2021 is a powerful year. Countless FIRST’s.

This is the first time I see food or agricultural commodity (per unit) price > fossil fuel.

We are either in the beginning of a phase out of fossil fuel;
Or there are too many of us for the dwindling natural & food resources in this world. Or both.

I’m for option3. Earth is running out of resources. It may not be our problem, but it will certainly be THE problem for our next gen. 🌏

If there’s anything you’ll teach your next generation, it’s adaptation.💡 Whatever field you’re in, change is inevitable.

#Macro
#RandomThoughts 💭

follow the money 🌊💰

think #MACRO

US Fed is force liquidating BOJ & BOE at the lows.

UST selling push yields higher > inflation higher > more QT > further foreign selling pressure > yields higher. vicious cycle.

MYR also stuck in this loop 🔁, only we don’t have as much dollar reserve to sell. last ATH: rm4.74 / $1 🥲

Hope you hedged with me. Think I made 15-20% hedging my dry powder. Next targets was posted here — link1, link2

#MYR
#UST
#Macro

20yrs macro trend 🌏📈

Sharing my Sunday homework. Thread on X —> 🐣 tweet

#macro
#period9fengshui

“Inflation is out of his (Jay Powell) hands.”

“Low rates push up asset prices, higher rates push asset prices down.”

🗣️ Jeremy Grantham
💰 billionaire investor, GMO co-founder

#tradingquotes
#macro

#unemployment #macro

UR ticking up from bottom leads to recessions, for past 40yrs.

#macro upcoming

US Dec NFP:
tonite Jan10, 2130h

US Dec CPI:
Jan15, 2130h

US President-elect inauguration:
Jan20