Python, AI, Datacience, Global Macro Investing and economic analysis, Bitcoin #mpb #graduate #finance

In today's Island Wealth Strategic Report you will get a summary of this video with Alasdair MacLeod below. You can take this to your next Family Office meeting, with your wife or husband and your kids, where you discuss how the kids are going to manage your wealth in this Credit bubble we are in. Nothing is financial advise, for educational and entertainment purposes only. I'm not your financial advisor. I only care about your wealth. 🧠 Strategic Economic Intelligence Report Based on Alasdair Macleod – WTFinance Interview: “1929 Repeat As Credit Bubble Collapses” 📅 Date: July 28, 2025 | 🎙️ Duration: ~42 minutes ⸻ 🔟 Top 10 Summary Insights 1. ⚠️ We are at the peak of a global credit bubble — unsustainable debt levels mirror 1929. 2. 📉 Bond yields rising = massive repricing of debt, crushing bond and equity valuations. 3. 🔁 Debt trap dynamics — higher interest payments lead to higher deficits, lower growth, and a vicious spiral. 4. 📉 Global recession already underway — small and mid-sized businesses are struggling, official stats are misleading. 5. 💸 Fiat currencies are rapidly devaluing — it’s not gold rising, it’s fiat collapsing. 6. 🏛️ Central banks are trapped — no room to cut interest rates in a stagflationary environment. 7. 🏚️ Property values will collapse in real terms — even luxury villas can become net liabilities. 8. ⚒️ Base and precious metals remain deeply undervalued (lowest since 1900 in gold terms). 9. 🧨 Crisis is inevitable — timeframe: within the next 18 months or sooner. 10. 🛡️ Preserving wealth is now more important than growing it. Get out of credit. Get into corporeal money (gold/silver). ⸻ 📊 List of Economic Variables Mentioned 🔗 Variable Linkage Flow (Simplified Macro Chain) Debt Levels ↑ → Bond Yields ↑ → Credit Cost ↑ → Business Defaults ↑ → Equity Prices ↓ → Confidence ↓ → Investment ↓ → Recession ↑ → Tax Revenue ↓ → Budget Deficit ↑ → Currency Confidence ↓ → Inflation ↑ → Fiat Value ↓ → Gold/Silver ↑ → Real Estate (Net Real Value) ↓ → Capital Flight ↑ 💥 Risk & Opportunity Snapshot – Your Asset Overview 👨‍👩‍👧‍👦 Family Home Wealth Meeting – What to Discuss 🗣️ 🛑 1. “Get Out of Credit” — Move savings from banks, debt instruments, and leveraged property into assets with no counterparty risk. 🏡 2. Don’t Count on Real Estate — Reassess long-term assumptions. High maintenance and low liquidity make it risky in currency collapse scenarios. 🪙 3. Increase Exposure to Physical Precious Metals — This is the only historical store of value across systemic collapses. 🚫 4. Reconsider Crypto as a Hedge — Bitcoin is not functioning as true money in this scenario. It’s speculative and power-dependent. 📉 5. Expect 18-Month Crunch Window — Prepare liquidity buffers and escape routes (i.e. residency, backup plans, physical asset access). 🧠 6. Teach the Next Generation — Introduce basic concepts of “real money vs. credit,” the history of fiat, and importance of independence. 💰 Capital Allocation Recommendation 🧠 Final Message from Alasdair (paraphrased) “It’s not about growing your wealth anymore. It’s about protecting it. Get out of credit. Get into real, physical money.” 🎯 TL;DR Preserve > Grow. Get out of debt-backed assets. Gold is not going up — your money is going down. Runy Calmera Island Wealth

Here I explain the Bitcoin24 model. You can use it like I did to: - Calculate the impact of saving in Bitcoin for your family, your pension fund, your school, your business and - your country/island. - I have used it to show what would happen if Caribbean islands/countries like Curacao, Sint Maarten, Suriname and all the rest of the Caribbean adopt a Bitcoin Treasury Strategy, like Michael Saylor's Strategy did. I will redo this exercise again and create a shorter 10 min video with the main parts. This one is long. The sound will be improved and I will cut it to the basics. Download the Bitcoin24 model from github for free, it is open source, and start making your own calculations. Let me know below if you have any questions. PS: what I did is I added my whole macro investment models to this spreadsheet. In these macro investment models for small island economies - and soon for the USA / China / BRICS+ countries - you can simulate the whole economy, discuss it based on facts and real data. You can change assumptions on how the economy will work, and you can discuss future scenarios. So you know the impact. No financial advise. For education purposes only. Runy Island Wealth

