Me and the Money Printer

Me and the Money Printer

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Me and the Money Printer
Me and the Money Printer
The French
The Capital Wave Report

The French

Europe is very sick again. But capital flows remain strong here in the United States.

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Garrett Baldwin
Dec 05, 2024
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Me and the Money Printer
Me and the Money Printer
The French
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Action to Take: Powell's comparison of Bitcoin to gold sent the digital asset surging past $103,000, marking a watershed moment for institutional acceptance. Beyond the price action, Bitcoin's utility continues to expand, particularly in stabilizing power grids to support green energy adoption, as I mentioned in yesterday's Postcards.

These developments validate the core themes from our March Hedge of Tomorrow report, which outlined how portfolios should adapt to a new monetary landscape.

With Powell signaling a patient approach to rate cuts moving forward, those strategies deserve another look. The dollar remains strong - but no good thing lasts forever.

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Momentum: Technology leads the charge as the Nasdaq outpaces other indexes on strong volume, fueled by AI-related optimism and Powell's supportive Fed comments. While the S&P 500 maintains its upward trajectory, small caps are starting to lag, suggesting some rotation from Russell 2000 names back into large-c…

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