Loading…
Published 1 Sept 2026, 12:58 UTC · fetched 3 Nov 2026, 13:36 UTC
Matt Hougan
@Matt_Hougan
If Bessent is right and we grow our way out, you want to be long AI stocks. If Bessent is wrong and we inflate our way out, you want to be long bitcoin. If you want to win in either scenario, own both.View original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
Uses only text available at publication time
Think the interpretation or outcome is wrong? Sign in with X to request a correction, so reviewers know who is asking.
Sign in to request a correction