Jeff Miller
@JeffMiller91
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A node in the network thinking through markets, macro, and geopolitics. Sharing ideas, not advice.
Wimberley, TX
Joined April 2012
I’m gonna miss all the J-Pow memes when we get a new Fed chair
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New post on the shape of upcoming U.S. stimulus and what it means for investment positioning. Industrial policy, who receives the stimulus, debasement implications, and which economies are insulated from these shifts all factor into the framework. https://t.co/799fCTYTXA
eastereggcapital.com
Positioning for stimulus, debasement, and jurisdictional advantage in an era of fiscal dominance
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Posted this yesterday from Easter Egg - my full $GME thesis: cash, catalysts, and reflexivity. The story isn’t just memes - it’s balance sheet strength and optionality.👇
GameStop: The Long-Term Compounder Hidden in Plain Sight Why I believe the notorious meme stock is the ultimate “Easter egg” of a long-term investment Just published my first call on Substack, and it's a spicy one! Link to full write-up at the end, not advice. $GME 🧵👇 1/10
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Here goes… Join the ride if up your alley! 🥚📈
Day one. Easter Egg Capital is live. What I’m building, why it exists, and where it’s headed 👇 https://t.co/tdtxE1dLCf
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Wow @jack and the @blocks team just saving the world protecting freedom and innovation, one project at a time - no big deal! Bravo, and thank you. 👏
🚀 We’re introducing OpenIP. Our approach to making innovation more accessible. Patents should foster innovation, not prevent it. OpenIP = our commitment to use IP rights defensively, not against good faith builders. Why? Because the best ideas are found when everyone can
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100%. Everyone I've talked to with first-hand knowledge of jail & prison conditions describes a horrible environment that doesn't create a pathway to success but to more failure. Humane living conditions with programming isn't soft on crime; it's necessary for safer communities.
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Life is fucking electric bro. Don’t fall for the doomer shit. Thats for losers and normies scared of their own shadows. Walk around like God sent you and smile at everyone you see. Spread light and abundance. Build things and take chances. This is the best time in history!
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New applicant to the US state owned enterprise chorus - interesting times.
Cleveland-Cliffs said it’s exploring its sites for rare earth materials as the US steelmaker looks to expand its presence in metal production
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🔑 🚀
Naval Ravikant literally explained how to productize yourself to escape the rat race:
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Optimism for the win
@TotemMacro So we should “sell” our “loser” negative biases and ride our “winner” optimism confidently!
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What terrifies me about war with Venezuela is what it signals about the kind of formation we’re really dealing with, which dispenses with any pretense to order, hegemony, leadership, or rules. Force unmoored from even geopolitical reasoning
So Maduro has offered the US "everything" but we're still going to war because....why?
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@zerohedge True. That is why Bitcoin is based on energy: you can issue fake fiat currency, and every government in history has done so, but it is impossible to fake energy.
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"The true test of a man's character is what he does when no one is watching". “There is no pillow as soft as a clean conscience”. - John Wooden
"Don’t do things that you know are morally wrong. Not because someone is watching, but because you are. Self-esteem is just the reputation that you have with yourself. You’ll always know." @naval
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I’m not convinced that we know this yet. Agree that it is most likely in the long term, but far too early to call for this effect imo. I’m not seeing how AI will fix commodity shortages, global trade issues, or government debt levels that are/will soon be driving inflation
Gold and bitcoin is acting like we’re about to enter into a period of hyperinflation—but no one realizes that AI is deflationary.
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A very real risk that imo is not worth the potential reward
I don't know how anyone can hold Chinese ADRs at this point. There is a VERY REAL non-zero chance you wake up and the stock is just gone from your portfolio. What's the discount rate in your DCF model for that risk?
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Only the United States can print this swiftly. And print we will. Securing those minerals and aiming to prevent losing a key country to a shift back leftward sounds like to me. Fortunately Bessent and team must realize how behind the 8 ball we are on minerals/inflation…
The @USTreasury has concluded 4 days of intensive meetings with Minister @LuisCaputoAR and his team in DC. We discussed Argentina’s strong economic fundamentals, including structural changes already underway that will generate significant dollar-denominated exports and foreign
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