Author: Lior Gantz

One of Future Money Trends’ proudest moment in our newsletter’s history is covering the bullish case of Bitcoin when its price was $13/coin! It’s been nearly nine years since, and Bitcoin is more relevant and important today than it ever was before.  Its technological adoption by the international community is now a thing of art.  Hype or not and government regulation or not, by this time in 2023, you’ll be seeing Bitcoin ATMs all around you and thousands of businesses accepting the cryptocurrency. If anything can ever hope to materially change the currency ballgame and the dollar hegemony, it looks…

For months now, the theme has been that the economy is heating up. If you free-search the term “Overheated Economy,” tons of articles, showing packed malls and fully-booked resorts appear. The notion that bond yields are going to keep rising and that the FED must tighten soon is flawed in the eyes of FED Chair Powell. If he’s wrong, the gloom-and-doom crowd believes inflation will get out of hand. I want to show you Powell’s arguments that inflation will not rise above the 2.2%-2.4%, where the FED wants it to be for the next few years, and then I’ll show…

It literally takes five minutes to fact-check that gold and CPI (Consumer Price Index) or the PCE (Personal Consumption Expenditures) don’t correlate with each other. Said differently, gold and inflation aren’t two peas in a pod.  Gold tracks real interest rates, of which inflation stats are 50% of the equation, with bond yields being the second half. The way to calculate real rates is by deducting inflation from the 10-yr Treasury yield. When the subtraction comes out negative, gold’s relevance is, by far, higher than at any other time, since it becomes disadvantageous to hold cash. In the chart below,…

This is what people predicting 10%+ inflation in the United States don’t understand: America’s debt, relatively speaking, is one of the safest government debts in the world. At 1.68%, the 10-year Treasury yield that Washington is offering is a bargain, when compared with these other fiat currencies! Let me show you what other countries offer the world’s largest pension funds, insurers, and other heavy-hitting bond investors. If you lend the Germans money, the largest and most advanced European economic force, a nation of hard-working people who export products around the globe, you’ll be receiving a -0.31% yield for ten years!…

In the past year, I’ve noticed a dramatic change in the value of reliable news sources and of educational information. It is making me incredibly optimistic about America’s economic prospects in the immediate future and going into the Biden presidency. Information about financials and about the economy are both spreading like wildfire and I believe this is creating one of the most financially-sound generations we’ve ever seen. They don’t blindly trust CNBC or CNN and they don’t get their financial content from mainstream media outlets. They might only be in their formative years, but I can already sense that they’re…

This is going to be controversial, but bear with us because we believe that you’ll come out of this with a fresh outlook on Joe Biden and American politics in general. Vladimir Lenin, the first head of the Soviet Union in 1917, famously said, “There are decades where nothing happens, and there are weeks where decades happen.” I always liked that quote because what it really means is that systems are self-propelling, but every once in a while, they drastically change. In those times, revolutions occur in short order because the system gains control over the trajectory once more. I…

I went online to the booking app, punched 08:30 PM and the site showed a message that the restaurant was fully booked at that time slot. My initial thought was that it’s a popular day of the week (Thursday) and that it’s probably a busy hour too, so I researched this approximate time every day of the week and nothing was available. This must be a software glitch I assumed, since the first slot was on April 13th! So, I called the restaurant and asked the hostess if she could find me a table for two next week and she…

One of the topics that we see coming up in the financial media is the fear of a lost decade ahead. I want to discuss this subject, since we have an army of billionaires who are warning everyone that it’s coming. One common denominator of these billionaires is age: they’re all older and actually are well into their retirement years. Ray Dalio, who has been sounding the alarm for several years (while missing out on Bitcoin and delivering sub-market returns), is 71-years-old. Charlie Munger, who has now joined the chorus of value investing legends who proclaim that traditional P/E ratios…

As I scour the Web, I see two camps emerging. On one end are the inflation bubble believers, who trust only what they “can hold in their hand.” After 2008, they have fully developed the belief that the whole financial system is rigged and that it’s an artificial beast that will one day evaporate into thin air, just as “currency is printed from nothing.” People who belong to this camp do not easily trust what they are told and want to stick with “God’s money,” which means gold and silver to them. Its superiority over anything else is a given,…

I just heard Joe Biden speak twice over this past week, but have not seen any commentary on the significance of his words in both the mainstream and the alternative media, so it is imperative that we study it ourselves. In my opinion, the gravity and weight his message will have on Americans and probably the world are grossly misunderstood and underappreciated. I’m not an American, but most of my material interests (businesses, income, investments and assets) are concentrated in the United States, where the world’s most appreciated classic value investor, Mr. Warren Buffett, says the mother of all opportunity…

By now, it’s clear that the world is aware of the changing dynamics in growth prospects for the global economy. After twelve years (2009-2021), where the world’s largest economy was growing very slowly, the millennials and Gen Z demographics are now generating organic growth in the economy. Lowering rates artificially isn’t needed anymore to overcome the demographics cliff. These age groups, now comprising over one-third of the country’s inhabitants, are searching for better jobs, newer homes, a wife/husband, having children and moving into adulthood. They’re going to be responsible for generating higher income tax receipts, servicing the interest payments on…

We don’t think investors get it yet. FED Chair Powell didn’t “bomb” his latest speech; in his mind, he believes he did a great job and that the economy is behaving exactly how the central bank would like to. If anything, Jerome Powell is saying that the FED’s easing won’t have to be extra-aggressive since the economy’s free-market forces are strong enough to drive it forward for the first time in a decade. In other words, the FED isn’t worried about you or your portfolio dropping in the short-term. Instead, they’re celebrating America’s bullish recovery and are even pushing back…