🇺🇸 Fed Chair Jerome Powell just ended his press conference following the Fed cutting rates by 25 basis points to 3.75%-4.00%.

Powell's message: December is "not a foregone conclusion, far from it."

We listened to the entire thing so you don't have to and here's what you need to know.

A thread 🧵 QT ENDING

Major shift: Quantitative tightening ends December 1st. The Fed will roll over all maturing Treasuries and reinvest MBS principal into T-bills.

Why? Money market indicators showed they've reached the right level of reserves - repo rates rising, more pressure on funding markets.

The U.S. will print its $37 trillion debt away WITHOUT hyperinflating the dollar.

And thanks to stablecoins, that’s now possible.

Here’s the overwhelming evidence and logic behind what’s coming 🧵
Anton Kobyakov, a direct advisor to Putin, says the quiet part out loud:

“Once part of the U.S. national debt is placed into stablecoins, Washington will devalue that debt.”

“They have a $35 trillion currency debt, they’ll move it into the crypto cloud, devalue it, and start from scratch.”

Nike’s stock has been a disaster for years.

But like Warren Buffett says: Be greedy when others are fearful.

Here’s why investors maybe shouldn’t turn a blind eye to Nike: Nike never truly recovered from the 2022 bear market.

Brand strategy missteps and disappointing earnings reports are a few reasons why.

Just look at their footwear, apparel, and overall North American revenue metrics these last few years.

Are assets in a bubble? I’d argue no.

There’s something far more sinister going on.

Here’s a solid case why assets aren’t in a bubble and they’re going MUCH higher: Are we in an “everything bubble”?

• Stocks at all-time highs
• Gold & silver at all-time highs
• Bitcoin is not far off all-time highs either

At first glance, it almost seems like we’re in a bubble.

The dollar will lose reserve status in our lifetime.

But no fiat alternative can replace the dollar's role in global trade.

So here’s what happens when the dollar is dethroned: To hold reserve currency status, you need military supremacy.

The U.S. has…

• ICBMs
• Nuclear submarines
• Cutting-edge stealth aircraft
• Hundreds of military bases around the globe

There’s really nothing quite like it anywhere else.

MicroStrategy is creating so many stock offerings that it’s hard to keep up.

$MSTR, $STRK, $STRD, etc.

Here’s a 60-second thread explaining each product in layman's terms: 1 - $MSTR

This is Strategy’s common stock.

Think of it as leveraged exposure to Bitcoin.

It’s also one of the best-performing public equities in the last few years.

The “iPhone moment” for AI investing is finally here.

But it’s not half-baked LLM prompts or overhyped startups.

Give me 60 seconds to show you what’s going on👇 Every technological breakthrough starts with one company.

For smartphones, that was Apple, for AI in general, that was OpenAI.

For AI investing, I believe the answer is @prospero_ai

Scott Bessent had one job.

To sell the U.S. debt to the world.

He’s going to do it with Stablecoins (his words, not mine)

Here’s exactly what he’s got planned: A few months ago, Bessent said something that many people overlooked:

“We are going to keep the U.S. the dominant reserve currency in the world, and we will use stablecoins to do that.”

Is real estate a dying asset?

Remote work, declining populations, consumer sentiment…

Let’s dive into why real estate might be experiencing a slow and unrecoverable collapse: Real estate is excellent for 2 reasons: Leverage & taxes.

But quite frankly, everything else about it sucks.

• The cash flow isn’t as impressive as many suggest
• You pay a yearly tax in perpetuity to keep your asset
• It’s illiquid, requires maintenance, insurance, etc

Paying down your mortgage over 30 years is great, but it’s a headache.

Trump wants rates below 1%.

If he’s successful, that would be the single biggest rate cut in history.

Here’s what happens if he’s successful: The largest one-time rate cut decision occurred during the Great Financial Crisis.

It was a full 1% cut. Quite substantial, all things considered.

X is the only platform that lets you glimpse into the minds of top investors.

You basically have access to their shower thoughts 24/7.

But you still have to find these investors and absorb their knowledge.

