Market Outlook - The CPI report is considered a binary event, with risks skewed to the upside for the equity market, especially with upcoming hyperscaler earnings, Fed meeting, and US-China meeting [2][3] - Unless CPI comes in really hot, investors might want to position more bullishly into those events next week [3] Gold as a Hedge - After the selloff, gold is considered a great entry point, driven by fiat currency devaluation [4] - The industry uses a measure of M2 money supply divided by the gold price to gauge the currency cycle [5] - The industry identifies a currency devaluation cycle that started in 2022, coinciding with the Russia-Ukraine conflict and the hiking cycle [6] - Regression analysis identifies budget balance, fiscal deficits, debt to GDP, and inflation as drivers of the currency cycle, all expected to remain negative [7] - Historically, the S&P 500 underperforms gold during devaluation, making gold a good hedge against S&P 500 and devaluation [8]

Core Insights - Robert Kiyosaki expresses concerns about the stability of the U.S. dollar and endorses Bitcoin and Ethereum as safer investment alternatives [1][4] - Kiyosaki advocates for investing in hard assets and decentralized networks to protect wealth amid potential financial crises [2][5] Group 1: Investment Strategy - Kiyosaki suggests that holding cash in banks may lead to losses due to fiat currency devaluation, promoting investments in Bitcoin, gold, silver, and Ethereum [2][5] - His recent endorsement of Ethereum indicates a shift in perspective, recognizing its potential beyond speculation to include tokenized assets and smart contracts [3][4] Group 2: Market Trends - Kiyosaki's strategy reflects a broader trend towards diversification in investment portfolios as a means of wealth preservation during uncertain economic times [5] - His concerns about the Federal Reserve's monetary policy resonate with wider apprehensions regarding the long-term value of fiat currencies [4]