Dr. Jeff's avatar
Dr. Jeff
DrJeff@primal.net
npub1k7vk...c04l
I'm mostly on Substack these days, writing Dr. Jeff's Macro Chartbook... come find me there! https://jeffross191961.substack.com - 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 **
Dr. Jeff's avatar
DrJeff 9 months ago
2015–2025 SCORECARD: - S&P 500 TR ≈ 12.1%/yr - Gold ≈ 12.0%/yr - Bitcoin ≈ 73.5%/yr 🚀 Stocks & gold both crushed it this decade… but BTC played a different sport. #Bitcoin #Gold #SPX #SecularTrends -------- A little deeper look 👀 Over the past TEN YEARS: - S&P 500 (Total Return): ~12.1% CAGR — steady compounding, roughly tripling wealth over the decade. - Gold: ~12.0% CAGR — unusually strong relative to its long-term 8.5% pace, reflecting crisis hedging, central bank accumulation, and fiat debasement concerns. - Bitcoin: ~73.5% CAGR — still the order-of-magnitude standout, turning $1 into ~$265 in just 10 years, albeit with brutal drawdowns. image
Dr. Jeff's avatar
DrJeff 9 months ago
(Purchasing) Power to the People 🫡 Purchasing power always flows to where it is best treated. Which is why it (purchasing power) consistently and increasingly flows out of government fiat currency (and related fiat assets) and into the Bitcoin network, where it thrives. Understand and enact this... and you will do well.
Dr. Jeff's avatar
DrJeff 10 months ago
What I'm watching (explained in detail)... 👀 1. Reverse head-and-shoulders - Left shoulder - Head - Right shoulder 2. Breakout 3. Re-test 4. Next move (rip higher)? #bitcoin Just my guess. It won't be perfect. You do you. image
Dr. Jeff's avatar
DrJeff 10 months ago
Another gripping FOMC press conference today featuring Fed Chair: Jerome "Wet Blanket" Powell image
Dr. Jeff's avatar
DrJeff 10 months ago
I am not just bullish right now... I AM PARTICULARLY BULLISH. #bitcoin Get some. 🔥 🐃 🔥
Dr. Jeff's avatar
DrJeff 10 months ago
Buying calls and selling puts on bitcoin proxies in my fund like a degen this morning. lol But that’s just me. You do you.
Dr. Jeff's avatar
DrJeff 10 months ago
Long Blue Collar work and short White Collar work over the coming 3-5 years. #AI
Dr. Jeff's avatar
DrJeff 10 months ago
"Ultraprocessed food is associated with a greater burden of atherosclerotic plaque in the carotid artery." All Radiologists know this, but few normies do because of false advertising, misleading marketing, malevolent government incentives, and pseudoscientific nutrition studies. Recommendation: Eat clean. Eat whole foods... including meat and eggs. Eat little to no processed "foods" ... which are actually pseudofoods and undermine your health over the long run... even if marketed as "healthy." image
Dr. Jeff's avatar
DrJeff 10 months ago
Sats flow is the standard. 🫡