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Dr. Jeff
DrJeff@primal.net
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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
Few things are as troublesome as man’s inability to leave well-enough alone.
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DrJeff 1 year ago
PSA: If you are heavily invested in US assets... including stocks, bonds and/or real estate... then you should probably take a listen to this recent interview with @Brandon Gentile The major secular trend has already started... and few are ready for the necessary shift away from over-financialized US assets and to hard assets (like bitcoin and gold) and international equites. Give it a watch/listen and let me know your thoughts below!
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DrJeff 1 year ago
Don’t just opt out. Build a better world. 🧡
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DrJeff 1 year ago
Today’s UnitedHealth Group fraud allegations only further confirm how broken, deceptive, and decrepit is the US “healthcare” system. Big insurance, big pharma, big agriculture, and the federal government collude to create a highly lucrative and patient harming network. It’s despicable and disgraceful. It cannot be saved by political means. A hard reboot to free market principles and the provider-patient relationship are desperately needed.
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DrJeff 1 year ago
Contrary to popular belief among fiat brains… Despite its forever fixed supply, there will always be enough bitcoin available for anyone who wants or needs it. The only variable is the price they will pay for each sat.
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DrJeff 1 year ago
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.