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January 2025

Real Vision interview about my bullish view on Treasuries
I recorded an interview with Real Vision last week and discussed my bullish view on Treasuries (and by extension, my bearish view on USD).
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Geo Chen
Tariffs on hold, bond vigilantes at bay, and how Trump can buy BTC for the BSR without Congressional approval
I was going to write a post about how I think Trump’s tariffs won’t be as bad as the market feared, and was in the middle of a call with my friend and…
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Geo Chen
5
Stagflationary January, Day 1 of Trump, and my favorite equity and altcoin picks
I’m finally back from my travels after capping off the winter break with a side trip to Bangkok to celebrate a friend’s birthday party.
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Geo Chen
3
Trading Results from 2024
I’m writing from Hokkaido, the northernmost island of Japan, where we have received the most snow in 69 years.
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Geo Chen
2

December 2024

November 2024

If Trump succeeds with his economic policy, then gold should struggle
This trade alert would normally be behind the paywall, but since my subscription price will increase to $35/month on Dec 1, I am making this post free…
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Geo Chen
1
Microstrategy will be reflexive on the way up and on the way down
The Terra/LUNA of the current cycle
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Geo Chen
11
The easy money on Trump trades has been made
I have good news and I have bad news.
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Geo Chen
Trading plan for election day
What to fade and what moves to go with
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Geo Chen
3

October 2024

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