Economic Dynamics: M2 Money Supply and Market Trends

This chapter explores the M2 money supply's role in economic growth and market liquidity, highlighting consumer caution reflected in rising savings rates. A critical analysis of gold and Bitcoin's performance suggests evolving perceptions of the dollar and its implications for financial stability, particularly concerning treasuries. The chapter further examines stagflation risks, a conservative outlook for the S&P 500, and strategic asset allocation amidst ongoing economic challenges.

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