And best way to play the “monsoon” thesis is via ETFs. $VNM$VNAM$INDA$INDY$EIDO$IDX$EPHE$EPI$ASEA Any other ideas? It’s early.VERY early.But the months ahead could set the stage for the early beginnings of the Monsoon thesis/framework. Time to start thinking about it.IYKYK@RaoulGMI
India monsoon thesis: ETFs for early exposure Read More »
The best way to play the monsoon thesis may be through ETFs rather than a single stock. Possible exposure includes VNM, VNAM, INDA, INDY, EIDO, IDX, EPHE, EPI, and ASEA. Its early, VERY earlybut the months ahead could set the stage for the beginnings of a broader Monsoon thesis and framework. It is time to
Monsoon Exposure Is Best Played Through ETFs Read More »
Interest rates likely coming down significantly so FORGET IT! Go $OPEN plus, they deliver what they promise so expect ADJ NET INCOME POSITIVE BY EOY 2026! Can someone check on Carrie Wheeler? Kaz at $OPEN is executing at a level most people dont fully appreciate. Holding time down 25% isnt just an operational improvement, it’s
Interest rates likely coming down significantly, so forget it! Read More »
Technology is deflationary. Elon Musk confirmed Tesla expects to deliver a Cybercab to a customer for $30,000 or less by the end of 2026. That matters beyond one vehicle. A low-cost autonomous platform would push transportation toward a software-and-manufacturing curve: more capability, lower unit cost, and a wider addressable market. You may be able to
Technology Is Deflationary: Tesla’s Cybercab Read More »
Tesla’s Cybercab thesis is moving from concept to price point. Elon Musk has said Tesla expects to deliver a Cybercab to a customer for $30,000 or less by the end of 2026. If that target is met, the vehicle would push autonomous transport into a much larger market. The important part is not the headline.
Cybercab Could Be Under $30K by 2026 Read More »
Technology is deflationarybut that does not mean every investment tied to technology wins. Every generation of computing has reduced the cost of a unit of work. The result is not less activity. Cheaper cycles invite more cycles, new applications, and a larger total bill. That is the economic logic behind Jevons’ paradox, and it is
Technology Is Deflationary Read More »
Deleveraging of assets BITCOIN + more. Margin was at highest levels Bitcoin deleveraging may create a strong opportunity soon. “Trading volumes remain weak, with over $1 billion in crypto bets liquidated in futures markets over the last 24 hours, and inflows into US spot-Bitcoin ETFs have reversed, with about $2 billion coming out over the
Deleveraging of Assets: Bitcoin and More Read More »
Government cannot and will not stop their spending! A relatively weaker dollar forces global central banks to buy Treasuries to reduce the rise of their own currencies. The US knows that all nations play the beggar-thy-neighbor game, and no one wants a strong currency because they want to continue pumping spending. So why not
Government Cannot and Will Not Stop Spending Read More »
Will Natural Gas move from a cyclical BULL (seasonal) to a more structural BULL as a key commodity to power AI and data centers? $BOIL $UNG $LNG $EQT Natural Gas soared 34% this week, its biggest weekly gain since 2009
Natural gas: cyclical bull or structural AI-power bull? Read More »
The media blamed Greenland for the January 21 bitcoin selloff. The more useful explanation was Japan. Bitcoin trades around the clock, and it is unusually sensitive to changes in global liquidity. When Japanese rates, the yen, or the Bank of Japan’s policy path shift, leveraged positions across markets can be forced to reprice quickly. That
Bitcoins Selloff Was About Japan, Not Greenland Read More »
