转推 Anthony Pompliano 🌪:我与 @porterstansb 对话,探讨他为何认为美国将在2029年迎来一场大金融重置
Anthony Pompliano 与 Porter Stansberry 对话,探讨美国为何正走向2029年的大金融重置。Porter 认为,社会保障体系的崩溃、货币贬值以及社会契约的瓦解将共同导致投资者投资组合的毁灭。他详细介绍了如何构建一个能够应对未来的投资组合,涵盖黄金、比特币、林地以及他的“蜂巢投资组合”策略。
Anthony Pompliano 与 Porter Stansberry 对话,探讨美国为何正走向2029年的大金融重置。Porter 认为,社会保障体系的崩溃、货币贬值以及社会契约的瓦解将共同导致投资者投资组合的毁灭。他详细介绍了如何构建一个能够应对未来的投资组合,涵盖黄金、比特币、林地以及他的“蜂巢投资组合”策略。
The United States has become the world's largest natural gas exporter, driven by the Shale Revolution's fracking and horizontal drilling technologies. A new NBER paper by Lucas W. Davis estimates this shift saved Americans between $3.1 trillion and $4.3 trillion from 2007 to 2025, or roughly $500 to $700 per person annually.
The rapid expansion of AI data centers is straining power grids, causing delays and rising costs that are becoming a contentious issue in the midterm elections. Utilities struggle to keep up with surging electricity demand from AI operations, raising questions about grid reliability and who should pay for the necessary infrastructure upgrades.
A new NBER working paper proposes that interest rates may explain the apparent disconnect between consumer sentiment and traditional economic indicators, suggesting that rising borrowing costs have weighed on consumer confidence despite a strong labor market and GDP growth.
Customers are recognizing that tokens from three major IPOs are being burned for millions of dollars with little tangible return on investment.
A tweet promotes a podcast episode with Paul Graham and Jessica Livingston discussing what has made Y Combinator resilient for over 20 years, using the analogy that biosphere trees grown without wind grow tall but fall over—no stress, no strength.