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globalinvestor.bsky.social
Global Markets Investor
@globalinvestor.bsky.social
270 followers 3 following 5.3K posts
Investment, Equity (on Wall Street), Macro Research background. ~10 years of experience in markets, supporting investors in succeeding. Join 5000+ FREE subscribers at https://globalmarketsinvestor.beehiiv.com/
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Global Markets Investor @globalinvestor.bsky.social · 26m
📉Currency debasement is not a bug — it’s a feature of the fiat system.

Since Bretton Woods collapsed in 1971, not one of 152 countries has kept average inflation below 2%.

Even Switzerland averaged 2.2%.

Fiat money is in an eternal bear market.👇
📉Fiat money is in an eternal bear market.
Currency debasement is not a bug — it’s a feature of the fiat system.
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Global Markets Investor @globalinvestor.bsky.social · 1h
🚨 Germany's 3rd year of RECESSION:

Germany's industrial production has dropped -12.7% since January 2021, to the lowest since the 2020 CRISIS.

In August, industrial production fell -4.3% MoM.

Energy-intensive sectors are down -19% in 4 years..👇
US stocks dropped amid intensyfiying US-China trade tensions. Weekly market recap, trading week 41/2025
Summary of the trading week using the most popular posts from the X platform
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Global Markets Investor @globalinvestor.bsky.social · 2h
🔥Are gold prices heading to $5,000 per ounce?

Goldman raised its forecast to $4,900 by the end of 2026.

That would imply a 21% rise from the current price.

World central banks and Western ETFs are expected to continue driving demand, the bank says. 👇
🚨 Gold prices surpassed $4,000 for the first time
Gold and silver are having outstanding performance
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globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 3h
🔥Silver short-squeeze disrupts the London market:

Silver 1-month lease rates — the cost to borrow silver — SPIKED to a 35% annualized rate, the highest on record as demand for physical has skyrocketed.

Prices hit $52 for the 1st time since 1980. 👇
🚨 What is happening in the Silver market?
Spot silver prices have hit $52 per ounce for the first time since the 1980s
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globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 4h
‼️US and world stock prices have been FALLING for over 2 decades:

US stocks have declined -70% against gold prices since 2000.

This is despite a ~330% nominal rise in prices.

World stocks ex-US have fallen -88%, though nominally they rose 74%.👇
US stocks dropped amid intensyfiying US-China trade tensions. Weekly market recap, trading week 41/2025
Summary of the trading week using the most popular posts from the X platform
globalmarketsinvestor.beehiiv.com
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globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 5h
🚨US federal government jobs are set to DROP by another 100,000 in Sept and Oct.

This will bring the total 2025 decline to -200,000.

Federal employment would then fall to 2.81 million, or 1.8% of total employment, the smallest share since 1939.👇
US stocks dropped amid intensyfiying US-China trade tensions. Weekly market recap, trading week 41/2025
Summary of the trading week using the most popular posts from the X platform
globalmarketsinvestor.beehiiv.com
1
globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 6h
⚠️Retail investors have NEVER been buying so much US equities:

Individual investors purchased $100 BILLION worth of stocks over the last month, an ALL-TIME HIGH.

YTD, they bought a record $630 BILLION of stocks, on pace for $800 billion in 2025.👇
US stocks dropped amid intensyfiying US-China trade tensions. Weekly market recap, trading week 41/2025
Summary of the trading week using the most popular posts from the X platform
globalmarketsinvestor.beehiiv.com
globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 7h
🚨AI BUBBLE deals are a massive RED FLAG:

NVIDIA funds OpenAI, and then OpenAI buys NVIDIA chips.

AMD offers equity for chips.

This is circular financing dressed as strategy, echoing the late 2000 Dot-Com BUBBLE when Cisco funded gear purchases. 👇
US stocks dropped amid intensyfiying US-China trade tensions. Weekly market recap, trading week 41/2025
Summary of the trading week using the most popular posts from the X platform
globalmarketsinvestor.beehiiv.com
globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 8h
⚠️The US job market is going through a HIRING CRISIS:

The hiring rate in Trade, Transportation, and Utilities sectors fell to 3.2% in August, the lowest in 15 YEARS and in line with Great Financial Crisis levels.

The Financial Crisis low was 2.9%.👇
⚠️US job market continues to deteriorate
The jobs report for September has not been released yet due to the government shutdown, but other data show a bleak picture of the labor market.
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Global Markets Investor @globalinvestor.bsky.social · 9h
⚠️Professional investors are dumping US stocks at a RAPID pace:

Institutional investors and hedge funds SOLD US equities for the 4th week STRAIGHT.

Hedge funds' 4-week selling avg rose to $2.1 BILLION, the most since at least the Financial Crisis.👇
US stocks dropped amid intensyfiying US-China trade tensions. Weekly market recap, trading week 41/2025
Summary of the trading week using the most popular posts from the X platform
globalmarketsinvestor.beehiiv.com
globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 10h
⚠️This is INSANE:

US job numbers have been revised DOWN by nearly 1,100,000 since February 2022.

These are the biggest downward revisions since the GREAT FINANCIAL CRISIS.

