This is the part where everyone points to spending and jobs like proof everything’s fine, right before both roll over at the same time.
THE STOCK MARKET CRASH IS SET UP PERFECTLY!
1. Consumers are still spending money they don’t have.
– Consumer spending makes up 70% of GDP
– But personal savings are near record lows and
– Credit card balances are at record highs
– This is not sustainable and when consumers stop spending – earnings fall and markets follow!2. The labor market has persevered but is showing cracks.
– Hiring has slowed significantly and layoffs are increasing
– Its not a strong labor market, its a lagging labor market which always happens right before downturns!
– Less people employed means less consumer spendingRate cuts won’t save us this time! Here is the cycle of false confidence that always happens right before the real crash, and it’s happening RIGHT NOW!
THE STOCK MARKET CRASH IS SET UP PERFECTLY!
1. Consumers are still spending money they don't have.
– Consumer spending makes up 70% of GDP
– But personal savings are near record lows and
– Credit card balances are at record highs
– This is not sustainable and when consumers… pic.twitter.com/CI8ZCbpyFY— Common Sense Investor (CSI) (@commonsenseplay) January 6, 2026
Final push up? $SPY. $QQQ. https://t.co/vtmug99OeH pic.twitter.com/Rd0hv4Vvlw
— KevinX (@KevinXInvest) January 6, 2026
$NVDA, $AMD, $AVGO, $MU, $AAPL
All went from big green to red today.The VIX stayed positive ALL DAY.
And it’s been holding green since September 2025.$QQQ dropped $5 from the intraday high
and has been sitting $20–$30 below ATH for four months.Meanwhile…$SPY is still at…
— 👁 (@Oculustrade) January 5, 2026
Heavy truck sales were revised lower & declined further in November to 336K/annualized
Back in the *old* days this was one of the most reliable leading indicators, now we just say AI, data centers, new markets, who cares…? pic.twitter.com/qXYWJq3Zx2
— Don Johnson (@DonMiami3) January 6, 2026
U.S. factory activity weakened further in December, as the #ISM #Manufacturing Index slipped to 47.9, short of expectations for 48.3, marking another month of contraction and lingering softness across the industrial sector.
The chart shows the correlation between the U.S. ISM… pic.twitter.com/JvgIXVfXhh— Lance Roberts (@LanceRoberts) January 6, 2026