Newsletter

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.

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.