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Phone plans. Internet. Travel eSIMs.
In the next few days they're coming onchain.
• Fixed 2B token supply
• Leading partners: PwC, IABG, Dito…
I know a lot of people don't read anymore—which is partially why so many investors keep losing tons of their and/or other people's money—so here is the key passage from today's must-read note for the "TLDR" crowd:
“We view the current meltdown in the Treasury market as part and…
I know a lot of people don't read anymore—which is partially why so many investors keep losing tons of their and/or other people's money—so here is the key passage from today's must-read note for the "TLDR" crowd:
“We view the current meltdown in the Treasury market as part and…
Here Is What Wall Street Still Does Not Understand About Our Trump “Kitchen Sink” Thesis
Enjoy these clips from our Apr-25 Macro Scouting Report that summarize the Paradigm-A-to-Paradigm-B Fourth Turning transition we have been preparing 42 Macro clients for since last fall. We…
This is a ratio chart between an ex-US international equity index and a US equity index.
See that little bump toward the end here in 2025?
That's the recent international stock outperformance everyone is talking about.
Good morning, and God bless, #Team42!
Today’s Key Macro Question(s): Will #tariffs tank asset markets?
On Friday, we asked a similar question and concluded that tariffs were unlikely to tank the US economy for a variety of factors including the six pillars currently upholding…
Good morning and God bless to our global #Team42 community!
Today’s Key Macro Question(s): Will massive #tariffs be used to extend and expand the Trump Tax Cuts?
Unequivocally yes. We have been signaling that for months based on our understanding of the Congressional…
I don't like the idea of national governments owning Bitcoin, and while US gov spending money on acquisition of BTC is far less bad than most of what it spends money on, I still prefer private money to be held privately.
However, if a digital asset reserve is going to happen, I…
Good morning and God bless to our global #Team42 community!
Today’s Key Macro Question(s): Will the good outweigh the bad during Trumponomics 2.0?
We think so — at least over a multi-year time horizon. The issue we raise with our two-month-old “Triple S’es” theme is that the…
Good morning and God bless to our global #Team42 community!
Today’s Key Macro Question(s): Is the disinflation process still intact?
Today at 8:30am ET, the BLS will release its December #CPI data. Consensus is expecting Headline CPI to nudge up +10bps to 0.4% MoM and +20bps to…
Good morning and God bless to our global #Team42 community!
Today’s Key Macro Question(s):
Will @DOGE save the bond market and, by extension, the bull markets in risk assets?
Yesterday saw steep selloffs in risk assets and bonds alike amid clear evidence of our “sticky…
Christmas is a good time for us all to remember that behind most social media accounts (the non-bots) are… people.
A lot of people still treat social media like a video game; totally separate from reality where their words don’t matter.
But they do. Kindness matters.
Good morning and God bless to our global #Team42 community!
Today’s Key Macro Question(s):
What will derail the year-end performance chase?
Fresh highs for Bitcoin (+145% YTD) and the NASDAQ (+28% YTD) heading into a sneaky busy week of macro and policy updates. The aggressive…
Good morning and God bless to our global #Team42 community!
Today’s Key Macro Question(s):
How inevitable is a stronger US dollar?
Yesterday we asked the question “When will dollar strength become a headwind to US assets?” The latest global macro news flow begs today’s key…
Good morning and God bless to our global #Team42 community!
Today’s Key Macro Question(s):
What will disrupt the Santa Claus rally, part II?
That could very well be the key macro question for all of December with the S&P 500 notching its 54th record high yesterday, closing up…
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