TheNomadicGoat
The Nomadic Goat

"Aut inveniam viam aut faciam"
Enthusiast on Economy, Markets, Investments and #Bitcoin
@TNG

@thenomadicgoat on Twitter

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Last Notes

2026-03-17 12:50:40 UTC

Today we see that Europe wants One Market, not twenty-seven excuses.
The Capital Markets Union is not just about finance, it is about whether Europe can finally act like a real economic power.
Read the full article for free at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/europe-wants-one-market-not-twenty

2026-03-16 10:30:41 UTC

Today, we look at the quiet bubble nobody is talking about.
How private credit quietly grew into a multi trillion dollar financial machine, and why its first cracks are starting to worry serious investors.
Read the article for free at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-quiet-bubble-nobody-is-talking

2026-03-01 15:36:25 UTC

Today Thailand, The Stable Chaos Economy.
How a Coup-Prone Nation Built One of Southeast Asia’s Most Resilient Growth Stories.
Read it all at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/thailand-the-stable-chaos-economy

2026-02-02 13:51:58 UTC

Today, we look at the King that lights India and also chokes it.
Coal built the country, but the bill is arriving in lungs, rivers, and futures.
Read it all for free at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-king-that-lights-india-and-also

2026-02-01 12:38:09 UTC

Today, for this week's Sunday editorial, we look at the Accidental Superpower of Common Sense.
How a small mountain country turned caution, neutrality, and stubborn independence into one of the greatest success stories in economic history.
Read the full article for free at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-accidental-superpower-of-common

2026-01-31 13:29:28 UTC

Today, a new Fed Captain and the sudden chill in Metals.
Markets digest Kevin Warsh, a stronger dollar returns, and the gold party hits an unexpected pause.
Read it for free at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/a-new-fed-captain-and-the-sudden

2026-01-30 12:26:30 UTC

Today, we see that the Trade Gap is talking again.
Strong demand, weak optics, and why this number matters more than it looks.
Read the article for free in my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-trade-gap-is-talking-again

2026-01-29 11:41:49 UTC

Today, we take a look at the fact that a weak Dollar isn’t a bug… It’s the Plan.
Trump’s quiet currency reset, the ghost of Mar-a-Lago, and why the rest of the world is feeling the tailwinds.
Read the full article for free at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/a-weak-dollar-isnt-a-bug-its-the

2026-01-29 11:40:20 UTC

2026-01-28 12:16:37 UTC

Today, Bricks, Mortar, and a Passport: Asia’s Property Fever Isn’t Just About Real Estate.
From Penang shophouses to Bangkok condos, Asia’s property boom is really a story about identity, mobility, and where people think the future lives.
Read it all at my Substack for free.
https://open.substack.com/pub/thenomadicgoat/p/bricks-mortar-and-a-passport-asias

2026-01-27 12:19:53 UTC

Today, we look if Could Europe Really Pull the Treasury Trigger?
Why the idea of dumping US debt sounds powerful, feels tempting, and still stops just short of financial self-harm.
Read it for free at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/could-europe-really-pull-the-treasury

2026-01-22 11:19:57 UTC

Today, we look at Latin America’s Long Road to Everywhere.
Trade dreams, Chinese concrete, and the uncomfortable truth about roads, rainforests, and power.
Read it for free at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/latin-americas-long-road-to-everywhere

2026-01-15 10:58:57 UTC

Today... Mercosur, Markets and the Meaning of Europe’s Choices.
Why this trade deal says more about Europe’s anxieties than about Latin America.
Read it for free at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/mercosur-markets-and-the-meaning

2026-01-14 11:53:21 UTC

Today... When the Cradles Are Full and the Offices Are Empty.
Central Asia’s youth boom meets Europe’s ageing future, and both regions may need each other more than they.
Read it all for free at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/when-the-cradles-are-full-and-the

2026-01-13 11:28:48 UTC

Today, we look at the fact that Europe Is Quietly Buying Crypto... Even When the Headlines Say Otherwise.
Despite volatility, regulation and scepticism, digital assets are slowly becoming normal across the continent.
Read it for free at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/europe-is-quietly-buying-crypto

