Thanks for jumping into the cryptoverse! This is the place to learn about macro-level moves in the cryptocurrency markets using data science, and better understand how to build a portfolio to match your own risk/reward goals.
https://vxtwitter.com/pentosh1/status/1848896099563835756
Читать полностью…appears that gold is being adopted by every nation state that values property rights 😏
Читать полностью…https://x.com/apsk32/status/1848889969051414633
Читать полностью…The us has been in a labour recession since 2022 IMO. People are working 2-3 jobs, savings have evaporated.
Читать полностью…Even if you think they are painting the economy better than it is, portfolio managers are allocating based on this information. Wouldn’t you want to follow where the money is going?
Читать полностью…The fed likes to cherry pick information to paint the economy as robust. But it's hard to say that when we all know that Americans live paycheck to paycheck, and are one emergency away from going broke
Читать полностью…this is twitter bear porn. I just pull from FRED
Читать полностью…And march 2023-march 2024 had 800k revised away.
Revision for march 2024 - march 2025 going to be even bigger
“Gradual and structural moves higher...”
📺https://youtu.be/CDpCRQjNiVU
NATALIE BRUNELL: 🟠 "Bitcoin is the apex property… that will be adopted by every nation-state that values property rights."
Читать полностью…Thats what happened in the past. Why will it happen again the same way?
Читать полностью…That's why it's called a bubble. Stock market always goes up until it doesn't. A credit event is looming, the japan carry trade almost triggered it
Читать полностью…Savings rate has been low for a long time in the us yes.
Читать полностью…but a better source of information - reliable and reputable
Читать полностью…Usually it comes very suddenly. When 10-2 is uninverted between 40-90 bps historically
Читать полностью…