Executive Summary The posited Liquidity Trap manifests as a regime where elevated nominal asset prices (gold near recent highs, equities…
As of April 30, 2026, the Buffett Ratio (Wilshire 5000 / annualized nominal GDP) reached 227%, with a peak high…
This analysis causally links macro-geopolitics (de-dollarization) to micro-speculation (AI bubble) and our investment thesis (Fed Pivot). The analysis of the…
1. The Ethereum (ETH) reserve on exchanges reaches an all-time low (6.5 million ETH), signaling a potential Supply Shock, similar…