I personally believe there is a much greater than 10% chance that AI relieves the burden of disease and ushers in a post-scarcity Star Trek future of abundance and unimaginable human flourishing and scientific discovery.
I'm very grateful to have colleagues who have been thinking deeply about alignment, and working on it for a very long time, to prevent bad futures and make sure we get to good outcomes for humanity.
Is Your Portfolio Prepared for Structural Regime Change at the Fed?
This morning, I had the privilege to join @cherylcasone on @MorningsMaria to discuss the upcoming Federal Reserve rate decision, the long-term outlook for U.S. monetary policy, and how this will all impact the economy and asset markets. Despite a hot CPI print, markets rallied, pricing in expectations of a structural shift toward an implicit 3% inflation target and a new fiscal dominance regime.
Recall that our structurally bullish Paradigm C theme identified back in April that the Trump administration aims to outgrow U.S. fiscal deficits to stabilize the public debt trajectory through monetary easing, fiscal easing, and deregulation – all of which is likely to result in an economic boom.
Despite current negative economic polling, @42Macro's models continue to flag a "U-shaped" economy likely poised for growth to accelerate sharply next year. Paradigm C will support risk assets via lower interest rates, a weaker dollar, and increased global liquidity.
If you are not sure your portfolio is prepared for this massive transition, then partner with @42Macro to gain access to our KISS Model Portfolio – risk-managed 60/30/10 Stocks/Gold/Bitcoin – which has thousands of investors around the world demonstrably outperforming investor consensus for the third year in a row.
Thank you and have a great day!
I want to start by thanking @cvpayne, @MariaBartiromo, and @FoxBusiness for providing me an opportunity to help people.
I quit my highly paid Wall Street job to build a research firm that actually helps ordinary people. This was the second bear market we helped @42Macro clients book gains and rotate to safety ahead of since we launched the firm four years ago. 2022 was the other. We also helped them maximize upside capture in 2021 and 2023-24 too.
I want to conclude by asking @andrewrsorkin@BeckyQuick@JoeSquawk@SquawkCNBC@TheDomino @ScottWapnerCNBC @MelissaLeeCNBC@EamonJavers@MorganLBrennan@jimcramer@SaraEisen@davidfaber@KellyCNBC@steveliesman@CNBC@FerroTV@lisaabramowicz1@tomkeene@mckonomy@RomaineBostick@sonalibasak@scarletfu@kgreifeld@business
for an opportunity to help more people. Anyone reading this that agrees, please like and repost. Thank you. ❤️
Something Jackie Robinson said changed my life forever: “A life is not important except in the impact that it has on other lives.” After reading that, I knew I could no longer use the talent God blessed me with to only support Wall Street. I needed to uplift Main Street too. And we are doing it: https://t.co/HGuDSdvXsC. God is [always] good.
There are roughly 100 trillion trillion (10²³) planets in the observable universe
Many of the events that led to the rise of humanity were exceedingly unlikely / lucky
Think of the planet that collided with Theia at exactly the right angle & speed with exactly the right mass to create the Earth-Moon system we have today, which gives us the tides and the magnetic field that protects our atmosphere
The comets that bombarded Earth with the exact composition and in exactly the right volumes to give us the oceans
The asteroid of exactly the right size that struck earth at exactly the right time to cause just enough destruction for the dinosaurs to go extinct, while allowing small mammals (our ancestors) to survive
You could go on for days listing the extremely lucky events that led to you existing today
Let’s say each of those lucky events was 1 in 10,000 odds of happening
String together just 6 of those events and you get 10⁻²⁴ odds of the right mix of lucky events happening in the right order to create conscious intelligence on our planet
(1/10000) ^ 6 = 10⁻²⁴
Multiply that into 10²³ planets in the observable universe, and you get an expected value of 0.1 planets in the entire observable universe with conscious intelligence
Math says humanity is likely alone in the universe
Do with that info what you will