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Summary
Phil shows the Wall Street yearly bonus pool chart (1985-present) — expected record bonuses for 2025. He demonstrates the Lynas (LYC, rare earths ASX) trade: the stock already ran +100% before Australia-US rare earths deal news was announced, proving “stocks discount future events” (Gann). Buy the breakout — not the news. He also notes China’s new wind turbine designs will halve the cost of wind energy globally, leaving the US dependent on fossil fuels. Norway’s Sovereign Wealth Fund ($2.044 trillion) now owns 2-3% of every listed stock on the planet.
Key Claims
- Wall Street bonus pool is expected to hit record levels in 2025. — confidence: high
- Lynas (LYC) gained 100% before the Australia-US rare earths deal was announced — confirming “stocks discount future events.” — confidence: high
- China’s new wind turbine design is expected to halve the cost of wind energy. — confidence: high
- Norway’s SWF ($2.044 trillion) now owns an average 2-3% of every listed stock globally. — confidence: high