Core Bridge Partners

Alternative Investments professional serving as an outsourced COO/CFO to hedge funds and private equity firms. Two decades of experience in middle and back office operations, compliance and investor relations. Expert in investment vehicle launches and operations, spanning equities, derivatives, credit, distressed, global macro and private equities. Proficient in the complete life cycle of trading vehicles including open and closed end funds, domestic and offshore parallel and master-feeder structures, separately managed accounts, side pockets and Special Purpose Vehicles.

CFO and COO

GrowthLine Capital Management LLC

GrowthLine Capital is a long biased, high return seeking equity long/short fund that invests in companies benefiting from innovation driven disruptive change that can become multiples of their current size.
Developed and manage all operations including middle and back office, compliance, financial planning & analysis, management & administration and human resources of a rapidly growing financial firm.

Co-Founder and Chief Operating Officer, Chief Financial Officer and Chief Compliance Officer

Spruce House Investment Management LLC

Led all operations of a $2.6B Hedge Fund that grew from $800M.  Developed and managed all operations including middle and back office, compliance, financial planning & analysis, management & administration and human resources of a rapidly growing financial firm.

Chief Operations Officer, Chief Financial Officer, Chief Compliance Officer

Flintlock Capital

· Cofounded a discretionary global commodities hedge fund.
· Raised $160M from institutional investors in two years.
· Hired key employees including a Risk Manager, a Research Analyst and a Controller.
· Developed operational and risk policies, procedures and controllers for the funds and managed accounts.
· Managed the daily fund and business operations.
· Directed the business development and marketing efforts of the firm.
· Established and maintained strong relationships with prime brokers, futures commission merchants, broker/dealers, attorneys, compliance professionals, and auditors in order to quickly establish the firm and launch our funds.

Co-founder, Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer

Tower Capital Asset Management

· Managed the daily operations of an SEC registered long/short equity fund of hedge funds with $650M in assets under management in five funds and a managed account platform. The firm previously sold $1.8B (13 funds) to a European bank.
· Supervised the operations team that conducts daily reconciliation and produces monthly NAVs for all funds. Conducted daily review of all fund performance and risk to ensure accuracy in front, middle and back office operations.
· Conducted operational due diligence on prospective hedge funds. Updated Tower Capital's Investment Process© to include a more formalized operational due diligence method.
· Formalized operational policies, procedures and controls by writing the firm's Standard Operating Procedures to bring all operations up to industry best practices. Managed external auditors for completion of all fund audits.
· Launched a $180M managed account platform consisting of a Bermuda Segregated Accounts Company with eight underlying funds. Oversaw the operational due diligence of underlying portfolio managers and negotiate contracts with prime brokers, fund administrators, accountants and other service providers.
· Upgraded the firm's information technology to industry best practices. Developed the firm's strategic IT plan and integrated IT across functional departments in alignment with strategic plan.

Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer

Scout Capital

· Managed the day-to-day operations of an SEC registered $2.5B long/short equity hedge fund consisting of seven entities ­ two offshore funds, two domestic funds and three managed accounts.
· Directed the implementation of a new Investment Management System (IMS), which included a new Trade Order Management System (TOMS) and a new Portfolio Management System (PMS). Conducted due diligence, supervised the implementation team and coordinated multiple vendors to ensure timely and cost effective completion of new systems.
· Established new trading and operating procedures to exploit the efficacy of new IMS across front, middle and back office operations. Ensured complete and seamless transition from legacy trading and portfolio management systems.
· Managed the investment company with responsibility for the development of a $4M annual operations and information technology budget. Implemented cost savings initiative by outsourcing financial model building to an overseas firm.
· Coordinated new office and IT build-out. Saved $250K of planned $3.8M construction and IT budget.
· Negotiated multiple contracts and agreements ­ Prime Broker Credit Facility, ISDAs, research agreements, executing broker agreements, liquidity providers, IT vendors and subleases.
· Managed legal review of contracts to include credit facilities, subleases, employee agreements and research agreements.
· Developed and wrote company Disaster Recovery and Business Continuity Plan. Established the firm's two DR sites.
· Hired key officers and employees to include a Chief Financial Officer, IT Manager and five Research Analysts. Streamlined human resources by implementing new HR software and establishing new hiring and termination procedures.

