Investment Strategies / Mechanical Investing❤
No. of Recommendations: 4
Billionaire hedge fund manager Ray Dalio, founder of Bridgewater Associates, has warned that the United States under Donald Trump is heading towards an authoritarian model similar to that of the 1930s. Dalio pointed out that factors such as wealth disparity, value divisions, and a loss of trust are pushing the country towards extreme policies.
In an interview with the Financial Times, Dalio explained that government intervention in the private sector, such as Trump's decision to acquire a 10% stake in chipmaker Intel, represents a type of strong autocratic leadership aimed at controlling financial and economic affairs. He added that few prominent financial figures dare to publicly criticize Trump for fear of retaliation.
https://www.markets.com/news/ray-dalio-warns-us-he...
No. of Recommendations: 1
Dalio emphasizes that years of massive deficits and unsustainable debt growth have pushed the US economy to the brink of a debt crisis. He points out that the recent budget approved by Trump will lead to serious spending excesses, which could lead to an imminent debt crisis and a "heart attack" for the economy. Dalio expects this crisis to occur within three years, with a margin of error of one to two years.
Impact of Inflation and Monetary Policy
Dalio believes that continued political pressure on the Federal Reserve to maintain low interest rates will weaken confidence in its ability to protect the value of the currency and reduce the attractiveness of dollar-denominated assets, which could undermine the current monetary system. He notes that international investors have already begun to shift from US Treasury bonds to gold.
Dalio concludes his warnings by emphasizing that the United States is at a crossroads. It must address the issues of accumulating debt, wealth disparity, and value divisions before the situation worsens and the country slides toward an unstable future.
No. of Recommendations: 1
One stock we know Buffett isnt buying. Strategy Added Another 4,408 Bitcoin for $450M Last Week
Led by Michael Saylor, the company bitcoin stack has grown to 636,505 coins worth about $70 billion.
https://stocks.apple.com/A9jJEIBPLT1apzYVIP5JTwQ
No. of Recommendations: 37
...the company bitcoin stack has grown to 636,505 coins worth about $70 billion.
The word "worth" is doing a lot of heavy lifting there.
Jim
No. of Recommendations: 4
...the company bitcoin stack has grown to 636,505 coins worth about $70 billion.
The word "worth" is doing a lot of heavy lifting there.
Jim
Thanks, Jim. Good distinction that.
No. of Recommendations: 1
The word "worth" is doing a lot of heavy lifting there.
Jim Good morning old bud. This is where good people come to find the true worth of assets like gold, the crypto space, etc because Buffett says so. Ucmtsu, no way.
No. of Recommendations: 3
The word "worth" is doing a lot of heavy lifting there.
Even if you are a bitcoin believer, the oddest thing about this whole saga is, why would you (the share buyer) buy $70B of bitcoin for $95B (market cap)???? If you want bitcoin exposure, buy bitcoin, not something priced 35% higher)!
No. of Recommendations: 1
" Strategy Inc (NASDAQ:MSTR) is one of the Tech Stocks to Buy with the Highest Upside Potential. Strategy Inc (NASDAQ:MSTR) blew past Wall Street consensus with its Q2 2025 earnings release on July 31, driven by a steep bitcoin rally. The company delivered $114.49 million in revenue, up 2.73% and ahead of consensus by $1.97 million. The EPS of $32.60 also topped expectations by $25.84."
" Even if you are a bitcoin believer, the oddest thing about this whole saga is, why would you (the share buyer) buy $70B of bitcoin for $95B (market cap)???? If you want bitcoin exposure, buy bitcoin, not something priced 35% higher)!"
MSTR is a real company with rev, comprende?
No. of Recommendations: 3
MSTR is a real company with rev, comprende?
In Strategy's case, I'm not sure "revenue" means what you think it means.
No. of Recommendations: 7
MSTR is a real company with rev, comprende?
The word "rev" is doing a lot of heavy lifting there.
No. of Recommendations: 3
The word "rev" is doing a lot of heavy lifting there.
A literal laugh out loud!
No. of Recommendations: 1
The word "rev" is doing a lot of heavy lifting there. The Trump family is going to make ten billion plus over the next four years in the space, watch. Many brk shareholders will still be marveling at Khc, rev. Beautiful.
No. of Recommendations: 3
MSTR is a real company with rev, comprende?
Are you claiming that their $500M in revenue is sufficient to account for an additional $25B of market cap (over their bitcoin holdings)?
