GM #nostr family.

I am writing my private quarterly memo for my hedge fund clients today.

Notable 2024 performances:

4. S&P 500 total return (including dividends): +25.02%

3. #Gold: +27.2%

2. #Bitcoin: +121.0%

1. Vailshire Partners LP hedge fund (unaudited): +194.8%

Here's to a solid 2025 for Bitcoiners and freedom lovers across the board!

** (Not a solicitation to invest. The fund is currently closed to new investors, who must be Qualified Clients.) **

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Discussion

Nice. Strong work man 🤙

🤘🏼

That’s awesome Jeff! Great to see you outperform the benchmarks with a unique strategy and low time preference approach

🍻

Good morning ✌️🧡

** I neglected to mention that my fund returns are Net of management, trading, and incentive fees.

Can’t wait to see how well you perform with that pesky doctor job out of the way now

Bitcoin is the new S&P. If you can’t beat it, you have to buy it. 💪

https://m.primal.net/NZIv.mov

Notable: mstr

GOOD MORNING DR.!🫡

Amazing returns! Here’s to 2025 🥂

Gm

Gm Jeff, and congrats on the incredible 2024!

Good morning fam

Congrats Doc

GM 🫂

Dr. Jeff what books and resources can we use to have a more fundamental understanding of macroeconomics to understand some of the items you discuss like liquidity, rates, dollar strength, etc.

I read/watch tons of articles, data, and podcasts. Way too many to mention.

Broken Money by nostr:npub1a2cww4kn9wqte4ry70vyfwqyqvpswksna27rtxd8vty6c74era8sdcw83a

isn't qualified clients just another way to say I have shit ton of money. How are the qualified?

Here's a link for the official definition: https://www.sec.gov/files/rules/final/2021/ia-5904-fact-sheet.pdf

I would imagine with the movement in various assets in 2024 we love here on nostr there are now a lot more eligible qualified clients.

Awesome work💪

Good job 👏

Nice job! You're one of the guys I rely on for truth in this crazy world. Thank you!