We share clear, data-informed perspectives on global markets, commodities, and portfolio ideas—from market breadth and macro drivers to the future of real assets like tokenized gold. Our goal is to turn noisy headlines into actionable insight you can actually use. If you’re looking for concise explainers and thoughtful analysis, you’re in the right place.
If you had invested $10,000 in the Nasdaq 100 ETF $QQQ at the PEAK of the dot-com bubble in March 2000, your investment would be worth around $61,650 today — a gain of +516%, or +7.2% annualized.
And that’s despite navigating through 9/11, the 2001–2002 recession, the Global Financial Crisis, COVID-19, and major geopolitical conflicts including Russia-Ukraine and tensions in the Middle East.
As Warren Buffett famously said: “Never bet against America.”
Nasdaq 100 plunged ~5% as chipmakers tumbled; investor fears of over-valuation, strong jobs and possible Fed hikes under a new chair tied to Donald Trump drove profit-taking.
Berkshire Hathaway has sold stocks for 14 consecutive quarters — a sign of Buffett’s caution amid high equity multiples, compressed risk premiums and preserved liquidity.
For the first time, foreign private investors own more U.S. Treasuries than foreign central banks; USD stablecoins amplify private demand and expand the shadow dollar.