Director of Operations

Concordia Advisors

· Operations manager for an FSA and SEC registered $2.2B multi-strategy hedge fund. Worked directly with the Chief Operating Officer to manage the daily business operations of the firm and lead special projects.
·   Led the launch of four new funds: an ERISA Multi-Strategy Fund ($100M), a Municipal Opportunities Fund ($85M), a Credit Relative Value Fund ($150M) and an ERISA Fixed Income Multi-Strategy Fund ($25M).
·   Hired key employees including a Chief Compliance Officer, IT Manager and Investor Research Manager.
·   Formalized and wrote the firm's middle and back office Standard Operating Procedures.
·   Coordinated with the IT Manager to develop Business Continuity & Disaster Recovery plans with redundancy among New York, London and Bermuda offices.
·   Successfully met requirements for all books and records during an unannounced SEC audit.

Business Manager, Operations

Eastman Chemical Company

· Interim Chief Financial Officer for Eastman Diagnostics, a start-up company developed within Eastman Chemical Company. Acquired $5M company and closed $1.5M licensing agreement. 
· Developed financial integration plans for new corporation and conducted due diligence, analysis and risk assessment on multiple acquisitions.
· Led a team that implemented a portfolio management tool to enable senior managers to track developing businesses, apply financial rigor and mitigate risk by balancing the portfolio.
· Analyzed, forecasted and developed $16M annual business plan for eighty-four person department.

Financial Analysis Manager

U.S. Army

Captain, ODA 593, 5th Special Forces Group
· Led Special Operations unit capable of training and leading a 500-man foreign military and paramilitary force using host nation's own equipment and communicating in their native language.
· Led deployment to Kazakhstan to train host nation's military for Operation Balance Kayak.
· Planned and supervised 4-month, $14.7M overseas deployment of a 71-soldier Special Forces unit that trained 350- member foreign military organization in light infantry tactics, communications and battlefield medical procedures.
· Primary Special Forces Advisor and liaison to Kuwaiti Army during Operation Desert Fox.
· Developed Operations Plan Crimson Gold, the plan for the US Embassy in Kuwait in the event of a terrorist attack.
· Developed and directed training for foreign military and the U.S. Drug Enforcement Agency in Deliberate Decision Making Process, Counter-Narcotics Operations and Intelligence Collection & Dissemination.

Captain/Lieutenant, 3rd Ranger Battalion
· Planned and executed special projects for an Airborne Ranger Battalion of 440 personnel capable of no-notice worldwide deployment to conduct Special Operations in support of U.S. policies and objectives.
· Prepared organization to spearhead Operation Uphold Democracy, the planned invasion of Haiti.
· Awarded Army Commendation Medal. Selected for Special Forces Assessment and Selection.

Lieutenant, 82nd Airborne Division
· Leader of a reconnaissance unit that gathered analyzed and distilled information necessary to determine critical elements and provide key intelligence in support of a 650-soldier Airborne Infantry Battalion.
· Rated top junior officer in battalion on Officer Evaluation Report.
· Awarded Army Commendation Medal. Selected above 26 other lieutenants to serve in the elite Ranger Regiment.

Special Operations & Airborne Infantry

Former Green Beret & Airborne Ranger now CEO of Rising Wealth Club & CFO/COO of GrowthLine Capital

I joined Core Bridge Partners and as the former CFO/COO of multiple multi billion-dollar hedge funds as well as two start-ups. I leverage my 20+ years of experience in alternative asset management and my MBA from the Kellogg School of Management to help small and medium sized hedge funds, PE/VC and Family Offices with their operational needs and help grow their companies. I have a proven track record of leading, managing and helping to scale multiple funds.  

