"There is no means of avoiding the final collapse of a boom brought about by credit expansion." - Ludwig von Mises
Mongolia
Joined April 2013
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Orgil-Erdene Erdenebat retweeted
🚨 ASIA IS IN FREEFALL AND MOST PEOPLE HAVE NO IDEA WHY…
South Korea's stock market is now down 48% from its peak. Nearly HALF of it is gone. Today it dropped so fast the exchange had to STOP TRADING for 20 minutes.
Here's the part nobody explains:
Two companies, Samsung and SK Hynix, make up MORE THAN HALF of Korea's entire market. In Taiwan, TSMC alone is about 41%.
Every one of them lives off selling chips to American AI data centers…
So when Wall Street panicked this week that a Democratic Congress could slow AI spending, Asia got DESTROYED with it.
$1.2 TRILLION erased across Asia in a single day. Taiwan just had the BIGGEST point drop in its history. Japan fell 7% in one session.
The AI boom was built in four countries. Now it's unwinding in four countries…
By the way, over the last 2 days I bought 2 new stocks and added to another. None of them are posted here. They're only in The Assembly, with my exact entries.
In a few months people will be asking where these were when they were cheap. Members already know…
If you’re serious about investing and you actually care about your future, join The Assembly from my bio.
Ковидоос хойш АНУ-ын M2 нь $8.2 триллион доллараар өссөн. Бүх зохиомол тэлэлт эцэстээ BUST↘️ болдог гэдгийг түүхэн бүх хямралууд харуулсаар ирсэн. Кэйнсизм сүйрэл л дагуулдаг. “In the long run, we are all dead" гэж автор нь хэлсэн бдаг.
🚨 WARNING: THE MARKET IS ENTERING A HISTORIC COLLAPSE
The warning signs are impossible to ignore.
The Nifty Fifty bubble.
The Japanese bubble.
The Dot-com bubble.
The AI bubble.
Four bubbles. One repeating pattern.
The market always teaches the same lesson:
Nothing goes up forever.
Remember:
I’ve spent 10+ years studying markets and calling tops and bottoms.
My next call will be posted here first.
Follow and turn on notifications.
Don’t become exit liquidity.
$3.54 TRILLION has been wiped out from just 5 Magnificent Seven stocks since their all time highs.
• Google: -$1.54 trillion (-30.8%)
• Nvidia: -$734 billion (-12.5%)
• Amazon: -$458 billion (-14.8%)
• Meta: -$434 billion (-21.3%)
• Tesla: -$373 billion (-18.9%)
5 of the Magnificent 7 are now down more than 10%, and Google and Meta are already in a bear market.
What is even happening in US Stock market.
Orgil-Erdene Erdenebat retweeted
🚨 BREAKING: ABSOLUTE BLOODBATH
🇨🇳 OVER ¥1,500,000,000,000.00 HAS BEEN WIPED OUT OF THE CHINESE STOCK MARKET IN 5 MINUTES!
THE MARKET CRASHED NEARLY 50%, AND THE BANK OF CHINA IS NOW URGENTLY DUMPING ALL U.S. TREASURIES TO PREVENT A TOTAL COLLAPSE.
