The 2008 playbook is dead.

Most investors are still preparing for the last war. They are waiting for a "global contagion," a systemic meltdown, and universal panic.

But the hard truth is much more isolating: the next crash won't be a worldwide mess.

This time, the US isn't dragging the world down with it. The rest of the globe has already cut the cord, preparing to watch us sink from a safe distance.

While you are busy "buying the dip" out of habit, the fundamental laws of macroeconomics are being rewritten behind your back!

WHY THE "GLOBAL CRISIS" NARRATIVE IS A LIE:

FED IS NO LONGER FIGHTING INFLATION

Forget the fairy tales about a 2% target. We have entered a state of "fiscal dominance." The printing press now has only one primary function: funding the interest on our astronomical national debt. They are intentionally destroying the dollar’s purchasing power just to keep the bond market on life support.

BANKING SYSTEM HAS BEEN COMPARTMENTALIZED

Thanks to Basel III regulations, foreign banks have spent years "ring-fencing" their capital. If New York melts down tomorrow, London, Tokyo, and Singapore will simply lock their doors and keep moving. A margin call on Wall Street no longer triggers an automatic collapse in Europe.

AMERICAN CONSUMER IS NO LONGER THE WORLD'S ENGINE

Global trade has shifted. Emerging markets are trading with each other in closed loops. The rest of the world no longer needs the US consumer to go into debt just to keep their own factories running.

US ASSETS HAVE BECOME RADIOACTIVE

Commercial real estate (CRE) and US Treasuries are turning into toxic waste. Foreigners are dumping these exposures at record speeds, leaving domestic banks holding the bag. We are witnessing a localized depression disguised as a global slowdown.

THIS ISN'T A "DOOMER" PROPHECY. IT’S A MASSIVE ROTATION OPPORTUNITY.

Staying 100% long the S&P 500 isn't a strategy anymore. It’s a trap.

By staying indexed, you are essentially volunteering to be the "exit liquidity" for the institutional players who actually know how to read a macro chart.

As the US enters a period of prolonged stagflation, capital will reallocate. It is flowing into hard assets, commodities, and international value markets that are actually decoupled from the dollar's decay.

I am already moving my capital into the specific sectors that thrive when the US empire flattens out.

I’ll be breaking down the full list of tickers and my exact entry points here very soon.

More soon.

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