Newsletter

US budget deficit up 39%. Number goes up. Hard for the US to stay decoupled. Treasuries instead of real estate. Indian Rupee hits ATL.

FB loosens censorship. Greenland to become the 51st state. S&P 500 to gain 12% in 2025. China 10Y yield crashes. US 10Y yield rockets.

The world is better. Concentrated S&P 500 performance. US$ is massively overvalued. EU regulates. Keep investing simple.

Small caps continue to underperform. Russia uses BTC to get around sanctions. EU has imported a lot of Russian fossils. Inflation matters. Diamonds don’t store value.

Fed cuts by 0.25%. Value stocks get historically hit. Fartcoin hits US$1bn. Fund managers move to stocks. Bitcoin takes over Bloomberg.

China dominates in cars. China is about to go loose. Fartcoin surpasses US$500m. Bitcoin may enter Nasdaq 100. Central banks buying gold.

Bitcoin surpassed US$100K. US GDP is 50% larger than the EU’s. Data centers drive construction. Short-lived martial law in Korea. Musk gets socialist support.

The end of the US$ is not near. Luxury brand power. Milei brings prosperity. DEI for hostility, authoritarianism, and extremism. Korean demographic collapse.

US executives are cashing out. Malaysian oil from Iran and Venezuela. 59% of stocks underperform T-Bills. Admins for healthcare. In the good old days, there was no income tax.

Launching DOGE. DOGE sends Dogecoin to the moon. Bitcoin ETF sets record. Buffett holds 28% in cash. Milei fixed inflation in Argentina.