Market Valuation & Monetary Policy - S&P 500 is trading at 315% of sales, the highest valuation in history [1] - Fiat currencies have fallen by at least 2% annually over the last 54 years [1] - The US has been debasing the dollar at 4% a year for over 50 years, double the Fed's target of 2% inflation [1] - The dollar has been debased by 30% since 2020 [1] US Dominance & Bitcoin's Signal - 22 of the top 25 largest companies in the world are American [1] - In 2000, only 3 of the top 10 largest companies in the world were American, now 8 out of the top 10 are American [1] - Zero out of 30 Bitcoin bull market peak indicators have hit, suggesting the bull market is not ending soon [1] Retail Investors & AI Impact - Retail investors have been trained to buy the dip, which has been a winning strategy [1] - Macro investors are missing the impact of artificial intelligence on the market [1] - AI could lead to GDP growth of 20% to 30% in five years due to increased productivity [4] Generational Shift in Finance - A new generation of internet-native individuals are ascending to positions of power and influence in finance [7] - This generation's speed of information processing, risk appetite, and constant engagement provide a distinct advantage [8] - The combination of capital, fast decision-making, and reach is shaping the future of finance [21]
The Market Is NOWHERE Near The Top (Data Proves It)
From The Desk Of Anthony Pomplianoยท2025-08-11 21:00