Liquidity can’t stop a business cycle that’s already turning. Weak growth is the warning shot before the crash. When the cycle breaks, stocks don’t get “saved.” They get crushed.
“Liquidity cannot stand the turn of the Business Cycle” (no matter what liquiditist try to tell us).
Recession is coming! And it will crush stocks. #BTC will get absolutely slaughtered. #Crypto annihilated!
The largest Bubble ever will burst – no matter what the Fed tries to… pic.twitter.com/HFx8K6kWbn
— Henrik Zeberg (@HenrikZeberg) September 5, 2025
It’s really funny that 6 months in to Trump 2.0, the economy is barely hanging on by a string.
And that string is massive government spending (+10% Y/Y), and unchecked big tech expansion.
The entire economy is Washington DC and San Francisco.
On the irony.
— Spencer Hakimian (@SpencerHakimian) September 4, 2025
REDFIN: U.S. HOUSING MARKET SEES RECORD IMBALANCE — SELLERS OUTNUMBER BUYERS BY OVER 500,000, LARGEST GAP EVER RECORDED
— First Squawk (@FirstSquawk) September 4, 2025
Selling $2 billion of bitcoin crashes the price
but Saylor and ETF’s buying $83 billion in 2025 doesn’t move the price up
— Crypto Tea (@CryptoTea_) September 4, 2025
Many think there’s no reason to worry about weak growth b/c stocks will get bailed out in the end.
That’s not how cycles work. 25bps cuts don’t matter. Neither does this long-end move.
Turning the economy requires big stimulus, and that’s not coming without far more pain.
— Bob Elliott (@BobEUnlimited) September 5, 2025
Hey @cherrygarciafan, what’s the 2 year telling us? pic.twitter.com/Af7N6G38R5
— Kalani o Māui (@MauiBoyMacro) September 5, 2025
Bad news is finally becoming bearish as the market comes to terms with the fact that rate cuts are not going to fix this mess. pic.twitter.com/skCzjYRPkb
— QE Infinity (@StealthQE4) September 5, 2025
It gets worse: all jobs gains were part time
Full-time jobs: -357K
Part-time jobs: +597K pic.twitter.com/TPTyUGjTph— zerohedge (@zerohedge) September 5, 2025