RV Brain doesn't just read the report back to you.
Ask it a direct question about the chart in front of you. Get a direct answer back, in seconds.
This is what it told us about Bitcoin's fee market.
CPI printed yesterday.
Steno IQ read a 2.9% probability of rising inflation. Below the 50% neutral line.
Consensus: -0.1% headline, +0.2% core.
@AndreasSteno: -0.27% headline, 0.13-0.14% core.
Actual: -0.4% headline, 0.0% core.
The dashboard flagged the direction. Andreas had
Andreas went into June CPI with the softest call on the street. Reality came in softer still.
Consensus missed the headline by 30bps. @AndreasSteno came within 13bps, in the right direction.
The models work. The calls are real.
Andreas went into June CPI with the softest call on the street. Reality came in softer still.
Consensus missed the headline by 30bps. @AndreasSteno came within 13bps, in the right direction.
The models work. The calls are real.
You've been sensing that something structural is breaking. Not just one industry. All of them.
The entire global economy runs on the scarcity of knowledge.
AI makes knowledge infinite. Raoul has been watching this unfold for years and just put the full framework in one
AI is the single greatest innovation in human history.
The only thing that comes close is splitting the atom.
Every economic system we've ever built runs on the scarcity of knowledge. Lawyers, doctors, experts of every kind… they get paid because what they know is scarce.
There's a chart whose highs and lows have tracked Bitcoin's almost tick for tick for months. And it's not a Bitcoin chart.
This isn't a coincidence. @CalebFranzen explains why Bitcoin needs it to move next. 👇
We didn't just beat consensus, we beat our own forecast
Yesterday, our Nowcast IQ models held the SOFTEST US inflation forecast of anyone on the street. This morning, the BLS proved us right — and then some.
The scoreboard:
Consensus: -0.1% MoM headline, +0.2% core
Nowcast IQ:
The AI tools in @RealVision are really very good. The RV Brain is trained on 12 years of RV content plus general finance and the Raoul AI mentor (which speaks in my voice if you call it) is trained on my content and gives my perspectives
You can pay for the best AI in finance and still ask the wrong tool the wrong question.
One member figured out the difference. The framing he landed on is more accurate than anything we've written about it ourselves. 🧵
You can pay for the best AI in finance and still ask the wrong tool the wrong question.
One member figured out the difference. The framing he landed on is more accurate than anything we've written about it ourselves. 🧵
Hormuz closed.
Oil up 3%. Brent near $80.
KOSPI -9%. Circuit breakers triggered.
SK Hynix -15%.
@RaoulGMI's PALvatar breaks down what it means and what to watch this week.
Brent oil is up ~4% this morning.
The U.S. struck Iran yesterday.
@AndreasSteno@RosenvoldGeo are live on Macro Monday:
• Why did the Iran war restart?
• Is another oil-driven inflation shock coming?
• What the China-US rivalry means for markets?