Welcome to the New Normal 🚨One of the most surreal aspects of financial markets since the 2008 Global Financial Crisis is that bitcoiners were right. Not in a “I told you so” way, but rather how broken the market has been since the government decided to implement the QE playbook at every downturn.Everywhere you look you can see someone stuck in the old world yelling and screaming about valuations and frothiness. “This stock is overvalued.” “That stock is overvalued.” “The market is going to crash next week. ...

What if the financial models are actually all broken because the government can't stop debasing the dollar at an accelerated rate? ...

Citigroup says Botswana is likely to devalue its currency again, as the southern African nation battles a downturn in revenues linked to the sharp collapse in global diamond prices https://t.co/tf5Jlzsv5u ...

Trump wants a new Treasury-Fed accord, putting interest rate policy under White House control.Bitcoin’s already up 167% as rates climbed from 0.25% to 4.5%.If we slash rates again to devalue the debt? There is no ceiling for Bitcoin.[B2YB @JoinHorizon_] https://t.co/DBRHrEbxfB ...

I want to just give you the Japan example. Some people say, well, Japan didn't have a debt problem. Um, and um, of course, Japan had um, and still does have a lot of debt.But what did they do. What they did was um, to print a lot of money and buy those bonds. And in the process of doing that, they gave the bond holders an average of 3% lower interest rates than in the United States. And they devalued the currency by an average of 4% over this period of time.And so that caused them to lose 45% Japanese bonds ...

Never sell your fiat devaluation insurance.Especially when you know where it's going several weeks in advance. https://t.co/RvdfSU9hoZThe ₿itcoin Therapist (@TheBTCTherapist):DON’T GET SMART. I TOLD YOU AT $116,000 TO SIT ON YOUR FKN HANDS. DO NOT DO SOMETHING STUPID. $130,000 IS A MAGNET. $150,000 IS A MAGNET. $180,000 IS A FUCKING MAGNET. ...

The country’s split with the EU, paradoxically, encouraged the services boom by crushing sterling, making British salaries cheaper for foreigners https://t.co/NiecyDf34n ...

Dollar Devaluation & Asset Prices - The dollar has devalued 50% over the last 35-40 years, a trend expected to continue unless there's a complete collapse in the currency [1][2] - Asset prices in the US are increasing faster than the dollar devalues, making dollar-denominated assets desirable globally [2][3] - Until the US runs surpluses or eliminates its debt, there will be a reason to be short the dollar, but demand for dollar-denominated assets will likely continue [4] - Dollar devaluation is a long-term phenomenon that has existed for 50+ years, acting as a drag that can be overcome by the increase in asset values [12] US Economic Strength & Investment - American ingenuity and supremacy, particularly in AI, will continue to drive demand for American assets [14] - Betting against the United States in the long run is generally a losing proposition [15] - The key boundary condition for US economic strength is the quality of human capital and its ability to innovate [17] - Significant investment in data centers, AI, and nuclear power plants indicates ongoing American exceptionalism [22] Foreign Holdings of US Treasuries - Foreign holdings of US Treasuries have declined from 34% in the last 10 years [18] - Decreased foreign holdings of US Treasuries suggest that foreign governments and central banks have less influence on American fiscal and monetary policy [19]

Government Debt Management Strategies - When countries face excessive debt, governments are likely to devalue their currency and lower interest rates [1] - Devaluing currency is a subtle method for governments to reduce wealth, as it makes goods cheaper in markets and stimulates the economy [2][3] - Lowering interest rates is stimulative [3] Risks and Alternatives - Devaluing currency reduces buying power because the value of the currency is less [3] - Balancing the budget is an alternative to devaluing currency for offsetting debt problems [4]

Market Strategy & Investment Philosophy - The market's buoyancy is driven by compelling stories, suggesting a focus on narrative-driven investment decisions [2] - The speaker emphasizes making money as the ultimate goal, rather than focusing on minute details like Federal Reserve movements or new governor appointments [9] - The speaker advocates for focusing on stories that can generate profit, rather than getting bogged down in minor market fluctuations [9] - The speaker highlights the importance of identifying companies with compelling stories as key to making money, rather than focusing on minutiae [27] Sector-Specific Opportunities & Risks - A reduction in tariffs on Vietnamese exports from a proposed 46% to 20% is seen as positive for companies with supply chains in Vietnam, benefiting stocks like Nike (up 4%) [10][12] - Apparel and furniture stocks previously negatively impacted by shifting supply chains from China to Vietnam may see relief from the reduced tariff [12] - Whirlpool could benefit from steel tariffs impacting foreign competitors like LG, Samsung, and Haier [16] - A weaker dollar is expected to benefit companies like Proctor & Gamble by increasing the value of overseas earnings when translated back to US currency [18][19] - Meme stocks like Palantir, Coinbase, and Robinhood are experiencing renewed interest from buyers [19][20] Company Analysis & Recommendations - Etsy is considered to have execution issues, but the speaker believes in the company's core value and recommends holding the stock, suggesting buying more if it returns to previous lows [24] - Capital One, acquired at $170 per share and now at $215, is considered a "gold mine," with the acquisition of Discover expected to bring great things [25][26][27]