2026-01-12 10:53:51 UTC

Today, we look at Europe’s Open Door Policy for Laptops and Dreams.
Why digital nomad visas say more about Europe’s future than just remote work.
Read it at my Substack for free.
https://open.substack.com/pub/thenomadicgoat/p/europes-open-door-policy-for-laptops

2025-11-12 12:14:27 UTC

Today, we look at the Layoff Mirage.
When “AI” Becomes the Convenient Scapegoat.
Behind the headlines of mass job cuts, the real story isn’t robots stealing jobs, it’s bloated corporations trimming fat and investors chasing buzzwords.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-layoff-mirage

2025-11-06 11:31:29 UTC

Today, the Stocks Go Digital.
Tokenization and the Quiet Revolution in Ownership.
How blockchain is reshaping the way companies, investors and markets think about value, transparency and control.
Read it all at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-stocks-go-digital

2025-11-04 11:48:15 UTC

Today, we look at Europe’s Great Catch-Up.
Twenty years after the EU’s big bang enlargement, the East isn’t just catching up, it’s reshaping what prosperity means on the continent.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/europes-great-catch-up

2025-11-02 18:06:59 UTC

Today, for this week's Sunday Editorial, The Offshore Mirage.
How the World Learned to Love Its Tax Havens.
Behind every moral crusade against tax avoidance lies the quiet reality that the global system needs its own loopholes to keep running.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-offshore-mirage

2025-11-01 12:55:47 UTC

Today, Stitched in Time.
Can Italy’s Fashion Survive the Future It Forgot to Sew?
From Neapolitan suits to AI design, the “Made in Italy” label faces an identity crisis that no luxury logo can cover up.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/stitched-in-time

2025-10-31 12:40:38 UTC

Today, we look at The Trillion-Dollar Thought Machine.
Why OpenAI’s IPO Could Redefine Capitalism (or Pop It)
A $1 trillion valuation for a company still figuring out profits? Welcome to the new religion of intelligence — artificial or not.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-trillion-dollar-thought-machine

2025-10-29 12:21:28 UTC

Today, Navigating the AI Shuffle.
What Corporate America’s Early Moves Really Tell Us
Forget the hype—what firms like Goldman Sachs and Vercel are doing with AI shows how jobs will change, adapt, and maybe disappear.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/navigating-the-ai-shuffle

2025-10-27 11:56:00 UTC

Today, we look at Qatar’s Grand Design.
How a Tiny Gulf Nation Is Building Its Influence, Brick by Brick.
From London’s luxury hotels to skyline-defining towers across continents, Qatar’s real estate empire is becoming one of the sharpest tools in its soft power arsenal.
Read it all at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/qatars-grand-design

2025-10-26 11:12:48 UTC

Today, for this weeks Sunday Editorial, we look at Germany’s Housing Predicament.
When renting becomes the rule.
From post-war reconstruction to modern scarcity: how Germany’s rent-centric culture is crashing under market and state pressures.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/germanys-housing-predicament

2025-10-20 09:41:02 UTC

Today we look at The Great Crypto Giveaway.
Why Most Airdrops Crash and Burn.
Free tokens, quick riches, and the myth of easy adoption — why 88% of airdrops fail and what that says about the crypto market’s obsession with hype over value.
Read the article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-great-crypto-giveaway

2025-10-19 10:40:32 UTC

Today, for this week's Sunday Editorial, why Rare Earths Became the New Geopolitical Arsenal.
The 17 elements that power everything from smartphones to submarines—and how China turned them into a chokepoint the U.S. cannot ignore.
Read the article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/rare-earths

2025-10-17 12:05:44 UTC

Today... Back to the Brink?
Why Regional Banks Are Spooking Wall Street Again
A dose of déjà vu — but this time, maybe more contained or maybe not.
Read the article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/back-to-the-brink

2025-10-16 09:56:07 UTC

Today, we look at Portugal’s Price Illusion.
When Houses Become Drama, Not Homes
Why rising prices, empty flats, and Airbnbs aren’t just economic facts — they’re a social reckoning.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/portugals-price-illusion

2025-10-14 09:49:13 UTC

Today, we take a look at Goodyear.
The Long Road from Akron Workshop to Global Rubber King.
How a small Ohio shop turned a simple idea into a business that shaped transportation, war effort and modern mobility — and why it still matters today.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/goodyear

