Mike McGlone|4月 06, 2025 19:02
When paradigm shifts happen, probably best not to chance being on the wrong side of history, especially if it's simple mean reversion of silly expensive risk assets. #Cryptocurrencies are among the riskiest. Treasuries the opposite. Michael Saylor is all in #Bitcoin, Warren Buffet - Treasuries. My bias is good old T-bonds.
Full report on Bloomberg here: https://blinks.bloomberg.com/news/stories/st09e5t0g1kw {BI COMD}
#commodities #gold #macroeconomics @BBGIntelligence
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