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I like this so much I need to quote retweet.
1. Long Equities / Short Bonds - because one could have pricing power & soak up productivity and one loses it.
2. Long the gambling x entertainment barbell - because those are the only 2 options left for everyone who can’t quite make it.
3. Long both Gold and BTC for debasement - needs no further explanation.
4. Long AI / Industrials and robotics - because a leap in productivity is the only way to bail us out, and u need a hedge in case this trend also makes you irrelevant.

29.5.2025
Upside risk is the new downside risk. 08 was the spark, 2020 was the entrenchment of destructive QE and politically driven global fiscal mania. The reason homes cost so much, insurance, HC, cars, schools - anything with a modicum of scarcity is ballooning is because your purchasing power is crumbling in real time.
If you cannot gather assets quickly enough, you will be shut out of these essentials by inflation, it has already begun. Politicians have chosen to inflate numbers through immigration to paper over this dynamic, which only serves to further pressure prices of scarce assets.
I truly believe this is the regime the dictates investing until the next bust or war arrives. So you need to be long, levered long to outpace where asset price are going.
Long Equities / Short Bonds - I think this works for decades
Long brokerages for the gambling bid
Long both Gold and BTC for debasement
Long AI / Industrials for the GDP growth which is the only viable solution.
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