🚨 In April, everyone screamed recession. Julien Bittel and Raoul Pal called the exact BOTTOM. 90 days later... they transformed noise into massive profits [a thread 🧵]

📌 Bookmark this. You’re about to see how two macro guys read the cycle perfectly — while everyone else panicked. Don't f*ck this up.

@BittelJulien and @RaoulGMI were seeing signals, not fear. They called it out live: “This is a textbook setup for a massive squeeze.”

The catalyst? A violent shift from tightening to easing. → Financial conditions were loosening fast → Global liquidity bottomed → The dollar rolled over hard 🍌 Textbook Banana Zone ignition.

@BittelJulien nailed the sentiment: Positioning is super light; everyone is underweight risk. This is not how tops are formed. It’s how bottoms are made.

@RaoulGMI doubled down: The Nasdaq looks like it’s coiling for a breakout. This feels like March 2020 all over again. And he was right.

They didn’t just say “risk on.” They showed you the playbook: → Buy tech → Buy crypto → Short volatility → Lean into illiquidity This was a positioning masterclass.

They highlighted the data backdrop: → ISM New Orders were bottoming → Forward earnings were turning up → Global M2 growth quietly resumed #Bitcoin broke trend before the news caught on...

Julien’s macro checklist flipped green across the board. They weren’t guessing — they were tracking the regime change in real time. “This is the moment you go for size.”

3 months later: number go up Nasdaq 37.6% UP #Bitcoin 45% UP $ETH 82.3% UP $SOL 51.67% UP $SUI 78.8% UP Even the bears started flipping...

That’s not luck. That’s cycle mastery. They didn’t fight the data. They followed it. Best news? You can do that, too!

Is the Banana Zone cancelled? NO! The Macro Investing Tool is the edge you get when you combine: → Quant signals → Liquidity flows → Behavioral macro → Experience Stop renting conviction on X and follow the data.