THIS IS NOT LOOKING GOOD…
Orgil-Erdene Erdenebat retweeted
12个股市已经陷入崩盘。以下是每个股市较其历史纪录高点的跌幅：
🇮🇩 印度尼西亚——雅加达综合指数较其1月纪录高点下跌46%（本榜单中跌幅最大）
🇰🇷 韩国——KOSPI指数较其6月纪录高点下跌44%，今天交易冻结了20分钟
🇷🇺 俄罗斯——MOEX指数较其2021年纪录高点下跌43%
🇨🇳 中国——深证指数较其2007年纪录高点下跌43%
🇨🇳 中国——上证指数下跌40%，仍深埋于其2007年纪录高点之下
🇺🇸 美国——芯片股（SOX指数）较其6月纪录高点下跌38%
🇭🇰 香港——恒生指数较其2018年纪录高点下跌26%
🇹🇷 土耳其——BIST 100指数较其5月纪录高点下跌25%
🇯🇵 日本——日经指数下跌21%，今天一天就跌去超过3,000点，现已进入熊市
🇧🇷 巴西——Ibovespa指数较其10月9日纪录高点下跌21%
🇹🇼 台湾——台湾加权指数较其10月6日纪录高点下跌20%，同样进入熊市
🇺🇸 美国——纳斯达克100指数下跌15%，周四蒸发了创纪录的2.3万亿美元（《经济时报》）
🇲🇾 马来西亚——吉隆坡综合指数较其2018年纪录高点下跌15%
🇸🇬 新加坡——海峡时报指数较其9月纪录高点下跌11%
🇺🇸 美国——罗素2000小盘股下跌11%
标普500指数距其高点仅下跌6%。
这一个数字掩盖了上面的一切。
欧洲和印度仍处于距其纪录高点10%以内。
在这份榜单上的每一个地方，崩盘已经到来。
任何只看标普500指数的人都认为这只是一次小幅下跌。把这个发给他们，让他们看到已经崩溃的12个市场。
Orgil-Erdene Erdenebat retweeted
😱 2026 онд AI - 13,2 ихнаяд $!!!
THESE NUMBERS ARE BRUTAL.
$13.2 TRILLION has been wiped out from AI stocks since their 2026 highs.
That's more than the entire GDP of every country on Earth except the US and China.
• Alphabet: -32%, -$1.62 trillion
• Nvidia: -25%, -$1.49 trillion
• Broadcom: -41%, -$965 billion
• TSMC: -28%, -$700 billion
• Micron: -48%, -$678 billion
• Meta: -25%, -$501 billion
And it's even worse across the sectors.
On average:
• Memory stocks: -60%
• AI power stocks: -53%
• Data center stocks: -50%
• AI chip stocks: -43%
• AI software stocks: -36%
Orgil-Erdene Erdenebat retweeted
Нэг өдрийн дотор 2 улсын банк дампуурав.
🚨 BANKING SHOCK:
TWO BANKS COLLAPSE IN ONE DAY - MORE THAN 3 MILLION CUSTOMERS AFFECTED ACROSS TWO COUNTRIES.
🇷🇸 SERBIA - ALTA BANKA
• 66,481 customers (end-2025 data).
• €1.627 BILLION in customer deposits as of September 30, 2026.
• Banking licence revoked on October 30.
• Owner and two bank officials arrested.
• Prosecutors allege approximately $427 MILLION in illegal financial gains.
• Bankruptcy proceedings began November 3.
🇵🇾 PARAGUAY - UENO BANK
• 2,941,996 customers as of June 2026.
• ₲17.315 TRILLION in customer deposits.
• Central bank intervention announced November 3.
• Approximately $800–850 MILLION in public funds exposed.
• Includes around $380 MILLION belonging to the state pension and healthcare fund.
• Millions of customers faced restricted access to their accounts.
⚠️ THE NUMBERS ARE MASSIVE.
Together, these two institutions served more than 3 MILLION customers.
But remember:
Customer deposits are not the same as confirmed financial losses.
Serbia is facing a bankruptcy and alleged internal financial misconduct investigation.
Paraguay is dealing with a severe solvency crisis and regulatory intervention.
Neither incident has been established as a cyberattack.
When banks fail, millions of people can suddenly question the safety and accessibility of their money.
Your money. Your responsibility. Stay informed.
Sources: Forbes Serbia, National Bank of Serbia, Ueno Bank official investor data, Central Bank of Paraguay, Associated Press.
Orgil-Erdene Erdenebat retweeted
🚨🇺🇸 Wall Street is looking like an absolute BLOODBATH.
Over $3 TRILLION got wiped off the U.S. stock market in ONE DAY.
Nvidia down nearly 9%. AMD down almost 16%. Micron down 15%. Tesla down 11%.
Even Microsoft, Google and Amazon are getting hammered.
The AI selloff is turning into something MUCH bigger, with investors questioning the industry's enormous spending and whether the profits will ever justify it.
And fears of tougher restrictions on data centers after the midterms are adding fuel to the fire.
Just yesterday, Wall Street was celebrating a historic post-election rally.
24 hours later, TRILLIONS have vanished.
Quite the turnaround.
