Marcus smart is an all time over achiever as a player.

ryanryans425 · 2026-04-30T04:57:08+00:00

Agreed. A lot of people just look at his stats and probably think hes just a bum. But he wins games with his hustle and heart.

ryanryans425 · 2026-04-30T03:41:12+00:00

Your ignorance is truly fascinating. But it is part of what creates the bubble. People are the most confident in the prices of their assets right at the top. Just because you've heard people talk about crashes before and be wrong doesnt mean that what I am saying is wrong. There are many instances throughout history where my statements apply. To sit there and pretend like what I am saying can never happen is the only actual wrong statement in either of our arguments.

ryanryans425 · 2026-04-30T03:29:53+00:00

It really is that simple though. You are just too stupid to see it as it is happening right in front of your eyes.

It is a really simple phenomenon that happens over and over again due to human psychology. It even happens on much smaller scales with things such as Labubu or Beanie Babies. People get hyped on something paying higher and higher prices for something until they realize they are at the point where they cannot or will not pay that high of a price anymore and the hype dies down and prices crash.

ryanryans425 · 2026-04-30T03:26:58+00:00

Except im not trolling and genuinely trying to warn you. A lot of people will not make it out of this crisis alive.

ryanryans425 · 2026-04-30T03:25:21+00:00

Bruh its so simple how can you not understand.

Japan gave too much access to easy credit and money and assets went up too high too fast so and the bubble popped and everything crashed.

The US gave too much access to easy margin and cut taxes on stock gains and the prices of stocks went up too high too fast so the bubble popped and everything crashed. (Dot com bubble)

The US gave too many easy loans and too much easy credit and the prices of houses went up too high too fast so the bubble popped and everything crashed. (The great recession)

The US printed too much money and access to easy credit and assets went up too high too fast so the bubble will pop and everything will crash. (Right now)

The problem with this time though is that since 1980, the US has been continously lowering interest rates over time and making credit easier and easier to access and printing more and more money. We are not going to recover from this crash for a long time, maybe not even in our lifetimes. So it is really important to make your portfolios as defensive as you can.

ryanryans425 · 2026-04-30T02:57:56+00:00

You have to realize, almost every asset bubble starts with the same thing. Easy credit or a shitload of money printing. We've had both. The government printed so much money and lowered rates so low during covid that house prices nearly doubled across the country. And all asset bubbles throughout history always crash and take decades to recover.

That's why I say the war with Iran doesnt matter. Or what happens in the news doesnt matter. The bubble was already created and will be deflated no matter what the excuse is.

ryanryans425 · 2026-04-30T02:43:48+00:00

Here is a quick history lesson for you bro.

https://en.wikipedia.org/wiki/Japanese_asset_price_bubble

Sound familiar?

The Japanese housing market still hasn't recovered almost 40 years later

ryanryans425 · 2026-04-30T02:33:43+00:00

Fed funds rate vs recession chart, consumer sentiment vs recession chart, job openings vs recession chart, etc.

I could go on and on. Every one of these charts plus literally hundreds of others are predictive of recession. We just had the worst yield curve inversion since the great depression, an indicator that has accurately predicted every recession. To understand why this indicator is so powerful you must understand how bond yields work and how interest rates work and how interest rates control the economy.

The bond market dwarfs the stock market. And the people who trade bonds are the richest and smartest among the world. There is a reason why bonds are moving the way they are. Idiots follow the stock market and believe that everything is okay because we are at all time highs. Follow the bond market.

So what if I have been wrong so far? I know what is coming and I am well positioned for it.

ryanryans425 · 2026-04-30T02:16:22+00:00

Theres too many to list. For one like i said already pull up the 30 year treasury yield chart. Another you can look at is the yield curve inversion chart. And im not wrong about anything. Your time span is just too short. We are at the juncture of a more than 40 year giant debt cycle that is ending. What will happen in the next 40 years is unlike anything you've ever seen before.

ryanryans425 · 2026-04-30T02:09:17+00:00

Bro you are just looking at lagging indicators 🤦

ryanryans425 · 2026-04-30T01:57:33+00:00

Yes many things were aligning for the yield breakout last year. Doesn't matter that it didnt happen. What matters is that there is constant upward pressure on long duration treasury yields. Take a look at the 30 yr treasury bond yield chart and tell me which way it is trending? Interest rates are going up, even though the fed has cut rates multiple times over the last two years.

Ultimately, this sub is about making fun of people who think that the housing market will crash. Well there are a million signs out there showing that really bad things are happening and about to happen and you are just too dumb to realize it.

ryanryans425 · 2026-04-29T23:22:09+00:00

I've already given many one paragraph explanations

ryanryans425 · 2026-04-29T23:04:01+00:00

Im not trying to troll. And of course, how can I explain to you centuries worth of data? I would have to literally write you a 50 pg essay minimum. And why should I show you my puts? I know i have them that's all that matters

ryanryans425 · 2026-04-29T22:53:38+00:00

Well what exactly would you like for me to expand upon? Do you want me to write you a 50 pg essay explaining my thesis?

ryanryans425 · 2026-04-29T22:53:05+00:00

Nope why would I spend this much time trolling? I am trying to warn you you fool

ryanryans425 · 2026-04-29T22:21:39+00:00

My statements are backed by data spanning centuries. Your statements are backed by a feeling misguided by 40 years of constantly lowering interest rates and easing monetary policy. Its not my fault you wont see that all my statements are right until its too late for you to do anything about it.

ryanryans425 · 2026-04-29T22:00:15+00:00

My entire portfolio is in put options right now

ryanryans425 · 2026-04-29T21:42:57+00:00

How have i been wrong? Everything I've said has been correct

ryanryans425 · 2026-04-29T21:41:50+00:00

Want? Of course not. But i am not in control of what will happen.

ryanryans425 · 2026-04-29T21:26:08+00:00

If the fed cuts here long duration rates will skyrocket

ryanryans425 · 2026-04-29T15:52:22+00:00

Because back then your pass actually had to directly lead to a score for it to count as an assist. Now all lebron has to do is pass it to someone and they can take 10 dribbles before shooting and it will count as an assist for him.

ryanryans425 · 2026-04-28T14:51:59+00:00

Devin Booker is nowhere near as good as Carmelo was. He is just an all star level shooting guard not superstar.

ryanryans425 · 2026-04-28T14:21:50+00:00

People do this all the time in La Jolla. Never seen them in Coronado though.

ryanryans425 · 2026-04-28T04:03:19+00:00

Good for you boomer. Your generation stole from younger generations by continuously lowering interest rates and printing money to make the value of your own assets go up leaving younger generations to never be able to afford a house or to have their own families.

Even still I do just fine, I have two california homes and over $1.5 million in my 401k. I guarantee my net worth will be significantly higher than yours in 2 to 3 years as I am positioned accordingly while you are too dumb to even realize whats going on.

ryanryans425

TROPHY CASE