I've written quite a bit about finance, economics and investing. My goal is to simplify these important concepts, make them easy for everyone to understand. All of these threads can be found below. Enjoy and please share! a mega 🧵👇

Good evening. If you are European and you don’t yet know what a CBDC is, I suggest you start learning. And fast. Have a great night.

The Informationist is currently #3 Rising in Finance Newsletters on Substack. I'm super flattered and appreciate each and every one of my subscribers. Thank you!

Good morning. The choice is simple. Own assets to protect yourself from a constantly debasing currency, or suffer the consequences of leaving cash idle as it loses 50%+ of its purchasing power every decade. The longer the horizon, the more extreme the outcome. Have a great day.

Make sure to listen to this week’s Hurdle Rate. We discuss in depth a new Strive investor presentation on $ASST and $SATA. The deck can also be viewed on Strive’s website. @BenWerkman @PunterJeff @TimKotzman

Strive's strategy: create the products you want to buy.   $ASST: 25%+ amplification, no debt, no margin, no encumbered Bitcoin. The only BTCTC with amplification exclusively from preferred equity.   $SATA: 12% cumulative, ROC, variable rate dividends, our most senior equity.

A bear bedtime story.

Trump is floating $2K stimmy checks, the FHFA is considering 50-year mortgages, and the US government continues to run $2 trillion deficits. Please tell me again how the era of easy liquidity and asset inflation is ending.

Remember. The money you deposit in the bank is technically no longer ‘yours’. It becomes property of the bank, and they issue an ‘IOU’ which they may or may not honor when you try to get it back. Sneaky little bankers.

Good morning Sentiment towards Bitcoin seems to be at an all-time low, OGs (Long-Long Term Holders) have sold over 400,000 coins in the last month, and yet the price remains above $100K. Have a great weekend.

Are you ready to admit that inflation is a social construct and the US dollar is a much better store of value than Bitcoin?

mood

For those wondering the per person metrics: The average person in the top 1% started with ~$1.9 million of net worth in 1990 and has ~$15.5 million today, for a gain of $13.6 million per person or 8.3X, and the average person in the bottom half started with ~$5.8k in 1990 and

Good morning. If you are waking today and wondering how a self-proclaimed Socialist was just elected to govern the largest city in America, this is your answer. Have a great day.

Good afternoon. Seeing a lot of portfolio wipeouts and total despair today. Please hear me. I understand you want to speed up the process with leverage. But the best path to wealth from investing is a long and disciplined road, not a short, risky sprint. Choose high conviction

Good morning. On days like today, it is helpful to zoom out for some perspective. Have a great day.

"The four-year cycle is dead." - @jameslavish

38 years and $240 million later...

Try it and please report back. You know all to well that you will likely hear: 1) Why do you need that kind of money? 2) Sorry we don't have that cash here. 3) No.

Good morning. QT is over. Stick a fork in it, and bring on QE (not QE). Have a great day.