Lawrence Lepard "fix the money. fix the world
@iamlawrencelepard.bsky.social
Investment Manager, Equity Management Associates, LLC.
Sound money advocate. Gold stock fund manager.
Austrian economist. Anti-Federalist. CrossFit Athlete.
Sound money advocate. Gold stock fund manager.
Austrian economist. Anti-Federalist. CrossFit Athlete.
Quite a fortnight! h/t: @ten31funds
The
The
August 28, 2025 at 11:30 AM
Quite a fortnight! h/t: @ten31funds
The
The
Who are those guys? Butch to Sundance
August 28, 2025 at 11:29 AM
Who are those guys? Butch to Sundance
Gold to the currency and debt markets; can you hear me now?
August 28, 2025 at 11:28 AM
Gold to the currency and debt markets; can you hear me now?
August 28, 2025 at 11:27 AM
If Bessent’s plan was to crash the stock market to create a bid for bonds….it’s not working out very well.
August 28, 2025 at 11:26 AM
If Bessent’s plan was to crash the stock market to create a bid for bonds….it’s not working out very well.
If Bessent’s plan was to crash the stock market to create a bid for bonds….it’s not working out very well.
August 28, 2025 at 11:26 AM
If Bessent’s plan was to crash the stock market to create a bid for bonds….it’s not working out very well.
The reason I say this is that bubbles don't deflate gradually. Valuation metrics leave this market near 1929 2000 levels. See Hussman's chart below: (captures Thursday, not Friday)
August 28, 2025 at 11:25 AM
The reason I say this is that bubbles don't deflate gradually. Valuation metrics leave this market near 1929 2000 levels. See Hussman's chart below: (captures Thursday, not Friday)
Thanks Walker. I can’t respond to Professor Kelton because she has me blocked. She is delusional.
August 28, 2025 at 11:24 AM
Thanks Walker. I can’t respond to Professor Kelton because she has me blocked. She is delusional.
Think of the implications. M2 must grow or system implodes. Got Bitcoin?
August 28, 2025 at 11:23 AM
Think of the implications. M2 must grow or system implodes. Got Bitcoin?
I love the way Peter tries to take a victory lap every time gold outperforms bitcoin for a short period, meanwhile ignoring the fact that Bitcoin is absolutely crushing gold on any other timefremd.
August 28, 2025 at 11:23 AM
I love the way Peter tries to take a victory lap every time gold outperforms bitcoin for a short period, meanwhile ignoring the fact that Bitcoin is absolutely crushing gold on any other timefremd.
Nothing says Sovereign Debt Crisis like gold pressing toward new ATH. Good sign because Bitcoin will follow with a lag and harder.
August 28, 2025 at 11:22 AM
Nothing says Sovereign Debt Crisis like gold pressing toward new ATH. Good sign because Bitcoin will follow with a lag and harder.
Someone wants a chair....
August 28, 2025 at 11:21 AM
Someone wants a chair....
Record high stock valuations.
Employment falling. (h/t @TFMetals )
Toxic mix.
Employment falling. (h/t @TFMetals )
Toxic mix.
August 28, 2025 at 11:21 AM
Record high stock valuations.
Employment falling. (h/t @TFMetals )
Toxic mix.
Employment falling. (h/t @TFMetals )
Toxic mix.
Gold market. Can you hear me now?
August 28, 2025 at 11:20 AM
Gold market. Can you hear me now?
The. Book. Is. Done.
August 28, 2025 at 11:14 AM
The. Book. Is. Done.
Is there anything about this chart which suggests that the Federal Reserve knows what they are doing? Which is it Jay? Tight or loose? @jeromehpowell @NorthmanTrader @NickTimiraos
August 28, 2025 at 11:13 AM
Is there anything about this chart which suggests that the Federal Reserve knows what they are doing? Which is it Jay? Tight or loose? @jeromehpowell @NorthmanTrader @NickTimiraos
Just updated this chart in my book. A few months ago BTC was 13th. Now 10th. Gotta go to press before it jumps again!
August 28, 2025 at 11:11 AM
Just updated this chart in my book. A few months ago BTC was 13th. Now 10th. Gotta go to press before it jumps again!