always worth reading what the "Lord of the Dark Matter" has to say. usually behind a very expensive pay wall, so take advantage.

james was extra-excellent, i hope folks find it useful.

excellent observations by the LODM.

UP TOMORROW (Wednesday) live on X spaces! Please join me to talk Macro Markets and Sound Money with AMAZING guests: Adam Taggart Adam Taggart Bill Fleckenstein bill fleckenstein

glad you enjoyed it, thanks.

Cantillon Consulting Did he just say that checks and balances are not written anywhere? Has he read the Constitution?

for everyone who is now focused on fixed income, you will want to hear what harley has to say. lots of useful food for thought, imo.

...and yet so few people have even heard of PCT at this juncture.

the only way people can respond to his lunacy is to repost. no one should listen to him. he has been wrong about nearly everything.

fred's letter is the best deal in finance bar none. been making money from fred's ideas for over 30 years now.

to be clear: 1.) shoud read NOT hitting new highs.....my list was/is meant to control overall exposure. not preclude specific rifle shots.

for those intersted in tokenization. this is an all star team of people,imo. Alan Konevsky Marcus Lemonis tZERO

imo, front month doesnt matter due to the contango. you should only quote spot when discussing records.

i agree with scott 100%. stan, Stan did an excellent job explaining the business dynamics for PCT. wildly open ended growth prospects with a huge moat to protect margins.

I agree with scott 100%. stan Stan, did a spectacular job of explaining the dynamics of the pct story. wildly open ended growth potential but with a serious moat to protect margins.

for anyone intertested. warning: i made many poltically incorrect statements.

i spent a lot of time discussing the passive bid, why it trumps fundamentals (until it doesnt) and why balancing a portfolio is so tricky now. for anyone who wants to understand this topic better you need to listen to mike green Michael Green . HE is the guy who really understands

great perpective fred.

Joe Rogan Podcast News AOC, you're literally an actress hired to play a congresswoman and making $10's of millions in grift and graft. you may wanna sit this one out.

jim-excellent rant and brief recap of fed history, bravo.