scotty light

Ceteris paribus

[James Lavish @jameslavish]

Good morning.

If you are selling hard assets like gold and bitcoin as yields rise and bond auctions become disorderly, you are not paying attention to the underlying problem and inevitable currency debasement coming.

Have a great day.

[Alberto Cárdenas CMT @acardenasfx]

El juego de la inversión es esperar adentro del mercado y dejar que el tiempo haga su trabajo capturando la convexidad positiva

El juego del trading es esperar fuera del mercado y prevenir que el tiempo imponga su convexidad negativa

[James Lavish @jameslavish]

Good evening.

Remember, it’s not a debasement “trade”, it’s a debasement regime.

Have a great night.

[scotty light @RodriinkGo]

@BillBrooklyn10 STOCK

[Bitcoin News @BitcoinNewsCom]

WARREN BUFFETT STEPS DOWN AFTER 56 YEARS, LEAVING BEHIND A WARNING ON CURRENCY DEBASEMENT

“Father Time always wins.”

Warren Buffett has stepped down as chairman of Berkshire Hathaway, ending a 56-year run at the helm of the company.

The 96-year-old will remain on the board as chairman emeritus, with his son Howard Buffett taking over as chairman.

In one of Buffett’s final years running Berkshire, he warned that the biggest long-term threat investors face is something they cannot escape, currency debasement.

“The tendency of a government to want to debase its currency over time… there’s no system that beats that.”

“The natural course of government is to make the currency worthless over time.”

[James Lavish @jameslavish]

Hike today, cut tomorrow. Hold today, hike tomorrow. It doesn't matter. One way or another, we're headed for more debasement. It's just a matter of math and time.

[scotty light @RodriinkGo]

@DeItaone Success can be measure is so many different forms...

[scotty light @RodriinkGo]

@InvestmentGuru_ 🙋🏻‍♂️

[scotty light @RodriinkGo]

@MBAeconomics1 $SILJ 🙋🏻‍♂️

[Lewis Miles @Maga4liberty]

Rubio just blew my mind‼️ The man who understood communism the most, just explained it to the least of us.

[Ryan Williams 🇨🇦 | The Competition Guy @Ryan_r_Williams]

Mexico didn’t do “elbows up.” It negotiated.

It retaliated when necessary, but kept talking.

Today Mexico is America’s #1 goods trading partner. 2026 trade so far:
🇲🇽 $588B
🇨🇦 $439B

And Mexico was back at the table with Washington last week.

[scotty light @RodriinkGo]

@Not_KevinWarsh We’ll see…

[Fred Krueger @dotkrueger]

Big Picture: The SP500 performance is basically almost all money printing.

[Don Ricardo Salinas Pliego @RicardoBSalinas]

"The most important price in the world is the long term treasury yield"
- Stanley Druckenmiller

And SightBringer says:
⚡️The point is this:

The U.S. fiscal problem is politically unfixable .... before markets force a crisis.

When the bond market eventually demands yields high enough to threaten mortgages, equities, banks, and federal interest expense, Washington will suppress the long end rather than accept the discipline.

That choice transfers the adjustment into the real value of the currency.

So the trade is simple: the government protects nominal stability by sacrificing purchasing power. Scarce assets absorb the escape flow. Bitcoin is the cleanest expression of that regime.

The bond market is the trigger. Financial repression is the response. Currency debasement is the cost. Bitcoin is the beneficiary.

That is the whole thesis.

[TechDev @TechDev_52]

Yes this happened. And it didn’t change a thing.

[scotty light @RodriinkGo]

@Alice_MiaX Love your analysis, thanks for this

[scotty light @RodriinkGo]

@Alice_MiaX Great analysis

[scotty light @RodriinkGo]

@TopDividendETFs @stock_analysisx Definetely overhyped

[Cantonese Cat 🐱🐈 @cantonmeow]

Should I do a Vaseline sweepstake for a lucky random follower who reposts this?

[scotty light @RodriinkGo]

@DrProfitCrypto You are the best for sure