Imagine living in a world where the global reserve currency - the strongest fiat currency falls from 1 to 1 to 1 to 119.000 in just 15 years!! In 2010 maybe, you had to pay just 1 usd for 1 Bitcoin and just 15 years later the value of the UD dollar has fallen to 119.000 times what it was in 2010. Let that sink in. How is that possible? How can that happen? What is happening with “value” in this world that this can happen? All other fiat currencies are just connected to this US dollar, built on top of it, linked to it. They all have fallen more. All public and private stocks, fixed income, are just derivatives of this US dollar, earning it, paying it as dividents, earnings in the future. All jobs are just ways to earn it, by trading time, 40 hours a week. Since 1971 this world has gone crazy. It has decoupled from everything that represents value. Since 1971 the fiat dollar has been delinked from gold. And things have gone crazy. While many of us go every day to our work, our businesses in chase of this US dollar, that has lost so much value, working in the rat race, chasing sales in US dollars that get devalued every day. I want to be a millionaire, billionaire in US dollars seems such a foolish goal when you see it in this perspective. I want to get a raise of 5% this year, get that bonus of 50.000 usd. Working for the USD, and all other fiat currency in the world. Woeking for aomething that is being debased with at least 7% per year. Where can I contribute? My role in life is to show you how the economic machine works. How an economic system works. The traditional one, based on fiat currencies, but maybe also a new one based on a fixed money supply of 21 million. I use macro economic spreadsheet models to show you how economies work and what could happen in different scenarios. I have created many small island macro economic models for Caribbean islands and use these tools in my strategic boardroom discussions with policy makers, fiat savers and investors. All online. I have linked the Bitcoin24 model to my macro models to see the impact of saving/investing in Bitcoin on a national level. How small islands can increase their wealth. Get out of fiat debt. My next models will be for the USA economy and for the BRICS economies, starting with China. I will create these models in an online experience. And use them. You can join this journey. Because I want to be able to explain to you with numbers, historical trends, future forecasts and scenarios how this is going to play out, globally. If you want to join these strategic discussions, want to learn more and want to understand how economic systems work to produce charts like above, DM me or give me a like, a comment with your questions and observations or a zap below. Runy Island Wealth

This gives me HOPE!!!!

Jack at his best!!!!

Picture this: The Street of Hormuz... And ask yourself: how will the war between Israel and Iran affect the Caribbean islands? That is a question I expect from the small islands I consult. Wars, always affect the wealth of islands. Here are some aspects to consider: How is the war financed? If USA is sending weapons for the war, who is paying for the weapons? Most of the time if you don't know who is paying, YOU, are paying for it. USA has debt it cannot every pay back. That is what some global macro analysts like Ray Dalio, have said. It can pay it back, but through printing of money. More credit, more debt. So the first aspect is: probably the war will lead to more debt in the USA. And more debt ultimately means that the US Dollar is put under pressure. More debt means the purchasing power of the dollar decreases. As most Caribbean island's currency is pegged to the US dollar, a war means your purchasing power of your currency is decreasing. The XCg, Caribbean dollar of Curacao, the EC$, the Eastern Caribbean dollar of the ECCU, the US Dollar used by Turks and Caicos...all somehow pegged to the US Dollar. What will the effect be on the prices? On top of it, the prices. The war is being fought and there is the Street of Hormuz. I read that a significant part of the oil of the world goes through that street. Now imagine a war, around that street. It means more risks, more unstable trade flows. And it means oil prices can go up. For the Caribbean this will mean, as they almost all import oil, higher oil prices. So it means higher import bills for the Caribbean. It means higher electricity prices and fuel costs. Of course the island's governments will try to subsidize this for 3-4 months. But if the situation continues, it will mean that they will have to let the oil prices pass to consumers. So the scenario to run with the macro economic models of the Caribbean (I got 12 of them) will be higher inflation, due to higher oil prices. I can tell you, based on previous scenarios run, that this is bad for the purchasing power of Caribbean citizens, bad for consumption, because if your purchasing power decreases, consumption goes down. And if consumption go dow the demand goes down. Combined to maybe less traveling of USA tourists.... Imagine a scenario where USA tourists stay home, don't travel. Now you got a worst case scenario. For a Caribbean economy the summary is this: - Higher import costs due to higher fuel costs, due to higher oil prices - Lower consumption, due to lower purchasing power - Lower exports due to lower (USA) tourist arrivals, less people spending That is it. A war impacts your Caribbean economy negatively. So the war going on in the Middle East is not something that cannot affect you. Let me say that a war is a most devastating on people's lives. As a macro economist I'm here to tell you what it means for your economy. How this trickles down on your economy, on your wealth. If you are a citizen of a Caribbean economy, the USA and you want to know more about how this war affects your purchasing power, your live let me know below. Runy Calmera Island Wealth