Writer: Oliver
“Орон сууцжуулалтын банк” байгуулж, хөнгөлөлттэй зээлийн зөрүүг төсөвт тусгана. Цаагуураа ЗГ-ын бодлогыг дэмжинэ. Ялзрал газар авна. 54,000 иргэн ₮7.9 их наядын ипотекийн зээл хүлээж байна гэсэн. Ипотекийн хөтөлбөр төсөвт суудаггүй байсныг болиулж, ЗГ-т шилжүүлнэ. Сайн тал нь төсвийн бодит алдагдлыг тооцоход бага ч атугай нэмэртэй байж болох ч муу тал нь хөнгөлөлттэй зээл зогсохгүй тул бага хүүтэй зээл орон сууцны үнийг хөөрөгдсөөр л байх болно. Бодлого, хууль, төсөв бүгд банк байгуулах чиглэлд явж байгаа. Төрийн шинэ банк бол шинэ мөнгө, шинэ лобби!
capitalism.mn/?p=2868&fbclid…
Orgil-Erdene Erdenebat retweeted
Эрүүл хандлага зүй зохис устсан учраас дээр дооргүй шившигт явдал өрнөж байна.
Төр данхайсны түмэн шившиг
Засаг томорсоны заваарал
Заль этгээдүүдийн хөөсрөлд
Төрийн сэнтий шивтэртвэй
Түмэн олон нь угаартвай
Төгрөг мөнгө нь доройтвой
Үхэхгүй юм шиг авирлагсад
Үүрдийн онигоо болов.
ИРГЭДИЙН ХАЛААСНЫ АСУУДЛЫГ ХААЛТТАЙ ХААЛГАНЫ ЦААНА "НУУЦ" ЯРИЛЦАНА?!
Монголбанкны гаргасан мэдээллийг МАН-ын бүлэг хаалттай хэлэлцэнэ гэнэ. Сарын өмнө Монголбанк ипотекийн ₮8.2 их наядыг байхгүй мөнгөөр санхүүжүүлсэн, ханш барьсны төлөөсөнд ₮1.6 их наядын алдагдал хүлээсэн, нийт ₮6.9 их наядын алдагдалтай гэдгээ зарласныг сануулъя. Иргэд аль хэдийн мэдсэн зүйлийг одоо нууж яг яах гэж байгаа юм?? (Энэ тухай би нийтлэл бичсэнийг коммент хэсэгт үлдээе.)
Надад асуулт байна.
Нэгдүгээрт Монголбанкны асуудал бол намын дотоод асуудал биш. Ард иргэдийг мөнхөд тэнэг гэж боддогоо болих ёстой. Хэрэв алдагдлыг ЗГ-ын бондоор буюу ирээдүйд бидний төлөх татвараар санхүүжүүлнэ гэж байгаа бол төлөх иргэд нь сонсох эрхтэй байх ёстой. Хаалттай хурал бол биднээс ямар нэг зүйлийг нуух гэсэн сэдэл гэж хардана.
Хоёрдугаарт Монголбанк хэнд үйлчлэх гээд байна вэ? УИХ-ын нэгдсэн хуралдаанаар бус нэг намын бүлэгтэй хаалттай ярилцах сонирхол ямар зорилготой вэ? Ийм байхад төв банк улс төрийн нөлөөнөөс ангид байх тухайд хэн итгэх юм? "Төсөв мөнгөний бодлогын уялдааг хуульчлах" гэсэн чинь "уялдаа" гэдэг нь тэгээд МАН юм уу?
Мөнгөний нийлүүлэлтийг өсгөдөг байгууллага болон мөнгийг зарцуулдаг улс төрийн субьектууд хоорондоо хаалттай тохиролцдог чухам ийм ялзрал бол бидний өнөөгийн хямралын эх үүсвэр!
Төв банкны алдагдлын хэмжээ, хэн хэзээ шийдвэр гаргасан, хэн ашиг хүртсэн, яаж төлөх тухай асуудлууд улсын нууц байх ёсгүй. Энэ бол татвар төлөгчдийн зайлшгүй мэдэх ёстой зүйл. Нууцлах шаардлагатай зүйл байгаа бол нээлттэй мэдээл! Ямар хуулийн үндэслэлтэй юм? Алдагдлыг өрийн хязгаараас гадуур шийднэ гэж Монголбанкны дарга нар ярьсан. Ил тод хэдэлцэхийг шаардаж байна.
