Monday, January 12, 2026

Morning Post 01/12/2026 SPX

Good morning STB 

Trying to get my bearings on all that’s going down. The Trojan horse may be way ahead of the global game, or he’s causing the problem. Seems to prefer we be let down slowly. Frogs in the pot. 

Good v Ivil

On to the lie - 

Minis off 40. Liquidity a major issue. PE the new MBS of ‘08. RE is so toast. Been in a recession for not sure how long. With $37T in debt, not printing our way out this time. Something has to give. UST10 hanging on to 4.17. Charts to not fall much and should be on the way up. Fed lowering rates helps debt by keeping bills low but not inflation. Job replacement by AI is a thing. No bueno for us, cause they have no answer. UBI replace welfare within a decade. Probably another plandemic to eliminate us to solve elites problem. STB best trade. Yea, I’m probably gonna be a down boy/realist from here on out. Pockets of promise if you’re in the right place/industry, but preparing most important. 

Have a good week 

GL and GB!

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