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1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
⚠️The US labor market is experiencing a hidden recession

⚠️The US labor market is experiencing a hidden recession

What alternative data and forward-looking indicators say about US employment

Global Markets Investor
Global Markets Investor
INVESTMENT PORTFOLIOINVESTMENT PORTFOLIO
INVESTMENT PORTFOLIO UPDATE (December 4, 2025)

INVESTMENT PORTFOLIO UPDATE (December 4, 2025)

Please find out an update about my market positioning - only for Founding Members

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+1+1
⚠️️The S&P 500 might be heading for tough months ahead

⚠️️The S&P 500 might be heading for tough months ahead

Despite solid year-to-date performance, the US is still historically underperforming the rest of the world

Global Markets Investor
Global Markets Investor
US economyUS economy
🚨US credit rejection rates are surging at a concerning pace

🚨US credit rejection rates are surging at a concerning pace

Access to credit in the world's largest economy is still getting worse

Global Markets Investor
Global Markets Investor
GoldGold
+1+1
⚠️️Silver prices reached historic levels

⚠️️Silver prices reached historic levels

What is happening in the silver market?

Global Markets Investor
Global Markets Investor
JapanJapan
🚨The world's 3rd-largest bond market is breaking

🚨The world's 3rd-largest bond market is breaking

Japanese government bond yields keep on rising

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
US stocks rallied this week, driven by the technology sector. Weekly market recap, trading week 48/2025

US stocks rallied this week, driven by the technology sector. Weekly market recap, trading week 48/2025

Summary of the trading week using the most popular posts from the X platform

Global Markets Investor
Global Markets Investor
INVESTMENT PORTFOLIOINVESTMENT PORTFOLIO
⚠️Portfolio performance review as of November 2025

⚠️Portfolio performance review as of November 2025

Assessment of my long-term investment portfolio as of November 2025

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
CHART OF THE WEEK: Will the market follow NVIDIA or Google stock?

CHART OF THE WEEK: Will the market follow NVIDIA or Google stock?

Is this the next big question for the US market?

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
⚠️Global central banks are cutting rates at the fastest pace this century

⚠️Global central banks are cutting rates at the fastest pace this century

Where are the world’s largest central banks headed next?

Global Markets Investor
Global Markets Investor
JapanJapan
⚠️Japanese government bond yields are skyrocketing

⚠️Japanese government bond yields are skyrocketing

Will this worrying trend ever stop?

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
+3+3
⚠️The US debt crisis is reaching extreme levels

⚠️The US debt crisis is reaching extreme levels

The US budget deficit is skyrocketing

Global Markets Investor
Global Markets Investor
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