The world did not end in the '80s and 90s and it's not going to end now.
Quite the contrary. Most dynamic time for innovation and growth in the country's history.
Still thinking chip shot to 100k for BTC.
Little abc sideways correction hopefully nearing end. Still cup and handle.
All the focus on AI/Coreweave cds/SpaceX/Anthropic ipo/Ndx.
Great time for a face ripper.
🚀🚀
Fed's concerns on inflation misplaced.
"Token prices are going to trend to 0." @APompliano
Without Iran issue inflation would be lower.
Could be that it feels more like '97 than '99 (PTJ)
H/T Charles-Henry Monchau
Had a lunch with @peterthiel in nyc 20 years ago.
In the room was Bob Rubin, @novogratz and a few other old time macro guys (hosted by citi if i recall).
Peter spoke for 20min.
Argued US economy was failing.
"We were promised flying cars," he said.
Today. He got them.
WTF.