2025-10-12 11:35:36 UTC

Today, for this week's Sunday Editorial, The AI Mirage.
How Much of This Boom Is Real, and How Much Is Just 1999 Reloaded?
The tech world is drunk on AI euphoria. Everyone wants in, nobody wants to miss out — and the line between innovation and illusion is getting blurrier by the day.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-ai-mirage

2025-10-11 10:23:26 UTC

Today, we look at the Great Entrepreneurial Migration.
Why the world’s wealth builders are packing their bags — and it’s not for tax breaks.
Read the full editorial at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-great-entrepreneurial-migration

2025-10-09 10:48:39 UTC

Today, we look at Cash, Cards, and Control.
Europe’s Quiet Payment Divide.
Why the future of money is still a tug-of-war between paper and pixels.
Read the article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/cash-cards-and-control

2025-10-04 12:16:27 UTC

Today, The High Price of Cheap Clothes.
Why fast fashion isn’t just a bargain—it’s a bill we’ll all have to pay
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-high-price-of-cheap-clothes

2025-10-03 12:31:50 UTC

Today, The Broken Promise of the College Degree
Why Gen Z is discovering that the “golden ticket” doesn’t open the same doors anymore.
Read the article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-broken-promise-of-the-college

2025-10-02 11:05:57 UTC

Today, we look into Switzerland’s Strange Problem. When Too Much Money Makes Everything Cheaper.
Why the land of chocolate and watches is wrestling with deflation, negative interest rates, and Trump’s tariffs.
Read the article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/switzerlands-strange-problem

2025-10-01 11:38:55 UTC

Today, America Pulls the Plug (Again).
The Dysfunctional Theater of a Government Shutdown
When politics turns into a game of chicken, it’s the people—not the politicians—who pay the bill.
Read the article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/america-pulls-the-plug-again

2025-09-30 10:09:24 UTC

Today, we look at Stagflation.
When the Economy Punches Itself in the Face
Why the word everyone dreads is creeping back into our headlines — and why it matters more than we’d like to admit.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/stagflation

2025-09-21 11:39:14 UTC

Today, for this week's Sunday Editorial, The Euro Goes Digital, But at What Cost?
From Brussels’ backrooms to your phone’s wallet, the fight over digital money is about sovereignty, power, and whether cash still means freedom.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-euro-goes-digital-but-at-what

2025-09-19 14:04:32 UTC

Today, we look at China’s EV Hangover.
When Too Much of a Good Thing Turns Sour
From subsidies to overcapacity, the electric car boom in China is running into its own contradictions — and the ripple effects are about to spread worldwide.
Read it all at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/chinas-ev-hangover

2025-09-18 10:00:31 UTC

Today, we look at The Gambler Who Built FedEx
Fred Smith’s empire wasn’t born from playing it safe—it was built on blackjack hands, wild bets, and the art of risking everything.
Read the full Article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-gambler-who-built-fedex

2025-09-17 09:14:17 UTC

- reply

This editorial is also available as a video in my Youtube Channel.
https://youtu.be/dpD5-Sik8AQ

2025-09-17 09:13:32 UTC

Today, we look at The Price of Illusion.
Why the story of luxury is written in sweat, chemicals, and silence.
Read it all at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-price-of-illusion

2025-09-17 05:28:18 UTC

GM
All eyes on Inflation today.

2025-09-16 10:08:35 UTC

Today, we look why September always feels like trouble.
When markets, memories, and black swans collide in the month we love to hate.
Read it all in my Substack.
https://open.substack.com/pub/thenomadicgoat/p/why-september-always-feels-like-trouble

2025-09-15 11:14:32 UTC

Today, we look at why Bonds are losing friends and Gold is gaining them in 2025.
a.k.a. The Golden Divorce.
Read it all in my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-golden-divorce

2025-09-15 05:31:16 UTC

GM.
Rate cut this week?

