TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
← newsroom
$JPY · Legendary Trader Paul Tudor Jones on AI Risk, Bubbles and Buffett
now playing · $JPY
$JPY···bullish· mediumpaul tudor jones
PTJ: Yen grossly undervalued, catalytic PM change creates long yen opportunity
Japan's yen is structurally undervalued with $4.5T net international investment position mostly unhedged USD; new reformist PM could trigger 10% appreciation similar to Reagan/Tha…
$BTC···bullish· highpaul tudor jones
PTJ: Bitcoin is best inflation hedge, superior to gold due to finite supply
Bitcoin's fixed supply makes it the superior inflation hedge versus gold which has increasing supply; however, cyber warfare and quantum computing pose risks to its store-of-value…
$SPY···bearish· highpaul tudor jones
PTJ: US equities at 252% market cap/GDP, 10-year returns likely negative from current 22x PE
Stock market cap at 252% of GDP vs 170% in 2000 and 65% in 1929; mean reversion to historical PE would imply 30-35% decline, causing reverse wealth effect, capital gains tax reven…