If AI is becoming part of routine medical practice,
then physicians deserve
formal preparation—not trial and error.
This belief is what shaped the
Prompt Medicine Foundation course.
I’ll share more details soon for those interested.
The Great Correction of November 2025: A Global Markets Breakdown
Markets drowning in red: Bitcoin down 33%, S&P off highs, Pakistan correcting, even gold pulling back.
After 35 years navigating global markets, I just published my deepest analysis on what's REALLY happening.
Here's what matters most: 🧵
This is one of the most important macro shifts happening in real-time - and most equity investors are completely missing it.
The technical breakdown is irrelevant argument:
RSI at 91.5 (highest since 1980) would normally scream "sell." But gold isn't trading on technicals anymore - it's trading on structural loss of confidence in fiat reserve system. When central banks are the marginal buyers (not momentum traders), overbought conditions don't matter.
The USD correlation break is the key signal:
Historically, gold inverse to dollar = 80%+ correlation. That relationship dying means gold isn't just an inflation hedge anymore - it's a sovereignty hedge. Central banks diversifying away from dollar-denominated assets regardless of FX moves.
China's playbook (1% → 6.5% gold reserves) is the blueprint:
UST holdings halved (44% → 22%) while gold sextupled. This isn't portfolio optimization - it's geopolitical de-risking. They're preparing for a world where dollar weaponization (sanctions, freezes) is the norm.
The money supply adjustment chart is devastating:
Gold vs M2 breaking 50-year downtrend means we're potentially at 1970s starting point, not endpoint. If gold reverts to 1970s peak ratio, we're looking at $5,000-7,000/oz targets (4x current levels).
Why "soft landing" narrative contradicts CB behavior:
You don't buy record gold while predicting soft landings. Central banks are positioning for:
Fiscal dominance (debt monetization)
Currency instability
Geopolitical fragmentation
Loss of dollar reserve primacy
The $337.7T global debt elephant:
+$14T in ONE quarter is unsustainable. Gold isn't rallying on fear - it's rallying on mathematical certainty that this debt can only be resolved through inflation/devaluation.
Silver's move (+68% YTD, $50+) confirms this isn't just gold:
Industrial + monetary demand convergence. Saudi buying $SLV is paradigm shift - oil petrodollars recycling into precious metals instead of Treasuries.
Investment framework going forward:
Traditional 60/40 portfolio is dead. The new framework:
Equities (growth/cash flow)
Gold/Silver (monetary insurance, NOT speculation)
Real assets (energy, commodities)
Minimal long-duration bonds
Contrarian risk: If this IS 1980 redux, gold peaked at extreme RSI then crashed 65% over 20 years. Difference: 1980 had Volcker willing to break economy to save dollar. 2025 has $337T debt making that impossible.
For equity investors ignoring this:
Gold/silver outperforming S&P 4:1 during equity bull market is warning, not opportunity. Markets are pricing in currency debasement faster than real growth. Your nominal gains may be real losses.
Bottom line: This isn't a trade - it's a generational wealth preservation shift. Position accordingly, but understand we may be in inning 3 of a 9-inning game.
RARE EARTHS: THE SMART INVESTOR'S GUIDE
After 35 years in global markets, here's what you NEED to know about tech's hidden supply chain battle. 🧵
1/ THE REAL CHOKEPOINT
Rare earths aren't rare — they're everywhere.
What's rare: PROCESSING capability.
China controls 90% of global refining. That's the actual monopoly, not the mining. Every EV motor, wind turbine, and defense system depends on it.
🚀 CRYPTO MARKET UPDATE (Sept 9, 2025) 🚀
The crypto market is buzzing with action! Here’s a breakdown of key trends and price movements for $BTC, $ETH, and major alts. Let’s dive in! 🧵👇
#Bitcoin ($BTC), Price: ~$111,726 📊, Market Cap: $2.23T
Despite a slight dip (-0.79% in 24h), BTC remains resilient, trading near critical resistance at $113,000. Bulls are pushing for an uptrend! 🐂
State of Global Markets 🌍📈
A 35-year perspective on today’s markets ⏳🔍
Noise hits all-time highs 📣—everyone’s a macro expert! But long-term signals are simpler.
Where I see risk & hidden opps: 🧵
Trending Healthcare US Stocks –
📈 US Healthcare Stocks 2025: ABT/BSX/ISRG poised to beat market—AI integration key! With 35+ yrs, hedge 20% in MedTech for resilience. Bullish on SYK too. #USStocks#MedTech#Investing
Gold vs. Bitcoin 🪙 vs ₿
How I think about Gold vs. Bitcoin.
One's a 5,000-year-old store of value 🏛️. The other's a 15-year-old digital disruptor 🚀. Debates get tribal 😡, but they can—and should—coexist in your portfolio!
They complement each other perfectly. Here's my take: 🧵
If your portfolio is 100% US stocks 🇺🇸📈, you aren't diversified! ❌ You're placing a concentrated bet on the US economy 💼 and the US Dollar 💵.
Go global for true resilience 🌍🛡️—don't put all eggs in one basket!
#Diversification#Investing#Stocks#ValueInvesting
The "Global Fortress" Strategy 🏰🌍
I don't own a "portfolio." I own a "Global Fortress." 💪
After 35+ years, I've learned wealth isn't just growth—it's survival! My strategy withstands economic storms ⚡📉.
Here's the philosophy & structure of my Global Fortress: 🧵
Stop staring at stock charts all day 📉👀. Start diving into annual reports 📘🔍.
One reflects the crowd's hype 👥😵💫. The other reveals the business's true reality 💼📈.
Shift your focus for smarter investing!
#ValueInvesting#Stocks#InvestingTips#AnnualReports
The Türkiye Investment Case 🇹🇷📈
A deep dive into Türkiye's stock market (BIST 100). Risks are glaring: sky-high inflation ⚠️, political turbulence 🌪️. Most investors run away.
But real gems shine in max pessimism! 💎 Here's my 35+ yr framework for high-risk, high-reward plays like this: 🧵
The Pakistan stocks: best performing stocks
Pakistan Stock Exchange (#PSX ) is one of the most misunderstood, yet high performing markets in the world. Foreign headlines paint a picture of risk, but I've invested there since 1990.
Here's why I believe it remains a goldmine for true value investors who know where to look: 🧵
The 5 Beginner Mistakes
I see beginner investors making the same 5 portfolio-killing mistakes over and over.
I know because I made them all myself in my first decade.
Here’s what they are and how to avoid them (from someone who learned the hard way): 🧵
🚀📈🚨 #Bitcoin update! Called $150K-$250K by Aug-Sept back in March & May, and we’re on track at ~$117K! 🔥 Bull run still roaring—let’s check key indicators to see if we’re nearing the top or if more upside’s coming! 🧵👇 #BTC#CryptoMoon@ShamimEntrprss
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