2026/11/02
Э.Оргил-Эрдэнэ
Либертари намын дарга
Orgil-Erdene Erdenebat retweeted
📉🌍 Biggest Stock Market Crashes in History
🇺🇸 Great Depression (1929–1932) — Dow Jones: −89.2%
🇯🇵 Japan's Asset Bubble Collapse (1989–2009) — Nikkei 225: −81.9%
🇺🇸 Dot-Com Crash (2000–2002) — Nasdaq: −77.9%
🇮🇳 Global Financial Crisis (2008) — Sensex: −63.7%
🇺🇸 Global Financial Crisis (2007–2009) — S&P 500: −56.8%
🇬🇧 Dot-Com Bear Market (1999–2003) — FTSE 100: −52.6%
🇺🇸 Dot-Com Crash (2000–2002) — S&P 500: −49.1%
🇺🇸 Oil Crisis Bear Market (1973–1974) — S&P 500: −48.2%
🇺🇸 COVID-19 Crash (2020) — S&P 500: −33.9%
🇺🇸 Black Monday (1987) — Dow Jones: −22.6% in a single day
Orgil-Erdene Erdenebat retweeted
“Төр засаг (ЗГ, МБ) таны мөнгийг хэрхэн шамшигдуулж байна вэ?”
- 11 сарын 4, Лхагва,
- 19:00 цагаас,
- Либерти клубт
Orgil-Erdene Erdenebat retweeted
If creating new money doesn't cause inflation, why is counterfeiting illegal? If new money doesn't affect the economy, why can't anyone just print as much as they want?
Banks conjure money from nothing, and you pay the interest on that conjuring. This is fractional reserve banking: your deposit of $1,000 becomes the legal basis for the bank to lend out $9,000 it doesn't possess, collecting interest on the full sum while you earn 0.4% on your savings account.
This mechanism is elegant fraud, if you're generous. The bank holds reserves, say 10%, and lends the remainder. That lent money gets deposited elsewhere, becoming reserves for another round of lending. One dollar of base money fans outward into a pyramid of credit. Murray Rothbard calculated that a 10% reserve ratio allows a single $1,000 deposit to support $10,000 in total deposits across the system.
This expansion creates purchasing power that competes with your existing dollars. Your savings are diluted as surely as a counterfeiter working in your neighborhood. Prices rise. You feel poorer because you are poorer.
The Federal Reserve, established in 1913, backstops the entire structure. Banks lend recklessly because the Fed stands ready to bail out the system with freshly printed reserves. Privatized profits, socialized losses. The 2008 crisis saw the Fed expand its balance sheet from $900 billion to over $2 trillion within months, and you bore the inflationary consequences.
Orgil-Erdene Erdenebat retweeted
$3.54 TRILLION has been wiped out from just 5 Magnificent Seven stocks since their all time highs.
• Google: -$1.54 trillion (-30.8%)
• Nvidia: -$734 billion (-12.5%)
• Amazon: -$458 billion (-14.8%)
• Meta: -$434 billion (-21.3%)
• Tesla: -$373 billion (-18.9%)
5 of the Magnificent 7 are now down more than 10%, and Google and Meta are already in a bear market.
What is even happening in US Stock market.
Orgil-Erdene Erdenebat retweeted
Хамгийн аймшигт тоо бол
Монголбанкнаас шинээр гаргасан мөнгө М2: 57 ихнаяд ₮ хүрч +30% өссөн!!!
Цөөн байгаа барааны хойноос энэ их мөнгө уралдан хөөцөлдөж юмын үнийг өсгөх нь гарцаагүй..
Orgil-Erdene Erdenebat retweeted
There it is.
Over 60% of the S&P 500's components are now in bear market territory, down -20% or more from their record highs.
Four of the Magnificent 7 stocks are now in bear market territory, with these seven names erasing a combined -$4 trillion in market cap since their highs.
We are in a "stealth" bear market.
And, we believe it's a huge opportunity as we outlined below on October 15th.
