As for me, I now like the stock.
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 **
The 2024 financial audit is finally complete. ๐
For Vailshire Partners LP hedge fund (which I personally manage), the 2024 total (net) return after Performance Allocation to the General Partner was:
+198.85% ๐ฅ
Per the BarclayHedge database of funds, Vailshire Partners LP was the #1 performing fund in the world for 2024.
Shout out to #Bitcoin and congrats to the clients (LPs) of Vailshire!
Onward. โก
**(Not a solicitation to invest. Limited partners must be accredited investors and qualified clients.)


GM #nostr family. โ
Don't feed the system that feeds off of you.
What I'm watching... ๐
A major upside breakout underway for #MSTR or nah?
Either way, I'm here for it. ๐ฟ
(Note: As a leveraged bitcoin proxy, MSTR tends to slightly front-run bitcoin itself.)
Onward.


Slight dovish tilt...
"Beginning in April, the Committee will slow the pace of decline of its securities holdings by reducing the monthly redemption cap on Treasury securities from $25 billion to $5 billion. The Committee will maintain the monthly redemption cap on agency debt and agency mortgage-backed securities at $35 billion."
- FOMC Statement, March 19, 2025
The delayed effects of massive dollar strength into mid-January 2025 are coming to an end.
Economic surprises should start moving from bad to less bad.
This is bullish.
#Bitcoin--the world's freest market--will be among the first assets to respond accordingly.


Few understand that the United States is the #1 subsidizer and exporter of Malnutrition- and Obesity-Related Illnesses (#MORI).
Honest mistake? Or by design?
GM #nostr family. โ
Defund and downsize central planners.
#Bitcoin
What I'm watching... ๐
The #MSTR chart continues to look clean.
Demarcated with magical lines and technical points of interest (blue arrows).
For infotainment purposes only, obviously.
Onward.

