Porter Stansbury, Founder of MarketWise, OneBlade, and Porter & Co. says "This is a warning. Stocks will soar with lower rates, up until the moment the run on the dollar causes a collapse in the bond market. If the 10-year goes above the Biden Bust level (5%) watch for a run on Bank of America. You won’t want to own stocks that day."
Now, why would he talk about a "run" on the US Dollar and then a subsequent "run" on Bank of America? Well, the International Monetary Fund talked about that a little this morning, and their remarks are even MORE worrisome.
"The International Monetary Fund is preparing for the possibility of a rapid sell-off of US dollar-denominated assets, its managing director, Kristalina Georgieva, said," per Euractiv.
But the most serious appraisal of the situation we're sliding into fast, comes from the Social Media "x" account @NoLimitGains. This guy has successfully -- and publicly -- called the last THREE Market Tops and Bottoms. His track record shows his analysis is spot-on. He says this:
'URGENT: THE COUNTDOWN TO A TOTAL COLLAPSE HAS BEGUN
The government is days away from a shutdown, and the White House is in shambles.
Why? Because they’ve lost the lead.
They absolutely hate what they can’t control, and they know there is no fix for the mess that’s coming.
They’ll try to feed us the usual lies about how everything will be fine, but they’re realizing the public doesn't buy their shit anymore.
Lies only work for so long…
When the truth finally hits and people realize how deep the hole actually is, the crash will be far more violent than if they’d just been honest from the start.
THE PATTERNS ARE SCREAMING 2008:
– The Fed’s emergency repo facility just saw a massive spike. Private lenders are refusing to lend to each other. This is exactly what happened weeks before Lehman collapsed.
– The S&P 500/Gold ratio just broke below a key support level. The last time we saw this? Right before the 2008 crash.
– The Sahm Rule, which triggers a recession warning when the 3-month average unemployment rate rises 0.5% above its 12-month low, has been flirting with its danger zone (0.35% to 0.50%) throughout the end of 2025.
THE MATH DOESN’T ADD UP:
– Over $800 billion in commercial real estate debt matures this year. With rates still high, these buildings are worth 40% less than the loans on them. Banks are already quietly offloading these toxic assets for pennies on the dollar.
– Add to that the chaos at the top: On January 11, 2026, the DOJ opened a criminal investigation into Powell regarding his testimony on those $2.5 billion Fed renovations. Powell has already released a video calling it punishment for resisting the White House on interest rates.
– Credit card delinquency rates (90+ days past due) are hitting levels not seen since 2011. Even worse, the flow into serious delinquency for auto loans and credit cards has spiked, with some reports showing total household debt hitting a staggering $18.5 trillion as of late 2025/early 2026.
– Business bankruptcy filings increased by nearly 12% year-over-year leading into 2026. Middle-market companies (the backbone of the economy) are facing a "wall of debt" they can’t refinance at current rates.
But the real story is De-dollarization.
The USD used to be the world’s undisputed reserve. Now, in 2026, over 90% of trade between Russia, China, and India is settled without it.
With the government unable to afford $1 trillion in interest payments, they are trapped between hyperinflation and total systemic collapse.
Basically: THEY HAVE NO PLAN.
I’m not trying to scare you. I’m warning you so you can survive it.
If you’re smart, this is your one shot at generational wealth.
BUT YOU MUST GET RID OF YOUR USD.
The biggest wealth transfer in human history is coming FAST.
I’ve done my job by warning you, and the rest is up to you.
I’ve called the last 3 market top and bottom publicly, and I’ll be sharing my EXACT step-by-step strategy here tomorrow."
He later said "JUST GOT OFF THE PHONE WITH A FRIEND IN WASHINGTON D.C. THE UNITED STATES IS IN BIG TROUBLE HE SHOWED ME THE DATA AND I COULDN’T BELIEVE MY EYES. I’LL RELEASE EVERYTHING IN A FEW HOURS."
Long story short, the Democrats are promising to shut down the Government at the end of this month through the Budget Process again. I'm not certain they actually CAN do it again this time, but they're publicly saying they will. Today is January 27. The shut down date would be January 31 . . . . 4 days from now.
If the shutdown DOES take place, all the statistics are shut down. No information from government on company productivity, financial system health and the like. The financial markets will be flying blind.
Then, there's what Robert F. Kennedy said on the Shawn Ryan show regarding BRICS expansion and the risk of a ‘free fall’ scenario for the US economy.
“Yeah, at least 22 countries are now part of it. And the whole premise is to destabilize. It’s to get off the American dollar, get off balance. We’re going to get off the American dollar to take the power away from America. And that if that happens, the US economy will go into a free fall.
The question is, how fast is it going to happen? And are we going to be able to put safeguards in place to in order to avoid a massive, massive depression that could make the Great Depression look like a cakewalk?
We have a $34 trillion debt right now. And within five years, $0.50 out of every dollar that we collect taxes is going to go to servicing the debt within ten years, 100%. And that’s if interest rates don’t rise.”
There's a LOT to process here and I am at a loss as to which tangent to look into further. It's all bad.
I pass this along to all of you solely so you can see what I'm being told, and draw your own conclusions.
For me personally, I don't like how this is looking. No. I don't like this at all. I'm worried. I don't have enough excess cash to buy Gold or Silver, and now I'm having to worry the banks may plunge and grab account money in a "Bail-in."
