I am buyer, I could be wrong but I think tech and crypto are a buy. Let’s see

Grateful to @MaggieLake, Mario Rodriguez, and the @Wealthion team for having me on to discuss what the data actually shows about markets right now. Stablecoins as stealth Treasury buyers. Where China’s vulnerabilities really are. Is AI a bubble? And the pain trade most aren’t

Are the doomer headlines getting it wrong? 📉➡️📈 In his interview with Maggie Lake, Michael Nicoletos explains why the U.S. economy isn’t collapsing, why global money keeps flowing into American markets, and why the real “pain trade” is still up. Here, he breaks down why

Once you understand the stakes, this is actually pretty important

If you grasp this, then you also understand what this means for equity markets.

Nice words. But the numbers say something else completely. Export volume up nearly 50% on a decade, import volumes barely higher. This is pure mercantilism and the opposite of a shared community

I realize this might sound conspiratorial, but the logic doesn’t add up for me. Why would #Tether buy #gold instead of #US #Treasuries, where they’d earn interest? By holding gold, they’re exposing themselves to price volatility and risking a correction that could break the

In case you are wondering how the global green agenda came up

Beer Investor Michael Nicoletos Part of USDT is indeed backed by gold.

The implementation of free market and capitalism in Eastern Europe made them not only wealthier, but also significantly improved life expectancy. The only people in favor of socialism are those who have never experienced socialist misery by themselves. Don’t listen to them.

So I guess they are all ignoring the ECB. This will be interesting European banks led by BNP, ING push ahead on euro stablecoin plan | Reuters reuters.com/business/finan…

Traditional banks are slowly but steadily recommending #Bitcoin to their customers. This trend is not likely to reverse. As adoption increases among the generations 45 years and older (who hold the majority of the wealth), the price of this asset will rise. Yes, it will be

We are very close to a new complete wash out of shorts in small/mid caps now Extreme short positioning -> rates lower -> squeeze time Could be a violent Santa rally this one

Lego has ordered its entire master builder desk to relocate to Dubai by end of week. This is clear evidence the decades long scheme by Europe to corner the plastic toy block market is ending. If have not yet purchased your Lego Christmas presents, this may be your last opp before

Here is something to think about👇

Japan hasn’t “lost control” of anything. Rising JGB yields + a weaker Yen aren’t a crisis, they’re the strategy. A central bank that: • owns ~50% of its own bond market • pioneered QE, ZIRP, NIRP & YCC • is quietly boosting exporters, pressuring China & still funding U.S.

A must read 👇❤️

tweet of the day

I have both an iPhone 15 pro and 17 pro. The “upgrade” is indistinguishable. Better camera? Maybe. Can I tell? No. Faster chip? Sure, but my 15 got slower after the update so… Apple hasn’t shipped meaningful innovation in a decade. They’re running on brand equity from a