My background as a former US Army Special Forces commander ("Green Beret") has equipped me with exceptional leadership, decision-making and problem-solving skills, as well as a strong sense of integrity, loyalty and service. I enjoy working with talented and diverse teams and CIOs , building long-lasting relationships and creating value for my clients and partners.

It's all about global liquidity...once that shows the slightest sign of stalling or worse, reversing...then watch out below.  Stay nimble my friends.

David Walker

Former Green Beret & Airborne Ranger. CIO, COO, CFO, investor, and author.

Portfolio Managers, Research, Capital Markets & Consulting Professionals

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NASDAQ Market Cap Surges to 105% of U.S. GDP

Why this unprecedented valuation ratio should give investors pause

In the second quarter of 2025, the combined market capitalisation of the NASDAQ has reached 105% of U.S. GDP, an all-time high. This surpasses even the late stages of the dot-com bubble in 2000, when the ratio peaked near 90%, and towers over the levels seen before the 2008 financial crisis or during the COVID-19 pandemic rally.

Market historians will recognise the significance of such extreme readings. The last time valuations became this detached from the underlying economy, in 1999–2000, it marked the climax of a speculative boom. Investor enthusiasm was so concentrated in technology and growth names that expectations for future earnings growth became untethered from realistic assumptions. While each cycle has its own narrative, the internet revolution, post-pandemic digital adoption, and now the AI boom, the common thread is a willingness to pay any price for perceived structural growth.

From a sentiment and positioning perspective, the current ratio suggests optimism bordering on euphoria. The NASDAQ’s rise has been fuelled by a small cohort of mega-cap technology and AI-linked stocks whose valuations assume years of uninterrupted expansion. That concentration magnifies risk: if the narrative falters or interest rates rise, the downside could be sharp.

For investors, the challenge is balancing participation in a powerful trend with the need for discipline. History shows that valuation extremes can persist for longer than sceptics expect — the late 1990s rally lasted well beyond what fundamentals justified, but when they correct, they often do so violently. Diversification across sectors and asset classes becomes critical at these levels, as does maintaining a clear-eyed view of potential catalysts that could shift market psychology.

Today’s NASDAQ-to-GDP ratio is not just a statistical outlier; it is a warning light on the market’s dashboard. The opportunity lies in recognising that while the current rally may have further to run, the exit doors can become crowded very quickly when sentiment turns.

We expect the months and years ahead to be a time of unusually high market volatility. Volatility will present risks but will also generate sharp shifts in investor sentiment that will create compelling opportunities for substantial profits to serious investors. 

Each Tuesday, I share observations on the investment landscape, framing the risks, behaviours, and patterns that matter most. It’s free and designed to provide readers with valuable perspective and information. For deeper market analysis and the specific ideas I’m acting on, explore sample issues of our premium service, the Global Investment Letter. 

Sign up for the free weekly commentary and access the sample issues here: https://lnkd.in/g2mBz8fJ

A 65K+ Networking group for experienced Portfolio Managers, Research Analysts, Capital Markets and Consulting Industry employees to network, discuss the marketplace and happenings in their respective industries. Turbulent times within the industry have paved the way for this board to be an outlet for professionals to exchange industry happenings, job opportunities and general topics for discussion. 

Note: some industry experience is a qualification for membership 

📌 Family Office Club: 20 Events a Year, 1,000+ Active Investors + 30 Artificial Intelligence Tools

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ONE OF THE MOST IMPORTANT CHARTS I’VE POSTED IN YEARS

Markets have an uncanny way of humbling consensus. Today, one of the strongest consensus positions in global markets is the belief that volatility will remain subdued. Speculators’ net short positions in VIX futures have surged to their highest level since 2022, reflecting near-universal conviction that calm will prevail. History suggests that this kind of crowding is rarely sustainable.

In past cycles, extreme positioning in volatility has often preceded sharp reversals. In early 2018, a wave of VIX shorting helped fuel the infamous “Volmageddon” episode, when a sudden spike in volatility wiped out several structured products in a matter of days. While the present environment is not identical, the psychology is familiar: investors become comfortable, extrapolate stability, and in doing so, increase fragility.

