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Dr. Jeff
DrJeff@primal.net
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Macro. Charts. Geopolitics. Random musings. Sometimes funny. Occasional doom and gloom. 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
Just dropped! I had a great conversation with @Danny Knowles on the latest What Bitcoin Did show. Check it out and let me know your thoughts. 🔥 And don’t forget to zap Danny for his tireless efforts and excellent interviews! ⚡️
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DrJeff 6 days ago
We are all military analysts now.
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DrJeff 1 week ago
lol… so many people and market participants reading/watching mainstream media think the war in the Middle East is basically over. Things about to get real in the coming days. Geopolitical and financial reorganization is just getting started. #FourthTurning vibes
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DrJeff 1 week ago
Issue #4 of Dr. Jeff's Macro Chartbook is live! 👀 What Are You Measuring Your Wealth In? → S&P 500 Total Return: +286% in dollars. +0.17% in gold. -97.59% in Bitcoin. → Oil tells the same story — even hard assets fail the sound money test → Why central banks are quietly abandoning the dollar measuring stick → SPX/Gold at 1.43 — the 100-year view, updated → A bonus health observation from your friendly neighborhood physician 😄 The dollar is a shrinking ruler. Here's what the charts look like when you use a better one. Read it here: Not investment advice. Just a curious observer sharing what's on his charts.
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DrJeff 3 weeks ago
It’s been awhile. Who’s getting ready for yet another #58kGang party?!? 🥳
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DrJeff 1 month ago
The script? Team A: Get overly involved and distracted in the PG, by design. Team C: Make a quick move for T while Team A is “too far away to meaningfully help.” Team A: “We would have liked to help more, but the PG crisis was imminent and most of our former allies refused to help. What could we do?”
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DrJeff 1 month ago
Because I like you, here's a free glimpse of an amazing chart that I'm regularly watching... 👀 Three data lines are overlapping: 1. ISM Manufacturing PMI (multi-color line) 2. Global M2 (blue line) 3. Bitcoin price (red/green candles) I still believe that the unimpressive bitcoin price performance in 2025 resulted primarily from the lack of a positive US manufacturing cycle since 2021. Everything became distorted during the 2021 Covid-related, fiscal/monetary easing debacle, but cycles have a way of re-establishing themselves. ISM Manufacturing PMI is finally starting to recover. It will be interesting to see if the price of bitcoin responds in kind, as it (seemingly) has in the past. Not a prediction, just some observations. Cheers. 🍻 image
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DrJeff 1 month ago
Issue #2 of the brand-new "Dr. Jeff's Macro Chartbook" drops this Thursday, March 12th. 👀 Each issue: ~5 charts I'm actively watching as a fund manager, with commentary on what I think they're telling us. Macro, geopolitics, the occasional Bitcoin rant, and unsolicited health/wellness advice -- all included at no extra charge. 😁 If you missed Issue #1 -- the most important macro chart of the last 100 years -- you can read it here: Note: I will never give individual investment advice. Don't ask. 😉
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DrJeff 1 month ago
A systematic process is ♾️ better than a prediction.