🟢 [E470] Has always had problem with Raoul's nuclear print thesis - never accepted they'd do it without a trigger, and trigger would likely need to be mother of all selloffs. Feels like inflationary bust regime (per Charles Gave). Best allocation is cash, energy or precious metals.

🟢 [E119] Feels we are in an inflationary bust regime as defined by Charles Gave. Best portfolio allocation is cash, energy, or precious metals. Has always had a problem with Raoul's nuclear print thesis because Fed won't do that without a trigger, and trigger would need to be mother of all selloffs.

🟢 [E400] Feels we are in an inflationary bust regime (as defined by Gave). Best portfolio allocation is cash, energy, or precious metals.

🟢 [E1373] Has always had problem with Raoul's nuclear print thesis — never accepted they'd do that without a trigger. That trigger would likely need to be the mother of all selloffs. Building dry powder to buy liquidity sensitive stuff if all hell breaks loose.

🟡 [E1362] Uneasy that Saylor and STRC might be the only bid in the market. Doesn't deny BTC's relative strength right now, looks great, and sell-off has already been big.