Don’t be a late bull.
The building may look strong, but its foundation weakens day by day.
Dollar Index at all-time lows.
Gold at all-time highs.
Market at all-time highs — yet small caps haven’t reclaimed theirs.
Inflation ticking up but Fed expected to cut rates.All of this…
— optionGeek (@StockShark16) September 11, 2025
This “market” is at extreme risk of spontaneous explosion. pic.twitter.com/S00sT7zZMq
— Mac10 (@SuburbanDrone) September 10, 2025
93%? That’s basically saying “we’re already in it, just waiting for the memo
— Common Wealth (@joincommonwlth) September 11, 2025
Investors are buying U.S. stocks, betting that a weak jobs market will push the Fed to cut rates. The rate cuts will come, but they won’t help the labor market or the economy. In fact, the higher inflation the Fed unleashes will harm both. The best stocks to buy are gold stocks.
— Peter Schiff (@PeterSchiff) September 11, 2025
Euphoric Exit in full color. $SPY
It is still an exit.
During the dot com $CSCO pulled a last minute 14% rise.
$650 + $7.50 is likely destination today. pic.twitter.com/epKPPNA66G
— Astro Zan (@alshfaw) September 11, 2025
When one sees the tide receding far beyond the norm, one should probably suspect and at least prep for an incoming tsunami. https://t.co/HnYgM4iMHH
— Mr. VIX (@yieldsearcher) September 11, 2025
During post covid QE years, market has been conditioned that bonds and stocks rally together. This is not a normal state of correlations (we had for 20y prior to covid QE). Bonds rallying to poor jobless claims is fundamentally bad for stocks.
— Marko Kolanovic (@markoinny) September 11, 2025
So basically the economy is in dire straits and needs rate cuts but inflation and deficits are still a huge risk and continue to depreciate the currency.
Ladies and gentlemen: Welcome to Stagflation 💥
— QE Infinity (@StealthQE4) September 11, 2025
Why not both? pic.twitter.com/Fn06btJg9v
— Don Johnson (@DonMiami3) September 11, 2025
Price changes over last year (August CPI report)
Gas Utilities: +13.8%
Electricity: +6.2%
Used Cars: +6.0%
Medical Care: +4.2%
Food away from home: +3.9%
Shelter: +3.6%
Transportation: +3.5%
Overall CPI: +2.9%
Food at home: +2.7%
New Cars: 0.7%
Fuel Oil: -0.5%
Gasoline: -6.6%— Charlie Bilello (@charliebilello) September 11, 2025
RAY DALIO: HOLD 10–15% OF PORTFOLIO IN GOLD
Bridgewater founder Ray Dalio advises investors to keep 10–15% of their portfolios in gold, calling it protection against debt-laden markets.
He warned rising U.S. debt costs “squeeze out other spending,” comparing the risk to a…
— *Walter Bloomberg (@DeItaone) September 11, 2025
Major crashes followed of up to 50 to 80% post-hikes ( orchestrated crashes)
Today, we have an extremely overvalued market in a stagflationary environment.
Feds cornered. pic.twitter.com/CpS4roDUrH
— The Great Martis (@great_martis) September 11, 2025
Consumer prices rose at annual rate of 2.9% in August, as weekly jobless claims jump
The consumer price index posted a seasonally adjusted 0.4% increase for the month, the biggest gain since January, putting the annual inflation rate at 2.9%.
The Labor Department reported a surprise increase in weekly unemployment compensation filings to a seasonally adjusted 263,000, the highest since October 2021.
The reports provide the final pieces of a complicated data puzzle that central bankers will review at their two-day policy meeting that concludes Sept. 17.
