Ed Dowd: USA Facing a 'Toxic Cocktail' of Trouble in Stocks, Credit, Trade, and Housing; Gold Bubble May Burst at $10K, Will Plunge to $250–$500. So Watch Out!

BEST OF ED DOWD
https://rumble.com/search/video?q=TEDDOLBI%20DOWD
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TO WHOM IT MAY CONCERN
https://gab.com/dolbi2020/posts/115439110539334741
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HARD HITTING INFO ON GLOBAL WEALTH. HOW MUCH IS IT IN GOLD, CRYPTO, US DOLLARS, AND STOCKS. DOGE CORRECTED.
https://gab.com/dolbi2020/posts/115426239567874476
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BACK FROM THE MEMORY HOLE
https://gab.com/dolbi2020/posts/115426395558478554
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HARD HITTING LITTLE KNOWN UNCOMFORTABLE FACTS
https://gab.com/dolbi2020/posts/115413341385249246
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Ed suggests that for much of the past three years, the economy & financial markets have been boosted by a "sugar high" cocktail including prodigous fiscal stimulus from the government, massive AI capex outlays from the private sector, a wave of incremental consumer spending from waves of millions of illegal immigrants.
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But now he warns the sugar high is behind us.
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If true, what will the repercussion be?
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To find out, we're fortunate to welcome to the program for the first time Edward Dowd, founder of macroeconomic consulting & research firm Phinance Technologies.
https://phinancetechnologies.com/
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0:00 - Crossroads in Capital Markets
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2:18 - Economy vs. Markets: Complete Disconnect & Real-World Trouble
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2:25 - Jobs Data Fraud: Non-Farm Payrolls Revised Down ~1M
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3:38 - QCEW Discovery: 7-Sigma Disparity Signals Incompetence or Fraud
6:02 - Immigration Stimulus: $500B-$1.5T Propped Up 2023-24 Economy
7:41 - Real Estate Floor Cracks: Rentals & Immigration Demand Reverses
8:18 - Credit Signals: Bonds Rally, High Yield Breaks, Regionals Roll Over
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9:35 - Auto Sector Implosions: Subprime Lenders & Dealers Bankrupt
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10:20 - Housing Indicators: Record Gap in Starts vs. Sales, Inventory Surges
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11:09 - Multi-Tenant Overbuild: 70s-Level Boom for Illegal Immigration Now Sours
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11:46 - Recap: Artificial Juicing Ends, Headwinds Build
13:38 - Valuation Concerns: Forward 10-Year Returns at Zero (Worse Since Feb)
15:07 - Toxic Mix: Real Estate, Trade Wars, Credit & Dotcom-Like AI Burst
16:29 - AI Reality Check: Declining Corporate Rollouts, Hallucination Errors
17:38 - Dotcom Parallels: Stranded Infrastructure, Capex-Revenue Mismatch
20:26 - Bitcoin vs. AI: No Pricing Mechanism, Insiders Selling Hand-Over-Fist
21:23 - Timing the Bust: Early? Just Like 1997 Dotcom Bears
22:04 - 1998-99 Backdrop: Demographics, Y2K, Globalization vs. Today's Mess
23:06 - Fed Pivot: Behind the Curve, Panic Cuts Incoming
24:05 - Ending Moves: Fantastical AI Press Releases (e.g., Oracle +30% on Hype)
25:24 - Bond Market Sniffs Recession: Yields Creep Lower on Deflation Fears
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26:02 - Dollar Bullish: Debasement Trade Over, 4-Year Cycle Low in Sept
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27:51 - Disinflation Ahead: Tariffs Deflationary, Not Inflationary
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28:45 - China Woes: GDP 60% of US, Zero Growth Post-COVID, Exports Surge
31:14 - Global Liquidity Crunch: EMs (Argentina, S. Korea) Beg for Dollars
32:05 - Oil Canary: Down to $30, Signals China & Global Demand Collapse
32:53 - Oil Investment: Buy at $30-37 for Next Boom Cycle
33:57 - No Systemic Crisis Yet: 50% Stock Drawdown Possible, Then Flip Positive
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41:32 - Recession Odds: 80-90% for 2026 (Q4 2025 Start?)
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45:07 - Rate Cutting Mode: Like 2000 & 2007, Gravity Wins Despite Cuts
45:25 - Private Credit Risk: Opaque $1.5T Market, Fast Feedback Loops
48:36 - Investing Approach: De-lever, Raise Cash (Dry Powder for Lows)
50:12 - T-Bills Safe Haven: 3.9% Paid to Wait (Buffett Owns 5%)
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SOURCE
Ed Dowd: USA Facing A 'Toxic Cocktail' of Trouble In Stocks, Credit, Trade & Housing
https://www.youtube.com/watch?v=0BiVeRK4eaM
Adam Taggart | Thoughtful Money
Ed Dowd: Ex-Black Rock Top Financial Analyst and Risk Management Expert. Heading US Treasury Secretary’s Technical Support Team.
https://x.com/DOGE
https://x.com/DowdEdward
https://www.eddowd.com/
https://phinancetechnologies.com/Home.asp
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PIX https://gab.com/dolbi2020/posts/115447425257067533