Virtue of Selfish Investing (VoSI) @VSInvesting Twitter profile

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@0xNinox

Virtue of Selfish Investing (VoSI)

@VSInvesting

5 months

Several hours ago, the largest influx of USDC ever recorded occurred, with over $1.4 billion of USDC deposited on Coinbase. This sizable deposit signals potentially significant buying pressure, as these stablecoins can be utilized to purchase bitcoin. A comparable deposit of

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Virtue of Selfish Investing (VoSI)

@VSInvesting

6 months

How this time is different The US Yield Curve (10-year minus 3-month) has now been inverted for 504 consecutive days or nearly 17 months, the longest inversion in history. Past inversions led to recessions typically within 6 to 12 months but this time, due to QE, the Fed can

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Virtue of Selfish Investing (VoSI)

@VSInvesting

7 months

Bull markets are motivational. Here is an excerpt of my original song “Wizardry” I played privately at the airport in Tallinn en route to a multidimensional but tiny island off the coast of mainland Estonia.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

7 months

Today is not a repeat of 1999 whose dot-coms were mostly dot-bombs with non-functional business models. Only a small handful of companies emerged from the wreckage such as Amazon, Yahoo, and Ebay. By contrast, today's AI technology is enabling hundreds of millions of people

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Virtue of Selfish Investing (VoSI)

@VSInvesting

8 months

My bitcoin metrics together with technicals and macros have called every major top and bottom in bitcoin to within a few weeks.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

6 months

Bitcoin has never reached new all-time high prices before the halving. The halving is on April 19. The digital currency has now hit a new all-time high in every currency in the world. Four events led to Bitcoin's rise over the last year: =In March 2023, the Fed had to inject QE

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Virtue of Selfish Investing (VoSI)

@VSInvesting

5 months

Historical crypto bull cycles show we are just getting started in the current cycle (green line below). But remember that Bitcoin is a volatile beast so expect some sharp shakeouts along the way. In past bull cycles, 15-30% corrections in Bitcoin thus 30-50% corrections in alt

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Virtue of Selfish Investing (VoSI)

@VSInvesting

2 years

We saw the long entries in precious metals back in October/November and so far in 2023 #gold continues to forge higher highs.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

3 months

Bitcoin vs M1 money supply Bitcoin correlates highly with money supply. Bitcoin broke out against M1 money supply for the first time since March 2017 when it went historically parabolic. Since the top in late 2017, the Bitcoin/M1 chart has formed a long base. In 2021, Bitcoin

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Virtue of Selfish Investing (VoSI)

@VSInvesting

6 months

Our crypto picks list continues to outperform. Four of the names (Tickers: FET, DAG, TAO, RNDR) are AI-crypto related as I have and continue to believe AI will outperform. AI crypto companies represent less than 1% ($24 B) of the total crypto market cap ($2.6 T) so there's tons

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Virtue of Selfish Investing (VoSI)

@VSInvesting

6 months

Based on Ray Dalio's study going back several hundred years of long term debt cycles which typically last 75-100 years, we would normally be nearing the endpoint. But bleeding edge technologies including AI and blockchain create huge utility which can postpone revolution and

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Virtue of Selfish Investing (VoSI)

@VSInvesting

4 months

It seems the US dollar has crossed the event horizon to use the black hole analogy. This is the point at which nothing can escape a black hole's gravitational pull. In terms of sovereign fiat which is the US dollar, debt continues to pile up which increases debt interest payments

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Virtue of Selfish Investing (VoSI)

@VSInvesting

3 months

When it comes to investing, why this time is different: First, this time is unique because QE which was created in late 2008 has been used to address all black swans and potentially to stave off recession via stealth QE. Second, we had a record increase in interest rates which

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Virtue of Selfish Investing (VoSI)

@VSInvesting

5 months

The GMI Total Liquidity Index offers a consolidated view of all major central bank balance sheets from around the world. You can see in the chart that most recently, there has been a recent downturn in global liquidity since the start of this year but this downturn should be

