CONFESSION:
Today I came to the humorous, but accurate, realization that the only reason I spend any time on social media is that my IRL friends have little to no interest in investing, macroeconomics, and even Bitcoin.
Related, the urge to unplug and permanently touch grass is incessant for me now that I am not trying to grow my business and brand.
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 world is changing rapidly.
History show that during such times of transition and upheaval...
- Those who are carefully observing the (sometimes exponential) changes AND are willing to adapt accordingly will be the winners in the coming Age.
- Those who choose not to notice or, worse, those who--clinging to the past--simply complain about the new rules and technologies, will soon become obsolete.
The choice is yours.
Onward and upward.
GM. โ๏ธ
Disinflation is over.
The US likely hit the low point of (CPI) for the year.
Oil prices have likely bottomed and should meander higher from here.
This also means that the chance of deflationary recession is almost zero for the foreseeable future.
The US economy should rev higher and economic indicators will likely surprise to the upside.
New ATHs (and more) likely for #bitcoin in the near future.
Onward and upward.
๐๐๐
US-centric financialization -- peaks and troughs
S&P 500 (#SPX) vs #Gold
Don't ignore the powerful and highly significant trends.
The world is changing.
Save & invest accordingly.
#Bitcoin
#FourthTurning


Pro tip:
Increasingly ignore the increasingly obsolete.