Charts That Matter.
Rates: 2025 Rate Cut Expectations are skyrocketing, but the 10yr could still climb.
Bitcoin: Our Major Theme of 2025 — Bitcoin will continue to be the best performing asset.
Collectibles: Trading cards will remain the top-performing alternative asset
Watch: Chemours, AMD, Bitcoin, Tesla, Silver and Chinese Tech
High Beta relative to Low Beta is in the 99th percentile
Bitcoin: Best asset of 2025. We’ve been covering since 2014 when you had to use western union to buy Bitcoin through BitInstant.
Bitcoin breaking out to new relative highs vs Gold.
Chemours was up 6.9% last week. Last week: “Don’t look now but Chemours just created 2 state of the art immersion cooling systems for datacenters. Looks like it bottomed.”
AMD will be a top performer this year. AMD’s ROCm is coming after Nvidia’s CUDA moat.
Don’t look now… Chinese tech is about to explode higher.
Tesla has tremendous support around $290.
We were pounding the table at $12 when we first started GMG in 2020.
Meta offered $200 million to poach Apple’s AI Chief. Tim Cook’s compensation was $74.6 million last year. They offered almost 3x more than Apple’s CEO. Once Tim Cook resigns we will consider Apple.
Japanese 10yr is going higher.
Longer duration UST is continuing to grind higher.
Platinum: The monstrous breakout.
Investing across the AI tech stack.
Collectible Trading Cards and CS Skins are the best Alternative Assets classes.
