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Dr. Jeff
DrJeff@primal.net
npub1k7vk...c04l
Through Jesus Christ: Do justice. Love mercy. Walk humbly with your God. - Micah 6:8
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DrJeff 1 hour ago
For those curious about the person behind "Dr. Jeff's Macro Chartbook"... I just updated my About page on Substack. As a registered advisor I'm (frustratingly) limited in what I can say publicly, but I can still share observations, frameworks, and general macro thinking. It feels good to contribute to the public conversation again... especially during these increasingly interesting times. πŸ‘€ Onward and upward. Here's a link to the updated page:
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DrJeff 3 days ago
Because I like you, here's a free glimpse of an amazing chart that I'm regularly watching... πŸ‘€ 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 4 days ago
Issue #2 of Dr. Jeff's Macro Chartbook is live! πŸ”₯ This week: Follow the Liquidity β†’ Global M2 vs. Stocks & Gold β†’ Bitcoin as a leading indicator at peaks... but a lagging indicator at troughs β†’ The asymmetry that most macro analysts miss entirely β†’ SPX/Gold at 1.31 β€” and the 3 notorious dates in history when it was last here Free readers get Charts 1 & 2. Paid subscribers get the full picture β€” including the most interesting charts. Read it here: Not investment advice. Just the charts that matter.
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DrJeff 5 days ago
Issue #2 of the brand-new "Dr. Jeff's Macro Chartbook" drops this Thursday, March 12th. πŸ‘€ 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: Note: I will never give individual investment advice. Don't ask. πŸ˜‰
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DrJeff 6 days ago
A systematic process is ♾️ better than a prediction.
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DrJeff 3 weeks ago
Have you traded your savings account today, degen?
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DrJeff 1 month ago
I recently received this good news from BarclayHedge about my little friends and family hedge fund: β€œVailshire Partners, LP has ranked #1 in the Multi-Strategy - Past Three Years category for the 3rd Quarter, 2025.” I make lots of mistakes, but sometimes we get things right with our long-term systematic investment approach. image
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DrJeff 1 month ago
I don’t know about you , but I think it’s pretty wild to watch the post-WW2 geopolitical and financial world order fragment and reorganize in real time. πŸ‘€
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DrJeff 1 month ago
Ozempic is the new Prozac.
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DrJeff 1 month ago
John 14:27 [27] Peace I leave with you; my peace I give to you. Not as the world gives do I give to you. Let not your hearts be troubled, neither let them be afraid. - Jesus of Nazareth
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DrJeff 2 months ago
Based on the amount of comments (primarily on YouTube) that I am a "moron" who should "stay in [my] lane" and not discuss geopolitics because I am "way out of [my] depth"... I would recommend that such folks take some time to actually read the National Security Strategy of the United States of America, which was published by the Whitehouse in November 2025. Afterwards, if you would like to have a civilized discussion about my misinterpretations of the Trump administration's geopolitical and military actions/intentions, I would be amenable. Here is a link for your ease: https://www.whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.pdf
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DrJeff 2 months ago
Another quarterly Mastermind banger with @preston , @HODL , and @Joe Carlasare ⚑ 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 2 months ago
How different forms of "money" actually work over time: Government fiat currency: Pay more, get less. Gold: Pay about the same, get about the same. Bitcoin: Pay less, get more. -------- Choose your savings vehicle and financial ruler wisely.
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DrJeff 2 months ago
Silver looking the most technically overbought at the moment. Time for market participants to rotate? πŸ€” image
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DrJeff 2 months ago
Reality is starting to bite. β€œWhile the West financializes deficits, rivals industrialize surpluses.” - Aris Roussinos
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DrJeff 2 months ago
β€œThe marginal cost of intelligence is trending toward zero.β€œ - Dr. Alex Wissner-Gross
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