👉 Hit play. Think smarter. Laugh harder. Maybe even profit.
5 Years Ago Today? Empty roads, clear skies, and Boris locking us down for 12 weeks. Now? Markets are as chaotic as ever.
Helium @ $550M? Laughable. It’s booming with 550K+ users and growing. Bitcoin at $2T? Institutional investors are all in.
Nutstuff Portfolio: Still loaded up on non-US stocks, watching S&P’s equal vs cap-weighted divergence, and cautiously eyeing pro-Russia plays (Turkey? Not so much).
US Economy: Trump’s strategy? Screw the coasts, focus on the heartland. Sovereign Wealth Fund, energy dominance, and private sector growth—real economic change, not just Twitter rants.
China: You either visit and get it, or you don’t and keep whining. Stocks are having wild swings—opportunities galore.
UK Today: Government spending is out of control. London needs a revival, and energy costs need to drop ASAP.
Geo-Politics: Europe’s finally waking up on defense (Germany’s going all in). US shifting priorities—Trump doesn’t care about pleasing Europe anymore.
Stocks We Love: Intel, Pfizer, Uber. Nike? A disaster. Nano? Betting on non-Chinese battery dominance. QXO? Potential multi-bagger in building products.
Blockchain & Bitcoin: The future is decentralization. AI + tokenomics = next-gen finance. Ignore at your peril.
No Nonsense, Just Common Sense, Stock Ideas & Conclusions
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