irfan verjee

investing in my own forecasts

[Etheraider @etheraider]

In the last 4 years, $ETH supply has inflated by 3.89M ETH.

In the last 2.5 months, the Strategic ETH Reserve has acquired 3.9M ETH.

4 years of issuance locked up in a little over 2 months.

No one is bullish enough.

$ETH

[ETF Tracker @TheETFTracker]

Ethereum ETF flows hit $2.18B last week.

Basically straight up after Tom Lee joined BitMine

[Steve Hou @stevehou]

@elonmusk And this chart for important context

[Elon Musk @elonmusk]

Remember this chart

[irfan verjee @iverjee]

@elonmusk Agree, it is an important chart to remember

[irfan verjee @iverjee]

@waseemshabout @Etherealize_io @VivekVentures Awesome

[Georgios Konstantopoulos @gakonst]

ETHEREUM ACCELERATION .

With @matthuang, @danrobinson & @_charlienoyes.

[Ray Dalio @RayDalio]

I urge you to understand how and why the world order is changing so you can navigate it well. If you are watching what is happening, you are now seeing more fighting within countries, more fighting between countries, and more debt excesses than at any time since the 1930-45 period. The U.S., France, Japan, Germany, the U.K., Korea, Japan, China, Russia, the Middle East, and many more are plagued by these problems, and they are spreading. To understand why and where we are likely headed, I urge you to watch this 40-minute video at the link in my bio or read my book Principles for Dealing with the Changing World Order. Then we can exchange thoughts about what's happening here on social media.

[irfan verjee @iverjee]

Great news!

https://t.co/GwEbG1uzCL

[Charlie Bilello @charliebilello]

The longer you sit in cash, the lower your chances of beating the stock market. Over the next year you have a 31% chance. Over a 10-year period, your odds move down to 15%. In every 25-year period an investment in the S&P 500 has beaten cash.

Video: https://t.co/ghLW6Ybqgt

[Charlie Bilello @charliebilello]

The Interest Expense on US Public Debt rose to $961 billion over the past year, another record high. If it continues to increase at the current pace it will soon be the largest line item in the Federal budget, surpassing Social Security.

[contrarian 8888 @contrarian8888]

$FXI. Interesting someone is aggressively betting on China whilst Variant perception is also betting on a big squeeze. Meanwhile im in HK currently and i can tell you sentiment is beyond “in the pits” and anytime i speak positively about HK/China I get eyes rolling that i dont know anything.

[Charlie Bilello @charliebilello]

Every week I send a letter to tens of thousands of investors covering the most important charts and themes in markets.

Join here: https://t.co/l5IYmkeySJ

[Otavio (Tavi) Costa @TaviCosta]

This is an important day to highlight the following:

The aggregate weight of Apple and Microsoft in the S&P 500 index is now larger than 4 sectors combined, and 70x greater than the entire metals and mining industry.

This level of dominance by 2 companies is unprecedented.

More importantly:

Being a significant portion of the market can be incredibly positive on the way up, yet it can also amplify the downward pressure when the market is headed lower.

[Charlie Bilello @charliebilello]

The top 3 country equity ETFs in 2023:
1) Argentina $ARGT: +53.7%
2) Poland $EPOL: +50.8%
3) Greece $GREK: +42.7%

Just like everyone predicted.

[Charlie Bilello @charliebilello]

2023 Total Returns...
Bitcoin $BTC: +152%
Nasdaq 100 $QQQ: +55%
S&P 500 $SPY: +26%
Developed ex-US $VEA: +18%
Small Caps $IWM: +17%
Gold $GLD: +13%
REITs $VNQ: +12%
Emerging Markets $IEMG: +12%
US Bonds $AGG: +6%
Cash $BIL: +5%
Commodities $DBC: -6%
Volatility $VXX: -72%

[Otavio (Tavi) Costa @TaviCosta]

Meanwhile:

The junior miners are poking their heads out of a 12-year resistance.

Not time to be pessimistic about this industry.

That was the right call a decade ago.

[Otavio (Tavi) Costa @TaviCosta]

This might be one of the cleanest technical breakouts I’ve see in a long time.

Brazilian equities are reviving from deeply distressed valuations, standing out as one of the few segments of the market that remain genuinely undervalued with a strong macro case propelled by the country's resource-rich economy.

[contrarian 8888 @contrarian8888]

I remember in late 89 how the bulls rationalized how japan having a mkt cap equal to usa made sense. Just like todays bulls will look at the chart below and say yes it makes sense. History sure does repeat.....

[Bravos Research @bravosresearch]

This is exactly how the 2008 Financial Crisis unfolded: