Damus
Dr. Jeff profile picture
Dr. Jeff
@DrJeff

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 **

Relays (8)
  • wss://knostr.neutrine.com – read & write
  • wss://misskey.04.si – read & write
  • wss://purplepag.es – read & write
  • wss://r.hostr.cc – read & write
  • wss://relay.nostr.band – read & write
  • wss://relay.nostreggs.io – read & write
  • wss://relay.primal.net – read & write
  • wss://premium.primal.net/ – read & write

Recent Notes

The Stacker Monster · 2d
ISM is accelerating, meanwhile BTC keeps going down.. Where are all the Business cycle / Bitcoin correlation bros?? Wasn't nostr:nprofile1qyvhwumn8ghj76mwdaehgu3wdejh2arjd9hx2tnrdakszymhwden5te0d45h...
Dr. Jeff profile picture
An observation, not a theory.

It's been a fairly tight correlation throughout the past 13-14 years.

The chart below (from Real Vision) shows it well.

At some point, I am expecting the alligator jaws (divergence) to close.

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The Stacker Monster · 2d
Well, more than an observation, right? You, iirc, communicated an expectation for bitcoin to rip higher alongside ISM. Not hating, this bitcoin price action has just been downright nasty the last several months, particularly while watching stocks at ATHs. Personal lesson for myself, probably shou...
BitLo · 1d
That doesn’t look good to me at present.
sean · 5d
No man should work for what another man can print
Neo ⚡️ · 5d
🎯💯
Neal · 5d
absolutely true https://www.modernchains.com/
travis · 5d
Everything changes when you stop using their money.
BlueDuckBTC · 1d
If it is just a money problem, how do you explain the historical and current data coming in like this one? Wages are stagnant at best but “profits” continue to go up. If this was caused by debasement or fiat, wouldn’t the numbers stay relatively congruent? Profits is everything that’s left a...
Dr. Jeff profile picture
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.
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Darrick · 1w
Glad to see you active, Jeff! GM 🧡
Cobweb · 1w
The thing about RE is the leverage you can get on it. A 68.7% gain when you only own 10% of your home is a 687% return on your money.
Brisket · 1w
In early 2020 I had almost paid off my mortgage but redrew half of it back out to put into Bitcoin. That Bitcoin is now worth more than the house even though the house has also doubled in value. Before Bitcoin my house was my key to getting out of debt slavery. Bitcoin has completely replaced it i...
₿ennett · 5d
If I zap you can you dm me the full article? I don’t want to download substack lol
Dr. Jeff profile picture
Shout out to the “Engineered Crisis”…

…and to the governments who both create and take advantage of them.

Forced commodity supply shock ➡️ Rising inflation ➡️ Rising government bond yields to intolerable levels ➡️ “Forced” yield curve control to “save” the bond market ➡️ Acceleration of currency debasement ➡️ etc., etc.
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hazzvaan · 2w
Forced selling of your hard(er) assets back to the elite to cover your inflated costs as wages never keep up
Flo Montoya · 2w
It did pass the flavor test 💕