Inflation & Tariffs - Inflation came in at 2.7% year-over-year, lower than economist expectations [2] - Energy fell by 1.1%, largely driven by gas prices falling 2.2% in July [4] - Food prices were flat at 0%, and down at the grocery store by 0.1% [5] - Alternative inflation metrics indicate a real-time inflation rate of 1.8%, lower than the government's 2.7% [7] - Tariffs are considered deflationary and are proving to be so, contrary to mainstream narratives [4][6][7] Real Estate Investment - Ray Dalio considers real estate a bad investment because it's more interest rate sensitive than inflation sensitive [11] - Real estate is a fixed asset that is easy to tax, limiting diversification [12][13] - Real estate is immobile, making it difficult to move money [12][13] Bitcoin as an Automated Asset - Bitcoin is becoming the first automated asset in the digital age, with no human intervention in monetary policy, network security, or transaction validation [16] - Bitcoin is described as AI money, automated and intelligent, used to store value or transact for goods and services [17] - Bitcoin's current valuation of $2.3 trillion is considered lower than its actual worth [18] - Bitcoin's monetary policy is coded into the system and remains constant regardless of inflation, demand, or economic conditions [21][22]
America's Economic WINNING Streak Is Just Starting
From The Desk Of Anthony Pomplianoยท2025-08-12 21:00