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Episode #9: Market Tantrum Almost Over?

I felt compelled to record another live stream with my updated #macro views... and how they related to #bitcoin and risk assets.

TL;DR

- The economic and market-based tantrums are almost over.

- Many tech stocks and bitcoin at oversold levels.

- Highly enthusiastic about #bitcoin at current price levels.

- Increased monetary easing around the world.

- The bull market hasn't even begun... but it's coming (very) soon.

This episode was live streamed to nostr:nprofile1qy88wumn8ghj7mn0wvhxcmmv9uq3zamnwvaz7tmwdaehgu3wwa5kuef0qqsv73dxhgfk8tt76gf6q788zrfyz9dwwgwfk3aar6l5gk82a76v9fgfngn5a and YouTube, and will be uploaded shortly to Spotify and nostr:nprofile1qy2hwumn8ghj7etyv4hzumn0wd68ytnvv9hxgqtxwaehxw309anxjmr5v4ezumn0wd68ytnhd9hx2tmwwp6kyvtkx46kv7tgx3kxketnd3nhs7rrvdkxwwrxxp585ct6dpshwdmjwdexsanxw96hs7ndxfnxkd35vvmny6rswv6r2m3swc6n7cnjdaskgcmpwd6r6arjw4jsqgr98zf9a0akv86p3kx86p6tachg4lthsuqamzg8psk6jdk4w8j4cv6qcgkr .

Here's a link to the show, in case you missed it:

https://www.youtube.com/watch?v=IBhDQAACorQ&t=2993s

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Discussion

𝕞𝕪𝕡𝕒𝕥𝕙𝕥𝕠𝕗𝕚𝕣𝕖 9mo ago

Nice one Dr.

🤝

wildcatfish 9mo ago

nostr:nprofile1qqst0xtvrqlqxm0j0qpfgkuqh0wgkzl4judkvgdgd0e4d8pnyytlqlgpz4mhxue69uhk2er9dchxummnw3ezumrpdejqzynhwden5te0danxvcmgv95kutnsw43qrnpckz what was the ticker you searched in TradingView for your poor man's global M2?

Satoshionaire 9mo ago

Hi Jeff, what’s your best guess as to what J Powell will do/say next week?

Satoshionaire 9mo ago

nostr:npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l what’s your best guess as to what J Powell will do/say next week?

Predictions are a fool's errand, but here's my best guess:

75-80% chance that he stays the course, says the "economy is strong" (as he always does), and makes no policy change.

20-25% chance that he makes a dovish surprise... with plans to stop the roll-off of Treasurys and MBSs off of the Fed's balance sheets and/or a 25 bps cut of the federal funds rate -- Either of these, or even a hint of them, would be bullish for risk assets and bitcoin.

Mercury is rising!!

Eric FJ 🪬⚡️ 9mo ago

Wait til the unemployment report next month

Marcoshi 9mo ago

Trueflation is so important I keep shilling the page and people laugh at me. Happy to see you actually also use it 🐇

Great update Jeff! Looking forward to mastermind next week. 🧡

Spot on Jeff. March 11 was the bottom. Coming off the original low after the 2008 financial crisis. March 9 was the bottom in the US markets and that date has been a significant date in markets ever since give or take a day. It’s uncanny how bitcoin follows these dates. I’ll send you my analysis if you like and you can see for yourself. I used it to pick the November 10 2022 bottom for the last cycle when FTX collapsed. It then made another double bottom on November 21 2022 which will now be a significant date going forward in this bull market and may even predict the day of the top of the 2025 bull market, Plus or minus a day.