josh philip Nest

Founder & CEO of Scottsdale Mint

[josh philip Nest @thornjoshP]

The Noble Update PREMIUM access is LIVE

Including 7 NEW features NOT available on the basic options.

- Exclusive access to selected research reports that institutions pay for.
- Best stock picks multiple times per month.

[josh philip Nest @thornjoshP]

While the US has to pay a higher price at the pump, having happened on the heels of capturing Venezuelan oil; one could ask if closing the the Strait was a strategic move the US wanted to see as squeeze for others?

[josh philip Nest @thornjoshP]

The stock market can take down an economy, but the bond market can take down governments.
If the Fed has to choose between bailing out the bond market or the stock market, it will always choose the former, and do so in a way that does not harm its reserve currency status too much

[josh philip Nest @thornjoshP]

@elioeFIN @CNBC So is a friction.

[Dan Ives @DivesTech]

Look forward to discussing Apple and the Big Tech sector on @CNBCTheExchange at 1 pm with @KellyCNBC @CNBC 🍿🏆📺🍎📱🐂

[josh philip Nest @thornjoshP]

@carlquintanilla @RayDalio Not like that

[josh philip Nest @thornjoshP]

@carlquintanilla Interesting

[josh philip Nest @thornjoshP]

It became one of the biggest liquidity engines on the planet.

Now that trade is coming under serious pressure.

[josh philip Nest @thornjoshP]

For decades, Japan was the world’s CHEAP MONEY MACHINE.

Near-zero rates → cheap yen → investors borrowed trillions in Japan → that money poured into stocks, bonds, real estate, crypto and risk assets around the world.

[josh philip Nest @thornjoshP]

First Japan, then the US, and now Europe.

The bond market is indicating a major global crisis is imminent

[josh philip Nest @thornjoshP]

Markets are reacting to Warsh's hawkish Jackson Hole speech. But how does that speech change anything? Warsh has been talking tough about fighting inflation since before his confirmation, yet has repeatedly failed to hike rates, and continues to expand M2 and the balance sheet

[josh philip Nest @thornjoshP]

Warsh's comments on inflation at the July 29 press conference leaned dovish as he focused on the oil price shock not broadening out into generalized inflation. He put a more hawkish spin on the same data today, unwinding the curve steepening since then...

[josh philip Nest @thornjoshP]

Shake Shack, Apple Bees, Dave & Busters, Under Armour, Petco, Canada Goose.

All together. Using 10% of Anthropic.

And they’d still have $51.6B leftover.

[josh philip Nest @thornjoshP]

Are Frontier lab relative valuations are too absurd nowadays?

If Anthropic IPOs at $2T… 10% of that can buy up almost every major established consumer brand:

From:

[josh philip Nest @thornjoshP]

Taco Bell/Pizza Hut/KFC, GAP, American eagle, Levi’s, Victoria’s Secret, Cheesecake Factory, Krispy Kreme…

Calvin Klein, Kohls, AMC, Kura Sushi, Dennys, Nike, Build a Bear, Jack in the Box, IHOP, Papa John’s…

[josh philip Nest @thornjoshP]

Spoiler Alert: It’s far more clear and mind-bending that most have considered it to be.

[josh philip Nest @thornjoshP]

“What would the world have to look like for $10,000 XRP to make economic sense - and do I believe we’re actually moving toward that world?”

I invite you to explore The Ripple Rabbit Hole and float down our world’s new Ripple River of digitally clear liquidity with me.

[josh philip Nest @thornjoshP]

They sell short-term IOUs, buy long-term IOUs, and call it “liquidity support.”

It’s just money printing. They’re just not allowed to say that of course. But somehow the talking heads say inflation isn't a concern?

[josh philip Nest @thornjoshP]

Yes, we have seen the headlines that US debt just cleared $40 trillion.

Interest alone ran about $1.4 trillion over the last year.
Now Treasury is buying more of its own long bonds starting Sept 9.

It cannot afford higher interest rates

[josh philip Nest @thornjoshP]

Everyone can open a Bitcoin wallet.

Not everyone can open a bank account.
Think about it.

[josh philip Nest @thornjoshP]

Can Trump hold these Bitcoin press conferences everyday?

They seem to be helping..