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Dr. Jeff
DrJeff@primal.net
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Random pleb. Fund manager. Former physician. I'm mostly on Substack these days, writing Dr. Jeff's Macro Chartbook... come find me there! https://substack.com/@drjeffross - Macro - Charts - Bitcoin - Geopolitics - Often wrong - Random musings - Sometimes funny - Fund management insights - Never individual investment advice ** Nothing to do with Vailshire Capital Management, LLC or Vailshire Partners, LP hedge fund **
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DrJeff 2 days ago
An update on the Most Important Macro Chart in the World: The S&P 500 vs Gold, since 1887. Currently at 1.74 and falling. This combination was last seen in 1Q 2008 and late 1972 to early 1973. It still remains well-above the 1929 stock market peak. $SPY $VOO #Gold #Bitcoin image
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DrJeff 1 month ago
You can just do things… including starting over on X. I am looking forward to the Spaces and expert macro discussions again. I’m not looking forward to the crypto bro and fiat clowns. But all pre-Bitcoiners need to be challenged and educated. After nearly two years away… I’m jumping back in to the arena.
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DrJeff 1 month ago
Going to see a movie in an actual movie theater today like it’s 1992. #Odyssey 🍿
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DrJeff 1 month ago
Status update: 🐂🐂 ✅ 🐂 🚫 🐻
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DrJeff 3 months ago
Bitcoin is Dead. Long Live Bitcoin. RSI: 18. Fear & Greed: 20. Down 26% from the May high. The obituary writers are out in force. But zoom out. 61.4% below Power Law fair value. 8% above a support floor that has never once been breached in 15 years. BES mean-reverting after historic panic selling. Issue #8 of Dr. Jeff's Macro Chartbook is live — every other Thursday, after the close. Here's a link to Issue #8:
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DrJeff 3 months ago
The fear is palpable among the many who still price their lives in dollars or other fiat currencies. Few understand that Bitcoin is the only Denominator that matters.
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DrJeff 3 months ago
“If you use their money you will be their slave.” - Porter Stansberry
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DrJeff 3 months ago
Issue #7 of Dr. Jeff's Macro Chartbook is live! 👀 But Seriously... What Is Your Home Actually Worth? Your home is up 68.7% in dollar terms over the past decade. Congratulations! But what if you measured it in something that cannot be printed? Down -51.7% in gold terms. Down -98.5% in Bitcoin terms. Same asset. Three measuring sticks. Three completely different realities. Also in this issue: → The 2-year Treasury yield is rising again... is "higher for longer" a constraint, not a choice? → Bitcoin update: what started as a bear flag has morphed into a bullish ascending channel. But the 200-day SMA remains undefeated. → SPX/Gold updated: a bounce reminiscent of Q4 1972. Time will tell. → Your friendly neighborhood physician on resistance training and why the scale is lying to you "Great nations are built on proof of work. And they die on proof of stake." Read it here: https://jeffross191961.substack.com/p/but-seriously-what-is-your-home-actually Not investment advice. Not medical advice. Just a curious observer sharing what is on his charts.