2025-09-14 14:57:21 UTC

My latest Editorial is also available as video in my Youtube channel.
https://youtu.be/ddJ6oCZpN4k

2025-09-14 10:48:12 UTC

For this week's Sunday Editorial, Airport Economy.
Why Airport Prices Make Us All Willing Hostages
A rant about €7 coffees, captive audiences, and the strange economics of modern travel.
Read it all in my Substack.
https://open.substack.com/pub/thenomadicgoat/p/airport-economy

2025-09-13 10:42:50 UTC

Today, What Happens When You Rely on Cash Alone?
A closer look at America’s cash-only households and what their future might hold in an increasingly digital economy
Read it all at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/what-happens-when-you-rely-on-cash

2025-09-12 11:47:40 UTC

Today, No Shortage of Brains.
Can Europe Become the Best Place to Build a Startup?
Brussels wants to turn big talk into real action — the question is whether startups will feel it on the ground.
Read it all at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/no-shortage-of-brains

2025-09-11 09:57:05 UTC

For Today... rumors of a crypto “rug pull” by Washington sound dramatic, but the math tells a calmer story.
Read it all at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/no-the-us-will-not-rug-pull-stablecoins

2025-09-11 05:10:41 UTC

GM
No ECB rate cut today?

2025-09-10 20:01:19 UTC

Today, the Mafia in our plates.
Do you know what are you eating?
Read it all in my Substack.
https://open.substack.com/pub/thenomadicgoat/p/mafia-on-our-plates

2025-09-10 07:15:44 UTC

GM champs.

2025-09-09 16:00:05 UTC

Today, we look into Europe’s Auto Dilemma.
Race to Zero or Risk Falling Behind?
The EU wants zero-emission cars by 2035, but automakers are slamming the brakes. Parliament is now split between green ambition and industrial survival.
https://open.substack.com/pub/thenomadicgoat/p/europes-auto-dilemma

2025-09-09 06:22:29 UTC

GM.
Long week no?

2025-09-08 11:53:12 UTC

Today we look into the Business of not wasting.
Read it all at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-business-of-not-wasting

2025-09-07 09:51:18 UTC

Today, for this week's Sunday Editorial, Chocolate’s Hidden Economy.
Why Cocoa Farmers Earn Pennies While the World Indulges
The global chocolate trade is worth billions, but those who grow its core ingredient remain stuck at the margins. Fair Trade offers one possible path forward.
Read it at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/chocolates-hidden-economy

2025-09-06 11:59:12 UTC

Today we look on how China’s Tech titans are quietly outpacing Wall Street.
Read it for free at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/chinas-tech-titans-are-quietly-outpacing

2025-09-05 11:08:19 UTC

Today, the Millionaires no one talks about.
Forget Wall Street—real wealth is being built in auto lots, carpet-removal shops, and HVAC warehouses.
Read it in my Substack, for free. Free is good.
https://open.substack.com/pub/thenomadicgoat/p/the-millionaires-no-one-talks-about

2025-09-05 08:04:14 UTC

GM all.
What's the story?

2025-09-03 11:25:52 UTC

Today, we see how Nixon’s “temporary” move away from gold reshaped the global economy – but the real story is about what came after.
Read it all in my Substack.
https://open.substack.com/pub/thenomadicgoat/p/when-the-dollar-cut-loose

2025-09-03 06:23:40 UTC

GM all.
What's happening??

2025-09-02 11:23:07 UTC

Today, how Peru pulled off a Currency miracle.
Read it all in my Substack, for free.
https://open.substack.com/pub/thenomadicgoat/p/the-sol-that-refused-to-fall

2025-09-01 09:57:14 UTC

Today, why the EU’s new trade deal with Washington feels like a mixed bag no one’s really celebrating?
Read it in my Substack.
https://open.substack.com/pub/thenomadicgoat/p/europes-best-possible-deal-with-the

2025-08-31 12:15:29 UTC

Today, is Private Equity breaking the housing market?
Read about it in my Substack.
https://open.substack.com/pub/thenomadicgoat/p/wall-street-bought-your-neighborhood

2025-08-30 11:40:25 UTC

Who is afraid of the Digital Euro?
Read it all in my substack.
https://open.substack.com/pub/thenomadicgoat/p/digital-euro

2025-08-29 13:17:35 UTC

Today, Nvidia's heavy carrying.
Read it all for free in my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-weight-on-nvidias-shoulders

