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Tuesday, November 18, 2025

The Fuse Is Lit, But the Clowns Are Still Juggling Dynamite

 
Horrific day for Markets, yesterday? Not so much, not on the surface anyhow. 

  • Mag7 down a measly -.22%
  • Small Caps barely retested the lows - where's the risk-off sentiment?
  • Window-dressing season in full swing 

The big boys still have to levitate the indexes into month-end, so they get their year end bonuses.

Meanwhile, in reality:

  • Japan −3.22% overnight → worst single-day drop in seven months (PM Takaichi openly talking war with China over Taiwan – yes, really) KOSPI down 3.50% 

  • $DJUSFN Financial index just hit a fresh 3-month low in the most violent reversal we've seen since the regional banking crisis. Goes unreported! 
  • Crypto - the bloodbath returns, and CNBC loves it! Maybe because they associate it with Trump? idk Seems to be a love/ hate relationship...  

CNBC's already in full panic mode, but not over the prospect of WWIII, in the south pacific—NO—they're rearranging the deck chairs on the titanic, as it's sinking!


 File This Under YGBFKM:  

 Cramer comes on Fast Money to pump his heavily over-hyped & over-valued Mag7/ AI fav.  NVIDIA, and to pump his book, of course.

  3 words..:  

 The Freight Train Just Jumped the Tracks And Cramer’s Still Yelling “Buy NVIDIA!” 

Time for a wake-up call

It Has Begun: Housing Credit and FCF Have Cracked —Stocks Are Next

I have nothing to gain by promoting this video, and I’m not interested in what they’re selling—Peak Financial active asset management - Maybe if I were ultra wealthy... - But they see what we’re all seeing: a runaway freight train building to some sort of crescendo. If you don’t see it coming, you need to watch this! Watch Here: Peak Prosperity - Ed Dowd on Housing & Stock Collapse.

"There's a lot going on that makes no sense to me. So then you have to ask yourself, "are they stupid or are they, you know, controlled (orchestrating...)?" And this is a purposeful detonation of the West...."


A Few Highlights 

  • The Obvious AI Bubble 

  • Hindenburg Omen Alerts - Fewer Stocks Lifting the Broader Market - duh! 
  • Sub-prime Lenders Folding - Due to the end of Biden era Handouts to Illegals
  • Global Collapse - DON'T Short it - Wait For It
  • Bitcoin as a Canary in the Coal Mine for Global liquidity 
  • Gold going to 10,000? I'm not willing to die on that hill. 

 I knew I wouldn't be able to stay bullish on Mag7 stocks for very long, but now this: 


Magnificent Seven Will Become Low-Profit Tech Utilities, Analyst Warns (benzinga.com)   

All Booms eventually go bust. Which one do you think will go to the pennies first? 

I think Apple, NVIDIA, & Google/ Alphabet are set to be crushed, but I think Tesla will lead the way... I know some of you will fight me on this, but it grew too fast, and you know he has a target on his back. They are out to get Elon.   

In the meantime: The Mag7 Public Charts Lineup [Linked] is still active, and as 2025 they show no signs of rolling over any time soon. Keep your eyes on the prize.   

Take Care, 

AA  


P.S. RE: Frequent Bloomberg Contributor & Former Treasury of the Secretary under Bill Clinton:   

Larry Summers steps back from public roles after House release of Epstein correspondence

The documents show the two men continued to exchange messages as late as July 5, 2019, which was just one day before Epstein’s arrest on sex-trafficking charges.

In the hundreds of messages released, Summers confided in Epstein about his pursuit of a romantic relationship with a woman, he described as a "mentee" 

Summers released in a statement:  

"I am deeply ashamed of my actions and recognize the pain they have caused. I will be stepping back from public commitments as one part of my broader effort to rebuild trust and repair relationships with the people closest to me"

Translation: Summers won't be going on Bloomberg to criticize President Trump, any time soon.

Bloomberg has gone radio silent on the matter as well, and could not be reached for comment 

LMFOA  

 

 

 

 


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