🥇 Macro & Commodities

• Gold becomes the key tell if the current cycle is truly a 1970s-style analog. Under that setup, the historic rally would start next summer and push gold to over $23,000/oz by the end of the decade. Big-cycle roadmap. Not just a headline trade. 1

🪙 Crypto & Opportunity Cost

• $ETH looks like dead money on a long time frame. It is still trading around the same levels as 5 years ago, so the real issue is not just flat price action. It is the opportunity cost of capital being tied up for half a decade. 2

🧠 Trading Process & Portfolio Building

• Sustainable trading wins are framed as a process, not a screenshot game. The edge comes from hard work, research/preparation, patience/conviction. Collective success matters, but the takeaway is clear: results are built before the P&L print. 3

• Teaching investing through real control can compound both skill and capital. The case study: 2 yrs, up 19x, a 13-year-old with 5 yrs left to grow the account to $200k for college. Current setup is one strategy in one stock adjusted weekly, called “Jag Butterfly.” Concentrated, rules-based, and actively managed. 4