
Macro Strategist @ Swissblock | Creator of the Zeberg Macro Navigation Framework™ | FORBES Cover and Columnist | Speaker at Global Investment Forums | TED Speaker | Author
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 278 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||

The AI bubble will burst. The real question is what it has been standing on - and what the pop will tear down.
The bubble is where everyone is looking. The dominoes are behind the curtain.
The stock market bubble is the fuse. Private credit is the dynamite. The dollar is the chain reaction.
This is how the market will feel about the dollar as the decline gets going: a cheaper dollar, higher markets, more liquidity - risk on....
Watch now (20 mins) | 29K Jobs created in September. 12M avg. is down to 56K per monthExtremely weak! And Credit is beginning to have problems. But the stock market is setting up for a strong finale. Straight up!
Disclaimer
In the spring of 1845, in a stone parsonage on the edge of the Yorkshire moors, Emily Brontë was reading the newspapers with unusual care. Not the poetry. Not the serialized novels. The railway pages.
Her sister Charlotte described it in a...
The largest market bubble ever sits on the weakest economy beneath any modern market top. In 2000 the economy was strong. In 2008 there was no technology bubble. Only 1929 had both.
On September 16, the Federal Open Market Committee raised...
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The writers behind this newsletter.
Macro Strategist @ Swissblock | Creator of the Zeberg Macro Navigation Framework™ | FORBES Cover and Columnist | Speaker at Global Investment Forums | TED Speaker | Author
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