This is a job market crisis.👇
⚠️US job market continues to deteriorate
The jobs report for September has not been released yet due to the government shutdown, but other data show a bleak picture of the labor market.
globalmarketsinvestor.beehiiv.com
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Global Markets Investor @globalinvestor.bsky.social · 12h
‼️If the new tariffs were applied to all Chinese goods, the average tariff on China would rise to ~141% and the US average tariff would increase 13.2pp to ~30%.

If applied only reciprocally, Chinese avg tariff would hit ~104% and US avg would rise from ~16% to 24%.
globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 13h
⚠️The US job market is in a BAD place:

63% of Americans expect a higher unemployment rate in the next 12 months, reaching crisis levels.

US non-farm payrolls have been revised DOWN by ~1.1 MILLION since February 2022.

-142,000 jobs LOST ex. healthcare over the last 4 months.
globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 14h
🔥🔥 Global Markets Investor's portfolio has returned +53% since January 2024.

During the March-April 2025 market turmoil, major US indexes fell nearly -20%, while the GMI's portfolio gained +5%.

Find out how below and access exclusive market data..👇
Investment Portfolio | Global Markets Investor
Sharing thoughts about the world's financial markets. If it helps you navigate this ever-changing market developments you may consider becoming a premium subscriber.
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Global Markets Investor @globalinvestor.bsky.social · 15h
🚨Professional investors say the global stock market is OVERVALUED:

A record net 60% of 166 investors with $400 billion in assets surveyed by BofA said in October that equity markets are OVERVALUED.

This surpasses the 2000 Dot-Com Bubble peak by 20 percentage points.
globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 16h
🔴Do you think this has been a great year for US stocks? NOTHING could be further from the truth:

The S&P 500 ranks as the 66th best-performing market this year in US Dollar terms out of 92 markets, the 2nd WORST since 2008.

In local currency, the S&P 500 comes in just 57th.
globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 17h
🔥Gold prices are experiencing a HISTORIC RUN:

Gold prices have jumped 58% year-over-year marking the second-best run over the last 35 YEARS.

This is only below the surge seen in 2006 at much lower prices.

Gold has hit another all-time high of $4,190.

Remarkable.
globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 18h
⚠️Is the US stock market in a BUBBLE?

Number of news mentioning AI bubble has jumped to ~380, the second-highest on record.

Meanwhile, 54% of professional investors say AI stocks are in bubble, while 60% say stocks overvalued, according to BofA survey.
globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 19h
🚨Global equities 'SELL SIGNAL' was triggered for the 4th month STRAIGHT:

Institutional investors' cash level as a share of assets fell to 3.8% in October, the lowest in over a DECADE.

Cash allocations at or below 4% historically indicate a “SELL SIGNAL” for stocks - BofA rule.
globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 20h
🚨US RECESSION ALERT:

US heavy truck sales have declined -55,000 over the last 2 months, to 400,000 annualized rate, the lowest since the 2020 CRISIS.

Truck sales have FALLEN -151,000 in 2 years.

Drops like this only occur during RECESSIONS.👇
US stocks dropped amid intensyfiying US-China trade tensions. Weekly market recap, trading week 41/2025
Summary of the trading week using the most popular posts from the X platform
globalmarketsinvestor.beehiiv.com
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globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 20h
For the week ending October 17, 🔥 key events are:

- Fed Chair Powell Speech on Tuesday

- US Retail Sales for September on Thursday

- US PPI Inflation for Sept on Thursday

- US Industrial Production for Sept on Friday

- At least 10 Fed Speeches👇
US stocks dropped amid intensyfiying US-China trade tensions. Weekly market recap, trading week 41/2025
Summary of the trading week using the most popular posts from the X platform
globalmarketsinvestor.beehiiv.com
globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 22h
🚨S&P 500 futures fell -0.8% and Nasdaq 100 futures dropped -1.2% after China restricted five US entities linked to a major South Korean shipbuilder and warned of further retaliation.

All members of the Magnificent 7 traded lower premarket, while European stocks slipped -0.6%.
globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 23h
US Treasury Secretary Scott Bessent accused China of trying to damage the global economy after Beijing announced broad export controls on rare earths and critical minerals, disrupting global supply chains.

S&P 500 futures seem to be reacting on the news, down -0.9%.
globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 1d
‼️Global debt BUBBLE is enormous:

World debt spiked $14 TRILLION in Q2 2025 to a record $338 TRILLION.

Emerging markets debt hit a RECORD of $109 trillion.

Global debt-to-GDP ratio fell 1 percentage pt to 324%.

EMs' debt-to-GDP hit a record 242%. 👇
🚨 Global debt bubble is still soaring
Absolutely nothing will stop this from rising
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globalinvestor.bsky.social
Global Markets Investor @globalinvestor.bsky.social · 1d
🔥Billionaire Ray Dalio says gold is more of a safe haven than the US dollar.

Gold is excellent diversifier of the portfolio strong store of value at a time of rising government debt, geopolitical tensions, and the erosion of confidence in currencies.👇
🚨 Gold prices surpassed $4,000 for the first time
Gold and silver are having outstanding performance
globalmarketsinvestor.beehiiv.com