real rates are tightening global liquidity pretty hard. We're watching, we have a bunch of charts to back this up, but the dollar's breaking out here higher

now it flips the whole risk-reward of like the 60/40 portfolio is like, if you're a boomer, you actually get paid to own yield now

This is the Goldman Sachs hyperscalers versus Goldman Sachs, like AI beneficiaries. And you can see money coming out of the hyperscalers

I think he has the summer. I think like there's a lot of tailwinds ahead here now. I think like you have oil going lower.

Bitcoin serves a purpose long term when there's not real growth and when governments keep stewing the economy with fake money, right?

the yen. This is a super long-term chart back to the '70s. You can kind of see we were basing from like, I don't know, 1985 to basically now.