For investors, this matters. A heavily shorted volatility market can act as dry tinder. If an unexpected catalyst sparks market stress, whether geopolitical, macroeconomic, or policy-driven, the scramble to cover shorts can amplify swings. That does not mean a correction is inevitable, but it does greatly raise the probability given the current level of complacency, high market valuation and seasonally weak time of year.

 For pragmatic investors, extremes in positioning are less a forecast than an opportunity to prepare. Be ready to practice risk management and to take advantage of the opportunities that the upcoming volatility will produce.

Each Tuesday, I share observations on the investment landscape, framing the risks, behaviours, and events via email. It’s free and designed to provide readers with valuable perspectives and information. We share deeper analysis and actionable investment ideas in our premium service, the Global Investment Letter.
 Sign up for the free weekly commentary and access sample issues of the premium service here: https://lnkd.in/g2mBz8fJ

The Family Office Club is a 175,000+ member strong association for single and multi-family offices and those professionals which serve the industry.  

This group is operated by an 18-year-old investor club, the Family Office Club, which has 1,000+ active investors, 17 million social media followers, 30 artificial intelligence tools, and 20 live events a year.  

To learn more about joining our investor club and accessing our artificial intelligence tools please see https://familyoffices.com/join/ or you can text the founder Richard C. Wilson at (305) 333-1155 or send him an email at Richard@FamilyOffices.com

Richard C. Wilson 
Founder & CEO
Text: (305) 333-1155
Richard@FamilyOffices.com
Kailua, Hawaii
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Family office, Single family office, Multi-family office, Ultra high net worth, UHNW investors, Private investors, Wealth manager, Wealth management, Investment advisor, Registered investment advisor, RIA, Portfolio manager, Asset manager, Fund manager, Capital raiser, Capital raising, Private equity investor, Venture capital investor, Real estate investor, Alternative investments, Direct investments, Family office CIO, Chief Investment Officer, Investment director, Investment principal, Managing partner, GP investor, LP investor, General partner, Limited partner, Private wealth advisor, High net worth investor, Investor relations, Head of investor relations, Capital introduction, Wealth advisor, Private banker, Fundraising professional, Angel investor, Investment analyst, Private markets, Investment consultant, Institutional investor, Endowment investor, Sovereign wealth fund, Private capital, Investment strategist, Investment banker, Private equity professional, Capital syndicator, Deal syndicator, Investment committee, Fund administrator, Financial sponsor, Direct deal investor, Co-investment partner, Wealth strategist, Philanthropy advisor, CIO family office, Chief wealth strategist, Director of investments, Venture partner, 

Not sure if the tiny little last -19% was really a "bear" market, but it's a very good chart.

Chief Investment Officer & Member of the Executive Committee at Syz Group ¦ 240,000+ followers

Bull markets have lasted 5x longer than bear markets on average.
Bulls: +254% over 5 years 🐂
Bears: –31% over 1 year 🐻

Markets spend far more time growing wealth than destroying it. Why interrupting compounding is the biggest risk of all..

Source: Charlie Bilello

Could this be FUD?  Would need a catalyst to not just "things look expensive."  That catalyst could be policy shifts, default rates, or something else. But if we do start to drop, it will happen quite fast due to algos, etc. IMHO.

VP of Business Development at HyreSmarter | Hire top-tier full time Virtual Assistants at just $7 an hour ($280 a week) | No lock in contracts & no hidden fees! Get started today! HyreSmarter.com WhatsApp: 848-389-2373

Part 1: 🚀 𝗧𝗵𝗲 𝗖𝗮𝘀𝗲 𝗳𝗼𝗿 𝗮 𝗬𝗲𝗮𝗿-𝗘𝗻𝗱 𝗕𝗹𝗼𝘄-𝗢𝗳𝗳 𝗧𝗼𝗽 𝗜𝗻 𝗧𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗠𝗮𝗿𝗸𝗲𝘁 🤯 🫧📌

There's a thesis being touted on social media and amongst financial pundits that's increasingly picking up steam. The narrative goes that we are heading into the final phase of a long secular bull market — a parabolic melt-up, a classic blowoff top before an eventual reckoning resets the cycle.