2025-08-28 10:33:51 UTC

For today, let's talk about Thailand's Turism.
It might be running out of fume, but Bitcoin can fix it.
Read it all in my Substack.
https://open.substack.com/pub/thenomadicgoat/p/is-thailands-tourism-engine-running

2025-08-27 10:04:14 UTC

Today, is booze having its big tobacco moment?
Check it out in my Substack.
https://open.substack.com/pub/thenomadicgoat/p/americas-last-call

2025-08-26 09:25:27 UTC

Hong Kong Taxis are a good real-life test for Stablecoins.
Read about it in my Substack.
https://open.substack.com/pub/thenomadicgoat/p/hong-kong-taxis

2025-08-23 22:42:19 UTC

We are in a Digital Chess Game.
Can China beat the US Dollar using... Stablecoin?
Read it all in my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-digital-chess-game

2025-08-22 16:59:23 UTC

Summer is not as it used to be.
Read it all for free at my Substack.
https://thenomadicgoat.substack.com/p/summer-upheaval

2025-08-20 11:12:38 UTC

Are you afraid of debanking?
If you have Bitcoin, you should not be.
Read my new editorial on my Substack for free.
https://open.substack.com/pub/thenomadicgoat/p/locked-out

2025-08-19 09:53:58 UTC

Today, let look at China’s Global EV push.
But Can It Stick?
Read it at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/chinas-ev-push-goes-global

2025-08-18 10:03:59 UTC

Is Space the final battlefield??
Read it now in my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-final-battlefield

2025-08-17 12:43:32 UTC

Today, for this week's Sunday Editorial, we look at Freedom by Design.
Why Some Countries Consistently Top the Economic Freedom Charts.
Read it on my Substack.
https://open.substack.com/pub/thenomadicgoat/p/freedom-by-design

2025-08-16 12:29:24 UTC

Today, let's look into the modern Air Travel industry.
Is it still profitable and competitive?
Check the new editorial in my Substack. Read if for free.
Go go go.
https://open.substack.com/pub/thenomadicgoat/p/the-modern-air-travel-industry

2025-08-15 10:52:21 UTC

Today... Europe’s Recovery.
A Flickering Candle or Steady Flame?
Some countries are thriving. Some not so much.
Read it all for free at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/europes-recovery

2025-08-14 22:06:41 UTC

The US government is not buying more Bitcoin...
So???
Is this why you are selling??
Really??

2025-08-14 12:47:01 UTC

Today let's look into Europe's job scene.
It looks shaky, and workers sense It.
Read it all at my Substack, for free.
https://open.substack.com/pub/thenomadicgoat/p/europes-job-scene-looks-shaky

2025-08-14 04:32:17 UTC

GM
New BTC ATH
Congrats to all involved

2025-08-13 21:16:01 UTC

Powell = No cut
Bessent = 0.50
Realistic = 0.25 at best.
Market is currently over confident.
Be careful.

2025-08-13 17:38:42 UTC

Well… the US just blew past $37 trillion in national debt.
That milestone wasn’t supposed to hit until after 2030, but here we are, five years early. We’re basically adding a trillion every 5 months.
Between COVID spending, new tax cuts, and higher interest rates, the debt’s snowballing.
Treasury says tariffs and growth will offset it… critics say it’s like bailing water from a sinking ship with a teacup.
Big debt = big consequences.
Higher rates for mortgages and car loans, less room in the budget, and slower investment in the economy.
Once interest costs eat the pie, there’s not much left for dessert.
Bitcoin solves this.
https://blossom.primal.net/73863c760f3a097072e59b692427bad652af17be23ca4680fd86c24230e0a16a.png

2025-08-13 17:35:13 UTC

"US national debt soars past record $37 trillion — years sooner than expected"
Yes... this is the news...
Bitcoin solves this.

