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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
As for me, I now like the stock.
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DrJeff 1 year ago
The 2024 financial audit is finally complete. ๐Ÿ‘€ 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% ๐Ÿ”ฅ 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. โšก **(Not a solicitation to invest. Limited partners must be accredited investors and qualified clients.) image
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DrJeff 1 year ago
GM #nostr family. โ˜• Don't feed the system that feeds off of you.
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DrJeff 1 year ago
What I'm watching... ๐Ÿ‘€ A major upside breakout underway for #MSTR or nah? Either way, I'm here for it. ๐Ÿฟ (Note: As a leveraged bitcoin proxy, MSTR tends to slightly front-run bitcoin itself.) Onward. image
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DrJeff 1 year ago
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
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DrJeff 1 year ago
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. image
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DrJeff 1 year ago
Few understand that the United States is the #1 subsidizer and exporter of Malnutrition- and Obesity-Related Illnesses (#MORI). Honest mistake? Or by design?
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DrJeff 1 year ago
GM #nostr family. โ˜• Defund and downsize central planners. #Bitcoin
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DrJeff 1 year ago
What I'm watching... ๐Ÿ‘€ The #MSTR chart continues to look clean. Demarcated with magical lines and technical points of interest (blue arrows). For infotainment purposes only, obviously. Onward. image
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