Economy is falling apart, USD losing relevance, unemployment steadily rising, market at all time highs
Makes sense
The crash when it comes (when not if) is going to be brutal
Gold is up, btc is up, basically everything is up while inflation climbs and the dollar weakens. Holding cash is a losing play so they’re stuffing it into equities to counter the inflation and usd decline.
It helps that there’s 0dte fuckery and options and no functioning sec, but it’s basically party time for big money.
Bro that’s just not what the numbers say:
• CPI Aug 2025: +2.9% YoY → basically stable, not “surging.” Gasoline –6.6%, fuel oil –6.5%. The sticky stuff is shelter (+3.6%), utilities (piped gas +13.8%), medical services (+4.2%).
• PPI: ~+2% YoY → way down from the double-digit 2021 spikes.
• Jobs: Unemployment ~4%, which is historically low (average since 1950 is ~5.7%). Weekly jobless claims still under 250k. Labor force participation steady at ~62.7%.
• Wages: Up ~4% YoY, moderating from 6%+ in 2022.
• GDP: U.S. grew ~2.5% annualized last quarter. That’s stronger than Europe or Japan right now.
• Manufacturing/Capex: Record reshoring — $200B+ announced in semis, EV batteries, and clean energy plants. FDI into the U.S. still the highest in the world.
• Trade: Dollar still king. ~90% of global FX transactions involve USD, ~60% of global reserves still in USD. No sign of countries “trading around us” in a meaningful way.
So no, jobs aren’t “collapsing,” CPI/PPI aren’t “spiraling,” and global capital hasn’t abandoned the U.S. The actual problem is sticky domestic costs (housing, utilities, services) — not some economic death spiral.
So I'm europoor and only snagged 1 call contract for Feb20 26' C3.5 - cost basis was USD 0.75 - what should I do now, let it ride and exercise it closer to that date or?
Absolutely insane to see that big parts of my US port still hasn’t recovered it’s february highs… line looks very different in dollars compared to my own currency 😶🌫️ I’ve got shit where I’m up like 11 % in USD but in the red in real grown-up money