Families are paying 24% more for home appliances, 7% more for electronics and 6% more for clothes this Black Friday. America’s small businesses are barely surviving. Forget 2007. The US consumer today is facing a worse crisis.

Forget 2007. The US consumer today is facing a worse crisis. It's not Systemic Leverage; it's Household Arithmetic. My new memo breaks down the structural squeeze: why the 2026 economy faces a consumer solvency crisis, not a liquidity crisis. — …

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Today was a fake dip?

Tomorrow’s plan, today was an obviously fake dip per my earlier comments, should’ve actually took 0dte $SPY calls on that $QQQ daily 5 test but I want to give everyone time to get in the plays. I don’t post plays …

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SOFR is dropping, which indicates there’s plenty of liquidity moving through the system. Tech is rallying today. But credit default swaps on the speculative AI names are still climbing.

SOFR rate is plunging which means liquidity is flush throughout the system. Ignore all of the other noise around $2000 stimmies and the end of the shutdown. This surge in liquidity alone will push equities and gold higher at least …

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$50 billion was borrowed from the Fed’s lender of last resort today that’s 10% of its entire $500 billion emergency facility used in a single day. Which bank blew up?

WARNING 🚨 BANKS BORROW $50 BILLION IN EMERGENCY LIQUIDITY FROM FED REPO WINDOW TODAY ‼️ 🚩 $20 BILLION THIS MORNING AND $30 BILLION MORE IN THE AFTERNOON ⚠️ CRISIS INCOMING 🚩 https://t.co/lLWvoC191y pic.twitter.com/ekoTvK6ewz — The Butcher of Wall Street Marcel …

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“Made $20k trading today, buy my course”

"Made $20k trading today, buy my course" What era are we in?pic.twitter.com/1D9JLHPZOf https://t.co/pISTN27Q4O — Financelot (@FinanceLancelot) October 6, 2025 Honestly, at this point how could any analyst think they know where the top is. They’re just closing their eyes and …

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