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Dr. Jeff
DrJeff@primal.net
npub1k7vk...c04l
Random pleb. Fund manager. Former physician. I'm mostly on Substack these days, writing Dr. Jeff's Macro Chartbook... come find me there! https://substack.com/@drjeffross - Macro - Charts - Bitcoin - Geopolitics - Often wrong - Random musings - Sometimes funny - 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 3 days ago
Happy Uptober, #nostr fam. 🧡 image
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DrJeff 2 months ago
You can just do things… including starting over on X. I am looking forward to the Spaces and expert macro discussions again. I’m not looking forward to the crypto bro and fiat clowns. But all pre-Bitcoiners need to be challenged and educated. After nearly two years away… I’m jumping back in to the arena.
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DrJeff 2 months ago
Going to see a movie in an actual movie theater today like it’s 1992. #Odyssey 🍿
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DrJeff 2 months ago
Q: What do you have if you own STRC and MSTR? A: You have less bitcoin. - Opportunity costs are real. You will do well to consider them.
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DrJeff 2 months ago
My stance on so-called Bitcoin Treasury Companies... image
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DrJeff 2 months ago
Forget dirty government cuck bucks. Bitcoin is the blue collar dollar.
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DrJeff 5 months ago
Issue #6 of Dr. Jeff's Macro Chartbook is live! 👀 The Other Side of the Storm I have a confession: I have been spending too much time in the doom loop. This issue is different. → AI is augmenting workers, not replacing them -- the data says so → US unemployment near historic lows despite decades of automation fears → S&P 500 earnings growing at 18-22% -- the AI productivity story is real → Bitcoin priced in gold: strikingly similar to the Dec. 2022 bottom → Bitcoin short-term: bearish ascending channel resolved to the upside, now knocking on the 200-day SMA → Silver: third test of upper boundary resolved to the upside THIS MORNING "Great nations and economies are built on proof of work. And they die on proof of stake." Plus: proof of work nutrition. Yes, really. Not investment advice. Not medical advice. Just a curious observer sharing what is on his charts. Read it here:
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DrJeff 5 months 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 6 months ago
Because I like you, here's a free glimpse of an amazing chart that I'm regularly watching... 👀 Three data lines are overlapping: 1. ISM Manufacturing PMI (multi-color line) 2. Global M2 (blue line) 3. Bitcoin price (red/green candles) I still believe that the unimpressive bitcoin price performance in 2025 resulted primarily from the lack of a positive US manufacturing cycle since 2021. Everything became distorted during the 2021 Covid-related, fiscal/monetary easing debacle, but cycles have a way of re-establishing themselves. ISM Manufacturing PMI is finally starting to recover. It will be interesting to see if the price of bitcoin responds in kind, as it (seemingly) has in the past. Not a prediction, just some observations. Cheers. 🍻 image
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DrJeff 6 months ago
Issue #2 of the brand-new "Dr. Jeff's Macro Chartbook" drops this Thursday, March 12th. 👀 Each issue: ~5 charts I'm actively watching as a fund manager, with commentary on what I think they're telling us. Macro, geopolitics, the occasional Bitcoin rant, and unsolicited health/wellness advice -- all included at no extra charge. 😁 If you missed Issue #1 -- the most important macro chart of the last 100 years -- you can read it here: https://jeffross191961.substack.com/p/dr-jeffs-monthly-macro-chartbook Note: I will never give individual investment advice. Don't ask. 😉
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DrJeff 7 months ago
Have you traded your savings account today, degen?
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DrJeff 8 months ago
Ozempic is the new Prozac.
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DrJeff 8 months ago
Another quarterly Mastermind banger with @preston , @HODL , and @npub1s9z7...nszc ⚡ We discussed: - Venezuela - Taiwan/China - Restructuring of the geopolitical world order - Semiconductors - Elon Musk's predictions - The Clarity Act - US Treasury yields - Jerome Powell - Bitcoin
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DrJeff 8 months ago
Silver looking the most technically overbought at the moment. Time for market participants to rotate? 🤔 image
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