The race for a US physical Bitcoin ETF is on now that BlackRock has filed with the SEC. Yet, the SEC’s main objection to approval, the risk of price manipulation, likely still stands. In any case, Bitcoin is not dead, and a comparison with gold to determine its potential value remains valid.
The US inflation report showed a decline in inflation, which allows the Federal Reserve to skip the next rate hike. Yet, a pause is not a pivot!
Exercise caution when calling something a market bubble. Bubbles are less frequent than commonly believed, and booms often persist longer than expected.
The latest round of data shows Macro Momentum is fading, something that equity markets and other risky assets are not pricing currently.
Money Supply is shrinking, taking liquidity out of the stock market, but valuation does not reflect this at all.
mpirical data since 1970 reveals that US Equities and Treasuries perform well after a peak in inflation, while Commodities and Gold lag.
Our Monthly Investor Guide is your comprehensive investment framework to boost your investment knowledge and performance!
After borrowing at the Swiss National Bank, Credit Suisse is not off the hook just yet, but enough for the ECB to raise rates.
US House prices have only just begun to fall. The real pain is still ahead.
This blog provides you with the numbers showing why the 200-day moving average is a powerful component of the Macro-Sentiment-Valuation framework.
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