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Virtue of Selfish Investing (VoSI)

@VSInvesting

7 months

How QT became stealth QE: The $1.2 trillion of Quantitative Tightening (QT) did not occur at face value. Instead, what has been advertised as QT was more than compensated for by other measures, such as the expansion of the Reverse Repo Market that the Fed engineered to balloon

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Virtue of Selfish Investing (VoSI)

@VSInvesting

7 months

The Fed can keep rates higher for longer but $21 bil / month is still being injected into the economy via stealth QE. In consequence, tech/AI and Bitcoin/crypto should keep pumping. Note how interest expense on debt, IORB, and RRP exceed QT by $21.36 bil.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

4 months

DROWNING in DEBT From 1990-2019, debt rose but at a regular pace. Since COVID hit, starting in Mar-2020, debt has soared. Over the last three years US Treasury interest payments have been rising 15-fold. A few years now is 105 years in the old world. If rates stay elevated, the

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Virtue of Selfish Investing (VoSI)

@VSInvesting

6 months

Fed pivot or not, liquidity is on the rise again. Overall liquidity, as defined by the Fed’s balance sheet, less reverse repos (RRP) less the Treasury’s cash balance at the Fed (TGA), has been rising since mid-2023, taking stocks with it. Liquidity is growing also in terms of

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Virtue of Selfish Investing (VoSI)

@VSInvesting

6 months

As I have demonstrated across numerous reports, macro is very important in learning to properly time Bitcoin. Macro dictates liquidity which correlates with the price of Bitcoin. When the Fed said they would start tapering on Nov 2, 2021 as we mentioned in a report at that time,

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Virtue of Selfish Investing (VoSI)

@VSInvesting

5 months

Over the long run since 2008, the NASDAQ Composite and Bitcoin both correlate highly with GMI Liquidity Index. #interestrates #bitcoin #liquidity #inflation #Stocks

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Virtue of Selfish Investing (VoSI)

@VSInvesting

2 years

Big financials rolling over as several break near-term moving average support.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

5 months

Employment is also a concern. Since 1990, there have been four recessions. In all four cases, percent change year-over-year of those employed fell below zero. We just crossed below zero. If historical trends hold, this should lead to a recession. That said, any recession may be

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Virtue of Selfish Investing (VoSI)

@VSInvesting

6 months

Just as with buyer beware, there is a minefield of wrong information supplied by some of the most popular publications and YouTube talking heads in the cryptocurrency space. Anthony Pompliano in his daily newsletter commented on the reduction in global liquidity since the start

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Virtue of Selfish Investing (VoSI)

@VSInvesting

6 months

Govts continue to print more money to service record levels of debt. Meanwhile the US fed sees a strong economy with robust jobs data and contained inflation. They will also slow the roll off, ie, taper the tightening. Further a $1.2 trillion funding bill was approved over the

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Virtue of Selfish Investing (VoSI)

@VSInvesting

7 months

QT? HA! Stealth QE rules the day. QEndless will propel stock and crypto markets to new highs. Members will get the full story. #bitcoin #qe #investing

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Virtue of Selfish Investing (VoSI)

@VSInvesting

7 months

BTC net ETF fund inflows correlate well with the price of BTC. With major institutions under mandates that require 1-2% portfolio exposure to BTC, expect a new bullish normal due to a steady increase in BTC exposure from these funds going forward.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

7 months

The US stock market major averages are leading by fewer and fewer names. Many think this is ultimately bearish. History, however, shows otherwise. The last three times there was great underperformance by the Russell 2000 vs S&P 500, all markets rallied strongly the following

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Virtue of Selfish Investing (VoSI)

@VSInvesting

5 months

Bitcoin double bottom shaping up nicely. BTC cleared its 55ema and is now working on its 50dma. Concerns about inflation and rates higher for longer are constraining global liquidity (shown by the yellow line) thus are the largest headwinds to a continuation of this uptrend at

