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Billionaire investor Paul Tudor Jones today on CNBC:
“All roads lead to inflation. I’m long gold. I’m long Bitcoin. I own ZERO fixed income. The playbook to get out of this [debt problem] is that you inflate your way out.” Source: CNBC
The perfect cover page for a 2025 market outlook ?
Source: The Great Martis @great_martis on X
Nvidia $NVDA is now more than 36 times larger than Intel $INTC
Intel was 16 times larger than Nvidia a decade ago Source: Y charts, Ervan on X
Hedge funds are net long VIX futures for the first time since 2019 ahead of the US elections.
Source: (((The Daily Shot))) @SoberLook
👑 INTERNATIONAL GOLD RESERVES ARE SHARPLY RISING
Global gold reserves rose to ~12% of total international reserves in 2024, the most since the 1990s. The share has DOUBLED over the last decade. Gold has also exceeded Euro as the 2nd most held reserve asset by central banks. Source: Global Markets Investor
The scale of unrealized losses at U.S. banks is staggering, currently standing at $515 billion.
To put this in perspective, that's 7x higher than during the 2008 financial crisis. And the chart below helps to understand the scope of the problem... Source: Porter Stansberry @porterstansb on X
🎓 Which degrees are worth the most?
The visual below by Voronoi / Visual Capitalist shows the average return on investment of a degree in the U.S., based on data from CollegeNPV. 👉 The return on investment of a degree is the expected lifetime value of the degree (net of debt) compared to entering the workforce after high school. 🥇 Engineering, computer and information sciences, mathematics, and engineering technician degrees are the most valuable degrees in the U.S. when looking at expected lifetime income minus debt compared to working right after high school. 📌 💲As for specific programs, Harvard University's computer science degree ranks first for ROI, according to CollegeNPV. Graduates of this program can expect an ROI of over $4 million in their lifetime, with $256,539 in median income and $14,000 in median debt. On the other end, humanities degrees like visual and performing arts, theology, and English are among the least valuable degrees when looking at lifetime earnings. Link to full article >>> https://lnkd.in/gahbyZzn Source: Voronoi, The Visual Capitalist
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