My stupid worthless non-investable short-term predictions which are not any sort of individual advice:
- The Oct. 10 US CPI will "surprise" many to the downside... "lower than expected!!"
Soon thereafter:
- The US dollar (which has recently been surging) will rollover and head lower
- Interest rates (which have recently been surging) will rollover and head lower
- VIX (which has recently spiked) will turn lower
- Risk assets will resume their uptrend
- #bitcoin will make bold moves higher... since the next leg of the bull market has officially begun (slowly at first, then exponential in 2H 2025)
- Ironically, #inflation has likely already bottomed (as partially reflected in the coming low September CPI print) and should trend slowly higher over the coming couple of quarters
10/10 just in time for robotaxis and the Atlas comet!
Will be interesting to see if the USG sells the 69k Bitcoin they were “approved” to sell yesterday and if they can hold price down for a bit longer.
I was surprised at the impact of the German government selling their 50k plundered bitcoin.
Jeff
We all appreciate your stupid worthless non investable short term predictions.
Please continue
Thank you 😂
Based on all that .... maybe in a completely non-investable short -term way we guess at the SPX close price at 16:00:00 today .... I'll go with 5775 ...
What’s your take on CRE? Lot of potential to blow up, but seems like servicing all of it is going to be just fine (for now) if rates go lower.
This insight makes me want to learn how to use zaps. Thank you
Doctor Jefe, but what if Bitcoin is kill?
Thanks for your thoughts Jeff.
Looks like this is not what happened.
Meanwhile, there has been more important shit to post about every day.
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