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Virtue of Selfish Investing (VoSI)

@VSInvesting

7 months

Our calls on key Bitcoin mining stocks we made to members over the weekend is playing out well. They are all up double digit percentages as of this writing from their market opens.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

4 months

Some bulls could try to use 1994-95 as the example where the Fed kept rates elevated but the markets roared ahead. In 1994, rates were hiked six times sending markets lower, but then in 1995 after the seventh rate hike in Feb-1995, rates were cut twice in Jul and Dec that year,

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Virtue of Selfish Investing (VoSI)

@VSInvesting

1 year

Bitcoin jumped after yesterday's new banking disaster. With pensions, IRAs, and CREs all vulnerable due to their huge bond losses, the Fed will have to print trillions again at some point. With the pace of fiat sinking faster, how long before BTC assumes reserve currency status?

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Virtue of Selfish Investing (VoSI)

@VSInvesting

5 months

Below are newsworthy events that caused the price of Bitcoin to move in either direction. Naturally, inflation worries create the potential for higher rates which is bearish for Bitcoin. Such concerns have caused Bitcoin to fall in price since March. Also, when Bitcoin funding

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Virtue of Selfish Investing (VoSI)

@VSInvesting

6 months

Bitcoin remains firmly in its bull cycle that began in Jan 2023 when we first alerted members after bringing them to safety in Nov 2021 when the Fed said they would start tightening. Most of the popular talking heads in the cryptospace on YouTube did not understand the importance

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Virtue of Selfish Investing (VoSI)

@VSInvesting

7 months

Liquidity is the force that props markets higher. We can see how it correlates well with the price of Bitcoin which is a measure of value against falling fiat currencies since Bitcoin is regulated by unalterable code, not politicized central bankers who are under constant

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Virtue of Selfish Investing (VoSI)

@VSInvesting

6 months

Monumental coincidence - BTC about to hit all-time highs (again) at 69k while ETH is about to hit 4k milestone - either big selloff or big run higher. This is the second attempt. The first attempt, an OG sold a bunch of BTC when it hit 69k sending it lower in a hurry. -10% was

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Virtue of Selfish Investing (VoSI)

@VSInvesting

5 months

Just like in the CPI report, the sharp slowdown in Supercore PCE MoM will dominate commentary. With strong GDP and jobs data, the Goldilocks economy continues.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

8 months

GBTC selling pressure should persist for a while. This offsets buyers into Bitcoin spot ETFs. Nevertheless, the long term trend for Bitcoin is up as long as liquidity continues to flow from central banks. QEndless is here to stay now that record levels of debt will only grow

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Virtue of Selfish Investing (VoSI)

@VSInvesting

4 months

Comparisons have been made between the stagflationary 1970s and today. While inflation, growth, and unemployment in the 1970s were a lot worse than today, we have a steady flow of stealth QE to service debt interest, fund wars, deal with climate change, and fund pensions and

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Virtue of Selfish Investing (VoSI)

@VSInvesting

5 months

The GMI Total Liquidity Index has averaged an annualized growth rate of 8% since 2007. This is the trend of the debasement of currencies. Once you add in global inflation of about 4%, you have a 12% hurdle rate. You are basically getting poorer on a buying power basis if you dont

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Virtue of Selfish Investing (VoSI)

@VSInvesting

6 months

Daily flows into Bitcoin visualised (rolling 7d average). The dark green patch starting in Jan-2024 is the influx from Bitcoin spot ETFs showing the ETFs are just getting started. Institutions and wealth management platforms will take a couple of months to complete due diligence

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Virtue of Selfish Investing (VoSI)

@VSInvesting

7 months

What You Can Never Change: 1. The past 2. The world 3. Other people What You Can Always Change: 1. Your attitude 2. Your assumptions 3. Your beliefs

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Virtue of Selfish Investing (VoSI)

