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Oil, metals, BTC

For the near term, it will remain the USD. We are talking a Massive collapse of the world economy, banking, and U.S. government. Bitcoin is around 1-2T, 38b/day of transaction volume up a little from 2023. the USD is around 3-4T per day or nearly 100x that of Bitcoin.

I never thought it was a joke. I just see the geopolitics around fiat money and don’t think we are close to seeing an end of fiat. Bitcoin as an investment- you are buying into the idea that the world population is going to need a monetary solution that will replace the USD as we become less...

How long are you going to hold it? My opinion- I don’t believe we move away from government backed currency.

6500 to 40000. How is that 75% annual? Do you mean 7.5%?

With the government spending as if we are in a recession/depression, I can't see inflation cooling much. Thus, we are just waiting for something bad to happen before the FED can lower rates. Housing starts down is a bad sign for future inflation. We need starts up or housing inflation will...

Capital One COF

Anyone buying Capone? I could see them gaining market share against visa/master card/amex. If they simply convert their current users, it likely jumps discovery to 3-4%

I sold it years ago. I truly don't see what others see in their theme parks, resorts, cruises... ESPN is getting worse by the year. Disney movies are rehashed themes on repeat (not that others are much better).

I see lots of links to buy goods on Instagram and Facebook reels/feeds. Instagram also has shopping tools for businesses to sell specific items in content. No matter the case, there is a learning curve and competition drives costs lower for the content creators. Thus, removing TikTok will hurt...

Youtube short form is very popular. Content producers like Youtube because it is an easy way to generate income from Adsense.

I'd go with Snap (GenZ loves it), Meta, and Google as the upside for Tic Tok getting banned.

Facebook isn't owned by Google. Just saying

thus, you miss out on the real upside of companies and are just investing in assets that have already peaked. You would never have invested in 2000 Amazon or Facebook in 2008 or Tesla in the early days… There is a company every year that will go from Small cap to large. There are thousands of...

First, investing in big tech is similar to investing in big tech in the 70s, 80s, and 90s. At some point, the big tech will be broken up much like IBM, GE, Bell, and others. Thus, it is more important to know when to exit as it will keep growing until the government steps in. I do believe we are...

35B less of QT starting in June is the big news from the FED. $245B of FED buying treasuries $300-400B in the Repo $1T in the TGA

TGA should have $1t of funds to pump into the economy. Repo has around 300b. 1.3T off sets the 1.2T of Fed QT and I suspect the Fed will actually slow QT. This could extend the bull market.

I don't expect 0% unless they overcorrect or we have a big emergency. My guess would be a bottom around 2% with mortgages in the 4-5% range. You see Republic First Bank failed? Tiny compared to last year's BUT a little ironic it hit one month after BTFP expired.

Correct. That said, if you are 100% sure this is a 10-15 year home: I would buy it. Heck, I'm looking to buy a new primary soon and have my eyes on one that will be an estate sale in the coming weeks/months. 1. Rates will fluctuate over the coming years so refi into rates when they hit 4-5%...

Mario has to make me a believer first. He can recruit but can he win at Miami like he did at Oregon? Can Miami get out of the acc?