As stated, this is not a call for endless upside. Quite the opposite. It believes the rally ahead could prove to be the most powerful & the most deceptive of the cycle, fueled not by fundamentals but by positioning, psychology, & policy shifts.

The thesis is laid out below. 

𝑰𝒏𝒗𝒆𝒔𝒕 𝒂𝒕 𝒚𝒐𝒖𝒓 𝒐𝒘𝒏 𝒅𝒊𝒔𝒄𝒓𝒆𝒕𝒊𝒐𝒏.
__

𝟏. 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐢𝐧𝐠: 𝐅𝐮𝐞𝐥 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐢𝐫𝐞

The institutional landscape remains cautious. After years of volatility, inflation shocks, and relentless macro uncertainty, many asset managers are still underweight risk. Cash balances are high, hedges remain in place, and skepticism toward equities runs deep.

This means the market is under-owned. As prices continue to rise, the pressure to chase performance will grow. FOMO is the accelerant of every late-stage rally. When sidelined capital floods back in, it rarely drips in gently. It rushes in, creating vertical moves.

𝟐. 𝐋𝐢𝐪𝐮𝐢𝐝𝐢𝐭𝐲 & 𝐭𝐡𝐞 𝐅𝐞𝐝 𝐏𝐢𝐯𝐨𝐭

Despite the rhetoric of “higher for longer,” the Federal Reserve has already begun shifting its stance. Rate cuts are back on the table. Liquidity injections —whether through balance sheet maneuvers or more subtle policy easing — are quietly providing oxygen to risk assets.

Markets respond less to what the Fed says, & more to what the Fed does. In every prior cycle, once the pivot begins markets tend to overshoot. This time, with global liquidity still abundant and sovereign debt levels demanding accommodation, the policy backdrop all but ensures fuel for a final surge.

𝟑. 𝐓𝐞𝐜𝐡𝐧𝐢𝐜𝐚𝐥 𝐁𝐫𝐞𝐚𝐤𝐨𝐮𝐭𝐬 & 𝐌𝐚𝐫𝐤𝐞𝐭 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞

From a technical perspective both the S&P 500 and Nasdaq have broken decisively out of multi-year consolidations. Such breakouts rarely fade into sideways chop. They tend to resolve in one of 2 ways: a healthy extension or a euphoric parabolic run.

Given the ingredients — under-ownership, liquidity, & growing optimism, the probabilities lean toward the latter. Market history is filled with examples: the late 1920s, the dotcom mania, & even the rally into early 2022. Tops are not quiet rational affairs. They are marked by speed, magnitude, & disbelief turning into euphoria.

𝟒. 𝐓𝐡𝐞 𝐏𝐬𝐲𝐜𝐡𝐨𝐥𝐨𝐠𝐲 𝐨𝐟 𝐚 𝐅𝐢𝐧𝐚𝐥𝐞

We are already seeing the early stages of this psychological shift. Retail flows are returning. “Stocks only go up” narratives are re-emerging. Analysts are lifting targets. As this builds, markets will gain even more momentum.

(𝐓𝐡𝐢𝐬 𝐏𝐨𝐬𝐭 𝐜𝐨𝐧𝐭𝐢𝐧𝐮𝐞𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐜𝐨𝐦𝐦𝐞𝐧𝐭𝐬 𝐛𝐞𝐥𝐨𝐰)👇

Founder of Eeagli | Making Brands go Viral through Data Visualisation and Storytelling

Interest payments on US national debt ($1,130 billion) have exceeded defence spending ($1,125 billion) ($850 billion using the Pentagon budget definition). More is spent paying interest to bondholders than protecting the nation.

Three sobering realities:

1️⃣ The velocity is staggering: Interest payments have surged 175% since 2020, rising from $345 billion to over $950 billion in just four years.

