Suspected US foreign policy "interests" for possible/probable intervention (in no particular order) by 2028:
1. Venezuela β
2. Colombia
3. Cuba
4. Greenland
5. Panama
6. Brazil
7. Manitoba/Saskatchewan/Alberta
8. Guyana
9. Nicaragua
10. Bolivia
11. Multiple Caribbean island nations
In case you haven't noticed yet, Central and South America are the new Middle East for US diplomacy, economics, and military action.
Much more to come, I'm guessing, in the Western Hemisphere before 2029.
My 2026 bitcoin price guesses (in USD terms):
Average price: $145,000
As high as: $700,000
As low as: $50,000
(Just my guesses. Never individual advice.)
For investors:
βDonβt fight the fiscal stimulusβ is the new βDonβt fight the Fed.β
We are all geopolitical analysts now.
Bitcoin and AI are both competing for the same, limited electrons in the Western Hemisphere.
In 2025, AI is winning the electron race.
Bitcoin and AI are both competing for the dwindling purchasing power of fiat currencies in the Western Hemisphere.
In 2025, AI is winning the purchasing power race.
--------
2026 promises to be interesting. πΏ
Status update:
Bullish on accelerating Congressional borrowing and spending in 2026.
ππ€‘π
Iβve just been informed that some people still read the newspaper.
Please confirm.
Some guesses for 2026:
1. The Federal Reserve will lower the fed funds rate below 3.5%...
2. Which will spur economic growth and inflation...
3. Which will cause the long end of the Treasury yield curve to rise towards and above 5%...
4. Which will be unacceptable to Wall Street and the current administration...
5. Which will induce the Fed to begin yield curve control...
6. Which will cause material weakness in the US dollar...
7. Which will lead to further currency debasement...
8. Which will become fodder for large increases and volatility across risk assets.
