Welcome To The Bitcoin Bull Market.
We’ve been bullish since 2013. Our first ever research report published was about Bitcoin back in 2020.
MAJOR THEMES TO FOCUS ON:
Underestimated AI Impact: Investors may not fully grasp the transformative power AI will have over the next 3-4 years.
Capital Influx for Tech and Infrastructure: With $9 trillion in money market funds, substantial capital is now flowing into infrastructure for digitization, AI, and decarbonization.
Disruption of Knowledge-Based Jobs: We are on the cusp of seeing widespread disruption in knowledge-based roles as AI advances.
Inflationary Government Policies: New policies focusing on deregulation, spending cuts, tax relief, and tech innovation could drive higher inflation and support higher rates, boosting growth.
Interest Rates and Demographic Shifts: Higher interest rates will benefit an aging population but place pressure on borrowers.
Growth Without Workforce Expansion: Companies are scaling through technology, reducing the need for workforce growth.
Shortage of electricians.
Bull market activated.
US Dollar strong off of a great Trump victory. Yields to follow.
Bitcoin: Berstein ($900B in AUM) is urging clients to “buy crypto exposure asap”.
This was on our first ever GMG Research piece written back in 2020.
Tesla: Consumers are being spoon fed filtered dumbed down versions of LLMs. Behind the scenes, the tech is far more advanced, bringing us closer to AGI and super-intelligence. Tesla poised for major gains.
Higher interest rates benefit this growing aging population. People who are borrowers will hurt.
Fidelity updated their fair value bond model 125bps higher to 4.0-5.3%
A Trump victory will force China to go all out with massive stimulus
Bloomberg U.S. Aggregate Index Reflects New Volatility Regime.
Here’s what we are watching:
Return always wants its risk payment.
NOT INVESTMENT ADVICE. Only for entertainment.