Stocks Will Crash. Am I Making Myself Clear?

Submitted by QTR's Fringe Finance

At this point, I’m making my stance clear.

If the bond market keeps moving in the direction it is moving (yields higher, prices lower), I think we are going to have an outright stock market slaughter. I wrote about my stance this week in an article that’s free to read:

Bonds Are About To Crash The Stock Market

Even if bonds start to recover…perhaps if an actual deal is reached with Iran instead of a bullshit headline, I still think the AI trade is on its last legs.

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And let us not forget we are essentially seeing a bank run in private credit right now.

How I’m prepping for a market turn lower is by making sure I know what areas of the market I’d be looking to go shopping in:

14 Stocks I’d Watch During A Market Selloff

This is a new idea I wrote about this week:

A Stock With A Potential $500 Million Earnings Surprise

And some other reads on what I’d be watching during a crash:

• My Favorite Investment In The World Right Now

• If I Had To Only Own 11 ETFs Forever

• 9 Stocks I’m Avoiding At All Costs

• 4 Sectors Of The Market I’m Bullish On During Pullbacks

• One New Small Cap Idea To Consider Here

• A Potentially Mispriced Microcap With A Huge Backlog

• Gold At $155,000 An Ounce

And some more “must reads” heading into the new week ahead:

• Congress Could Kill AI Stocks Before AI Kills Us

• The Incentive To Stay, The Psychology Of Leaving

• We May Only Get One Chance To Stop AI

• We Aren’t Magically Growing Our Way Out of Debt

• Japan’s Life Insurers Look Like Silicon Valley Bank And 2008 AIG Combined

• The Pentagon Just Confirmed One Of My Biggest Investment Theses

• Billionaires Are Buying Into Psychedelics

• Gamma Squeeze The World

• A Stock With A Potential $500 Million Earnings Surprise

• Friends Don’t Let Friends Wear Dow Hats

• “Keep Digging,” Says Shovel Salesman Jensen Huang

• Gold At $155,000 An Ounce

• No, AI Is Not About To End the World

• Cathie Wood’s $10 Trillion SpaceX Fantasy

• This Is Where Things Get Nasty

• Dear Nike, Here’s How You Save Your Company

QTR’s Disclaimer: Please read my full legal disclaimer on my About page here. This post represents my opinions only. In addition, please understand I am an idiot and very often get things wrong and lose money. I may own or transact in any names mentioned in this piece at any time without warning, meaning if I’m long I could sell or if I’m short I could cover at any time.

Contributor posts, guest posts and curated posts have been hand selected by me, but have not been fact checked and are the opinions of their authors. They are either submitted to QTR by their author or reprinted under a Creative Commons license with my best effort to uphold what the license asks, or with the permission of the author.

I cannot guarantee the accuracy of any or all facts and figures included in this article though I made an effort to get them right. I have been wrong before and will be wrong again, and encourage you to always double check, do your own research and speak to a licensed financial professional, which I am not.

This is not a recommendation to buy or sell any stocks or securities, just my opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. I may or may not own names I write about and are watching. Sometimes I’m bullish without owning things, sometimes I’m bearish and do own things I’m bearish on. Just assume my positions could be exactly the opposite of what you think they are just in case. If I’m long I could quickly be short and vice versa. I won’t update my positions.

Starting in 2026, I have been attempting to no longer actively trade as much as I once did (read my story here). My goal is for my investing/saving to be done by recurring contributions mostly to sector ETFs and a few select equities, trusted third parties who oversee my accounts, and advisors. Such advisors or funds, through individual equities, options, index funds, mutual funds, ETFs, or other securities, may have positions in, exposure to, or holdings of names mentioned herein that I know nothing about. It is possible I could own, have exposure to, or not own anything, at any point. In an attempt to lead a healthier lifestyle, I’ve also excluded myself from fantasy sports, sports betting, online and in-person casinos and prediction markets.

Any of my positions can change immediately as soon as I publish, with or without notice and at any point I can be long, short or neutral on any position. You are on your own. Do not make decisions based on my blog. I exist on the fringe. If you see numbers and calculations of any sort, assume they are wrong and double check them. I failed Algebra in 8th grade and topped off my high school math accolades by getting a D- in remedial Calculus my senior year, before becoming an English major in college so I could bullshit my way through things easier. Hence, why I am a writer.

The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I did my best to be honest about my disclosures but can’t guarantee I am right; I write these posts after a couple beers sometimes. Many times I edit after my posts are published because I’m impatient and lazy, so if you see a typo, check back in a half hour.

Also, again I just straight up get shit wrong a lot. I mention it multiple times because it’s that important you understand.