Top bins!

I’ve been in full-recluse mode lately, trying to wrap my head around the massive monetary and financial shift that is currently underway… along with its geopolitical ramifications.

The only other macro person I hear talking about it is Darius Dale, so I recently resubscribed to his research service. *Strong recommend*

In short, it’s becoming increasingly clear to me that we (may) have just entered a period of long Global Hard Assets vs short US-based financialized/fiat assets, similar to the 1930s, 1970s, and 2000s.

The investment implications are profound and, likely, long-lasting.

🍿

#FourthTurning

Interest rate dropped again in the EU 🤡

Long live #bitcoin

“ I want a freak in the morning,

A freak in the evening,

just like me . “😈🖤

i dont have much to say, but I'm around

lurking is chill 🌱

Soooo...I postponed my Sec+. I was supposed to take it today, but something knocked me on my ass this week (maybe just my stress🫠). I even took a nap yesterday; I never nap! I will take it on the 23rd and update you accordingly.

wen yield curve control

GM Paulo! ☕☀️☀️

Fuckin godot. Late again.