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Luke Gromen
Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
This isn't exactly true.
You can sell equity stakes in US's crown jewel corporations, farmland around US military bases, DC political favors, & placement spots in top US universities to foreign adversaries with a strong USD.
You just can't sell manufactured stuff.
Jul 25, 21:39
TRUMP: WHEN YOU HAVE STRONG DOLLAR, YOU CAN'T SELL ANYTHING
68.86K
Thanks for the great conversation, @DariusDale42 and @menlobear!
Really enjoyed it! Full link below.
Jul 25, 02:32
Is It Too Late to Position for the Paradigm C Melt-Up?
I had the great pleasure of piecing the global macro puzzle together with two of my favorite people: @menlobear and @LukeGromen. I’m a huge fan of theirs because they share our mission to create immense value for ALL investors – not just those who write the biggest checks, as is customary across global Wall Street.
In today’s discussion, Luke, Adam, and I unpacked our deeply researched views on the economy and asset markets – most notably how US fiscal policy dynamics are currently perpetuating – or will perpetuate – proactively predictable responses from a monetary policy and geopolitical perspective.
Spoiler alert: After both having called for the crash earlier this year, Luke shares my Fourth Turning-inspired Paradigm C view that we are in the early innings of an asset price melt up that is likely to leave valuation-sensitive investors in the dust. Yesterday’s valuation frameworks are irrelevant once the Rubicon has been crossed, and both Luke and I agree that it has.
31.56K
Ohio remains my favorite EM.
Jul 22, 05:13
THE STARGATE VENTURE IS NOW SETTING THE MORE MODEST GOAL OF BUILDING A SMALL DATA CENTER BY YEAR-END, LIKELY IN OHIO-WSJ
48.52K
Important signpost IMO. There is still a large & highly convinced contingent that AI will not be that disruptive, & certainly not anytime soon.
Many asset prices are quite mismarked relative to where they may trade when reality changes skeptics' views for them.
Let's watch.
Jul 19, 22:17
woke up early on a saturday to have a couple of hours to try using our new model for a little coding project.
done in 5 minutes. it is very, very good.
not sure how i feel about it...
80.5K
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