@VSInvesting

4 months

UMich inflation expectations jumped in May. 1 Y inflation 3.5% vs 3.2% est. 5-10 Y inflation 3.1% vs 3.0% est. Sentiment 67.4 vs 76.2 est. Powell will have a hard time controlling inflation expectations now at 3.5%. #stagflation #inflation #fed #powell #stocks

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Virtue of Selfish Investing (VoSI)

@VSInvesting

2 years

Quote of the Day from $SI management: “Silvergate believes in the digital asset industry and remains focused on providing value-added services for its core institutional customers.” Well, as long as you still “believe.” 🤪

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Virtue of Selfish Investing (VoSI)

@VSInvesting

1 year

While talk of dedollarizing has been a hot topic, it will take at least a decade for this to happen b/c the value of the entire global derivatives market ranges from $600 tril to $1 quad USD. That is why we have USDT and USDC, but we don’t see stables issued in other fiat.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

5 months

Strong economy via jobs report + GDP is overall bullish despite now only 2 rate cuts being priced in by the end of this yr. Keep in mind that markets had priced in 7 rate cuts in Jan, yet the drop in expected rate cuts has not prevented the major avgs from trending higher.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

5 months

The economy remains deceptively healthy which is what matters to markets. GDP, inflation, and employment data remain favorable for now. The question is when will recession hit? With stealth QE and any subsequent black swan QE, recession may continued to be postponed for longer

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Virtue of Selfish Investing (VoSI)

@VSInvesting

25 days

Market Lab Report - The global economic doom loop. The global economic doom loopThe planet sits with a massive economic problem. The monetization of debt has resulted in the QE inflation megatrend which is why 'V'...

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Virtue of Selfish Investing (VoSI)

@VSInvesting

6 months

As we have been saying, the stock and crypto markets remain in sweet spots. Hot CPI & PPI? No problem. The Fed has to print money anyway and inflation benefits Bitcoin. Calm PCE? Great. This is the Fed's preferred measure of inflation enabling them to keep rates at current levels

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Virtue of Selfish Investing (VoSI)

@VSInvesting

5 months

The doctors data markets follow vs. the real data: CPI inflation may hit 3.9% - 4.8% by the 2024 election, according to Bank of America. Over the last 3 months, CPI inflation has averaged 0.4% on a month-over-month basis. If this trend continues it puts year-over-year inflation

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Virtue of Selfish Investing (VoSI)

@VSInvesting

6 months

ETH's eventual outperformance of BTC will be spurred by a few factors: ETH's Dencun upgrade on 3/13/24 will help Ethereum compete in terms of scalability with faster chains in the Smart Contract Platforms Crypto Sector, such as Solana. ETH is now net deflationary due to its

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Virtue of Selfish Investing (VoSI)

@VSInvesting

5 months

Where we are now in the Bitcoin cycle. ETH has always topped later with alt coins making huge gains near the end of the ETH top. That said, global liquidity must increase for Bitcoin to resume its uptrend. This may take some time given hot inflation and rates staying higher for

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Virtue of Selfish Investing (VoSI)

@VSInvesting

1 year

When rates pause (the Fed pivot), major stock market averages often rally but when the Fed is eventually forced to lower rates due to signs of recession, markets tumble.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

4 months

In 2023, global liquidity fell until Nov-2023. During this time, Bitcoin was only boosted by news-driven announcements such as the banking crisis in Mar-2023 which caused the Fed to launch emergency QE measures, or favorable announcements concerning a Bitcoin spot ETF. But

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Virtue of Selfish Investing (VoSI)

@VSInvesting

6 months

#Bitcoin 📷 SOPR peaking suggests the rest of March will be about consolidation around the last all-time-high. Last time this happened in Q4 2020 the buy the dip opportunity was -17%, and before that during Q1 2017, when BTC was much more volatile, it was -31%. #btc #bitcoin

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Virtue of Selfish Investing (VoSI)

