Whoever said the markets are forward looking was lying. I guess we'll just have to wait for something to break for everything to snap back to reality. Let me paint you a picture of what reality in the future (3-6 months from now) looks like.>50% of the chips OpenAI purchased from nvdia will not be shipped>100 Million barrels of oil short per week>Global reserves exhausted>Japanese Carry Trade Breaks>Japan sells their T Bills ($1 Trillion+)>Zoomer and gen alpha men sent to the Iranian meat grinder while millennial oil barons keep their women safe at home>White collar wagies and devs with six fig engineering salaries living with their parents>People in the USA eating bugs because meat is too expensiveThats what the market should be pricing in right now.
