Replying to Avatar Irrepressible

Would love to hear your outlook for the rest of the year doc.... ngl with bitcoin so correlated to the nasdaq and with it looking like that is heading lower this year looks like it could be disappointing after coming into the year so well.

Need an update asap lol
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Chad K 8mo ago 💬 1

Then again, I have NO IDEA how to price this in 🫣🤣🤣💀

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Irrepressible 8mo ago

😂

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Janis 8mo ago

You price that in by buying everything that doesn’t have anything to do directly with the US. Dollar down a lot, treasuries down mightily. Not sure about equities in dollar terms though. Bitcoin up in dollar terms, probably in other currencies too. Gold up up up.

Because, if that actually happens, rest of the world reads it as the US not just exhibiting signs of being akin to an emerging market, but actually becoming one. Though not sure if “emerging” is the right word here. “Submerging” fits better.