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Dr. Jeff
DrJeff@primal.net
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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 **
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DrJeff 2 months 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 2 months ago
We are all military analysts now.
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DrJeff 2 months 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 2 months 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 months ago
It’s been awhile. Who’s getting ready for yet another #58kGang party?!? 🥳
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DrJeff 3 months 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 3 months 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 3 months ago
A systematic process is ♾️ better than a prediction.
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DrJeff 4 months ago
Have you traded your savings account today, degen?
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DrJeff 5 months ago
I recently received this good news from BarclayHedge about my little friends and family hedge fund: “Vailshire Partners, LP has ranked #1 in the Multi-Strategy - Past Three Years category for the 3rd Quarter, 2025.” I make lots of mistakes, but sometimes we get things right with our long-term systematic investment approach. image
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DrJeff 5 months ago
I don’t know about you , but I think it’s pretty wild to watch the post-WW2 geopolitical and financial world order fragment and reorganize in real time. 👀
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DrJeff 5 months ago
Ozempic is the new Prozac.