👉 Hit play. Think smarter. Laugh harder. Maybe even profit.
Right then — let’s call a spade a bloody shovel. The world’s gone sideways: markets are cracking, leaders are floundering, and luxury handbags are now, apparently, "Made in Shenzhen" but labelled like a Parisian love affair. Nutstuff’s memo reads like Churchill with a Bloomberg terminal — pointing out everything from geopolitical blunders to crypto’s quiet rebellion. The dollar? On life support. Energy policy? Written by toddlers with crayons. But for those not asleep at the wheel, it’s a treasure map to rare earths, uranium, and digital assets. China and India are setting the rules, Western leaders are playing checkers on a 4D chessboard, and Bitcoin? Still standing — with more backbone than most central banks. Nutstuff doesn’t just throw darts; it paints the bullseye before the rest of the room finds the board.
Highlights
🎩 Luxury Collapse: Hermes bodyslams LVMH — because apparently, people prefer integrity over “Made in China, priced in Paris.”
Hermes overtakes LVMH as the king of luxury, by sticking to brand purity. LVMH is accused of selling mass-market dressed up as elite. A collapse in luxury stock values may follow.
🪙 Bitcoin Beats the System: BTC and MSTR are still in the ring. Fiat is wobbling like a three-legged chair.
Bitcoin and MicroStrategy continue outperforming, seen as alternatives to crumbling fiat currencies. Nutstuff is loading up on digital assets, considering gold increasingly outdated.
📉 Dollar in Denial: The Fed’s trapped like a cat in a bag — rate hikes kill growth, cuts kill credibility. Choose your poison.
The Fed’s boxed in. Hiking rates tanks the economy, cutting them destroys credibility. De-dollarisation is real and accelerating.
💣 Ukraine Misread: The West keeps treating Putin like a Bond villain. Spoiler: it’s about borders, not world domination.
Putin is misread — this is defence strategy, not empire-building. Peace talks need to stop excluding Moscow if stability is the goal.
🔋 UK Energy? A Joke: Net Zero policies are so backwards, even wind turbines are confused. Drill the North Sea, you numpties.
While Britain plays eco-fantasy, China weaponizes rare earths. Nutstuff’s playing offence with uranium, copper, and oil.
🧱 Trump's Trade Blunders: Trade wars were meant to look strong. Turns out, tariffs are just taxes in drag.
From Trump’s trade U-turns to the UK’s Net Zero suicide mission, Nutstuff skewers the clown car of policymaking across the West.
💰 De-Dollarisation Incoming: Countries are quietly bailing on U.S. Treasuries. They’re dating gold, flirting with Bitcoin.
Startups backed by Founders Fund are reviving U.S. uranium. Stocks like LTBR are seen as the next big boom.
🔬 Rare Earths: The Real Arms Race: China’s playing chess with magnets. The West? Still figuring out the rules.
India’s gaining ground as the U.S. decouples from China. We are watching Indian equities like a hawk.
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