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Parent Post: Stock market delusions
user1999
·
4/17/2025, 4:24:46 AM
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I am betting against it all. Mostly MSTR for underlying asset growth (hedge against the USD) MSTY for home run income generation or bust - this can be folks dry powder, it is returning over 100% the last year of course with tons of NAV erosion but who cares. MSTR does not rely on goods so no tarrifs matter, all the cash is borrowed with no recourse paper and under 1% loans. STRF and STRK for 10% blended yield quartlery- all precious metals held in Singapore offshore private vaults. My real estate is all in emerging markets with no mortgages. Cold storage BTC is the engine for everything I do. I am a random dude, none of this is financial advice. Its all fake and stupid. i only do contrarian investments or stuff I believe in. Gold is either getting repriced or Bitcoin bonds will have to be issued - no other way out of the current debt the US carries. It will probably be both.
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