jeroen blokland @jsblokland
Founder Blokland Smart Multi-Asset Fund, investing in scarce assets, Quality Stocks, Gold, & Bitcoin. Founder True Insights - independent investment research. bloklandfund.com/eng/ Netherlands Joined June 2009-
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The bigger the #debt bubble gets, the more negative the correlation with scarce assets on the other side of the universe should become. Likely, the relationship between US budget #deficits and the price of #gold is less spurious than many investors assume. Move out of what is…
April was another example of the massive #diversification benefits the combination of #equities and #gold offers in an investment portfolio. While global equities fell 2.1%, gold rose by 5.0%. In fact, given the weights of equities (55%) and gold (25%) in the Blokland Smart…
#Apple’s stock just became more scarce after the company announced its biggest buyback program. Equity capital is getting scarcer relative to the abundance of bonds/#debt, which will show up in relative #valuation. #qualitystocks
The #FederalReserve is already pushing it! ht @FrancoisTrahan
The people, ideas, and politics involved in the thread below are massive. What impact does this have on one’s investments?
The people, ideas, and politics involved in the thread below are massive. What impact does this have on one’s investments?
Why the #FederalReserve likes its balance sheet ‘big’ in one chart!
The #Gold/#Treasury chart is THE chart to watch in the coming years. (the example here is from @GameofTrades_) Low real #yields, higher realized #volatility, and less #diversification benefit will accelerate the diversifying away from the 2nd biggest asset class on the planet,…
Present! ⬇️
Markets are celebrating #payrolls coming in below expectations, but the ISM Services dropping below 50 with the ISM Prices spiking toward 60 again smells like #stagflation. To be clear, #Powell has shown eagerness to cut rates, but stagflationary data is not something markets…
Markets are celebrating #payrolls coming in below expectations, but the ISM Services dropping below 50 with the ISM Prices spiking toward 60 again smells like #stagflation. To be clear, #Powell has shown eagerness to cut rates, but stagflationary data is not something markets… https://t.co/3ICfPsfGRr
BREAKING! US nonfarm #payrolls increased by 175K, LESS than expected. As #Powell made very clear during the latest #FOMC press conference, the #FederalReserve wants to focus on both parts of its mandate again. Hence, any labor market weakness will re-open the door to rate cuts!
With #Apple's biggest #buyback program ever of USD 110 billion, it could also buy: - #Ferrari (USD 76 billion) - #Sony (USD 103 billion) - #Coinbase, #Microstrategy, AND #Grayscale Bitcoin Trust (USD 110 billion) - #Heineken AND #Monster beverage (USD 110 billion) - #BNPParibas…
With #Apple's biggest #buyback program ever of USD 110 billion, it could also buy: - #Ferrari (USD 76 billion) - #Sony (USD 103 billion) - #Coinbase, #Microstrategy, AND #Grayscale Bitcoin Trust (USD 110 billion) - #Heineken AND #Monster beverage (USD 110 billion) - #BNPParibas…
Andreas Steno Larsen @AndreasSteno
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50K Followers 1K Following Types fairly fast. Tweets are map, not territory.An important speech which challenges the current global dogma on immigration. In sharing such a video, one cannot avoid being criticized but I share it nonetheless for it makes a powerful case against accepting an unlimited number of migrants into a host country. Immigration…
.@EvaVlaar begins her speech by simply sharing what happened in Europe in the past 7 days 👇 A must watch. Europe has fallen.
Warren Buffett on valuations today… “I don’t think anyone at this table has any idea of how to use it [$189B in cash] effectively, and therefore we don’t use it. We only swing at pitches we like… today things aren’t attractive. We’re not using it at 5.4%, but I wouldn’t use it…
Buffett: the financial media likes to focus on the Fed, but the fiscal deficit is where the action is. (I’m paraphrasing)
4/ Since March 2020, gold has outperformed Treasury bonds by 170% amid surging government spending With government expenditures rising from $3.4 trillion to nearly $4 trillion in just 2 years
China's FDI data don't show any sign the world is decoupling. China breaks out non-resident FDI inflows into actual FDI (blue) and reinvested earnings (orange). The latter has gone negative, so foreign firms already in China have losses. But actual FDI is still going strong...
Grizzle Hard Money ⚒️ Jeroen Blokland - @jsblokland ▪️Entering the golden era of scarce assets 🔍 quality stocks, #gold & #Bitcoin ▪️Gold = proven track record + size ➡️ capital in bonds will transition to gold ▪️BTC ➡️ bullish w/ high volatility x.com/i/broadcasts/1…
If I were the Federal Reserve Chair, at today's FOMC meeting, I would cut rates 50 bps Doing so would drive inflation lower. There are numerous reasons -- I'll discuss them in more detail tomorrow -- but this chart provides a hint...
Incredible: Amazon's AWS revenue over the last 12 months ($94 billion) was higher than the revenue of 466 companies in the S&P 500. $AMZN
SCMP: "Due to large interest rate differentials between China and the US, regular inflows from domestic exporters have dried up. Businesses have chosen to keep their US dollars offshore in deposits that earn them over 5 per cent – compared to around 1.5 per cent on yuan deposits…
The Repo usage (to obtain USDs) is through the roof in China, and yet you tell me that there are no imminent FX risks? More -> stenoresearch.com/steno-signals-…
Japan has always been a favorite talking point for the #MMT crowd, who claim Japan's huge debt load is totally fine. It isn't. Japan is in a currency crisis because its debt forces the BoJ to keep interest rates pinned. A huge warning sign for debt aficionados in the Euro zone...
The WSJ reports on China's auto overcapacity (plants to make 40m cars a year, internal demand just over 20m). Apparently going bankrupt doesn't lead certain Chinese firms to exit the market -- with support from provincial governments and SoEs, they get a second chance 1/
1/11 The more data we get, the more I worry about the risks involved with Spot ETF. 🧵to update -- Investment Advisors hold about 35% of all ETFs. However, they hold less than 1% of the new Spot BTC ETF. "Here come the boomers" was/is a myth. x.com/DylanLeClair_/…
@UrbanKaoboy Tens of millions of consumers? At that point, gold would be what? At $15,000 or much higher? A Hunt Brother “the Chinese way”swarm intelligence corner of gold? Let’s have it. Anyway, it seems only two speculators for now seem to matter and I don’t particularly like that aspect.…
$IBIT inflow streak now 71 days which has it officially in the Top 10 all time after passing the ETF One Hit Wonder $JETS (remember JETSanity?). Also passed $BND and $VEA which are cash vacuum cleaners. Lot of mountain still left to climb tho. h/t @thetrinianalyst
People often fail to appreciate that electricity has limited portability, and there is plenty of wasted electricity throughout the world. If only there was a solution that can pay for electricity, can go to remote locations, and can tolerate fluctuations in supply…
Tanzania have shut down five hydroelectric stations in a bid to reduce excess electricity in the national grid. It is the first time Tanzania, which suffers chronic power shortages, has closed hydroelectric stations due to excess production. bbc.in/44ispHh
JUST IN: President Biden proposes increasing capital gains tax rates to 44.6%, the highest since 1922. Currently, the highest long-term capital gains tax rate is 20%. He has also proposed a 25% tax on unrealized capital gains for wealthy individuals. Should this be approved?
S&P 500 with a max pullback of 5.5% in '24 so far. Since 1980, only 4 full years saw a smaller pullback. Avg yr since 1980 with a 14.2% max pullback.