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The ship might be sinking and some really shady thing is happening.

 

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Forget the meaning of the graph for a moment, see the historic trend. I didn't know until I saw a few YouTube videos. It is not difficult, believe me.

Yesterday, Job numbers from Uncle Sam came in, October 2025 the worst month in 20 years, worse than 2008, and a few days ago, companies (consumer-focused) came up with earnings. You will see all the companies performing poorly, citing weak consumer demand, and the household debt of Sam has reached at an all-time high.

A controversy I want to suggest: the current jobs data is coming from surveys done by independent entities, and the official data is still not there because of the shutdown. Maybe the shutdown is something that everybody wants so that when it lifts, everyone is surprised (probably in a bad way). How can markets be unaffected by a country's government shutdown, when the government spending is about 36% of the GDP? In the 2000s, NASDAQ (a tech stock index of the US) had crashed by 80%; we don't know what will happen this time. I believe this shutdown is purposely orchestrated to keep some really shady data in the dark. 

There are reasons to believe this, because a few days ago, the current administration suggested that companies should report half yearly and not quarterly. Why? Why did the admin say that? Especially at the moment when saying AI can raise your valuation by great numbers. I don't know what will happen in the future, just like you, I am getting information from the internet, maybe some of you would read about the yield curve and the historic trends, maybe some of you have already seen videos about the job numbers and what it means. Some of you might be following financial companies and news. But many of us don't, so I feel like sharing my thoughts. I believe the indian wisdom of saving money is going to pay off heavily in the years to come. 


The clear picture will appear after the government shutdown is lifted, but nobody knows as of now how good or bad the picture is. Many believe that the revolution is just beginning and we will see many more highs, but I don't subscribe to this idea. I think this is the last time that, after a crisis (COVID-19), printing money has rescued the economy without grave consequences. THE EAST IS NOT WILLING TO FINANCE the WESTERN PRINTING PRESS. Not anymore.

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