@VSInvesting

1 year

Many areas of the market continued to trend lower. The adv/dec has rarely looked so poor. Tech such as AI and Web3 push efficiencies higher and costs lower so may delay recession. The question is when, not if, recession hits.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

1 year

PPI points to a further decline in CPI inflation over the coming months. PPI leads CPI.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

9 months

Web3 gaming is just getting started FYI. All of Crypto gaming is still = to the market cap of doge. It’s shockingly tiny. We are on year two and firmly death grip planted in an industry that is at 1/100th its future power. Imagine where this grind goes in the next 5 years.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

7 months

Investors ask how I've been able to time major entry points in Bitcoin. I use Bitcoin metrics, financial macros, and fundamentals of leading cryptos along with technicals to time my entries. I have written that global liquidity correlates to a high degree with Bitcoin. Today,

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Virtue of Selfish Investing (VoSI)

@VSInvesting

1 year

Strong jobs reports, 3.4% unemployment, 253k jobs added in April (consensus was for only +180k) Data not conducive to Fed pause in June

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Virtue of Selfish Investing (VoSI)

@VSInvesting

1 year

The gold-to-S&P 500 ratio should climb if history since 1970 is any guide. The dollar was taken off the gold standard in 1971. This suggests precious metals could have a longer sustained uptrend.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

8 months

Crypto/Bitcoin flush due to speculation that SEC will not approve spot Bitcoin ETF in January, but same report says approval may come in 1Q of this year. Seems excessive and manipulative for institutions to dump on retail enabling institutions an opportunity to buy cheaper.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

1 year

Our mentor and former boss, legendary trader and investor Bill O'Neil, has passed:

William J. O’Neil, Investor’s Business Daily Founder, Dies at 90

William J. O’Neil, an early and successful practitioner of computer-aided stock analysis who shared his strategy in a best-selling book and Investor’s Business Daily, which he founded in 1984, has...

www.bloomberg.com

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Virtue of Selfish Investing (VoSI)

@VSInvesting

6 months

The Fed will not be able to cut rates with inflation across CPI, PPI, and PCE staying stubbornly high after moderating. Nevertheless, liquidity continues to increase via QE which continues to push markets higher. #interestrates #fed #qe

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Virtue of Selfish Investing (VoSI)

@VSInvesting

2 years

Back in November 2021 a plot of land in Decentraland ($MANAUSD) was worth $71,000. Today it is worth $3,420. A tulip-mania by any other name, but with 19,000 crypto coins and tokens in existence they've grown more like weeds

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Virtue of Selfish Investing (VoSI)

@VSInvesting

4 months

The Fed's decision to taper Treasury runoff cap from $60 B to $25 B is $5 B above estimates. This is dovish thus bullish. But the issue of persistent inflation remains thus the number of rate cuts has dropped to just one by the end of the year. We are not out of the woods yet.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

2 years

Fun Facts: With the market essentially frozen and the possibility of a new tax worsening their losses, creators of special-purpose acquisition companies closed roughly 85 SPACs in December, taking nearly $750 million in losses.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

4 months

Market Lab Report - Drowning in debt: 1970s, 1994/95, and 2018/19 compared to today. From 1990-2019, debt rose but at a regular pace. Since COVID hit, starting in Mar-2020, debt has soared. Over the last three...

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Virtue of Selfish Investing (VoSI)

@VSInvesting

5 months

Core PCE MoM matches consensus 0.3% but YoY runs hot at 2.8% vs est 2.7% This suggests inflation progress has stalled undermining the Fed's confidence at a time it was hoping to gain confidence that inflation was diminishing. #inflation #interestrates #fed #powell

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Virtue of Selfish Investing (VoSI)

@VSInvesting

1 year

Just because the Fed decides to halt rate hikes does not mean they can start to lower rates because inflation remains sticky. Components such as food remain elevated due to supply chain breakdowns which keep basics such as fertilizer elevated in price.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

