Julian Brigden

Co-founder of Macro Intelligence 2 Partners, a global macroeconomic research firm (@MI2Partners). | Creator of MacroCapture, a platform for savvy investors.

[Julian Brigden @JulianMI2]

@Scavino47 Churchill's head must be mentally vomiting

[Julian Brigden @JulianMI2]

@HippoJane21 Still are you still dismissive of this boomer.

[Julian Brigden @JulianMI2]

While some investors hailed Saylor as a visionary, my view was that he was a snake oil salesman. Well, price is proving to be the arbitrator. #MSTR has crashed through its trendline, and with #Bitcoin falling, it's tough to pick a target. My guess is $50. 1.2 x #XBT at $40k.

[Julian Brigden @JulianMI2]

Strategy #MSTR used to trade at a 1.2x premium to #XBT but accelerated to an insane 5x late last year. It is now threatening the trendline that held that whole move. So if it breaks, it could threaten the entire post-election crypto euphoria.

[Julian Brigden @JulianMI2]

@fogondpalo Yes indeed! That reminds me I need to start cooking. Yes all good thinks

[Julian Brigden @JulianMI2]

@TaviCosta Many congratulations Tavi

[Julian Brigden @JulianMI2]

@cryptodiomedes @sovrnman @BTCsessions @morellifit @keysopen_doors At $40k on bitcoin I think there would be quite a few attractive assets to buy.

[Julian Brigden @JulianMI2]

There is an old trading adage: "Good news, bad price action, go with the price action."...the price action is ****

[KKGB @INArteCarloDoss]

From @Neb2323

[Julian Brigden @JulianMI2]

@bilawale Mate, stick to your day job!

[Julian Brigden @JulianMI2]

@DrieksCombrinck That's what makes a market!

[Julian Brigden @JulianMI2]

@options_insight Like owning Tesla, bitcoin is a religion, and true believers never hedge!

[Julian Brigden @JulianMI2]

Many thanks for having me on the show, Dale. A real pleasure.

[Dale Pinkert @forexstophunter]

TradeGateHub Live Trading | Julian @JulianMI2 shares his Journey and Mar... https://t.co/jhlaqXwAQC via @YouTube

[Julian Brigden @JulianMI2]

Looking forward to being on the show! See you tomorrow.

[TradeGATEHub @TradeGateHub]

🚨 Special Guest Alert on @TradeGateHub!

Join us on Wednesday, Nov. 19th, at 10:30 AM EST for an exclusive session featuring Julian Brigden (@JulianMI2) Co-founder of Macro Intelligence 2 Partners, a global macroeconomic research firm (@MI2Partners). | Creator of MacroCapture, a platform for savvy investors.

Get exclusive insights into market dynamics, macroeconomic trends, and what’s ahead for investors, hosted by @forexstophunter

#interview #finance #tgh #tvmarkets #charts #investing

[Julian Brigden @JulianMI2]

https://t.co/1tXpFGCKV7

[Julian Brigden @JulianMI2]

I smell a rat. Why does #SamAltman #openapi need the taxpayer to guarantee their debt if they are going to make hundreds and hundreds of billions of dollars? Has he just done a cash analysis and realised he's cash flow short?

[Julian Brigden @JulianMI2]

I smell a rat. Why does #SamAltman #openapi need the taxpayer to guarantee their debt if they are going to make hundreds and hundreds of billions of dollars? Has he just done a cash analysis and realised he's cash flow short?

[Julian Brigden @JulianMI2]

Strategy #MSTR used to trade at a 1.2x premium to #XBT but accelerated to an insane 5x late last year. It is now threatening the trendline that held that whole move. So if it breaks, it could threaten the entire post-election crypto euphoria.

[Julian Brigden @JulianMI2]

I said in Dec that I don't believe in the strategy, but "in the mid to low $200s #Microstrategy #MSTR might be worth a punt". But it is too expensive vs #Bitcoin. At the current #XBT price, if the ratio returned to its long-run average, MSTR should be $100 not $260.

[Julian Brigden @JulianMI2]

@harveyrosenblum Yes, take your's back to 2002-08

[Julian Brigden @JulianMI2]

We are constantly bombarded by headlines like "S&P reaches its 28th record high". But it's all spin and cheerleading by a myopically focused US media and investment industry. As this Bloomberg story highlights, US stocks are underperforming, and Exceptionalism is over.

[Julian Brigden @JulianMI2]

In the snippet below, a Bloomberg editorial builds on my original comment, highlighting how US "Exceptionalism Is Mediocre at Best". Bottom line: ignore the hype and focus on the importance of the dollar in driving the performance of your portfolio.

[Julian Brigden @JulianMI2]

Many thanks for having me on the show!

[Jack Forehand @practicalquant]

New Excess Returns with @JulianMI2

☑️ The case for the end of US dominance
☑️ Why inflation could spike again
☑️ The importance of price confirmation
☑️ What history tells us about soft landings
☑️ A lot more

https://t.co/1SOO51SDZA

[Julian Brigden @JulianMI2]

@tgwtom This is a VERY long-term structural chart. Not the basis for trading, which is where the white knuckle comment comes into play.

[Julian Brigden @JulianMI2]

In March, when we recommended buying GDX, the gold miner ETF, one reason was the possibility of capital rotation away from US tech. After a 75% rally, it has been a good trade. But, big picture, I think we can go to 2011 levels, so the capital reallocation has barely started.