👉 Hit play. Think smarter. Laugh harder. Maybe even profit.
With macro volatility where it is, we’d have settled for half these returns — but the Nutstuff Portfolio feels ready for the next leg higher. The Nutstuff investment strategy is simple but deliberate: stay long the structural trends that are compounding faster than policymakers can print spreadsheets.
Short-term, the doomsday crowd still clutching their inverted yield curves looks, well, a bit silly. The Fed’s rate cut is coming — likely before year-end — and with QT ending in 2025, we’re staring at a Powell who’s somehow more dovish than the market’s already priced in. Cue the dollar wobbling, Treasury yields rolling over, and the S&P 500 prediction for 2025 creeping toward four digits.
We don’t think it’s madness to ask: why not 10,000 on the S&P? There’s $7 trillion snoozing in money markets and $84 trillion set to transfer from U.S. retirees over the next decade. Every dollar will have to choose a side: fiat or digital, yield or purpose, BlackRock or Bitcoin.
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