🟢 [E5418] And uh Bitcoin is approaching all-time highs

🟢 [E5427] From this point to the end of the year, uh AI and Bitcoin will be the most important stories from an investment standpoint.

🟢 [E5428] I know for most uh people on Wall Street, they try to avoid Bitcoin.

🟢 [E5442] Uh so I I you know it helps the manufacturing side here it doesn't help our economy uh overall but global liquidity that's why you're seeing all these global liquidity lines go up because over 65% of debt in the world is in dollars.

🟢 [E5419] Uh, Taiwan dollar spent a lot of time writing about it, talking about it.

🟢 [E5441] to believe you will see this uh Amazon versus everyone type thing that dominated from 2009 to 2019 will continue MCI world x the US in local currencies approaching the all-time highs after it had fallen uh again as the dollar weakens, remember it is a massive stimulus for the rest of the globe.

🟢 [E5433] Uh remember this was also after tenure rates had gone higher and we had a down equity down bond down currency week and now Trump says it here and again we're up against resistance not surprising as I said last week to expect some consolidation.

🟢 [E5438] Uh remember this was also after tenure rates had gone higher and we had a down equity down bond down currency week and now Trump says it here and again we're up against resistance not surprising as I said last week to expect some consolidation.

🟢 [E5439] uh small caps continue to uh lag and as I've talked about higher rates and higher disruption from AI very big negative for small caps and I continue

🟢 [E5425] Uh rising rates and AI are the biggest risk.

🟢 [E5426] So, I'm going to start talking about uh what you should be worried about now that people are starting to migrate at least towards neutral.

🟢 [E5422] But I'll go into more details and why it's an important uh shift that to me is the beginning of a long-term trend or confirmation of a long-term trend.

🟢 [E5437] uh small caps continue to uh lag and as I've talked about higher rates and higher disruption from AI very big negative for small caps and I continue

🟢 [E5436] QQQ is right up against the 200 day moving average.

🟢 [E5435] Uh remember this was also after tenure rates had gone higher and we had a down equity down bond down currency week and now Trump says it here and again we're up against resistance not surprising as I said last week to expect some consolidation.

🟢 [E5423] Uh rising rates and AI are the biggest risk.

🟢 [E5434] Uh, so again, these arrows represent Trump says buy stocks.

🟢 [E5430] Uh people forget that on April 22nd, Scott Besson at a private event said that there'll be deescalation and now we have saying buy them.

🟢 [E5429] From this point to the end of the year, uh AI and Bitcoin will be the most important stories from an investment standpoint.

🟢 [E5420] Um, another week, uh, president says to buy stocks again.

🟢 [E5421] Uh, Taiwan dollar spent a lot of time writing about it, talking about it.

🟢 [E5440] Uh so I I you know it helps the manufacturing side here it doesn't help our economy uh overall but global liquidity that's why you're seeing all these global liquidity lines go up because over 65% of debt in the world is in dollars.

🟢 [E5431] Uh, so again, these arrows represent Trump says buy stocks.

🟢 [E5432] Uh remember this was also after tenure rates had gone higher and we had a down equity down bond down currency week and now Trump says it here and again we're up against resistance not surprising as I said last week to expect some consolidation.

🟢 [E5424] It's time to start looking at what the next um quote unquote uh obsession with a recession will be.