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$SPY · PTJ: US equities at 252% market cap/GDP, 10-year returns likely negative from current 22x PE
now playing · $SPY
$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…