7 months

Two years of contraction since 1959. QE will reaccelerate given its ample use since the Fed launched it back in 2008 to address the Great Financial Crisis. Black swans are circling and ongoing government debts continue to climb. #qe #fed #interestrates #m2 #inflation

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Virtue of Selfish Investing (VoSI)

@VSInvesting

2 years

Our top books on trading psychology, revised: 1. Hour Between the Dog & Wolf by John Coates 2. Trade Mindfully by Gary Dayton 3. Trade the Trader by Quint Tatro 4. Trading in the Zone by Mark Douglas #Stocks #InvestmentBooks

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Virtue of Selfish Investing (VoSI)

@VSInvesting

1 year

Wednesday: ECB statement 25bps hike is expected, but ECB struggles with inflation so 50bps possible which would push DXY sharply lower. Emerging policy divergence between the Fed and the ECB supports lower DXY into Q3.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

1 year

Steve Jobs fixed boredom (phone) Zuck fixed people watching (FB/IG) Speigel fixed flirting (Snap) The next one will fix loneliness as a record number (79%) of ppl under 25 are lonely. People will mock it, use it, then be addicted to it. #viralAI

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Virtue of Selfish Investing (VoSI)

@VSInvesting

2 months

Market Lab Report - Recession almost here? Why this time is different. There are two indicators that historically point to recession being imminent (within the next couple of months). First, unemployment came in...

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Virtue of Selfish Investing (VoSI)

@VSInvesting

7 months

The bank term funding program (BTFP) was instituted in Mar-2023 due to major banking disasters. Any future black swan such as additional major bank failures should the BTFP not be extended may force the Fed's hand as it did in March 2023. Regional banks are not out of the woods

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Virtue of Selfish Investing (VoSI)

@VSInvesting

2 months

The June CPI was far milder than expected. Core CPI rose 0.06% in June, lowering the 12-month rate to 3.27%, which is the lowest in three years. The six-month annualized rate fell to 3.3%, the lowest since October. And shelter is cooling (important).

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Virtue of Selfish Investing (VoSI)

@VSInvesting

6 months

Powell's favorable testimony emphasized how the economy remains strong by upgrading the growth outlook while unemployment is likely to remain stable. I would add that part of this strength is due to the utility created by AI. Its pace of development remains at breakneck speeds.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

2 years

Gil Morales Twitter account was suspended after he reported two imposter accounts. Apparently one of those imposters is still up, but they erroneously suspended Gil's account. Here's the temporary @gilmoandco

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Virtue of Selfish Investing (VoSI)

@VSInvesting

7 months

Compared to the last couple of days, Bitcoin just definitively passed its 50k mark. This is the Livermore century mark rule applied to 10k intervals on BTC. When a stock definitely passes a century mark (every $100), it tends to move higher. This applies to BTC as well when it

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Virtue of Selfish Investing (VoSI)

@VSInvesting

7 months

Market Lab Report - The flywheel of CPI/PPI Inflation + QE pump; 1999 again? After hot CPI and PPI numbers, CME FedWatch now predicts the first rate cut in June with a terminal rate of 450-475 bps in December for...

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Virtue of Selfish Investing (VoSI)

@VSInvesting

3 months

Market Lab Report - 1) Reason for crypto dump, 2) Fed's tightrope balancing act, 3) Growing our way out of debt? The recent selloff in Bitcoin is due to miner capitulation. This has resulted from the halvening...

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Virtue of Selfish Investing (VoSI)

@VSInvesting

8 months

Strong jobs report pushes CME FedWatch odds of a rate cut in March from 65% to 55%.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

8 months

No surprise : GENSLER STATEMENT ON BITCOIN ETF “WHILE WE APPROVE THE LISTING…WE DO NOT APPROVE OR ENDORSE BITCOIN.”

