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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.
25.7. klo 21.39
TRUMP: WHEN YOU HAVE STRONG DOLLAR, YOU CAN'T SELL ANYTHING
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Thanks for the great conversation, @DariusDale42 and @menlobear!
Really enjoyed it! Full link below.
25.7. klo 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.
31,91K
Ohio remains my favorite EM.
22.7. klo 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
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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.
19.7. klo 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...
80,54K
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