Navigating #Multiflation. Why CPI conceals the real economic damage, and what to do about it in your portfolio: the Five Archetypes framework. bewaterltd.com/p/navigating...
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#BitcoinTreasuries like $MSTR: monetary attack dogs, or leveraged pyramid scheme like the "investment trusts" leading up to the #1929crash? #Multiflation #bitcoin #btc
bewaterltd.com/p/bitcoin-tr...
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As America’s "AI Manhattan Project" heats up, it's not just chips in short supply—water is, too. The CHIPS Act can fund fabs, but it can't conjure water from the desert floor. L*nk below #Multiflation #water #AI $DHI
bewaterltd.com/p/liquid-gold
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Manufacturing jobs: sharpest YOY drop since '07 (ex-Covid). Higher rates and true consumer demand can’t suport previoius investments. Hits long-term production, exposing cracks in the unsustainable chains built during easy money period.
#Multiflation
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