Shout out to the “Engineered Crisis”… …and to the governments who both create and take advantage of them. Forced commodity supply shock ➡️ Rising inflation ➡️ Rising government bond yields to intolerable levels ➡️ “Forced” yield curve control to “save” the bond market ➡️ Acceleration of currency debasement ➡️ etc., etc.

Issue #6 of Dr. Jeff's Macro Chartbook is live! 👀 The Other Side of the Storm I have a confession: I have been spending too much time in the doom loop. This issue is different. → AI is augmenting workers, not replacing them -- the data says so → US unemployment near historic lows despite decades of automation fears → S&P 500 earnings growing at 18-22% -- the AI productivity story is real → Bitcoin priced in gold: strikingly similar to the Dec. 2022 bottom → Bitcoin short-term: bearish ascending channel resolved to the upside, now knocking on the 200-day SMA → Silver: third test of upper boundary resolved to the upside THIS MORNING "Great nations and economies are built on proof of work. And they die on proof of stake." Plus: proof of work nutrition. Yes, really. Not investment advice. Not medical advice. Just a curious observer sharing what is on his charts. Read it here:

Jeff Ross | Substack

MD, MBA. Managing Director of a multi-strategy, macro-oriented, Bitcoin-friendly hedge fund. Former Diagnostic and Interventional Radiologist.

Issue #5 of Dr. Jeff's Macro Chartbook is live! 👀 Signals Converging Four independent frameworks. One directional message. → The US dollar reclaims its 200-day SMA -- bullish near-term, complicated long-term → Bitcoin forming a second bear flag -- with liquidity confirming the warning → Michael Howell's GLI suggests lower crypto prices over the coming 13 weeks → Brent Crude is a coiled spring -- the geopolitical wildcard nobody is pricing correctly → NASDAQ/Gold: a 40-year pattern that has repeated twice is repeating again The window for clear thinking may be shorter than most people realize. Read it here:

Signals Converging

Issue #5 -- Dr. Jeff's Macro Chartbook

Not investment advice. Just a curious observer sharing what's on his charts.

Just dropped! I had a great conversation with @Danny Knowles on the latest What Bitcoin Did show. Check it out and let me know your thoughts. 🔥 And don’t forget to zap Danny for his tireless efforts and excellent interviews! ⚡️

We are all military analysts now.

lol… so many people and market participants reading/watching mainstream media think the war in the Middle East is basically over. Things about to get real in the coming days. Geopolitical and financial reorganization is just getting started. #FourthTurning vibes

Issue #4 of Dr. Jeff's Macro Chartbook is live! 👀 What Are You Measuring Your Wealth In? → S&P 500 Total Return: +286% in dollars. +0.17% in gold. -97.59% in Bitcoin. → Oil tells the same story — even hard assets fail the sound money test → Why central banks are quietly abandoning the dollar measuring stick → SPX/Gold at 1.43 — the 100-year view, updated → A bonus health observation from your friendly neighborhood physician 😄 The dollar is a shrinking ruler. Here's what the charts look like when you use a better one. Read it here:

What Are You Measuring Your Wealth In?

Issue #4 — Dr. Jeff's Macro Chartbook

Not investment advice. Just a curious observer sharing what's on his charts.

It’s been awhile. Who’s getting ready for yet another #58kGang party?!? 🥳

Bonus Issue 2.5 just dropped... free for everyone! 👀

It's not a Trump TACO. It's a strategic stall.

Bonus Issue 2.5: Special Situation Flash Analysis

So… in the coming days/weeks: - US vs Iran over Kharg island. - US vs Russia over Cuba. - US vs China over Taiwan. Seems like a lot. 🤔 Hegemony-ending kind of stuff, no? What could possibly go wrong? 🇺🇸 Issue #3 coming on March 26th…

Substack

Jeff Ross (@drjeffross)

So… in the coming days/weeks: - US vs Iran over Kharg island. - US vs Russia over Cuba. - US vs China over Taiwan. Seems like a lot. 🤔 ...

What I'm watching… 👀 The Nasdaq 100 rarely closes below its 200-day moving average… but when it does, it has historically gotten worse before it gets better. We're there now. 🍿 More in Issue #3… March 26th.

Substack

Jeff Ross (@drjeffross)

What I'm watching… The Nasdaq 100 rarely closes below its 200-day moving average… but when it does, it has historically gotten worse before it...

It’s early days, but… If you’re interested and have found it helpful so far, I would be honored to have you help spread the word of my new newsletter (Dr. Jeff’s Macro Chartbook) on Substack. You will be rewarded for your efforts with free months of subscription.🤑 Here’s how to help:

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