D. Rosenberg: Stock markets, gold, silver, and Bitcoin are all bubbles. All bubbles burst—have liquid cash so you can pick up the pieces when the needle pricks the bubble. Do what the Rothschilds and the Buffetts have been doing.

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19 days ago
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Words of Wisdom from Yours Truly
1 Bubbles are created by greed and bubble bursts by fear. Fear is a far more powerful emotion than greed.”
2 A bull market is like a slow escalator up, and a bear market is like an elevator falling down fast!
3 You Can Ignore Reality but You Can't Ignore the Consequences of Ignoring Reality.
4 KISS—keep it simple, stupid.
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WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com
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It's easy to feel confused these days.
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With the stock market at all-time highs, some analysts predict this bull market has a lot longer to run as the business-friendly policies of the new Administration start adding tailwinds to the economy.
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Others see economic growth as imbalanced, at best, and worry that overall the trend for 2026 is downwards, risking recession and a material market correction.
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So, which is it?
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For guidance, we turn to highly-respected economist & award-winning researcher David Rosenberg, founder & president of Rosenberg Research.
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David concludes the market is in a major price bubble not unlike the DotCom era, and advises investors to build/maintain liquidity within (at least) part of their portfolio in order to weather the bubble's bursting as well as to have dry powder to deploy at attractive valuations when it does.
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#bubble #marketcorrection #bearmarket
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0:00 - Economy Flatlining: Soft Data Shows Stagnation, Not Health
2:15 - Growth Consensus vs. Reality: Atlanta Fed 3.9% vs. Surveys Near Zero
5:37 - Beige Book Insights: Only 18% of Economy Expanding—Lowest Since 2020
8:02 - AI Boom Camouflage: CapEx Drives 18% Growth, Rest Stagnates
8:49 - Labor Market Sputter: ADP Negative, Revisions Reveal Weakness
10:02 - Housing Deflation: Case-Shiller Negative 5 Months—Never Ends Well
12:11 - Manufacturing Slump: ISM Below 50 Despite AI Tailwinds
12:58 - K-Shaped Trap: AI Concentration Masks Broader Weakness
15:50 - AI Overcapacity: Late 1990s Parallels—Spending Peaks Loom
19:09 - Bubble Metrics: CAPE at 40, 2SD Event—Second Largest on Record
22:25 - Tech Bubble Echo: Microsoft/Cisco Crashed 60-80% in Mild Recession
28:29 - Credit Trigger: Tight Spreads Widen—Bubble Burst Catalyst
29:01 - Fiscal Peak 2026: Big Beautiful Bill Adds Just 50bps—Then Fades
30:14 - Trade/Immigration Headwinds: China Tariffs, Labor Supply Constrains
31:09 - Bond Market Canary: Yields Below Fed Funds Signal Risk-Off
33:08 - Wealth Effect Mirage: Savings Rate Dive Masks Income Decline
34:54 - Sentiment Divergence: Real Economy Fears vs. Stock Bullishness
52:27 - Inequality Extremes: Reagan Tax Cuts Sparked K-Shape—Now Unstable
1:03:09 - Strategy: Sell Calls, Rotate Defensive—Bonds for 10% Return
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Thoughtful Money LLC is a Registered Investment Advisor Promoter.
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We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.
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We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.
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IMPORTANT NOTE: There are risks associated with investing in securities.
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Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.
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A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.
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HARD HITTING INFO: 3 VERY IMPORTANT DEVELOPMENTS IN HYPER TECHNOLOGY YOU SHOULD INVEST IN! — THEY'LL DRAS-TICALLY CHANGE HOW WE LIVE, FOREVER!
https://gab.com/dolbi2020/posts/115479887167603699
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CONSIDER THIS
Here is the scoop, dear friend. Because you lived in the USA for many moons, it means that you have been indoctrinated for many moons—hypnotized for many moons of your life into mass delusional psychosis by the woke educational system and mainstream media. Now you use all that programming of yours to try to draw logical conclusions. It is impossible for you to do it in your current state. You would have to forget what you heard and saw for the last many moons, then think. Can you do it?