2025-08-13 13:01:03 UTC

I have been reading the latest report from The Nomad Capitalist on Freedom Index.
It is indeed a very interesting read.
Although some points can be considered as subjective, like Quality of Life, the Financial Freedom aspect of it is very relevant.
I will be producing an Editorial exactly on this matter this next Sunday, when I will also analyze their report.
Stay tuned for the Sunday Editorial, but meanwhile you can read their report at https://nomadcapitalist.com/nomad-freedom-index/

2025-08-13 09:39:05 UTC

Today, we look at Vietnam's bold economic ambition.
Are they the next "Tiger Economy"?
New editorial available in my Substack. Go go go.
https://open.substack.com/pub/thenomadicgoat/p/vietnams-bold-ambition

2025-08-13 06:45:59 UTC

GM all.
Let's see what the day have in store for us.
https://blossom.primal.net/c20fcb96a10b3a8176f473863aa60b68d66be1446fb6b0938db434f62a9373f8.png

2025-08-12 10:31:53 UTC

Today, let's look into the new Space Race.
A Nuclear, Powered Moon?
Read it in my Substack for Free.
Free is good.
https://open.substack.com/pub/thenomadicgoat/p/a-new-space-race

2025-08-12 07:07:30 UTC

GM all.
Stay sharp!
https://blossom.primal.net/91f7342601f68ec917339a3a6aca748aa68327011ab8a0177063087ae89acc20.png

2025-08-11 16:24:26 UTC

Today, the market is alive!!
Euro stocks are up due to more people buying stuff, and #Bitcoin is touching new highs for the week.
It seems like everyone is moving from a "nope" mood to a "maybe I should?" vibe.
https://blossom.primal.net/41bf63db95d096166a1b301e508489c1c7d7559690c7d87a559117613b5b4dbf.png

2025-08-11 12:59:06 UTC

Nvidia and AMD just agreed to hand over 15% of their China chip sales revenue to the US government. In return, they get export licenses to sell their latest AI chips in China — keeping the door open to a massive market. Not your everyday business deal!
The chips involved, Nvidia’s H20 and AMD’s MI308, were previously blocked from China. Now they’re back, but with a twist: a revenue cut. Investors seem chill about it — better to get 85% than lose the market completely, especially with Huawei waiting in the wings.
The deal’s seen as a Trump-style “let’s make a deal” move, but analysts doubt it’ll apply to other sectors like software. Meanwhile, China’s wary, suspecting hidden backdoors and unhappy with the US taking a slice — yet they still want those chips to boost their AI game.https://blossom.primal.net/7643928d0126a96cb8ab7bb3aca4a0eaba27cb43db3ac24e392a55ae8e120eda.png

2025-08-11 11:11:41 UTC

Decubate 🤝 MiCAR
The first crypto launch site to get full MiCAR okay in the EU.
It's happening.
https://blossom.primal.net/3c826e01ea15e88c228ff7464a551db63eb60c918b221ad01e58c6a3c6596583.png

2025-08-11 10:52:18 UTC

Today, we look into BoE's careful thinking on rate cuts.
https://open.substack.com/pub/thenomadicgoat/p/boes-careful-balance?r=4mph4w&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

2025-08-11 07:56:08 UTC

https://blossom.primal.net/af8155fc7692b9ffc9d5e26283d9e955d3dbc9199cc1a80b537543be067d475d.png
GM.
I love the smell of ATHs in the morning.

2025-08-11 00:52:48 UTC

Almost 3AM here and I'm working. What are you doing now?

2025-08-10 23:55:11 UTC

- reply

https://blossom.primal.net/5300ffd87957981adddbbe751d3c1139bc625652063af7c06853e060278f444f.png
App Wallet?? Pin?? Face ID?? Better than seed-phrased' cold wallet??

2025-08-10 13:21:49 UTC

https://blossom.primal.net/08967d893a4a4a4b0f7b50cbba116b3be194dcfc25fb22d57cc2640bf56177c5.png
Sunday editorial is also available in my Substack for free.
Free is good.
https://open.substack.com/pub/thenomadicgoat/p/the-inflation-ghosts-revenge?r=4mph4w&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

