RE: Market Sentiments

Markets over long periods of time paint a picture but over short periods of time the market is just noise.

When something happens in the market the first thing I say is, "does this make sense?"

Tarrifs are by definition short term in nature, where as assets are valued based on some terminal value that is discounted to present value.

So the US stock market in the short term may whipsaw but in the long-term will probably keep going up.

Bitcoin will always react in extreme ways to any type of news due to low liquidity relative to the amount of capital available.

It's worth noting Bitcoin going down in reaction to Tarrifs makes no sense because Bitcoin is not impacted by Tarrifs and the amount of capital available to buy bitcoin will continue to go up.

Unless something fundamentally changes in the world we live in, countrys will continue to debase their currencies pumping more money into the system driving asset prices up.

Is this the bottom? Idk, but the market is fearfull so that's a signal that maybe it is.

I am a contrarian investor, if people are extremely fearful and selling, that's when I am buying.

So until further notice, I am buying.

Nice to see you getting back to the blog, I need to do the same! 😊

!PIZZA