This is the most important chart in all of macro and most people still don't get it. Labor force participation rate vs government debt as a % of GDP, inverted. They move in perfect lockstep. Government debt has been accumulated to offset the declining working-age population, and from 2008 onwards, that debt has been mostly just servicing old debts while interest payments keep compounding. Demographics are destiny and ours are already written. The workers for the next decade have already been born. Or rather, they haven't been. Which means the borrowing and the debasement aren't going to ease. They're going to accelerate. This is the foun…
Raoul Pal
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Pulse doesnt do a morning brief thats stale by lunch. It watches whats trending and rewrites itself all day... thats the difference between reading news and reading the market. Two days, 50%+ off. Lock the price for as long as you're a member. https://t.co/kOCYabcwdA
This is a new fun show where we review RV members portfolios live...
Going live...
The problem now isnt too little information. Its too much. So Ive been building compression tools that take everything... the dashboards, the portfolios, the signals... and distill it to the only thing that matters: what do I actually do today. Two days left. 50% off. Whatever you lock today, you keep for as long as you're a member... after Saturday it's gone. https://t.co/lOsAE94UDF
The NASDAQ is 97.5% correlated to total global liquidity. It has almost nothing to do with earnings or how good the companies are, and everything to do with how much money the world's central banks are printing. The small slice that liquidity doesn't explain is the NASDAQ's own adoption curve sitting on top. This is why everyone keeps saying equities are expensive. They're using a measure that stopped working the moment we started debasing currency. A high valuation doesn't really tell you a company is doing well anymore, it tells you how much money has been printed. This is the heart of my Everything Code framework. Once you understand t…
The RV Brain is an amazing tool and it has broad AI finance context plus 12 years of RV content and activity
I sat down with @mansourtarek_ to talk about prediction markets, perpetuals, super forecasters and what Kalshi is really building...which is a token factory of global probabilities. Every question the world cant price, they price it. And feed it back into everything else. The implications are wild. As ever, please enjoy!
The Raoul AI mentor on @realvision is really very good. If you think it's wrong you can debate it too and also ask it to stress test your trade ideas or analyse your charts...you can also talk to it (it's my voice and trained on my research). https://t.co/NQ0fLla0CT
Offer for the 50%+ MASSIVE DISCOUNTS for an incredible platform ends on July 4th...tick ... tick...tick. Also if you haven't checked out Real Vision yet, then just do it for free...
https://t.co/Un27YpjNnX
@Blondie23LMD @GarryB1rd @beeple No, they are packaged for when I sell them all on eBay for $10 a box...mystery prize. @Blondie23LMD @GarryB1rd @beeple Intermission... squinty angry girlfriend look...
@Blondie23LMD @GarryB1rd @beeple Garry has no loyalty ...he'll happily troll anyone
@Blondie23LMD @GarryB1rd @beeple eBay packaging?
@Blondie23LMD @GarryB1rd @beeple Maybe open the 6,567 shoe boxes in your closet first?
@GarryB1rd @beeple @Blondie23LMD doesnt...
@GarryB1rd @beeple Too fucking complicated to be honest after a few glasses of wine.
Not quite "Regular" Animals... @beeple the packing alone is epic. I daren't lift your floppy haired head out of the box. I'm still mentally scarred from Marfa. https://t.co/wAWlSWESMX
I think @toadswiback is possibly the greatest artist in the space today and in this new series he tackles the most important theme of our life... death, head on. I cannot wait for this...
Jamie's been running this stuff for his own work for 2 years. Now it's coming to Real Vision. This is the bit people miss about RV now... its not me. Its the team. Andreas reading liquidity, Jamie reading on chain, all of it live in one place. Go look. https://t.co/Un27YpjNnX
Few things are truly sacrosanct and perfect. The Princess Bride is one of them...and must not be desecrated.
@Gavinmeeler @NikRovingkavi Indeed ser... and in my own voice
You can now sit and talk to my AI on Real Vision. Not a chatbot... my actual thinking, trained on everything Ive published for a decade. Ask it anything about macro, crypto, the Exponential Age. Nobody else in the world has built this. https://t.co/f0Fx8iCmMg
Got to admit, Wispr Flow is quite something. No more stabbing at the keyboard like a drunk chimp. It just kinda works. You just talk to the AI and it does things for you. Really quite amazing.
@surfglare @chigrl Back off, surf boy...
At RV Pro, we record every trade recommendation so its fully transparent and now its live on the platform too. You get to see all our process and our winners and plenty of losers too. You can access my full portfolio (+105% avg trade) at a massive discount, locked in for life... https://t.co/b8SUBsXqzq https://t.co/Un27YpjNnX
@0xBludex Tried that. Doesn't really work either but appreciate it!
"You are right. I didn't even read the skill file and sort of went from vague memory even though you explicitly told me to exactly follow the skills in full caps" New model or Fable 5 back imminently. There is no inference available for existing stuff. Godammit Anthropic need more compute. It's farcical
Great thread from @punk6529 on how to this about ASI and our collective future
If you haven't seen @RealVision in a while or are curious what it actually is, this will explain it all... tl:dr it's unique and will massively help in your investing journey
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