Keep pulling the thread on Larry Mcdonald.
The Strait of Hormuz has been closed for 100 days.
The upcoming SpaceX IPO is estimated to be equivalent to 6% of U.S. GDP.
The upcoming IPOs for SpaceX, OpenAI, and Anthropic, combined with a recent Google secondary offering, will require an immediate capital raise of $200 to $250 billion.
Within 6 to 12 months following the IPOs of SpaceX, OpenAI, and Anthropic, an estimated $3 trillion of capital will be unlocked as restricted shares held by insiders and VCs become available for sale.
Larry Mcdonald predicts that investors will likely be able to buy SpaceX shares at a 50% discount to its IPO price within the first year of trading.
The NASDAQ 100's market capitalization increased from $30 trillion in late March to $41 trillion in early June 2026, a gain of $11 trillion in under 50 trading days.
Larry Mcdonald predicts a major market rotation out of financial assets like bonds and tech stocks and into hard assets such as energy and materials stocks.
Larry Mcdonald predicts gold prices will reach $6,500 per ounce by mid-2027.
Interest on the U.S. national debt is currently $1.1 trillion, up from $300 billion when the last hiking cycle began in 2021-2022.
The annualized supercore inflation rate from the last three months projects to 5.2% by the end of the year.
Larry Mcdonald predicts a high probability of a major rotation out of high-momentum stocks like semiconductors and into low-momentum sectors like healthcare in the second half of the year.
SpaceX's valuation increased from $30 billion in 2019 to a projected $1.8 trillion at its IPO.