Credit spreads will fucking explode.
I have suffered long enough.
The disconnect between junk debt and small-caps ends with a credit event.
The Main Event.
And Japan is the catalyst.
Not Trump.
Like and repost if you understand this.
— Michael A. Gayed, CFA (@leadlagreport) March 31, 2025
Slowly then suddenly pic.twitter.com/VgrUKlxNwm
— Michael A. Gayed, CFA (@leadlagreport) March 30, 2025
Goldman Sachs $GS has raised probability that a recession occurs in 12 months from 20% to 35%. pic.twitter.com/SgRovbBD4j
— unusual_whales (@unusual_whales) March 30, 2025
There has only been ONE TIME the NCAA Final Four had all four #1 top seeds. Just one time. Out of 85 occurrences.
It was back in April 2008.
And now today.
Why am I pointing this out?
Well the S&P500 proceeded to drop 55% the following 12 months that year.
Omen?
Or…
— Heisenberg (@Mr_Derivatives) March 30, 2025
The U.S. will default on its Treasury debt within four years.
This is inevitable. And, as these risks get priced into the markets over the next four years, we're going to see an epic financial crisis.
Many elite financial institutions know this is what's happening and, if you…
— Porter Stansberry (@porterstansb) March 30, 2025