No. The business cycle has been held back because rates are still too high.
Wall Street has done well because liquidity has been rising. That is exactly why we stayed bullish after calling the cycle lows back in Q4 2022…
But Main Street is the ISM, and the ISM = earnings. That is why P/E ratios look expensive right now. The “P” is being driven by debasement (liquidity), while the “E” tracks GDP.
Multiple expansion without a rise in E is fine as long as earnings eventually play catch up.
The rally off the Q4 2022 lows front-loaded valuations. That put the burden on 2025 and 2026 to deliver the earnings growth to justify the 2023/2024 valuation premium baked into equities.
The good news?
Earnings revisions are booming.
Our view is that the business cycle isn’t dead. That’s a story for 2030 and beyond. For now, it’s simply delayed.
Bottom line: for Main Street to benefit, for earnings to keep trending higher, and for further P/E expansion to play out, rates need to come down. Period.
Rates down = PMIs up…
X: everyone is an ASTER trillionaire today
Reality: Trusting what people write on this app is a one way to getting rekt
Majority of the people are lying, entered later than you think, didn’t put enough size, or worse of all - are LARPing to sell you a private group
Anyone who has truly made it (and therefore is worth listening to) wouldn’t remotely feel the need to be bragging about anything money related on this app
This is the dangerous game of crypto - people lie, you believe them, FOMO takes over, you buy in too late , and eventually you end up rekt (when the basis on which you made your trading/investing decision was a lie)
Be careful
$ARB looking textbook.
- Rounded bottom + double bottom ✅
- Broke out mid-August above resistance ✅
- Clean retest underway ✅
- Holding the 50D SMA since early August ✅
Bear case: retest ~$0.40.
Bull case: lift-off from here.
The structure is built for upside.
#Arbitrum #Crypto #Altcoins
Did you know in 1971 Nixon cut the dollar’s last tie to gold?
From THAT day.. money stopped being backed by scarcity and became unlimited paper. Inflation became policy.. stealing your savings quietly year after year. Fiat is not wealth; it’s a slow-motion tax.
That’s why scarce assets rise. And $bTC is the scarcest of all.. 21 million, ever. It can’t be printed, manipulated, or inflated.
1971 was the beginning of fiat’s decay.
Bitcoin.. is the endgame.
#Bitcoin #FinancialLiteracy
Financial freedom isn’t about chasing status.. it’s about mastering money, time, and self. 🫵
Stoicism teaches control over your mind.
Financial literacy teaches control over your wealth.
Hard assets & $BTC protect you from inflation.
Freedom is when your time is yours.. not rented out.
#Bitcoin
Every fiat currency in history has followed the same path:
Gradual debasement, then COLLAPSE.
Governments can’t resist the temptation to print. Whether it’s to fund wars, buy votes, or bail out broken systems, the result is always the same.. more money supply chasing the same goods. Inflation becomes policy, not an accident.
Your savings lose purchasing power year after year, quietly stolen through dilution. What costs $100 today may cost $200 in a decade. This isn’t “growth.” It’s the hidden tax of fiat.
#Bitcoin was created as the antidote. With a fixed supply of 21 million coins, it is immune to manipulation. No government, no central bank, no corporation can print more. It is sound money for a digital age.. transparent, scarce, and incorruptible.
Escaping fiat isn’t about chasing riches. It’s about preserving freedom. About storing value in a system that can’t be debased away by someone else’s decision.
The choice is simple:
Hold fiat, and watch it melt.
Or hold Bitcoin, and step outside the cycle of theft disguised as monetary policy.
Which side of history do you want to be on?
$BTC #financialLiteracy
Stocks are at all-time highs because investors are bullish.
Markets are forward-looking.
Asset owners believe things are going to get better, not worse.
Did you know in 1971 Nixon cut the dollar’s last tie to gold?
From THAT day.. money stopped being backed by scarcity and became unlimited paper. Inflation became policy.. stealing your savings quietly year after year. Fiat is not wealth; it’s a slow-motion tax.
That’s why scarce assets rise. And $bTC is the scarcest of all.. 21 million, ever. It can’t be printed, manipulated, or inflated.
1971 was the beginning of fiat��s decay.
Bitcoin.. is the endgame.
#Bitcoin #FinancialLiteracy
You don't need a mentor.
You're allowed to:
Fire yourself up
Create your own deadlines
Hold yourself accountable
Do more than anyone asked you to
Make yourself proud
If you're waiting for someone to believe in you, start with yourself.