Buckle up for the combined effects of $100+ oil, the private credit collapse and AI bubble pop all at once
>>61957028Suggestions on investment strategies?
>>61957049Go long on nothing happening, but avoid leverage
>>61957028WROOOOOONG>https://x.com/Oracle/status/2030836138194129070
>>61957028Nice target for a couple of nukes
>>61957049I don't know, but factor into this rising inflation, weakening job market and the possibility of interest rate hikes into a period of low economic growth.
>>61957028Nothing ever happens
>>61957186you fried your brain with fake and gay technology. you are goycattle.
>>61957028um $100 doesnt matter computers dont run on oil
>>61957028how do i profit of this?
>>61957376Short east Asia, china/japan/korea. If you are a retarded idealogy then just do one or the other but they are all the most fucked by this specific oil crisis
>>61957028Private credit collapse? Qrd?
>>61957376Buy CHF
>>61957337$100 oil is bad for the entire economy, over $100 everything has to be repriced to some extent. The AI bubble popping was always inevitable but the fact that it might be happening now is extra bad.>>61957394A number of smaller private credit firms have gone under stress recently, most notably Blue Owl who had to start liquidating assets to raise cash, now Black Rock is limiting withdrawals - this is an issue because over the past decades more and more retail investors as well as usually risk-averse institutional investors(pension funds etc) have been pushed to invest in private credit. Also much of the money private credit firms borrow comes from big banks.
Also personal loan delinquencies at record high
>>61957423So pension funds and retail have been tricked to buy shit debt packaged as AAA?Like the 2008 subprime loans bullshit or smaller?
>>61957423Also private credit is simply just not seeing the returns because its being pumped into meme shit like AI
Why isn't BTC crashing this morning?
>>61957028I just had to go to Texas for work and the entire area from Dallas - Austin- SA- Houston absolutely sucked and is way overdeveloped. The people saying it's turning into California we're not lying
>>61957452It's hard to say because by nature there is little reporting about the investments of these firms but as >>61957463 says, it appears that many have taken on bad bets and there is potential for systemic risk coming from a multi-trillion dollar industry. It feels like they have seen this coming for a while, hence the push to get retail and institutions into private credit over the past few years - to serve as exit liquidity. The pitch has essentially been, "It's unfair to keep mom and pops out of these lucrative investments, we need to open it up to everyone", some mumbling about democratisation etc
As usual normies bought the top, while big boys have been pulling out for months.And where will that AI money go?Commodity cycle has already started by the smart money and it's going to be crazy once this baby gets going, so position yourself accordingly into energy and other stuff.
>>61957053Damage control
>>61957493Everything I see about america makes it sound like anti-human hell. Basically my impression is that if you aren't driving from business to business in your vehicle and spending money then cops will harass you for just being outside and try to ruin your life.Unless you're a nigger or a drug addict.
>>61957570that is the impression you'd get from retarded people on the internet overall, it's okay. I've been to other countries, and I'd rather be here because I like fast cars and guns. nowhere is perfect, but the global economic destruction is fucking with everyone unfortunately
>>61957028I hope so. I got $30k bonus last month that needs a good solid dip to invest.
>>61957554> It's unfair to keep mom and pops out of these lucrative investmentskek, what bastards
>>61957583>I like fast cars and guns.goycattle preferences driven by one's ability to consoom.
>>61957156From who? Turdie (Russians lol) nukes don't work
>>61957383Forgot india, they have only 1 month reserves and will go first
>>61957828ok what do you like that's so fuckin great that I should move to your country instead of staying here
>>61957570Your impression is inaccurate. First of all, if you are from Europe, America is way bigger than you can imagine. And with that vast size comes lots of open space and also different cultures. Where I live, I'm far more likely to see a neighbor riding by on a horse than I am to see a cop. And when I am in a more urban area, cops never look twice at me. Americans sit in parks, run and cycle on the streets, hike in the forest, etc. If your life is being ruined here, it is almost always YOU ruining it.
>>61957828Ah yes, the classic “everything I do not like is goy-X”
>>61957828Seriously? Guns and fast cars are the most liberating tools in the world.
>>61958276Maybe so, but being on the exact same street lined by the exact same businesses no matter where you go in this country is disgusting and unnatural. Maybe I'll finally leave this fucking place once I make it, take off and never look back.
