VOLÁTIL | 🐺

No lo voy a volver a repetir, la oportunidad está en farmas y biotecnología a medio plazo, empresas inmunes al ciclo, aunque sí tengan una correlación importante con los tipos por las necesidades de financiación...

🚨 Brent crude oil just hit $119.50 a barrel, the highest price since 2022. Most people still don’t understand what’s actually happening. If you’re invested in the market, read this carefully because it matters. Brent was at $72 before the war started, so that’s a 66% move in under 2 months. The IEA released 400 million barrels from emergency reserves, it didn’t work. They called it the “largest energy supply disruption in the history of the oil market.” Bigger than the 1970s crisis that sent the world into recession. EVERYTHING moves on oil. Gas prices, food prices, flight tickets, manufacturing costs, shipping costs. Every single thing you buy gets more expensive when oil goes up. A 66% oil shock spreads into every corner of the economy. That’s how you get stagflation. Growth slowing down while prices keep going up. The Fed can’t cut rates into this, there’s literally no way out. This is the beginning of a cost-of-living crisis that most people are completely unprepared for.​​​​​​​​​​​​​​​​ If you want to know where WE are deploying capital, turn on post notifications this is very important. A lot of people will regret not following us sooner.

It took me 43 years to realize there are no adult. Just kids in adult bodies trying to figure it things out the best they can.

20% ROI in a morning, thanks to Michael. Only in The Assembly 🥂 Don’t miss the reopening on May 18.