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I know what programming by the woke mainstream media over the last many moons did to me. It was an effort to snap out of it, in my case. It was not easy to become a white nationalist, loving my people unconditionally just like nature or God intended.
https://gab.com/dolbi2020/posts/114517407307501549
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TARIFF - THE MOST BEAUTIFUL WORD IN ENGLISH
https://gab.com/dolbi2020/posts/113956247295551449
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TRUMP'S POPULARITY SURGES AFTER UNLEASHING 'LIBERATION DAY' TARIFFS
https://gab.com/dolbi2020/posts/114289210024788607
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EDUCATION ON: TARIFFS, $, GOLD, BITCOINS AND UPCOMING RECESSION. WHAT WOULD WARREN BUFFETT DO?
https://gab.com/dolbi2020/posts/114466472830718795
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17:50 WHY USA’S NATIONAL DEBT IS NOT A PROBLEM AT ALL, WELL THEN WHAT IS OUR THE MOST SERIOUS PROBLEM THAT COULD COLLAPSE USA.
w/Dr. Roberts: What Is Really Going On with National Debt, Deflation, Depression, the Dollar, Gold, Bitcoin, Russia, China, and the EU?
https://rumble.com/v6uc3qj-wdr.-roberts-what-is-really-going-on-with-national-debt-deflation-depressio.html
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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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HARD HITTING CONTEXT FOR THE WOKE, ANTI-WHITE NATO WAR AGAINST RUSSIA AND WHITE PEOPLES IN GENERAL!
https://gab.com/dolbi2020/posts/115486585660319578
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HARD HITTING INFO: 3 VERY IMPORTANT DEVELOPMENTS IN HYPER TECHNOLOGY YOU SHOULD INVEST IN! — THEY'LL DRASTICALLY CHANGE HOW WE LIVE, FOREVER!
https://gab.com/dolbi2020/posts/115479887167603699
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HARD HITTING INFO: Russian Nuclear-Powered Strategic Weapons: Burevestnik and Poseidon as Well As On Oreshnik
https://gab.com/dolbi2020/posts/115479212116910328
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HARD HITTING INFO: DENAZIFYING WOKE NATO, ONE PERVERT AT A TIME!"
https://gab.com/dolbi2020/posts/115479187620425917
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WHAT ARE THE POTENTIAL CRUDE OIL AND NATURAL GAS RESERVES IN RUSSIA AND KAZAKHSTAN, THE UNITED STATES, VENEZUELA, LIBYA, IRAN, AND THE MIDDLE EAST? WHAT ARE THE FIVE LARGEST BANKS IN THE WORLD?
https://x.com/i/grok?conversation=1982303318111142117
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TO WHOM IT MAY CONCERN
https://gab.com/dolbi2020/posts/115439110539334741
SOME IMPORTANT STATISTICS
https://x.com/i/grok?conversation=1977920511079546968
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When will the USA be re-industrialized (today, the industrial sector is just 9% of the US economy) as per President Trump's promise? Many of you asked me this question.
https://gab.com/dolbi2020/posts/115355518762037773
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FIXING USA IN 3 STEPS
https://gab.com/dolbi2020/posts/108559197840999946
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The Damage to US Manufacturing has been done 1993 – present. 88% of American Manufacturing has been transferred overseas.
https://gab.com/dolbi2020/posts/112357212226488578
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GLOBAL WEALTH, WHAT IS IT?
https://x.com/i/grok?conversation=1978554337124057286
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FYI: PENALTIES FOR ALIEN SMUGGLING, ARSON AND DOMESTIC TERRORISM
https://gab.com/dolbi2020/posts/114662665581220248
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ACTIVIST WOKE JUDGES DID THAT
https://gab.com/dolbi2020/posts/114625607127722001
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I CONDUCTED RESEARCH ON TODAY'S NEOCONSERVATIVES
https://gab.com/dolbi2020/posts/114719669365491650
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PRESIDENT TRUMP IN HIS OWN WORDS - NOT REDACTED at 05:46 young Trump talks about discrimination against whites.
https://rumble.com/v5eee19-president-trump-in-his-own-words-not-redacted.html
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DEMOCRATS IN THEIR OWN WORDS – NOT REDACTED
https://rumble.com/v5horul-kamala-harris-and-tampon-tim-walz-in-their-own-words-not-redacted.html
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DIE (DIVERSITY INCLUSION EQUITY) IN ADVERTISING. WHAT DO YOU NOTICE?
https://gab.com/dolbi2020/posts/114779032596376768
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EPSTEIN SAGA
https://gab.com/dolbi2020/posts/114871087002273721
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THE COLOR OF RAPE IN THE US
https://gab.com/dolbi2020/posts/114946817839131973
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FBI Criminal Victimization in the USA 2005 Statistical Tables. Go to Table 42. Page 30
https://bjs.ojp.gov/content/pub/pdf/cvus0502.pdf
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For more details go to: Dr David Duke: Rape of White Women by Blacks in America
https://rumble.com/v3zlok7-rape-of-white-women-by-blacks-in-america.html
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Consider this: According to CNN, 80% of Jews and 90% of Blacks voted against Trump and White people in the 2024 election!
