Loading ...It’s amazing how fast the Deepseek story has spread.
You have to mark this as the larger turning point given the gravity of this development – although they will not give up without fight.
Super bearish for US tech stocks – super bearish – with a top of ‘cycle degree’ (likely supercycle) off a possible double top in the S&P 500.
This will usher in the flow of capital out of stocks / tech – and more generally – the 60/40 portfolio / passive assets to real assets – especially gold and silver.
Hang on to your hats however as it will be a wild ride.
Cheers