This is a great video and makes lots of sense. At the same time, Anthropic looks like it is the leader and positioned to rake in $200 B in revenues in 2028. If that’s true I wonder if the bifurcation between winners and losers leads to a swift market down turn for names related to OpenAi, and followed by a swift recovery – for the victors.
I’m just a simple guy trying to understand the insanity in this world.
We are facing increased currency creation worldwide manifested as increasing Sovereign Debt. One can not borrow our way to into growth.
I believe we will soon hit the hockey stick of debt and then it’s over.
Could the bets placed on $10,000 or even $20,000 Gold be not too far off reality if this whole thing collapses later this year.
The book, “The Great Taking”, may become real if the dominoes fall and brokerage account assets are seized as the firms get a margin call.
Could this be the crisis that gives us CBDC to replace what is in your account?
I have owned PHYS and PSLV in my accounts for some time, I am looking to exchange those shares for the physical in my possession.
Own something that is no one else’s liability.
Not investment advice, just how I see things playing out. End stage fiat could visit us this year.
This is a great video and makes lots of sense. At the same time, Anthropic looks like it is the leader and positioned to rake in $200 B in revenues in 2028. If that’s true I wonder if the bifurcation between winners and losers leads to a swift market down turn for names related to OpenAi, and followed by a swift recovery – for the victors.
Everybody seems to be sniffing for a credit related contraction in Sept/Oct… China’s models are definitely not helping.
I’m just a simple guy trying to understand the insanity in this world.
We are facing increased currency creation worldwide manifested as increasing Sovereign Debt. One can not borrow our way to into growth.
I believe we will soon hit the hockey stick of debt and then it’s over.
Could the bets placed on $10,000 or even $20,000 Gold be not too far off reality if this whole thing collapses later this year.
The book, “The Great Taking”, may become real if the dominoes fall and brokerage account assets are seized as the firms get a margin call.
Could this be the crisis that gives us CBDC to replace what is in your account?
I have owned PHYS and PSLV in my accounts for some time, I am looking to exchange those shares for the physical in my possession.
Own something that is no one else’s liability.
Not investment advice, just how I see things playing out. End stage fiat could visit us this year.
That train of thought should give everyone with a functioning brain pause…
“sniffing for a credit related contraction in Sept/Oct”
Precisely.
Where and how?
And not just any fly looking for any windshield.
PS — new fed heads always get tested soon after their arrival.
Now Hedgie …. re OpenAI
https://x.com/HedgieMarkets/status/2088794856902500655
and maybe
https://x.com/SuburbanDrone/status/2088594092603175077