🧵 Markets Are About to Explode — And Almost Everyone Is Positioned Wrong

The #MacroInvestingTool data is clear.

The dollar just triggered a macro slingshot that historically launches stocks and crypto into the stratosphere.

{thread} 👇 📌 Bookmark this — it could define the next 12 months and become your cheat code for Q2 positioning.

If you’re still bracing for recession, you’re looking in the rearview mirror.

Forward indicators say: risk-on.

Let’s break it down…

A New Multipolar World Order 🌐

Felix Zulauf joined @RaoulGMI for a deep dive on macro, geopolitics, and where the world is heading this year.

Please enjoy five takeaways:

1/ It's GAME OVER for the US 🇺🇸 2/ Germany's Economic Decline: "Germany is not competitive anymore" 🇩🇪

Store of value = an asset with the ability to rise when cash falls.

A lot of people have this misconception that a store of value should hold it's price, but as @agurevich23 says, "your store of value should climb when money expands and cash becomes less valuable."

A 🧵👇 (1/9) 2/9: The real power to shape the economy lies hidden in plain sight: banking regulations.

"The most unambiguous way to affect monetary policy is to tighten or loosen banking regulations."

It's a lever more potent than interest rates or balance sheet adjustments.

We've wrapped up our Crash or Boom series...

Let's recap what the last 2 weeks have taught us.

A 🧵👇 (1/13) 2/13: Part 1: Crash or Boom?

We've started off with @RaoulGMI laying out his thesis on the Crash or Boom narrative and how he's positioning for it.

*Spoiler: he's "real bloody bullish."

👉 rvtv.io/46k98Fe

A Boom is coming for emerging markets (EMs) and #uranium...

That's according to @hkuppy & @gave_vincent of @Gavekal, two of the foremost minds in macro and commodity space.

Let's analyze why they think that.

A 🧵👇 (1/8) 2/ So we mentioned a boom in #uranium...

Now why is that?

Well according to Kuppy; "the supply number isn't there."

How to spot market opportunities...

The current market environment is one of the toughest we've ever seen, but that doesn’t mean it’s impossible.

Every day, new opportunities emerge...

🧵👇(1/9) 2/9: Winning at investing takes constant work and evolution...

That's why we launched The Game of Investing, a bi-weekly newsletter delivering real lessons from experts to help you level up.

If you're serious about your investing, sign up here👇
rvtv.io/3k8x3Vo

Hong Kong: a global #crypto hub?

Hong Kong authorities have recently told banks they are free to offer services to crypto businesses and will release a crypto & $BTC framework in May.

Let's take a closer look…

A 🧵👇 (1/9) 2/9: Hong Kong, an international financial center, is now attempting to become the world's leading cryptocurrency hub.

Despite China's crackdown on crypto activities and ban in 2021, Hong Kong is actively attracting blockchain and digital asset companies.

Here's how...

Have you heard about Auto-GPT?

It's kinda like ChatGPT on steroids... let's break it down.

A 🧵👇 (1/9) 2/9: Imagine having an intern who could not only create a website but also conduct extensive research, create engaging content, and design eye-catching visuals.

Now picture this intern working tirelessly 24/7, never asking for a break, and never asking for a raise...

Houston employee earning $125,000 has the same purchasing power as a New Yorker earning $312,000, according to Bloomberg... @HarryMelandri, advisor @MI2Partners, joins @AshBennington to talk through the current state of the US and global economy, risks in the real estate market, and regional banks on The Daily Briefing LIVE at 4 PM ET.

Questions for Harry? #AskRV 👇

#CBDCs: the good, the bad, and the ugly.

A comprehensive 🧵

👇 (1/13) 2/13: First off, CBDCs are central bank-issued and backed digital currencies.

They digitally represent a country's fiat currency and can be divided into 2 types: retail CBDCs (for the general public) and wholesale CBDCs (for financial institutions & interbank settlements).

How #AI prompt engineers make $335,000 per year...

*No coding required.

A 🧵👇 (1/9) 2/9: The rise of AI, particularly large language models (LLMs) like OpenAI's ChatGPT, is disrupting the global labor market.

A study by OpenAI and the University of Pennsylvania found that LLMs could affect at least 10% of US workers, with 19% having 50% of their tasks affected.

A new era of global polarization...

From BRICS' new currency plans to trade in the Chinese Yuan... let’s take a look at recent events that have significantly propelled this trend.

A 🧵👇 (1/10) 2/10: The biggest recent catalyst are the sanctions imposed on Russia...

Sanctions have forced Moscow to look for other ways to get paid for their #oil, LNG, wheat, etc. This has led to more international trade using the Russian ruble, the Chinese yuan, and other currencies.

Elon Musk calls for a 6-month pause on the development of #AI more powerful than ChatGPT-4.

Here's why...

A 🧵👇 (1/8) 2/8: Elon Musk and more than 1,000 AI experts and business leaders have signed an open letter asking for a six-month break in the development of advanced AI systems.

They say that these systems could pose "serious risks to society" if they are not stopped.

The Big Short 2.0?

How $SI & $SIVB collapsed, $SNBY dropped 30%, and $CS hit an all-time low...

A 🧵👇 (1/11) 2/11: Yesterday was a dark day for the banking industry, and it’s only getting worse...

Some of the bigger banks may still be around, but the future of smaller and medium-sized banks is still very uncertain.

Circle’s $USDC stablecoin falls under $0.90… $USDC

We're wrapping up the 1st week of our How to Unf*ck Your Future series...

We've discussed how f*cked we are (and today's market news proves it).

So, let's recap:

A short 🧵👇(1/7) 2/7: Day 1: How do you outperform the robots?

@RaoulGMI tells us that if we can't beat them, join them (or invest in them)👇

Silicon Valley Bank, $SIVB, CEO told investors to "stay calm and don't panic," yesterday.

One month ago, Jim Cramer urged investors to buy the stock, saying it was "still cheap and has room to run."

The stock was down 60% yesterday... twitter.com/i/web/status/1… Update: After failing to raise capital, $SIVB is in talks to sell itself, per CNBC.

The White House's 2024 budget proposal projects $6.88 trillion in total spending, $5.04 trillion in revenues.

Yes, a $1.84 trillion deficit...

Here are just a few HUGE changes they want to implement:

🧵👇 (1/7) 2/7: A 5.25% pay raise to government workers.

#China, spy balloons, the EU's downfall, and India's rise...

Today, we're figuring out How To Unf*ck Your Future together with @maggielake and the geopolitics expert @PeterZeihan.

A short 🧵👇 (1/4) 2/4: "This is a country (China), where Enron style investment has existed over an order of magnitude higher than it did in the US..."

Apple is revolutionizing healthcare.

Here's how...

A 🧵👇 1/6: The world's largest company is reportedly developing a blood glucose monitoring feature for its popular Apple Watch, a move that could revolutionize diabetes care...

We're going to work 4 days a week.

Here's why...

A 🧵👇 1/8: 61 companies and 2,900 employees took part in a test of a 4-day work week, in the UK

The results are in, and they are eye-opening...