Market Capitalization Comparison - Bitcoin's market cap is $23 trillion [1] - Global real estate market cap is $370 trillion, 850 times larger than Bitcoin [1] - Crypto market cap is approximately $4 trillion [1] - Global equities market cap is approximately $100 trillion, 25 times larger than crypto [1] Opportunities - Bridging real estate with BTC through equity investing and dual collateralization presents a significant opportunity [1] - Bringing the outdated financial system on-chain represents a substantial opportunity [1]

Bitcoin achieving parity with gold is a $23T opportunity.Drawing capital out of global equities is a $135T opportunity.The intersection of bitcoin and global real estate is a $370T opportunity.Thank you for your attention to this matter. ...

By Joel Jose (Reuters) -Goldman Sachs on Monday upgraded its stance on global equities to "overweight" from "neutral" over the three-month horizon, citing improving economic momentum across regions, attractive valuations and growing support from monetary and fiscal policy. "We think that good earnings growth, Fed easing without a recession and global fiscal policy easing will continue to support equities," Goldman analysts said in a note. The analysts held their rating at "overweight" for the next 12 ...

Core Insights - Increasing exposure to global equities is seen as a sound strategy given the current economic backdrop, with the S&P World Index rising 19.8% over the past year and 4.53% quarter to date [1] - Global equity funds attracted $10.65 billion in net inflows, marking the largest weekly purchase since August 13 [2] - Expectations of Federal Reserve rate cuts are enhancing the appeal of global equities, with strong inflows into global equity funds noted [3][4] Economic Factors - The Federal Reserve is expected to proceed with rate cuts in September, October, and December, with a 100% chance of cuts in October and December indicated by the CME FedWatch tool [4] - A weakening U.S. dollar is driving interest in global equity funds, as the U.S. Dollar Index (DXY) has fallen 0.69% over the past five days and 10.18% year to date [5] Investment Strategies - Concerns about a growing AI bubble have been raised, suggesting that diversifying beyond tech funds and companies is prudent to mitigate concentration risks [6][7] - Adding international equity ETFs can enhance geographical exposure and improve overall diversification, potentially boosting risk-adjusted returns [8] Suggested ETFs - Recommended ETFs for consideration include Dimensional International Core Equity Market ETF (DFAI) and Vanguard FTSE Emerging Markets ETF (VWO) [9]

Investment Strategy - Thailand's Government Pension Fund anticipates that gold, commodities, and a global equities rally will fuel a recovery in its returns [1] - The fund aims to rebound from a poor performance in the first half of the year [1]

Core Insights - The article does not provide specific insights or analysis regarding any companies or industries, focusing instead on disclosures and disclaimers related to investment positions and performance [1][2]. Group 1 - No stock, option, or similar derivative positions are held by the analyst in any mentioned companies, nor are there plans to initiate such positions in the next 72 hours [1]. - The article expresses personal opinions of the author and does not reflect the views of Seeking Alpha as a whole [2]. - Seeking Alpha's analysts include both professional and individual investors who may not be licensed or certified by any regulatory body [2].

Market Volatility & Trends - August 5th is statistically the most volatile day for U S stocks based on the average move in the VIX since 1990, but the current August shows calmness [1] - Summer markets typically drift higher but are prone to sudden sell-offs, sometimes due to inexplicable moves [3] - Positive price action at the beginning of the week should be viewed with caution due to lower trading volumes, with S&P 500 volumes being approximately 23% below the 22-day average [4] Catalysts & Concerns - Tariffs remain a slow-moving catalyst with potential for negativity [5] - The market is awaiting CPI data next week, anticipating a positive drift this week [6] - Concerns exist regarding material damage from last Friday's data and Trump's actions against bailout measures [6] Investment Strategy & Outlook - The speaker remains long-term bullish on global equities due to abundant liquidity worldwide, including increasing liquidity from China [7] - US stocks are expected to continue to underperform, a trend observed since the end of January [7] - There is a short-term window for a "Sell America" narrative in August due to shifting growth narratives, particularly negative for the US [8][9]

Market Outlook - Citigroup strategists predict a slowdown in global equities gains over the next 12 months [1] - The outlook is considered "highly uncertain," impacting earnings expectations [1]