Past cycles all followed the same path
Nifty Fifty Japan dot-com housing China then crash Now analysts price in record 23 percent long term S&P earnings growth higher than dot com peak
Mega caps slowing and piling into the same AI ad game Real yields at two year highs exactly the setup that breaks debt heavy economies
History often rhymes:
The similarities are eery. 👻
H/t @Stansberry pic.twitter.com/k98gX8jzBF
— QE Infinity (@StealthQE4) June 23, 2026
If this is the case then how on earth does all of this LLM debt ever get serviced?
Asking for a friend https://t.co/deixvORXMX
— QE Infinity (@StealthQE4) June 23, 2026
Six bubbles.
Five crashes.
One crash left.
1972 → Nifty Fifty Bubble → Crashed
1989 → Japanese Bubble → Crashed
1999 → Dot-Com Bubble → Crashed
2007 → Housing Bubble → Crashed
2016 → Chinese Bubble → Crashed
2026 → AI Bubble → Cra…Every cycle looked different.… https://t.co/Q9yBUxUt7k pic.twitter.com/V0cIYMx4aC
— Wimar.X (@DefiWimar) June 23, 2026
Real yields continue to go vertical.
Now at two-year highs.
This is exactly how you break an economy drowning in debt.
The next Fed Chair has a lot of work to do, and that doesn't start with hiking rates.https://t.co/1MLKVPJBRg pic.twitter.com/qy1kLrDpog
— Otavio (Tavi) Costa (@TaviCosta) June 23, 2026
This is the most dangerous chart in the market.
Analysts now expect S&P 500 long-term earnings growth of 23% a year. The highest reading in the history of the series. Higher than the dot-com peak in 2000.
Sit with how absurd that is over five years. Mega-caps are now nearly… pic.twitter.com/OxNmeXcO0g
— Thierry from arvy 🇨🇭 (@ThierryBorgeat) June 23, 2026
Microsoft now underperforming the Nasdaq 100 by the largest margin in almost 9 years
byu/RobertBartus inEconomyCharts
The housing market is a ponzi scheme.
You lower interest rates, which lowers the payment, which artificially inflates the price.
When prices go up, people don't sell, there are no foreclosures. If there are foreclosures, the government tries to cover them up.
Works until it… pic.twitter.com/6NlabG0HEE
— Darth Powell (@VladTheInflator) June 23, 2026