the fear, sell the greed!!!
NFA, subject to change pending macro data monitoring 😀
English
