I don’t know why people think I’m bearish on US equities in general. It’s hilarious.
I’m not Peter Schiff.
Once you go deep enough in macro, you understand there are massive fundamental forces driving US stocks higher.
NONE of those are going away anytime soon. 
Makes sense. And we’ve seen it before. Just will be bigger.
As much as we Bitcoiners like to say that "Bitcoin eats the world" (with regard to subsuming all other asset classes as the best store of value), until the world realizes this they will put their money into stocks and all those other assets. We shouldn't be surprised that they do so.
