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Dr. Jeff · 17w

What I'm watching... 👀 Priced in gold, the last time MSTR was as oversold (in RSI terms) on the weekly charts as it is today was during the deep valley of the flash Covid recession in March of 20...

Nickalopagus 1763955025

Until the company sets and sticks with a guidance outlining a MINIMUM mNav at which they will issue common, it will trade at 1x or less, imo.

Dr. Jeff · 19w

Once (if) the government shutdown ends, Fed Net Liquidity will become relevant and sexy again. Until then, the Liquidity Blob remains stuck in the Fed’s and Treasury’s back pockets. When (if) ...

Nickalopagus 1763581723

Any current insights kind sir? We miss you over on X

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Dr. Jeff · 17w

Despite the end of the shutdown, the Liquidity Blob remains stuck in the government’s coffers. Bitcoin is screaming for more liquidity. The 2-year Treasury yield is screaming for a lower fed funds rate. But, sadly, the market screams are falling on deaf ears. It’s painful to watch.