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Dr. Jeff
DrJeff@primal.net
npub1k7vk...c04l
Macro. Charts. Geopolitics. Random musings. Sometimes funny. Occasional doom and gloom. Fund management insights. Never individual investment advice. ** Nothing to do with Vailshire Capital Management, LLC or Vailshire Partners, LP hedge fund. **
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DrJeff 1 week ago
Issue #5 of Dr. Jeff's Macro Chartbook is live! 👀 Signals Converging Four independent frameworks. One directional message. → The US dollar reclaims its 200-day SMA -- bullish near-term, complicated long-term → Bitcoin forming a second bear flag -- with liquidity confirming the warning → Michael Howell's GLI suggests lower crypto prices over the coming 13 weeks → Brent Crude is a coiled spring -- the geopolitical wildcard nobody is pricing correctly → NASDAQ/Gold: a 40-year pattern that has repeated twice is repeating again The window for clear thinking may be shorter than most people realize. Read it here: Not investment advice. Just a curious observer sharing what's on his charts.
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DrJeff 1 week ago
Just dropped! I had a great conversation with @Danny Knowles on the latest What Bitcoin Did show. Check it out and let me know your thoughts. 🔥 And don’t forget to zap Danny for his tireless efforts and excellent interviews! ⚡️
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DrJeff 2 weeks ago
We are all military analysts now.
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DrJeff 3 weeks ago
lol… so many people and market participants reading/watching mainstream media think the war in the Middle East is basically over. Things about to get real in the coming days. Geopolitical and financial reorganization is just getting started. #FourthTurning vibes
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DrJeff 3 weeks ago
Issue #4 of Dr. Jeff's Macro Chartbook is live! 👀 What Are You Measuring Your Wealth In? → S&P 500 Total Return: +286% in dollars. +0.17% in gold. -97.59% in Bitcoin. → Oil tells the same story — even hard assets fail the sound money test → Why central banks are quietly abandoning the dollar measuring stick → SPX/Gold at 1.43 — the 100-year view, updated → A bonus health observation from your friendly neighborhood physician 😄 The dollar is a shrinking ruler. Here's what the charts look like when you use a better one. Read it here: Not investment advice. Just a curious observer sharing what's on his charts.
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DrJeff 1 month ago
It’s been awhile. Who’s getting ready for yet another #58kGang party?!? 🥳
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DrJeff 1 month ago
The script? Team A: Get overly involved and distracted in the PG, by design. Team C: Make a quick move for T while Team A is “too far away to meaningfully help.” Team A: “We would have liked to help more, but the PG crisis was imminent and most of our former allies refused to help. What could we do?”