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“If the money supply's growing by 7% and you're holding treasuries that are paying you 3 or 4, you're getting diluted by 3 or 4% a year in terms of like your…”
@We Study Billionaires · Lyn Alden
Money supply outgrows Treasury yields, so capital flees diluted bonds into the only zero-dilution asset.
BTCLONG@ $78,151.00
$62,929.50-19.48%
since call May 16
“It's almost like $100+ oil's like a new baseline in a sense. Like that can encourage new production.”
@We Study Billionaires · Lyn Alden
Oil settles into a $100-150 baseline because $60 is unsustainable for producers
WTILONG@ $99.83
$87.66-12.19%
since call May 16
“I've been fairly constructive on banks and financials because they're resilient against defaults.”
@We Study Billionaires · Lyn Alden
Banks and financials are cheap and on the receiving side of fiscal deficits, a value dividend play
XLFLONG@ $50.14
$57.50+14.68%
since call May 16
peak +14.7%
“I think that eventually software as a service stocks will get to the point where they're dramatically oversold … I think that the baby will be thrown out with…”
@We Study Billionaires · Lyn Alden
Software/SaaS stocks will get dramatically oversold, baby thrown out with bathwater, a buy on dips
IGVLONG@ $93.27
$93.00-0.29%
since call May 16
peak +3.7%
“I've been long energy. I didn't rush to buy energy because of this crisis, but I've already been long energy and energy pipelines and things like that.”
@We Study Billionaires · Lyn Alden
Long energy and pipelines as energy-driven inflation persists in a fragmented monetary world
XLELONG@ $58.32
$60.14+3.13%
since call May 16
peak +3.1%
48:20LONG
“And I think the uptick in gold usage is part of that. It's not that Chinese currency replaces the dollar, it's that one neutral reserve asset…”
@We Study Billionaires · Lyn Alden
Central banks swap dollar reserves for neutral gold; price-inelastic sovereign demand lifts gold's floor.
GOLDLONG@ $4,604.16
$4,064.78-11.72%
since call May 16
“they're borrowing yen at near zero … They own scarce assets. They own commodity deposits and convenience stores and supply chain logistics things.”
@We Study Billionaires · Lyn Alden
Japanese trading companies borrow yen near zero to own scarce hard assets, still long
MITSYLONG@ $784.97
$602.71-23.22%
since call May 16
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