Buy Bitcoin as a long-term investment with 10x return potential, citing its durability, self-custody feature, and global portability as key advantages.
The author implies a structurally bearish view on US government bonds (higher yields/lower prices) because rising total debt will continue to push borrowing costs higher.
TLT
HIGHApr 09, 13:47
"Total cost goes up because total debt goes up, ie nothing stops that train."
Implies Berkshire Hathaway is deeply undervalued or positioned for a major capital deployment, as its cash relative to enterprise value is at a historically high level.
BRK.B
HIGHApr 06, 18:26
"Berkshire's cash amount as a share of enterprise value has averaged 24% over 20+ years, whereas today it's nearly twice that at 44%."