Is it time to become a Brazil bull?
+ AMEX:EWZ iShares ETF down nearly 70% from ATH
+ Pays an indicated 7% dividend
+ Milei's success in Argentina hopefully ignites a free market renaissance across LatAm
Global money printers are starting to rev up.
After a brief hiatus, it won't be long before U.S., Europe, and Japanese M2 charts new highs again. Are you ready for a new liquidity cycle?
BlackRock's Ethereum ETF has passed SEED_TVCODER77_ETHBTCDATA:1B in AUM.
Meanwhile, Grayscale's ETHE seems to have stabilized.
After months of sustained outflows (led by Grayscale), will ETH momentum finally emerge?
Among emerging markets, Argentina and India have been booming.
Whereas countries like South Africa and Brazil have been stagnating (as measured by global ETFs).
Turkish lira is a prime example why BTC can help safeguard against global fiat currency inflation.
While BTC is up around 600% versus the dollar since 2020, it's up over 4,000% against the lira!
While BTC's exchange rate is remarkably volatile, its monetary supply is relatively stable.
While USD's exchange rate is relatively stable, its monetary supply is remarkably unpredictable.
When capitalism nearly died in 2008, major stock market indices experienced >50% drawdowns from all-time highs. After unprecedented interventions by the Federal Reserve — and a historic surge in government debt to GDP — tech, growth, and the S&P 500 have seen stellar returns. (QQQ, VUG, & SPY respectively above).
On the other hand — small caps (VB), value (VTV),...
When the pandemic shocked markets in 2020, the Fed quickly printed trillions of dollars (while purchasing bonds to support corporations and the government). As the U.S central bank’s balance sheet surged, so did the broad money supply in close parallel with stock markets and gold prices.
Unlike the Fed’s intervention during the Great Financial Crisis — plus a...
Even the world's greatest "stores of value" can endure painful periods of -50% to -75% drawdowns from peak prices. Zoom out, be patient, and consider buying low during major drawdowns for the world's most liquid stock indexes. Or its oldest form of money (which has historically resisted untethered money printing or spending by central banks or governments).
