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authornic <ra@afu.re>2025-01-20 11:02:34 -0500
committernic <ra@afu.re>2025-01-20 11:02:34 -0500
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Auto from nzxt - Mon 20 Jan 2025 11:02:34 AM EST
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@@ -15,13 +15,14 @@ Is crypto the equivalent of the german stock market during weimar ? probably yes
- Energy for all data center they are building , who? where?
- EMification of usa markets - Japanification of the past is very different than today, today it is real negative rate & QE and covert debasement of currency like bresil market - stairs down, elevator up ... slow bleed , get inestor fustrated and out of nowhere it Rip up
- Commodities & platinum deficit
-- China crushed, waiting after fed for stimulus - need to deal with its youth & unemployement
+- China crushed, waiting after fed for stimulus - need to deal with its youth & unemployement - figure out when catalyst to buy
- Future was ai just a meme pullback
- value/grow spread largest in 40 years
- Humanoid robot theme meme wave
- Bond 3std move in 2025?
- sell off into mid/end of Feb, OR one in April
+
# ITPM 2025 outlook
- Trump leading to deascalation, notably russia ukraine - Russia oil could come back on international markets
- China in depression - china can lie but not steel and copper