2025-08-10 13:08:31 UTC

https://blossom.primal.net/338dc863a2e5220216d7a4ba201e97436938c716fb56441413443ff4c20eba12.png
For this week's Sunday Editorial... Inflation Ghost’s Revenge.
Think of the world's money workings as a shaky boat, with its team of big bank folks trying their best to fix holes while the spirit of rising costs cries in the sails.
We're in August 2025, and that spirit, gone after 2023, is back, moving through markets from Tokyo to São Paulo with force. This isn’t the wild price rise of old bad tales, but a tough, spiky thing that makes people hold their money tight, firms cut costs, and big decision, makers hope hard.
The big ask isn’t if we can stop it, it’s if we can do so without the boat going down into a slow, sticky mess.
Let’s roll out the map. Bloomberg says price rise is at 4.4% yearly in Q2 2025, way over the 2, 3% goal that big banks like the Federal Reserve, ECB, and Bank of Japan try to keep.
The bad guys here are many messes. Chains of supply, still hurt from post, COVID fuss, are stuck on chip lacks, TSMC's 15% drop in making stuff, thanks to slow gear, messes up everything from cars to AI tech.
Energy stuff is set to blow: Brent oil’s at $93 per barrel, per Yahoo Finance, from OPEC+ cuts and Iran, Saudi fights, while Europe’s gas prices are up 30% from last year, per Euronews, as Russian pipes dry up.
Copper, key for the green push, hit $12, 700 per ton, pushed by need for EVs and wind things. Pay isn’t helping, U.S. work costs up 4.8% in 2025, per CNBC, as workers want more money to keep up with food costs.
This is cost driven rise with a demand pull, and it’s very strong.
The hurt’s not the same everywhere, like a storm hitting different coasts. New money spots, India, Brazil, Nigeria, are dealing with 6, 9% rises, pushed by food and fuel jumps. India’s bad rains pushed wheat up 12%, per Bloomberg, while Brazil’s diesel costs are hard on farmers.
Rich places do a bit better but still feel it: the U.S. sees 4.2%, the Eurozone 4%. The IMF’s July 2025 talk warns of “split recoveries, ” saying poor places face high import costs, weak money, and no cash help. China’s property fall cuts its need for goods, hurting sellers like Australia and Chile, while Europe’s energy mess makes costs for steel, chemicals, and cars go up. It’s a broken world where no big bank can fix alone.
For money folks, it’s like playing cards with half a deck.
Shares are shaky, the S&P 500’s down 10% from its 2025 high, and tech, heavy NASDAQ’s lost 12% as fear of rate hikes bite. Bonds are a trap; U.S. 10, year ones give 3.7%, but with rising costs, you lose money. Gold's up 17% this year, and Bitcoin is seen as a safe spot, but both can't fully save you. The VIX, Wall Street’s worry measure, hit 24 this week, per Yahoo Finance, showing a nervous market.
Spot divides make things cloudy: European factory shares drop under high energy costs, while U.S. energy and goods shares stay strong. Funds looking at new money spots, especially China, lost $18 billion in July, per CNBC. So, what's smart? Spreading your bets is your main hold.
Energy shares, think ExxonMobil or Vestas in green stuff, do well with high prices and green rules. Daily needs like Procter & Gamble help as homes stick to the basics. Cash is good; 10, 15% ready money lets you jump on low price spots like European tech.
Crypto, like Bitcoin, should be 5, 10%, don’t risk it all. Data shows this: global share funds lost $15 billion this week, while energy stuff and gold got $3 billion. Change is always close, stay quick.
The waves hit more than just money bags. Firms, especially those needing lots of energy like making stuff, face tough cost cuts. Germany’s core firms see a 13% jump in troubles, per Bloomberg, as energy bills hit them hard. Shops raise prices, but people buying stuff isn’t strong, U.S. shop sales growth slowed to 2.8% in Q2. Big financial choices are tight: more money out feeds cost rises, but cutting back risks no growth.
New money spots with little cash help fight unrest, Brazil’s fuel fights and India’s farmer strikes wave red flags. The World Bank’s 2025 view marks 28% of poor places as “high risk” for owing too much, a slow crash.
Ahead lies a tough test: can big banks beat the price rise ghost without killing growth?
The Fed plans a small rate rise by Q4, but the ECB waits, stuck by Europe’s energy problems. Past problems, 1970s slow, sticky mess, 2010s no growth, show they often mess up. World fights, from U.S., China trade wars to Russia’s energy moves, stop working together. Money folks, get ready: guard with gold and crypto, spread your bets, and trust long, term goods like green tech and block tech.
The ghost cries, but the quick can weave through the storm.
Stay sharp, the waters only get wilder.
#TrustTheGoat