The Cosmo Knot Project
@c_burkhardt
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Digital age renaissance man. Musician, artist, investor and technologist. Not necessarily in that particular order
Joined September 2009
The world is going bonkers and I'm just sitting here like
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This is the kind of stuff kids did before iPads
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⚡️This is epochal. Central banks now hold more gold by value than US Treasuries. That flips the reserve order of the global system. The dollar’s anchor has been credibility, not convertibility. That credibility was built on a post-Bretton trust pact: the U.S. runs deficits,
For the first time since 1996, the value of gold held by central banks ($4.6 trillion) exceeds the value of the US Treasurys they hold ($3.9 trillion). $gld
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Things are going to start breaking soon in the geo-economic plumbing
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🇺🇸 LATE-NIGHT PIZZA RUSH NEAR PENTAGON SIGNALS CRISIS MODE With Iran on fire, nationwide protests, and a total internet blackout, the timing couldn’t be louder. The Pentagon Pizza Report just triggered: local Domino’s slammed for Friday dinner while bars stay quiet and upscale
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Magnetic based refrigeration. No compressor, no liquids and no gas.
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Historically the safest part of the market were always the consumer staple stocks They pay great dividends and sell products that are considered necessities for the consumer This narrative has been blown up because the consumer has died The market is telling you this below:
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In the end, all a man really wants is to do enough so that when he goes to his fathers he might not be ashamed, even in their mighty company.
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Maybe you have lost something. Your faith, a skill, a tradition. Something maybe even unknown to you in this moment. Your will and body, your very heart, is strong. I anticipate you will reclaim it.
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In 1955, the MEDIAN American worker earned 97oz of gold per year. That is $417,000/yr today.
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$TSLA Tesla Q3 FY25: • Revenue +12% Y/Y to $28.1B ($1.4B beat). • Gross margin 18% (-2pp Y/Y). • Operating margin 6% (-5pp Y/Y). • Capex -36% Y/Y to $2.2B. • Free cash flow +46% Y/Y to $4.0B. • Non-GAAP EPS $0.50 ($0.06 miss).
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Home builders have 26.8% of all the homes currently listed for sale on the U.S. housing market. The long-term average is only 15%. While it would be great for builders to build more, we really need more existing owners to sell. Particularly investors.
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Technology is making massive leaps right now Light powered gears, small enough to fit inside a strand of hair, have been created using optical metamaterials and laser control. This breakthrough enables the development of the smallest on chip motors to date, opening new
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The last time we had Dow Theory Non-confirmation, global markets crashed. This time, the divergence is much larger.
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