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Dr. Jeff
DrJeff@primal.net
npub1k7vk...c04l
I'm mostly on Substack these days, writing Dr. Jeff's Macro Chartbook... come find me there! https://jeffross191961.substack.com - 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 year ago
Nice. Strong agree. ⚑️
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DrJeff 1 year ago
(Purchasing) Power to the People. Defund and downsize DC πŸ‡ΊπŸ‡Έ, the EU πŸ‡ͺπŸ‡Ί, and the PRC πŸ‡¨πŸ‡³. Peacefully. #Bitcoin
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DrJeff 1 year ago
Short sellers getting wiped today.
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DrJeff 1 year ago
Full sned. πŸš€ Max #BitcoinBulltard
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DrJeff 1 year ago
Why I am so bullish on current #bitcoin prices (in USD terms), while the normie world panics. "What they focus on..." vs "What I see..." We are not the same. Perspective and time frames (trader vs investor vs saver) are everything. Normies see a crash. I see incredible (and transient) buying opportunities for myself, my family, and my fund. Onward. ⚑ image
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DrJeff 1 year ago
We can remain bulltarded longer than the market can remain irrational. #Bitcoin
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DrJeff 1 year ago
Don't let short-term fiat price action fool you. WE ARE WINNING. #Bitcoin
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DrJeff 1 year ago
Many are wondering why the Trump administration and, primarily, Treasury Secretary Scott Bessent, are putting the brakes on the economy and letting US equities get pummeled. This slide from Hedgeye nicely depicts what (I believe) is the primary reason... despite all of the garbled nonsense spewing from most financial outlets. A massive wall of debt maturity is upon us over the next five months, which peaks in the month of April at well over $2T!! The lower the rates in the near-term, the lower the present and future price of our debt payments following this massive and mandatory rollover. Pulling the US economy... and inflation expectations... and Treasury yields... and equities... lower causes real short-term pain, but should lead to more reasonable future interest payments on debt and provide support for robust future growth. image
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DrJeff 1 year ago
GM #nostr family. β˜•οΈ Fade the fear. #Bitcoin
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