Do you know why? In April 2025, stats were run on X (with 110 million active American users), and the percentages were even higher: 87% of Jews and 95% of Ne-groids voted against Trump and us, Caucasoids, in the 2024 election! Why did the President spend so much money trying to attract them? Both groups can die now and go to hell, I would say! Fuck them! P.S. In 2024, 71% of voters were Caucasoids, 11% were Negroids, and 2% were Jews. NEVER AGAIN!
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2024 ELECTIONS NOTES:
https://gab.com/dolbi2020/posts/113569625216245961
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Linda Yaccarino resigned as CEO of X on July 9, 2025, after two years in the role.
Her resignation came a day after X’s AI chatbot Grok, developed by xAI, posted antisemitic content praising Adolf Hitler, “sparking public backlash”. While not directly linked, the timing suggests this may have been a factor, as Yaccarino had to navigate multiple controversies involving antisemitism, including Musk’s own posts in 2023. Some speculated this was a breaking point.
https://x.com/i/grok?conversation=1943894802581356898
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THIS IS A QUESTION FOR EVERY SINGLE WESTERNER:
Why would you rather eat your own shit than be called an anti-Semite or Racist? Snap out of it right now, grow a pair of balls, be anti-Semitic, be Racist, or Jews and Blacks will shit on your head for the rest of your pathetic, cowardly, worthless lives.
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QUESTION: Have You Ever Participated Directly or Indirectly in Genocide of White People of USA?
https://rumble.com/v6cv3s1-question-have-you-ever-participated-directly-or-indirectly-in-genocide-of-w.html
In 1960 America was 90% White, in 2024 it is 50% White. This is Genocide as per UN Convention.
https://en.wikipedia.org/wiki/Historical_racial_and_ethnic_demographics_of_the_United_States
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How many of Us there are: Here are White Population of European countries using Pre-1955 Definition of Race.
https://x.com/i/grok?conversation=1982237658710442370
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LATEST FROM X
The level of fraud is staggering
https://x.com/elonmusk/status/1985079964988047789
The World In A Nutshell
https://x.com/ivan_8848/status/1985346472536072497
https://x.com/KimDotcom/status/1984812876398485824
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In a jaw-dropping announcement, President Trump disclosed that George Soros and Reid Hoffman are funding Antifa and the left-wing violence against ICE. Trump vows to launch a RICO investigation into George Soros. Trump stated, "They're going to have some problems."
https://x.com/TRUMP_ARMY_/status/1985033615852310689
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Jeffrey Sachs: In the ranking of stupidity, I put the British number one. They have the worst imperial mentality of any country in the world. They still think they run the world.
https://x.com/ivan_8848/status/1984900564438622587
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Britain has been after Russia since 1840.
https://x.com/ivan_8848/status/1929819874781454784
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Take a look at Macron & Zelensky before they were both handpicked by the Globalists to become Presidents of France & Ukraine. These people aren’t Politicians - they are drug fueled degenerate Actors deployed to do the Deep States bidding.
https://x.com/BGatesIsaPyscho/status/1985380845339676790
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Billions of people injected with a DNA contaminated CV19 Injections containing SV40 sequences.
https://x.com/DowdEdward/status/1985442268409700683
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BITCOIN IS DONE…MUSLIM SHARIAH LAW WON’T ALLOW “UNBACKED GAMBLING MONEY”
https://x.com/CryptoHulk19/status/1878888348875731251
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BREAKING: Communist Zohran Mamdani officially WON the NYC mayor’s race, according to Decision Desk.
They actually did it. They elected a communist. New York is screwed.
https://x.com/bennyjohnson/status/1985893547707646237
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NEWS THAT DID NOT MAKE THE NEWS
Swedish Politician Who Fought for Equality and Open Borders Is Beheaded in Congo
https://www.thegatewaypundit.com/2018/02/swedish-politician-believed-equality-open-borders-beheaded-congo/
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SOURCE
All Bubbles End - So You'd Better Have Some Liquidity | David Rosenberg
https://www.youtube.com/watch?v=lLuG7vYvP30
David Rosenberg, founder & president of Rosenberg Research.
https://x.com/EconguyRosie
https://www.rosenbergresearch.com/our-subscriptions/
Adam Taggart | Thoughtful Money
https://x.com/menlobear
https://adamtaggart.substack.com/
https://www.thoughtfulmoney.com
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PIX https://gab.com/dolbi2020/posts/115501162319817292

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