Jack Dupuy

Just had a friendly debate with a colleague. Will $UBER be relevant in 5-10 years as AVs scale?

$UBER is a steal They have the best model for meeting consumer demand in hybrid human/AV rideshare environment

Hyperscaler capex is getting out of control $GOOG $GOOGL $META open.substack.com/pub/jack6dupuy…

@MurrayHillGuy1 Gotta hit Fit Club Pacific Beach

Place is ELITE

Has Nike considered pivoting from shoes to AI datacenters?

Ok… the market might be broken

$GLD $CPER $COPX Up big after signals indicating possible end to the war. The long-term trends are there. Goldman reiterated its $5,400 PT on Gold this morning

Quick thoughts on Copper and Gold in the midst of the conflict Opportunities in Metals open.substack.com/pub/jack6dupuy…

The “crash” in gold and silver today has nothing to do with Trump nominating Kevin Warsh to be Fed chair. If Trump thought Warsh was going to be a hawk, he would not have picked him. Plus, even the most hawkish FOMC members are still doves. Politically, there is no alternative.

Ray Dalio is my megaphone for gold

It's now happening. The existing fiat monetary order, the domestic political order, and the international geopolitical order are all breaking down, so we are at the brink of wars. It all is happening because of the Big Cycle that is driven by the five big forces I've described repeatedly and laid out in detail in my book and the linked video (tr.ee/cZvSuv) titled Principles for Dealing with The Changing World Order. Do you understand the Big Cycle and do you know how to deal with it? I'd like to help you. I will continue to share with you my understanding of how the mechanics work and how I see things transpiring. If you want me to send you my postings, you can sign up below.

Quick thoughts on the current landscape and why I think #Gold will continue to move higher once a new #Fed chair is in place

The Debasement Trade Is Here to Stay open.substack.com/pub/jack6dupuy…

“Robots are coming.” Much of the world is already inhabited by robots- humans programmed by Big Tech’s algorithms.

OpenAI's Free Hardware and Lilly's Big Win open.substack.com/pub/jack6dupuy…

Price Increases over last 5 years... CPI Used Cars: +19.5% CPI New Cars: +21.4% CPI Food at home: +25.6% Family Health Insurance: +26.5% CPI Shelter: +28.0% CPI Food away from home: +29.7% CPI Electricity: +36.6% CPI Coffee: +44.0% CPI Gasoline: +44.9% CPI Transportation: +45.7% CPI Gas Utilities: +48.1% US Home Prices: +49.5% CPI Fuel Oil: +53.8% CPI Ground Beef: +55.1% CPI Auto Insurance: +64.8% CPI Dozen Eggs: +158%

Streetwise: Can gold keep rising? Depends on whether you think this time is different. wsj.com/finance/invest… via @WSJ Good article that provides some context on gold, but in the two previous busts, the Fed increased rates rapidly. The opposite is about to happen in this cycle

The Dangers of Private Credit open.substack.com/pub/jack6dupuy… The current Private Credit market has some parallels to the Mortgage-Backed Security market leading up to 2008.

4,300 and not slowing down. Gold can’t be stopped

Believe it or not, Gold has outperformed the S&P 500 over the last two decades.