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Virtue of Selfish Investing (VoSI)

@VSInvesting

3 months

VoSI VooDoo Reports

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Virtue of Selfish Investing (VoSI)

@VSInvesting

4 months

Bitcoin's general direction will largely depend on global liquidity which continues to fall and on inflation which has shown three CPI reports, the recent PCE, and the US Employment Cost Index above estimates. This will keep interest rates higher for longer. They may even get

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Virtue of Selfish Investing (VoSI)

@VSInvesting

7 months

Record debt creates record interest payments. This is true across the major central banks. Expect money printing thus inflation thus sinking fiat as inevitable because of the structure of the central banking system which spurs the widening chasm between the haves and have-nots.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

2 years

It is with heavy hearts that we announce the passing of our colleague and friend, Kevin Marder @mardermarket . We are both deeply saddened by this loss. Godspeed Kevlar!

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Virtue of Selfish Investing (VoSI)

@VSInvesting

8 months

SEC approves first Bitcoin spot ETF (for real this time) #bitcoin #bitcoinetf #bitcoinspotetf

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Virtue of Selfish Investing (VoSI)

@VSInvesting

1 year

CPI expectations are for headline to print as per last month at +5.0% YoY. The monthly figure is set to accelerate to +0.4% (prev. +0.1%), while core inflation is expected to have ticked lower in the month to +0.3% (prev. +0.4%). Cleveland Fed overestimates 100% of the time.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

7 months

Underscoring our call on Feb 1 to go long BTC, Grayscale's $GBTC outflows are decreasing, and its price premium recently turned positive. #bitcoin #crypto #trading

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Virtue of Selfish Investing (VoSI)

@VSInvesting

8 months

Empire Fed Manufacturing Survey suffers largest 2-month collapse (ex-COVID) in its history. CME FedWatch odds of a rate cut in March and a terminal rate of 350-375 both increased.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

1 year

@saylor Western countries for the first time are launching Operation Chokepoint or its equivalent as they make way for their CBDCs to replace USDT, USDC, et al. This will hamper growth.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

4 months

2018/19 compared to today: One could try to compare Jan-2019 when the Fed said they would stop tightening the balance sheet after the Christmas crash on Dec 24, 2018 when markets hit their major lows. This coincided with the Fed making an emergency announcement that essentially

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Virtue of Selfish Investing (VoSI)

@VSInvesting

6 months

The recent negative net ETF flows were due to the correction in BTC from concerns about inflation which were soothed after Powell's dovish testimony last Wed. Expect net ETF flows to trend higher once again as major institutions with 1-2% BTC mandates come online. In other words,

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Virtue of Selfish Investing (VoSI)

@VSInvesting

7 months

As we reported on February 1 when Bitcoin was trading under 43000, "At present, inflows into Bitcoin spot ETFs which continue to increase are now greater than the outflows from Grayscale's GBTC which continue to decrease. Expect Bitcoin itself to move higher in the coming days

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Virtue of Selfish Investing (VoSI)

@VSInvesting

8 months

High odds on the BTC spot ETF being approved this Wednesday. If decision is postponed, buy BTC on dips. If green light, $ cost avg by buying BTC once/day over the next 30 days as vol will be pronounced between bearish v bullish arguments. Bulls will win as long as liquidity rises

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Virtue of Selfish Investing (VoSI)

@VSInvesting

2 years

The latest The Virtue of Selfish Investing Daily! Thanks to @carmenpastorse @TweetEraser @Campaignfornia1 #ethereum #intelligencefactory

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Virtue of Selfish Investing (VoSI)

@VSInvesting

8 months

The global liquidity cycle appears to be headed back into an upwards cycle that will bring trillions of dollars sloshing into the global economy.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

2 months

US Consumer Prices fell 0.1% in June, the largest monthly decline since May 2020. Expect rates to get cut sooner than later.

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Virtue of Selfish Investing (VoSI)

@VSInvesting

1 year

Market Lab Report - BRICS; banking woes; shorting opportunities. BRICS now has six new members: Iran, Saudi Arabia, Egypt, Ethiopia, Argentina, and the United Arab Emirates. Their share of global GDP now surpasses...

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