2️⃣ The mathematics are unforgiving: With $37 trillion in debt, every 1% rate increase ultimately costs $250 to $300 billion annually as debt rolls over. 

The Congressional Budget Office projects interest will consume about 22% of all federal revenue by 2035, rising toward 28% by mid-century. 

Nearly one in four tax dollars will service past debt, not future investment.

3️⃣ The silence is deafening: Neither presidential candidate seriously addressed this during the 2024 election, even as rating agencies have systematically downgraded US debt (S&P in 2011, Fitch in 2023, Moody's in 2025). 

For the first time in a century, no major agency considers US sovereign debt risk-free.

These interest payments crowd out productive spending: less infrastructure investment, reduced R&D funding, constrained crisis response, higher tax burdens, and potential currency volatility.

History offers sobering precedents. Habsburg Spain, pre-revolutionary France, the Ottoman Empire, and Britain (2010) all crossed this threshold before their collapse.

Young professionals should be particularly concerned. They're inheriting degraded infrastructure and fiscal burdens 17-24% higher than current generations, while servicing debt from spending that preceded their workforce entry. 

The question isn't whether America faces a fiscal reckoning, but whether it comes through deliberate reform or market compulsion. For those of us in international business, this represents a fundamental shift in the architecture of global finance.

What are your views?

#Amazon was unprofitable (in debt) for its first nine years, only becoming profitable in 2003 following a long period of heavy investment.  Worked out more than OK for them.  Plus, #cash is trash...#cash loses value every year (every day, really).  If the #Mag7 held #Bitcoin instead of cash and then went between #Bitcoin and investments in #AI, #datacenters, etc. that would make more sense and give their CFOs a more realistic hurdle rate.

⚠️ Interesting stat. 
➡️ The cash position of the big 5 is now below zero as they continue to pour money into #AI #datacenters.  
Where are the trillions going to come from to fulfill promises to Trump?  
These companies create huge profits but they’re now in debt. 

Source: H/t @Stansberry, QE Infinity @StealthQE4 on X

This works...until is doesn't.  Risk premia compression will eventually act like a compressed spring.

President @ Queens' College, Cambridge | Finance, Economics Expert

Per Bloomberg: “Junk debt is about as safe as investment-grade now, at least according to prices in credit markets.  

The gap between risk premiums on the highest-rated US junk bonds and the lowest-rated investment-grade notes was hovering around 0.80 percentage point this week, not far from the lowest since 2019.”

This is part of a broader compression of risk premia across many market segments … at a time when the broader macroeconomic context remains highly fluid.

#economy #markets #investing #investors

Only a matter of time...and very soon.  I've done math and for many people, owning a car will not make sense anymore.  Like owning a boat...rent it.  Rent one 3 times larger with a crew and it's still cheaper by far than owning a boat 1/3 the size.  The utilization of the average American car is ~5%.  Owning a car = car payments, gas (if ICE vehicle), insurance, maintenance, etc. for something that sits idle 95% of the time and cost way more per mile.

Global liquidity drives asset prices.  All good until it reverses.  Stay nimble my friends.

With inflation data coming in hotter than expected, a quick reminder:

inflation is fundamentally a monetary phenomenon.

You don’t solve it with a 7% fiscal deficit and a money supply hitting record highs.

Real-world assets (RWAs) are tangible or traditional financial assets, like stocks, that are represented as digital tokens on a blockchain. Tokenization bridges the gap between traditional finance and decentralized finance (DeFi) by bringing real-world value on-chain.  And 9:30 - 4PM will become a thing of the past.

Chief Product & Strategy Officer - Co-Founder @ CalcGuard | FinTech| AI/ML| Big Data & Data Analytics + Proud Army Veteran

You’ve probably been swamped with papers on AI and 24-hour trading.
THIS ONE IS DIFFERENT. It’s a rethinking of the entire 24-hour trading landscape, distilled from a 55+ page techno-rave–themed white paper I wrote back in February (but never released). I wanted to focus on the core ideas in this summary presentation.  

