En Español. Experiencia Personal con el real estate. Uno de los mejores episodios. open.spotify.com/episode/0wdk0T…

The Debasement Narrative is a trap: Every time gold has surged over 200% in a short timeframe, it has always ended in a recession and massive disinflation or deflation. open.substack.com/pub/valentinte…

And the 8% yield on the long end? I remember that one too!

But the gurus on YouTube told me an 8% yield was coming! Lol. Deflation it will be.

I probably said this 35 times this year. Deflation will it be. I'm not sure it will be the last one of the year. Maybe I'll post it again tomorrow.

Silver is at $71. Turned out to be right very quickly. Oil was not going up. Silver was going down.

I have the feeling that the Truflation index will fall below 2% on January 1, 2026.

Business Cycle (COI) rolls over (Labour Market etc.) —> inflation crash. Fed is terribly late!! Deflation coming

BREAKING: 🇺🇸 U.S. inflation just dropped below 2% for the first time since September 2025.

Aged very fast. Not even 2026 yet.

Inflation is about money velocity. If money velocity goes down, employment must indeed decline, as the economy is cooling with no production and therefore no employment. If employment goes down, consumers don’t have money, meaning inflation will go down. Deflation is coming!

This is just the beginning. Deflation is coming

1.95% today. Deflation is coming. Yields are going to plummet, and those who bought the stagflation and debasement narratives will be caught on the wrong side of the trade. Truflation

I have said it before….I will say it again. FED is horribly late! Inflation is a lagging indicator. The FED use a backward-looking indicator as their guidance. Now inflation will decline faster - and FED will be battling DEFLATION before End of 2026. Complete lack of

Those are “expectations”. Follow Oil! Much more efficient to predict inflation

They can print liquidity, but they won’t stop the downturn in the business cycle. Even with extra liquidity, if unemployment keeps rising, people lack money to spend. At that point, deflation is inevitable.

They will come back. Wait for it.

Markets die on euphoria. This is not the end for BTC. Checking 2017 or 2021 makes it pretty clear.