Everyone predicted this to-be-buble. What color would it be? Orange bubble, dark bubble, rainbow bubble, or red?
More and more people are join forces with the crowd… What color would it be? Orange bubble, dark bubble, rainbow bubble, or red?
Yesterday Semiconductors sector felt (3,43%), Software (2,74%), Technology (2,49%). The NASDAQ (QQQ) (2,04%), and NVDA (3,58%), TSLA (6,64%), INTL (5,23%).
There will be trillions of debt when it all falls down.
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Do you imagine who are the owners of such companies? Take a look who is holding their stocks.
3 funds are responsable for ~20% ownership.
They earn their % to hold people’s investments. Once people are drawn into their investment thesis they will need another investment thesis to rely on, a justification for the future image created.
This justification becomes more and more vivid as the news media push for Tech/AI buble. In 2025, everyone predicted this to-be-buble.
We have to be specially aware in times like these. Since 2019 the world has been surfing an prosperous time. It doesn’t mean it’s all right.
If you look to Government debt, individuals debt, and valuations. We already surpassed most bubble indicators. When everyone may be surfing the trend, we prefer to be more precaucious. Specially when everyone are behind the 3 funds. They know what they are doing? We don’t know… we have to figure it out.
If we could earn a fixed income for the next months, maybe it would be a better idea.
When markets fall it may be a really sharp ride that most won’t be ready to take.
In times like these, there is fire in the building and taking the elevator would take you up, or down, be aware however, that it’s safer to use the escalators.
It won’t help to have greed feelings or comparison.
Trillions of dollars will vanish in the next catasthofe, every another day and we feel the heat.
One of the best trick independent thinkers do is prepare for bad times, choosing a portion of his assets to benefit from the falling. They look for uncorrelated assets, so when the markets move down, they will make more profits.
If you remember it, this is what we have done with gold and bitcoin and other criptocurrencies. Was it worthy? Take a look on the charts…
Companies with stock pilles will be able to buy bargain huge companies at a unbeliveble price. So will, individuals.
Now we have to ask you the hardest question to answer, how many trillions will be enough?
Regards,
Marcelo Marini
Today, let’s take a look at how you can start your Independent Thinking Experience available here We recommend that you…
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Valeu Marcelão! Dicas ótimas.
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boa :)
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