This: "[look at the research] you now receive from Goldman Sachs, Morgan Stanley etc. It talks about ETF positioning, and flows - not the fundamentals of companies. If you introduce a beast in the form of passive that responds exclusively to flows, everybody else is eventually going to have to bend a knee to that.” Smart money stops at the edge of the cliff (February 20, 2025) the bagholders go over it...
I don’t know when it will happen (maybe not for years), but there will be a rug pull in BTC. Call me a conspiracy theorist, but some of the biggest Bit-Bros are obvious grifters in the game.
Animal Farmers Almanac :) Paid-Up Subscribers get Free Lunchbox
https://www.theinstitutionalriskanalyst.com/post/should-scott-bessent-hold-a-treasury-tax-sale-bank-ozk-update
https://www.theinstitutionalriskanalyst.com/post/budget-reconciliation-fiscal-credibility-gse-release
https://lawliberty.org/not-another-free-lunch/
This: "[look at the research] you now receive from Goldman Sachs, Morgan Stanley etc. It talks about ETF positioning, and flows - not the fundamentals of companies. If you introduce a beast in the form of passive that responds exclusively to flows, everybody else is eventually going to have to bend a knee to that.” Smart money stops at the edge of the cliff (February 20, 2025) the bagholders go over it...
The FT soft-soaps the reason for the massive power failure. Doomberg has been predicting this for some time. There will be more to come.
Thank you so much as always.
I don’t know when it will happen (maybe not for years), but there will be a rug pull in BTC. Call me a conspiracy theorist, but some of the biggest Bit-Bros are obvious grifters in the game.
It looks like Barrons has called the top in my pet rocks.
Thanks for the heads up.
Bitcoin was designed to suppress the gold price... I'd love to think it was by the CIA, but I don't think they are that smart 🤣