So here are the 18 accounts you should follow to level up your investing game: 1 - Stock Market News (@StockMKTNewz)

Evan gives you real-time updates on the stock market and the rest of the world.

Think of his timeline as a digital newspaper combined with his viewpoints.

If you ever had to dedicate an X account to your second monitor permanently, this would be it.

Institutional investors sway stock prices in their favor all the time.

Only to delay reporting for up to 24 hours and dump on retail.

Thankfully retail can finally spot this behavior before it happens.

Give me 60 seconds to explain how 👇 Ever heard of a dark pool?

Dark pools are exchanges that only institutions trade on.

On these exchanges, stocks trade at different prices from the rest of the market.

Plus, institutions can delay reporting up to 24 hours.

Here are the current stock portfolios of the best investors in the world.

1) Stanley Druckenmiller 🧵 2) Warren Buffett

This is Buffett’s last year as CEO of Berkshire.

Enjoy his portfolio breakdowns while you still can.

Most people don’t have time to invest.

That’s why they send their money to Wall Street.

Thankfully, there’s an alternative that easily allows you to trade & invest alongside the best.

Give me 60 seconds to explain how it works 🧵 Autopiloting is an investment strategy to instantly replicate the trades of other investors.

When they buy or sell, you automatically buy or sell alongside them.

Instead of putting your faith in the decision-makers of the companies you buy, you’re putting it in the hands of investors you trust.

Wish you could click one button and learn everything about a stock?

That technology already exists.

They offer every data point with amazing visuals on all your favorite companies.

Here’s exactly what I’m talking about (not clickbait): Valuesense is a financial analytics platform to help investors identify and capitalize on stock opportunities.

These types of platforms have existed forever.

But nobody does it quite like Valuesense.

Check this out 👇

The U.S. can’t repay its $36 trillion of debt.

Here’s what will happen instead: There are only 3 possible outcomes to addressing the debt problem:

1 - Default
2 - Print the debt away
3 - Technological & deflationary boom

Let’s look at all 3 👇

This gold surge might not be an accident.

It could be a deliberate 4D chess move by the Trump administration.

Here’s how surging gold prices could lead to a $1 trillion stealth QE print: Whether you think Trump is a brash genius or a bumbling fool, the same can’t be said about his Secretary of the Treasury.

Scott Bessent is incredibly qualified for his position.

He’s worked alongside Stanley Druckenmiller.

He helped George Soros break the Bank of England.

The guy’s resume speaks for itself.

My tariff thread went viral yesterday.

I argued tariffs wouldn’t have any long-term impact on the stock market.

So I thought it’d be fun to flip the script and argue the other side.

Here’s how tariffs could wreck the stock market for years: Trump is using tariffs for several reasons:

• Bring back American jobs
• Gain leverage in trade negotiations
• As a long-term and potential substitute for income tax
• As a tool to force the Fed to cut rates

Let’s start with how tariffs pressure the Fed.

Tariffs will have ZERO long-term impact on the stock market.

There…I said it.

Don’t believe me? Basic math says I’m correct.

If you’re scared of tariffs, you won’t be after reading this 👇 In a healthy economy, tariffs should have a long-term impact on the stock market.

But we don’t live in a healthy economy.

We live in a currency debasing shitshow.

Did you know there’s a way to predict the S&P 500 with an ~85% correlation?

Sounds insane, but it’s true.

Here’s the surprising logic behind my claim: When investors look for long-term bullish S&P 500 signals, they look at:

• U.S CPI
• U.S. interest rates
• U.S. M2 supply (relatively liquid assets in the U.S economy)

This is a mistake.

Have we reached the Bitcoin cycle peak?

My evidence strongly suggests we haven’t.

If you’re feeling bearish, read this 👇 What’s the greatest catalyst for Bitcoin’s price?

Is it nation-state FOMO via strategic Bitcoin reserves?

Is it institutional adoption via spot ETFs?

Is it the 4-year halving cycle?

Believe it or not, none of these are the biggest catalysts for Bitcoin's price.