Whats harder to do? Sit in a room and stare at a wall for 12 hrs or Spend the day wandering around coming up with a thesis on world ending for 12 hrs Investing is hard because of patience not because of intelligence The alpha is in the eq not iq

The biggest issue people will have this year in markets is continually projecting out linear projections based on individual events Ie no tariff projection upwards then next day projecting 25% tariffs with downswing expectations then next day pricing no tariffs to then pricing

There is a very simple point in time in which everyone will understand that any offset in cuts and spending via DOGE or otherwise will not change the system but merely delay the inevitable That is when debt ceiling talks come about debt ceiling rise = more money spent It will

The reason all the consensus economists are wrong is actually very simple—and it’s also why their advice is useless for market participants. They form their views by running the math on static projections. For example: “If we continue to have a 30% tariff in place, it will lead

If USD weakens do sales go up or down for US goods and services overseas? Everything US sells becomes cheaper to other countries and foreign capacity to buy US goods and services goes up Meanwhile other countries are negotiating to bring their rates down further to make it

Bessent publicly saying they are aiming to include all the tax cuts and calling for it to be done by July 4 tells you alot A smart man despite not knowing if Tariffs or anything can cover it long term and knowing these things are hard to forecast on timing is saying things

Whether likely or not in Arizona you also have Utah and Texas around the corner When i scroll through X outside of Bitcoin Twitter even normal CT dont talk about this ever Its a very simple question to ask yourself thinking longer term - Is Bitcoin getting adopted across the

Ray has been talking about this a long time - this is nothing new The biggest mistake I see is people reading this thinking of it as a doomsday scenario to justify markets having to go down - If anything what his talking about can lead to a wildly opposite scenario - not

*taps sign* Same goes for Bitcoin or Gold This game is not hard it’s just very hard to not get in your own way trying to be smarter

IDK if people actually think about what happens in reality vs in their mind Amazon is another good example People are tweeting about Amazon showing tariffs and that its going to be bad - Its good for users and investors 1)People are going to realise it doesnt mean a good is

Lutnick giving a 20 min interview while his Treasury Secretary to Bitcoin Magazine talking about Bitcoin Even if you don’t watch it - connect the dots An they are only 4 months in On YouTube only has 73k views youtu.be/BPlnUxDblaE?si…

The same way that the Federal Reserve is a group of member banks I believe in the future we will have a Federal Technology Authority People are slowly waking up to how fast things are developing that unemployment mid term trends up as so many jobs become lost via tech and AI and

Dont get excited when markets go up Not because its not good but because the same person that is ecstatic when markets go up is the same person who is depressed when prices go down Your emotional stance when the market goes the way you want is an exact mirror of how bad you

Most of the time in markets there is nothing to do apart from reading and learning (if investing) Things to do and be active about happen at extremes in markets when we are at a juncture or change of trends Remember 1% of the time is doing and 99% of the time is being able to

Investing is like waiting in a long line in front of a ramen shop in Tokyo If you are prepared ie you can be patient and wait and you don’t line up when you need to go to the toilet and you bring an umbrella in case it rains you will eventually get in and the earlier you line

"*TRUMP: TOTAL RESET NEGOTIATED WITH CHINA IN FRIENDLY MANNER - Walter Bloomberg" I posted about this nonstop for weeks so that it was clear that this isnt hindsight bias It happens all the time in markets and yet everytime something new happens people think that time will be

If you are an anthropologist feel free to nitpick the differences If you are a market participant focus on the bigger picture Always keep the main thing the main thing The people that told you this was not predictable and market should have gone lower if it wasnt for

Dont think short term on long term assets - just make sure you can deal with being wrong upfront This video is a great summary of that sentiment