“The 9:30 to 4:00 trading window isn’t a law of nature—it’s a convention. And conventions can be broken.”

Take a moment, give it a read, and let me know what you think. Reach out and I can send you the original +55 page version unedited.


#24hrtrading, #marketstructure, Proof Trading, Optiver, Robinhood, Phil Mackintosh, Nasdaq, NYSE, Bruce Markets, SIFMA,CalcGuard Technologies,FINRA

Time Is Not a Natural Law This paper is not your typical 24-hour trading paper. Let's not be bound by our human design. Thomas Kuhn, in The Structure 

Open article: Breaking the Clock: Why U.S. Markets Must Evolve Beyond 9:30 to 16:00 EST by Enrico Cacciatore • 5 min read

Breaking the Clock: Why U.S. Markets Must Evolve Beyond 9:30 to 16:00 EST

FUD sells.  Just stay nimble my friends..

One of the US job market LEADING indicators COLLAPSED: US quits rate (workers voluntarily leaving their jobs) in the construction industry dropped to 0.9%, the lowest since the FINANCIAL CRISIS.

The labor market is cooling down

Source: Global Markets Investor

The S&P 100 now has 27.2% of its total value in stocks that have a P/E of at least 50. There is only one company that has a P/E below 10.

Source: Jeff Weniger

Open article: The Rise of Robotics by open.substack.com

If you inflation-adjust past national debt figures to today’s dollars, older debts would look bigger relative to their nominal value, but the current outstanding nominal debt would look smaller when compared to historical peaks on an inflation-adjusted basis.  That said, the national debt is rather large, especially compared to GDP.  But, GDP could be on the verge of explosive growth due to a few factors...AI, robotics, automation, favorable policy/regulations, etc.

Talks about #rain, #taxes, #legacy, #wealth, and #investing

(281) 822-8804

"It took the U.S. 232 years to hit $10 trillion in debt. It added its second $10 trillion in debt in just nine years. It added its third $10 trillion in five years. And at its current pace, it will hit $40 trillion in debt within the next 24 months."
The US is currently on track to add $1 Trillion in additional debt nearly every 100 days.  That is just the debt expansion, not anywhere close to total spending.   Debt expansion obviously causes dilution of the purchasing power of the currency.  $1 Trillion in new debt ever 100 days is a number so unimaginable that it is lost upon nearly everyone.  After all, if you spent $1 Million per day every single day, 365 days per year, 7 days per week, for 2000 years straight, you will have spent "only" $730 Billion, or less than 3/4 of $1 Trillion!!! 

🛑 Disclaimer 🛑

Nothing I post on LinkedIn should in anyway be construed as financial advice. Do not buy or sell anything for any reason based upon anything I say or post on LinkedIn. All investments entail various forms of risk and you can lose money in any type of investment. As always, anything I post are stories of personal interest and any opinions are my personal opinions alone. I enjoy posting information and commentary that is at the intersection of finance and politics

I simplify de-dollarisation, gold & macro trends for retail investors.

If you made $500,000 a day since the Great Pyramids were built, you would have made less than what the U.S. government has borrowed since July…
And it’s only August.

Imagine watching smoke rise from your kitchen and deciding now is the perfect time to take a nap. That’s how Washington is handling its debt crisis, ignoring warning signs that are visible from space while pretending everything is under control.

Signs you need to be aware of:
-America’s national debt just passed $37 trillion
-Interest alone costs over $1 trillion per year, before any public services are funded
-By 2033, debt could hit $55 trillion with nearly half of all tax revenue eaten by interest
-Social Security’s largest trust fund is projected to run dry that same year
Foreign buyers are quietly dumping U.S. Treasuries in favor of gold

This isn’t just about numbers on a screen. When creditors turn to gold over U.S. bonds, it’s a signal that trust in the system is fading. 

In times like these, gold shifts from a hedge to a core position for those thinking beyond the next quarter.

