Damus
Dr. Jeff profile picture
Dr. Jeff
@DrJeff

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 **

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

Dr. Jeff profile picture
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
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Buddy · 2w
We're into the next regime in which financial assets are losing purchasing power relative to hard monetary assets.
Buddy · 2w
And each of those previous 3 periods of gold strengthening correlated with periods of notable global food stress dynamics.
Brisket · 2w
Yeah that's about as macro as it gets. It sure helps to zoom out sometimes. I guess that little bounce was the debasement trade ending...
BangBitcoin2 · 2w
Chart looks to me like it’s climbing to a higher high before the plunge.
Resonance Cascade · 2w
Summation?
BitLo · 2w
I prefer Bitcoin vs Gold chart. Bitcoin has been rising from around 13 oz per BTC to 18 oz per BTC (35-40%)
McCoy · 2w
yo
Nabil · 1w
Hello, Thank you for bringing so much positive energy and generosity to the network—it truly means a lot to everyone fighting through hardships. 🎥 I shared my personal story & medical video on my pinned note here: https://primal.net/e/nevent1qqsws6penarh4xws7s2yevvlfaje0dlhwzkw3jatu6azpk43lp0k...
Adrian M Lopez · 8w
Sinon. Narratively, Sinon replaces Achilles in Hades in Nolan’s Odyssey.
Dr. Jeff profile picture
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.

https://x.com/formerdrjeff?s=11
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djmeistro✝️ 🍊💊⚡️ · 8w
https://blossom.primal.net/ef3342b1824f927f53a03f8c788e51872cd53a9528d59bb6c48a32c687c616ab.mp4
Primal Protocol · 8w
Fresh start, fresh meat. Two years off, now fuel your return with nutrient-dense animal products.
Monsieur Mart1n · 8w
BTC bull run soon 🐂
Paula 33 · 8w
It will be great to hear you on Spaces. Would love to have you on my podcast. Please check your DM.
MAHDOOD · 8w
Lame
Fiat Autopsy · 8w
Disappointing verdict mirrors fiat's demise. Savings erode with 6.5% inflation.
Andrew Delick · 8w
When are you jumping on another pod? Miss the quarterly ones you used to do with Preston and the boys
drew · 8w
Ok. Was actually thinking to go and see it. Guess I’ll pass. Trying to remember the last movie that came out that was actually any….. good 🤷‍♂️ Topgun was pretty good
Dr. Jeff profile picture
Going to see a movie in an actual movie theater today like it’s 1992.

#Odyssey 🍿
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Tony Acid · 8w
enjoy the movie!
Sync · 8w
https://blossom.primal.net/1d6db962921d27820a94d92b04382139230a8d621aa22db56c7d4a8664bb9c8d.jpg
Ernst Jünger · 8w
Odyssey 🏳️‍⚧️🏳️‍⚧️ 🤡
Irrepressible · 8w
Woke shite
richard · 8w
Verdict?
Jimmy · 8w
I need to go see it. Not only have I heard it's really good, but it's pissing off so many of the right people. I love to see them losing their minds. 😆😂
Dr. Jeff profile picture
Q: What do you have if you own STRC and MSTR?

A: You have less bitcoin.

- Opportunity costs are real. You will do well to consider them.
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Jude · 8w
What if you have enough bitcoin?
Cincy · 8w
did you sell?
Horszt · 8w
And you expose yourself to the doings of another person. Talk about how to give away responsibility 🫡
BitLo · 8w
Some people just can’t escape the paper Bitcoin trap. Some will though.
MRHODL · 8w
Perhaps my memory is bad, but I seem to recall a time that you regularly posted about the great success of your hedge fund and significant credit went to your MSTR holdings. My how time flies....
Jude · 8w
What if you can’t buy bitcoin ($300T credit market)
Faroaldo · 8w
MSTR holders are being fooled by #Saylor... He keeps saying they are a "priority" but reality bites: they are being heavily diluted to repay huge STRC dividends.
Nate$% · 8w
You think folks down 75% ytd arent considering their opportunity costs