Jeffry Turnmire

Leftover Thanksgiving pizza!

1 month ago | [YT] | 6

Jeffry Turnmire

🚨 THE FED IS ABOUT TO FLIP 🚨

Bank reserves just crashed below $3 trillion. The Fed's emergency piggy bank (reverse repo facility) is EMPTY. Overnight lending rates are spiking. Sound familiar? It should—this is exactly how the 2019 "repo-pocalypse" started.

Plot twist: Goldman, JPMorgan, and BofA just tripped over each other to announce the Fed will END its balance sheet diet (QT) at next week's meeting. They all said December just weeks ago. What changed? They finally read the warning signs.

Here's the kicker: stocks actually perform BETTER during QT than QE. So ending it might not be the bullish catalyst everyone thinks.

But when the liquidity floodgates open, certain assets go parabolic: tech stocks, small caps, and crypto (Bitcoin already at $110k). Last week's brutal sell-off in momentum stocks? That was the preview.

Are you positioned for the pivot?

2 months ago | [YT] | 6

Jeffry Turnmire

🚨 Another cockroach emerges: PrimaLend just filed for bankruptcy, the third major auto sector collapse in weeks.



First came Tricolor—an "AI-powered" subprime lender that gave car loans to people with no credit history or driver's licenses. They called it "social lending." The feds called it fraud. Turns out they were pledging the same cars as collateral for multiple loans. Genius, but illegal.



Then First Brands, a $6B auto parts giant, imploded with $2.3 billion just... vanished. 750 lawyers showed up to the first bankruptcy hearing.



Now PrimaLend, another "Buy Here, Pay Here" lender, joins the party.

Auto loan delinquencies are hitting all-time highs. Repossessions are breaking records. Jamie Dimon said it best: "When you see one cockroach, there are probably more."



The play? Watch Carvana $CVNA —heavy subprime exposure. Consider credit default swaps on auto ABS for the sophisticated. But mostly? Stay alert. The tide's going out, and we're seeing who's swimming naked.

2 months ago | [YT] | 2

Jeffry Turnmire

For a century, Texas meant oil. Now the biggest plot twist in American industry is unfolding beneath the same ground.

Chevron and Exxon are drilling again in East Texas, but not for crude—they're chasing lithium from an ancient underground brine called the Smackover Formation. The discovery? The most lithium-rich fluids ever found in North America.

Why the pivot? China controls 90% of rare earth processing, the critical minerals powering everything from smartphones to fighter jets. The US government finally called this "unacceptable" and unleashed billions in funding to build a domestic supply chain.

The Trump administration is picking winners with equity stakes, price floors, and guaranteed contracts. Stocks like MP Materials, USA Rare Earth, and Lithium Americas are surging on speculation about who's next.

It's the shale revolution playbook all over again—when America went from the world's largest oil importer to a major exporter in barely a decade. Texas is betting it can do it again with batteries.

The new Texas tea might just be electric.

2 months ago | [YT] | 1

Jeffry Turnmire

🚨 The party's ending, and the punch bowl is about to get spiked with reality.

While everyone's dancing to 123 global rate cuts (adding $170 BILLION to market cap per cut!), regional banks are quietly cracking under bad loans. Goldman Sachs is warning about a $5 trillion private lending crisis. And we've gone from 470 to 701 leveraged ETFs this year—with 5x leveraged single-stock ETFs coming soon. What could go wrong?

Here's your dilemma: Money market yields are dropping 100+ basis points. Government debt is $38 trillion. Corporate spreads are at 20-year lows. Stocks are trading at 40x CAPE.

BofA's Hartnett has the answer: The "BIG" trade—Bonds, International, Gold.

His boldest call? Gold hits $6,000/oz by spring. Why? Because everyone says it's crowded, but high-net-worth investors only have 0.5% allocated to it.

When "Krunchy Kredit" cracks, you'll want to own something real.

2 months ago | [YT] | 0

Jeffry Turnmire

🚨 CRYPTO WEEKLY BLOODBATH & OPPORTUNITY REPORT 🚨

This month delivered the LARGEST single-day liquidation in crypto history—$19B wiped out, 1.6M traders rekt, and Bitcoin crashed 18% from its $126K all-time high.

But here's what the panic is hiding:

💰 The G20 just admitted the $4T crypto market is too big to ignore (regulatory clarity = institutional money incoming)

🇮🇳 Coinbase is going all-in on India's 1B+ population with a $2.45B bet on CoinDCX

🇯🇵 Japan banned crypto insider trading (legitimacy unlocked)

📉 Bitcoin ETFs saw $1.2B in outflows—classic capitulation signal

🏢 228 Bitcoin treasury companies are imploding, but 15 will become household names

🎨 OpenSea just admitted NFTs are dead and pivoted to memecoins (90% of their $2.6B October volume)

The weak hands just got shaken out. The question: Are you buying the fear or selling into it?

2 months ago | [YT] | 0

Jeffry Turnmire

The U.S. Army just announced they're powering military bases with shipping-container-sized nuclear reactors by 2028. Why? Because our power grid is held together with duct tape and prayers, and AI data centers are about to push it over the edge.

Goldman Sachs warns we're headed for blackouts and price spikes as data centers add enough demand to power 75 million homes by 2030. The Army's solution? The "Janus Program"—micro nuclear reactors owned by private companies.

Here's the investment angle: Contracts awarded in 2026. Private players like Valar Atomics ($19M raised) and Radiant Nuclear ($250M raised) are racing to deliver. Public plays include NuScale Power $SMR, +16% on the news, Centrus Energy $LEU, BWX Technologies $BWXT, and uranium miners like Cameco $CCJ.

High risk, high reward. These companies have little to no revenue yet. But with Uncle Sam backing nuclear, this speculative bet just got serious. Do your research—the atom might power your portfolio.

2 months ago | [YT] | 3