Pharaohs taxed grain to fund their pyramids. Washington taxes your future to fund its debt. Which one’s the bigger heist?

🚨 HERE WE GO
This Is A Huge Red Flag.
Are We Facing A Lehman 2.0 All Over Again?

You may ask why?
Let me share some figures:
🔻 59% of all refinancers are now pulling cash out of their homes.
🔻 Average cash-out = $94,000.
🔻 People are giving up 3% mortgages just to escape 21% credit card debt.

On the surface, it looks like “smart refinancing.”

And this is a giant RED flag.

That’s the new American reality.
We can't ignore that.

Why This Smells Like 2008?
In 2008, homeowners used houses like ATMs.
Today, it’s back, only this time, inflation + record consumer debt make it even worse.

Americans hold $5.44 trillion in non-mortgage debt.
Equity is the only lifeline left, and they’re burning it just to stay afloat.

And let me tell you this: this isn’t “financial engineering.”
This is desperation disguised as strategy.

When millions of homeowners use their last safety net (home equity) to paper over short-term debt, the system becomes fragile.

One shock, job losses, higher rates, another inflation wave, and the house of cards comes crashing down.

If you think this is “healthy deleveraging,” think again.
👉 Once equity is drained, there’s nothing left.
👉 When defaults rise, it won’t be just mortgages, it will hit credit markets, banks, and consumer demand all at once.
 👉 That’s how recessions snowball into crises.

By saying that:
History doesn’t repeat, but it rhymes loudly.
2008 was triggered by subprime mortgages.
2025+ may be triggered by cash-out desperation.

Smart money is moving into hard assets, not houses used as piggy banks.

Not Financial Advice.

📌  Question:
Are we watching the next mortgage crisis unfold in slow motion? 
Or do you think we learned from the past and believe “this time it’s different”?

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Owner / Application Developer / Analyst at Best Implementer LLC

Imagine what #ratecuts and $5-10 TRILLION in #QE will do to the price of #Treasuries and #Gold.

#TLT or #Gold anyone?

10,000+ followers | Value Investing | CAGR: 19%

Tell me what you see… 

I see a 100% sure-fire indicator for recessions. 

In 12 out of 12 cases, when unemployment has risen like it has now, we’ve ended up in a recession. ⚠️

EVERY TIME the Fed lowered rates. Did you know that?

It didn’t matter one bit!

On average, the stock market drops 25% in a recession. 

From valuations like today’s (1929, 1965, and 1999), the average drop was 56%.

The stock market just hit a new all-time high.

Fiat doesn't die from trust collapsing...fiat dies due to its structure.  Fiat is not backed by any hard assets.  It dies from being inflated away.

Executive Producer of “Money Game”- Grew Fidelity Focused Growth to over $7 Billion in assets. Solving the $340 Trillion problem.

“Fiat doesn’t die from debt. It dies the moment trust collapses.” Petro Golovko, D.Sc., Ph.D. 

“Print the money or trigger the revolution.” — Professor Gardner, Money Game, 6 Best film awards, on TUBI and AMZN. 
https://lnkd.in/echE7UGy

It’s the most important film in financial markets history. The ecosystem shifted to machines. It’s all a policy tool of the FED. NO ONE is setting prices. That’s why volitility is so low, the markets no longer read the news and that fact should send chills down your spine!!! 

 “No one picks their own stocks anymore, the lions (active managers) have been eaten. It’s just a bunch of followers (quant) following followers (passive), it’s like a cat chasing its tail.” --- Professor Gardner, Money Game

"I felt a great disturbance in the Force, as if millions of voices suddenly cried out in terror and were suddenly silenced. I fear something terrible has happened."―Obi-Wan Kenobi, sensing the destruction of Alderaan

Where are the Jedis??

So many firms are reducing one of their highest cost centers...humans (employees).

Eye-opening chart, while earnings of Magnificent 7 have had an unprecedented run, earnings of S&P 493 have been more or less stagnant since 2020. Is the US economy really so strong?

Source: Michel A.Arouet, Bloomberg

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