Here is a dark picture for the G7. I have to recreate this graph myself based on the data but it shows you the economic power behind the scene: - BRICS's gross domestic product, that is the total annual income of the BRICS nations is now 36% of the world while the same number of the G7 is 29% - 23 years ago it was almost the opposite: the share of the G7 was double the share of the BRICS. What does this mean? The economic power of the "South" has drastically increased. While that of the "West" has declined or stayed stagnant. Has only increased by 5%. In 23 years the South has increased their economic power. Now my question is: For the Caribbean: if your tourists are only coming from the G7 nations, with a very concentration on USA, what should you do? Isn't it an idea to try to trade with the BRICS? Their economies are growing fast. If you want to know more about the economies of the BRICS just let me know below. Tell me what you want to know and if I can I will answer. If you want to know more about the economy of the USA, I'm building an economic model of the USA. Basically it contains all the relevant data and you can run scenarios on it. You can use it as a way to discuss and analyze the USA economy. If you want to hear more about that and why that is relevant to you - e.g. why should YOU care about the economy of the USA, let me know below. Island Wealth

In his recent book How Countries Go Broke, Ray Dalio shows the exact mechanics on how debt and credit creation lead to a blow of the currency. It is reading like a documentary of what is happening now with the USA. It has examples with data, graphs and it tells you the horror stories of how global reserve currencies like the USA dollar collapsed. It is a must read if you care about uour wealth Runy Island Wealth

How can Bitcoin impact the music industry? Ask that lady and join the dance floor. This is the Kizomba beat! This is part of the global music and film industry. The #Kizomba Portugesa (Portugese Kizomba) is one of the leading niches of global dance music. Check this cideo to get the groove. And lets talk: 1. When I scroll down to the messages of this video on Youtube I see 11 views. 2. So #C4Pedro is a big artist, producer. 3. But clicking on one of his websites in the link brings me to a website that is not online. Have they dropped the website? Why isn’t there a website? 4. What would have happened if C4Pedro were on Nostr? How could he have monetized this video clip? How can we bring more independent musicians, video producers to #Nostr? I see this music video as the layer 3, on top of the #lightning layer 2. On top of the #Bitcoin layer 1. This video and song are “applications”. Applications built now on Youtube. But they should have been built on top of hard decentralized money. Let me know how we could help C4Pedro monetize his craft. Because if Youtube pulls down this video, his 11 million views will be gone. PS: the music industry is part of the Orange Economy!! More on that next time. Runy Island Wealth

@croxroadnews created this image Bitcoin is Time. Your time. Stored. “Money” especially hard money like Bitcoin, is a battery storing your time. Currency, especially fiat currency is a battery leaking 7% of your time. Bitcoin is a closed container that nobody can temper with. Globally more people are realizing this. That they need a better store of their time. Your time is your wealth. It is the only true “thing” you have. Before your time is up. Store the ones you made productive in Bitcoin. This is no financial advise. It is for educational purposes only. Every time you see your watch or a clock. See how Bitcoin is like a clock. Ticking every 10 minutes Block after block. It is time for me to go now. Runy Island Wealth #Bitcoin #Time #Money #Fiat #Currency #islandwealth