Yes this is the scariest house! 😆 View quoted note →

Tik Tok Tik Tok almost time for Yellen to show up and pump the world "Reserve Asset" We hit 105 on the DXY and it showtime! #gold #Treasury #federalreserve #fiat #bitcoin

Vitalk is not happy with you @Michael Saylor

ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

#bitcoin

This is the education & approach that will save bitcoin. Joe putting in the hard work for the entire team 🙏 View quoted note →

This is important View quoted note →

@preston @Lyn Alden @jack @jack mallers so gold was confiscated in 1933 but was it really? What were the actual consequences of not turning in your gold? Are there legit stories of people being put behind bars for not reporting? Also was it confiscation at bank level or at individual level? Just trying to understand how this actually worked. #bitcoin #gold

Feels like the MAG7 trade is about to come back when everyone looks for safety from the TLT and all other equities

"Financial crisis' percolate for years and blow up in days" - Paul Tudor jones on CNBC today saying (summarized) Debt is unsustainable Deficits as far as the eye can see Will we have a Minsky moment in debt markets Owns 0 fixed income Have to let Tax Cuts expire To reduce Debt / GDP - Run inflation high, small tax, interest rates below inflation, nominal growth above inflation Need to be Dovish WITHOUT letting inflation run wild

Current state of the world : DXY 103.98, SPY / QQQ / GOLD - ATH, Bitcoin $5k from ATH, inflation "2.3%", Residential Homes - ATH, 401k Portfolios ATH, Debt to GDP 122.3%, Fed Fund Rate 4.75% - 5%. Here's a few more indices which I checkin on throughout the day. these really do give you the lay of the land for the market any given day. The fed just started their rate cutting cycle and the market has a fairly optimistic scenario priced in. But here's the funny part, since the rate cut cycle began the long end is puking and starting to spike. The 10Y is now at 4.19% as of today. The learn more about this dynamic listen to this Podcast episode from Odd lots

Apple Podcasts

Why Mortgage Rates Went Up After the Fed

Podcast Episode · Odd Lots · 10/21/2024 · 35m

I'll start to put more of these updates as I start build up my posting on here and how i'm seeing the market, the world and life.

“An unproblematic state is a state without creative thought.” - David Deustch, The Beginning of Infinity. Problems help proper us forward by allowing us to create explanatory knowledge to solve the problems. Like Jensen said “I wish upon you suffering” Suffering through problems, solving them and then tackling new problems is the human experience.

Matter, Energy and Evidence

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