Published: October 12, 2025
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I don't think you understand how truly fucked we are... Imagine 2008 but 10x the leverage, + a housing bubble, a commercial real estate bubble, a private lending bubble and a stock market bubble. All at the same time... We are in 1929.

@FinanceLancelot Not really in 1929 there wasn't a rise of a new global power. this is going to be the extra TNT this time around

@Aliens003 I think you underestimate the old super power.

@FinanceLancelot The tools aren't the same. Blackrock took over in 2008.

@peterkapstadt BlackRock's CEO Larry Fink just sold his stock, retired and joined the WEF to take over the world after collapse...

@FinanceLancelot Bro, chill. Nowhere near the same bubble in any of those. Nowhere near the leverage. Nowhere near as bad the regulation. And waaaay more money

@FinanceLancelot Not 1929. Have to disagree. After multiple events including GFC in 2008 and Covid 19 it was very obvious that financial markets are basically risk free because governments can bail out using liquidity and continue debasing currencies.

@FinanceLancelot Yeah interesting take. Makes me think just be in physical gold and silver although the risk of confiscation/revaluation like 1933 is somewhat concerning. Although is that even a possibility since we decoupled from gold and silver in the 60s and 70s already? The functional

@FinanceLancelot Feels like 1999 to me. The stock market is due for a tremendous correction given the silly multiples. Private credit is tiny compared to the 2008 mortgage mess. Banks have twice as much liquidity and capital as they had in 2008. Consumer-led recession likely soon. Hold on.

@FinanceLancelot You forgot to mention the only bubble that matters this time around. The global sovereign debt bubble (i.e. fiat money) Good times.

@FinanceLancelot Had to do a search on this account and if you put in “1929” you will see he’s been doing this multiple times daily for a long long time now Eventually he may be right I guess and then can tell everyone he called it 😭

@FinanceLancelot Let's not forget, that the US government significanrly tightened the money supply and failed to provide liquidity to banks.

@FinanceLancelot AI bubble will decimate the economy when ppl realize it’s not a real business with fundamentals. Hope is not a strategy.

@FinanceLancelot And they don’t give a shit. They have made their money in transaction fees and returns and they know when it all implodes they can just walk away and go live on their private island

@FinanceLancelot The SPY is 7x what was in 2008, no clue how you got to 10x 2008 levels of leverage, but two points. 1) Margin debt is 2.5x 2008 levels, anything less than 7x would be less margin given market size. Maybe u can show us the math/other factors gets us to 10x. 2) 2008 is after

@FinanceLancelot Tell me you’re underperforming the market without telling me

@FinanceLancelot I don't think it's 1929. I think it's something we haven't seen before. In my mind, this is the moment when the captain of the ship, standing at the railing and looking out at the bad weather on the horizon, says: "Get below, and tell everyone to secure everything." "That

@FinanceLancelot Commercial real estate has been in the dumps for years, how can you claim it to be in a “bubble”? Office buildings are selling for fractions of their former values in second-tier cities.

@FinanceLancelot Why haven’t they banned CMO’s? Bunch of corrupt WS Hedge Funds💸 Getting FAT Off that Ponzi Scheme🕳️ Who will be left holding those empty bags?🛍️

@FinanceLancelot They turn on the printers for one last blast though

@FinanceLancelot Drop out of the rigged monopoly game while you still can. Live below your means, build resilient communities, invest in essential tools and raise as much food as you can. The Amish will survive this.

@FinanceLancelot 2025 feels like 2008 on leverage steroids: housing overvalued (UBS), $1T+ CRE loans maturing, $3T private credit bubbling, AI stocks stretched. Late-cycle Minsky moment brewing—next 18-yr RE downturn likely 2026-27. #realestate #macro #creditcycle

@FinanceLancelot They’ve kept this house of cards afloat since we left the gold standard, and they’ve got all the ability to keep it going. Don’t fight it, your only protection is to hold these assets you think are a bubble, but they’re really your only protection.

@FinanceLancelot None of that matters until credit is significantly tightened, which doesn’t appear to be close at all

@FinanceLancelot Never underestimate the stupidity of the masses. In 2025, everyone has lost all sense of money. Billions, trillions, quadrillions, just numbers inside a matrix. We trade ten digits past the decimal, and no one knows what’s real anymore. This isn’t 1929. This is 2025, with

Image in tweet by Financelot

@FinanceLancelot Everyone says lower middle class will get the worst of it but we already got nothing so pull the trigger and nuke the economy. Democrats and Republicans both have made sure everyone gets their face to the stove equally for the three decades I’ve been around.

@FinanceLancelot The common man will always pay for the fraudulent decisions of the elite class. Karma comes back to punish the weak for the sins of the strong. Always!

@FinanceLancelot So what you're saying is the banking system is more than 30x leveraged with worse collateral than the MBS from 2008? Show me the data.

@FinanceLancelot You forgot bubble gum

@FinanceLancelot Its already begun but it will take perhaps 5 years from now to really really become bad enough to be like 1929. You all still have time. Hard assets. Community. Protection. These are your focus now.

@FinanceLancelot worse than 1929. back then we had single income households, inflation wasn’t near what it is today and we had hands on skills like growing our own food.

@FinanceLancelot No easier way than to manufacture a crisis, further shifting wealth to the oligarchy - than to offer a universal income, linked to your digital ID, tied to your social credit score.

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