We’re about to learn that we’ve been in a recession for over a year and it’s all been a liquidity fueled AI bubble…

Unlike the 2008 crash, where lies were exposed, today’s central bankers pump liquidity to fake prosperity, propping up stocks while economy craters. Politicians nod along, ignoring the rot as markets dance on borrowed time. The system’s not clueless, it’s complicit.

Just hit a new cycle high of 39% probability pic.twitter.com/NpGRRoQ4FG

— Acquiring Knowledge, Enjoying Life (@RZ_3_) September 2, 2025

Over 50% of U.S. #multifamily real estate debt is now taxpayer-backed. Fannie Mae and Freddie Mac have more than doubled their exposure in the past decade, with combined holdings now exceeding $1 trillion.

"Multifamily has now become the second worst category of #CRE, after… pic.twitter.com/Z7gxKWm9Hb

— Marcelo Cardenal⚡ (@MarcelCardenal) September 1, 2025

We are on instant replay #2008

— Daniela Cambone-Taub (@DanielaCambone) September 1, 2025

Bullish divergence for risk-off positioning. pic.twitter.com/LEItWnNUU7

— Guilherme Tavares (@i3_invest) September 1, 2025

CTA positioning in US equities officially sits in the 100th percentile and is now max long. $SPY $QQQ $IWM pic.twitter.com/IBATtCwGK4

— David Marlin (@Marlin_Capital) September 1, 2025

U.S. manufacturing activity has fallen every since month since Liberation Day.

Countries around the world are boycotting U.S. products and it’s greatly hurting our businesses. pic.twitter.com/lQPZve3HnQ

— Spencer Hakimian (@SpencerHakimian) September 2, 2025

It feels like we are at the center of an AI bubble within a tech bubble within a broader stock market bubble.