This Party Can't Last Forever
Selling everything tech, hoarding silver, and waiting for the reckoning.
I’m about to dump all my U.S. tech stocks.
Not because I’m a prophet. Because history’s screaming at us.
The S&P’s at nosebleed highs, crypto grifters rebrand Ponzi schemes as "decentralized finance," and the financial media obsesses over Fed whispers—Will they cut? Won’t they?—as if $35 trillion in national debt is just a technicality.
Meanwhile, I’m hoarding silver bars like a medieval peasant preparing for siege.
The Doom Scroll
1. Tariffs = Stealth Taxes
Every trade war follows the same script: Main Street pays, politicians feign surprise, and your Amazon cart gets 15% more expensive. Rinse. Repeat.
2. China’s Ghost Economy
Their real estate bubble imploded. Now they’ll do what they’ve done for 5,000 years: wait, cook the books, and wait longer.
3. India’s FMCG Bubble
Delhi finally gets capitalism—but consumer stocks are already priced for utopia. I’m watching. Not touching FMCG. But manufacturing and defense are great sectors.
4. The Dollar’s Suicide Rally
The U.S. owes more than the Roman Empire at its collapse. The dollar will spike one last time before the floor drops out. Your move? Ride it up. Jump before the crash.
5. Gold’s Silent Surge
It’s breaking records while normies chase AI memestocks. Silver’s still dirt cheap at $33. (I bought some last Thursday.)
Markets have memory.
When YouTube "investing gurus" outnumber OnlyFans creators, when Congress funds wars with TikTok-tier fiscal policy, when Buffett hoards $300B in cash—you don’t need a PhD in economics.
You need a bunker.
Tactical Notes
QLD (2x QQQ): Crashed 45% in April on tariff tantrums. Wait for <$60. Until then? Hands off. It went from 120 to 66 —> now 100. Wait for 60 levels.
Silver: The poor man’s gold. Stack it.
Final Thought:
"Be greedy when others are fearful"? Cute. But fear is extinct.
If emotion does not take me over - I’ll sit it out.
