I’ve been analyzing this for 12 hours and it’s smth I haven’t seen before.
$4,700,000,000,000 will flood the US economy over the next 12 months.
And this is GIGA, GIGA BULLISH for markets for the next 9 months, but…
Most people are not ready for what’s coming, but I see the largest wealth transfer in American history.
Let me explain this in simple words.
This $4.7T does not hit all at once.
It hits in WAVES.
And the people who win are the ones who position BEFORE the wave, NOW.
Here is the $4.7T math.
About $1.2T in tax refunds.
About $2.1T in corporate cash coming home.
About $1.4T from bonus depreciation.
That is about 3x bigger than the 2008 bailout and about 20% of the entire US economy hitting in about 9 months.
That one statement explains a lot.
WAVE 1 (Feb to Jun):
$1.2T hits consumer accounts.
Where it goes: 35% debt repayment, 25% discretionary spending, 20% savings, 20% essentials.
This is when markets front run the “consumer pump” before it shows in data.
WAVE 2 (Jul to Sep):
$2.1T corporate repatriation.
Where it goes: 40% stock buybacks, 30% dividends, 20% M and A, 10% investment.
This is when buybacks and dividend headlines stack up and markets rip first.
WAVE 3 (Q3 to Q4):
$1.4T bonus depreciation turns on.
What it does: companies write off capex immediately, so spending gets pulled forward fast.
In 2017, industrial stocks surged 34% off this exact catalyst.
But why Trump is doing it.
He needs growth headlines fast.
He needs stocks pumping into the election narrative.
And he needs to inflate the debt problem away by pushing more money through the system.
NOW THE WORST PART, BUT IT IS STILL
#bullish FIRST.
Liquidity events do not create calm.
They create MOVES.
The spending can be real, and the market can still rip, even if people scream “bubble”.
THE MATH SAYS BUY RISK.
But the TRAP is simple.
If assets pump while wages lag, your cash loses value.
That is why Wave 4 is the inflation response later.
This is a PLANNED liquidity wave.
And it can keep pumping until the mood flips.
I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH.
Follow and turn notifications on.
I’ll post the warning BEFORE it hits the headlines.
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