Jeff Ross(@FormerDrJeff):What I'm watching... 👀 US Net Liquidity is still languishing at levels initially seen in... wait for it... May 2020!! Unless something changes in the near-term, this bodes poorly for US-centric, liquidity-sensitive assets. (Disclaimer: Just an observation. Not individual investment advice.)

Jeff Ross

@FormerDrJeff

Physician turned macro investor | Vailshire Capital MD since 2014 | Sound money, hard assets, innovation | Personal views; not advice/offers; may hold positions

参加 July 2026

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Jeff Ross@FormerDrJeff

2026.11.01 23:37

What I'm watching... 👀 US Net Liquidity is still languishing at levels initially seen in... wait for it... May 2020!! Unless something changes in the near-term, this bodes poorly for US-centric, liquidity-sensitive assets. (Disclaimer: Just an observation. Not individual investment advice.)