If the charts aren’t showing bubble setups, I’m not going to invent them. I post what the data shows. So please don’t shoot the messenger when I say GTFO & STFO.
And just to keep the facts straight:
Brokerage, stock, and crypto accounts are not part of M2.
Why does M2 matter?
It’s the actual spendable money in the economy.
When M2 grows faster than real output (as it did in 2021), price pressure builds.
The economy runs on liquidity.
Retail, goods, services all of it requires money you can actually spend, not paper gains in a trading account.
When the S&P 500 disconnects massively from M2 — like during the dot-com bubble — revenue and profit growth can’t keep pace. Valuations expand purely on speculation, not on real, organic fundamentals. That’s how multiples stretch and bubbles form.
The problem? Most retail traders have no idea this is happening. They’re trading with their hair on fire, following cute social-media stories dressed up as “analysis,” using strategies that have never been tested in real markets.
And that’s exactly how bubbles are fed:
big players sell into retail euphoria, and retail ends up holding the bag of schitt!
Buy when stocks are cheap, not at all-time highs in euphoria land.
"Price is what you payt, VALUE is what you get!"
THANK YOU for getting me to 5,000 followers! 🙏🔥
Let’s keep climbing.
If you enjoy the work:
👉 Drop a solid comment
Let’s push it to 6,000 and keep building a community grounded in truth, not hype.
And just to keep the facts straight:
Brokerage, stock, and crypto accounts are not part of M2.
Why does M2 matter?
It’s the actual spendable money in the economy.
When M2 grows faster than real output (as it did in 2021), price pressure builds.
The economy runs on liquidity.
Retail, goods, services all of it requires money you can actually spend, not paper gains in a trading account.
When the S&P 500 disconnects massively from M2 — like during the dot-com bubble — revenue and profit growth can’t keep pace. Valuations expand purely on speculation, not on real, organic fundamentals. That’s how multiples stretch and bubbles form.
The problem? Most retail traders have no idea this is happening. They’re trading with their hair on fire, following cute social-media stories dressed up as “analysis,” using strategies that have never been tested in real markets.
And that’s exactly how bubbles are fed:
big players sell into retail euphoria, and retail ends up holding the bag of schitt!
Buy when stocks are cheap, not at all-time highs in euphoria land.
"Price is what you payt, VALUE is what you get!"
THANK YOU for getting me to 5,000 followers! 🙏🔥
Let’s keep climbing.
If you enjoy the work:
👉 Drop a solid comment
Let’s push it to 6,000 and keep building a community grounded in truth, not hype.
Real Macro Economic Investing
patreon.com/Realmacro
patreon.com/Realmacro
Related publications
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Real Macro Economic Investing
patreon.com/Realmacro
patreon.com/Realmacro
Related publications
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.