Newsletter

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

Strategists can’t predict. Moo Deng predicted Trump’s victory. Politics knocks 10 IQ points off. Europe needs to spend on defense. Nvidia is no.1.

Gold hits another ATH. Central banks hold record gold reserves. Large US growth stocks were the best. It makes sense to be bullish. The flexible climate agenda.

Buffett indicator at an all-time high. S&P 500’s profit margin at an all-time high. S&P 500’s market cap concentration at an all-time high. Gold at an all-time high. Silver at a 12-year high.

Stock buybacks at an all-time high. China remains deflationary. BRICS have loaded up on gold. Blackrock continues to push Bitcoin. Higher taxes ≠ higher tax revenues.

Lost decades are common. Blackrock–the new BTC maxi. US creates more gov’t jobs. China sees record drop. Peak obesity in the US.

The Chinese stimulus rally. Money supply on the rise again. S&P 500’s dividend yield at 1.3%. Gold trades at extremes. Germans keep money in the bank.

Gold hits ATH again. Nuclear is cool again. Socialism is not the answer. US ETFs soon hold the most Bitcoin. Bitcoin correlates to the money supply.

Fed cut 0.5%. Economists still can’t predict. 2-year UST leads the Fed. US$ weakens further. Gold is a better store of value.

German production is down. German GDP has fallen behind. US bankruptcies are rising. Big drop in US small businesses earnings. Pets are more important than kids.