What do my followers make of today’s #MerryChristmas  message of our president?

Everybody is talking about $BTC exponential gains as of late, but I want to point out to my followers that $ETH has performed even better!

#Bitcoin #bitcoin100k #Ethereum

I share an excerpt from the book “Devil Take the Hindmost” about financial bubbles with my followers.

The Tulip-Mania bears an interesting resemblance with #Bitcoin

Will history repeat itself? Interesting times ahead!

#Investing #Technology #Economy

Markets have sniffed since July the high likelihood of a Trump 2.0 presidency.

International markets have sold off since then.

As you can see from the chart below, potential tariffs have hit European Stocks very hard since June, underperforming the $SPX by 17%!

#Investing

On Wednesday, we will get the Core PCE numbers for October.

As I pointed out last month, Cre PCE has stalled well above 2% since May and is slightly rising.

Considering that financial conditions are easing instead of tightening, I would not be surprised if Core PCE tests 3% in 2025!

#Economy

but I suspect this is the first company that could go belly up if we see a big sell-off in #Bitcoin.

MTCR has a market valuation bigger than $NEM and $Gold combined…..

#Investing

However, I suspect there might be some good non-US-based company shares that US Investors could scoop up during the first half of 2025 at an attractive discount, also thanks to a strong dollar!

Its intrinsic value is zero, and the bet an investor makes is that they can sell their coins to somebody at a higher price.

That's it.

The inception of the #Bitcoin ETFs provided a huge boost to Bitcoin liquidity.

We could hit 100k very soon considering the precarious fiscal position of our country!

Housing has become unaffordable for many Americans.

The problem is that I don’t see #Mortgage Rates coming down anytime soon!

The 10-year yield has resumed its march toward 4.5%.

I am laser-focused on 4.57%, the $SPX earning yield. If we breach that level, stocks could suffer!

#Investing

#Nvidia result will move markets next week!

#Finance #Investing

I'm excited to share that I'll be joining the Board of the Traverse City Economic Club in January 2025! Since 1979, the club has been a vital part of northern Michigan, fostering important discussions on business, leadership, finance, and economics.

#Investing #Economy #VentureCapital

Various #inflation measures, such as the Trimmed Mean CPI, the Sticky Price CPI, and the Median CPI, are all well above 3%, and I foresee them starting to inch up during 2025 thanks to easier Monetary and Fiscal Policy.

I expected a hawkish tone from the #FOMC at the December conference, and Powell confirmed his regret over the September 50 basis points cut.

The bond market is jittery due to the Fed's extreme data dependency, with high volatility expected to continue into 2025.

#Finance #Investing