Summary
Phil continues Trump series. US prime-credit consumers are starting to slip on payments. US farm bankruptcies in H1 2025 hit highest since 2020; farm debt expected to reach $561.8B. Investors plowed the most money ever into leveraged ETF bets. US sovereign CDS spread trading at BBB+ levels (similar to Italy, Greece). Taylor Swift: a stock made a 300% profit in hours on information about her marriage announcement (insider trading signal — Gann: “markets always know”). Phil anticipated a Taylor Swift marriage announcement would mark the cycle top or thereabouts.
Key Claims
- US prime-credit consumers are beginning to miss payments. — confidence: high
- US farm bankruptcies H1 2025 at highest since 2020; farm debt approaching $562B. — confidence: high
- Record money flowing into leveraged ETF bets. — confidence: high
- US sovereign CDS spreads at BBB+ levels (Italy/Greece equivalent). — confidence: high
- Taylor Swift-related stock gained 300% in hours before marriage announcement — insider knowledge signal. — confidence: high
- Phil anticipated a Taylor Swift marriage would mark the cycle top. — confidence: medium