Rally in the Alley
The Queen’s Gambit Declined
The game of chess shows us that there are reasons why declining to take a particular position today may actually offer better long-term prospects for portfolios, and a higher probability of winning the long game.
Bond Yields Rocket
Bitcoin Recovers Above $51,000 Fueled By Square $170M Purchase, Cathie Wood Backing
Bitcoin (CRYPTO: BTC) traded past the psychologically important $50,000 mark at press time after having risen as high as $51,194.78 in the preceding 24-hour period.
Bitcoin: Digital Currency, Digital Gold, or Digital Tulip?
Bitcoin has gained credibility over the past three years, but I believe its use as a currency, a diversifier or an inflation hedge is a bit off the mark.
A New Commodities Supercycle Could Be Powering Up After a Long Freeze
The Inflection Point has Arrived
Tech is getting slammed again. Yesterday, the NQ lost 2.5% and the added selling overnight is dragging the risk-environment lower. We have hammered home the rising rate narrative and how a high velocity move in the 10-year Treasury above 1.25% will tap a pain threshold at 1.50%.
ETF Battles: 4 Blockchain ETFs Clash in a Quadruple Header
Market Outlook: Feb. 23, 2021
SPY -2.5% correction off the top, NQ -6.8% from peak to trough this morning, and the Russell 2000 -4% off the top. Here’s some perspective, The SPY is +82%, NQ +109%, RTY +144% on a y/y basis. So today is not the day to hem and haw over a correction.
Semiconductor Shortage Sends Prices Higher, Set to Spur Huge US Subsidies for Chipmakers
Semiconductor manufacturing cannot keep up with a multi-faceted shift in the supply-demand balance. Factories are running at full capacity and there is no relief coming online in the short-term.
Coinbase, Now Valued At $77 Billion, Is About to Go Public. Here’s What You Need to Know.
Taming Bitcoin’s Mood Swings
Where Can Bitcoin Go from Here?
Bitcoin is a hot topic! We had the pleasure of discussing the investment thesis for bitcoin on our Behind the Markets podcast with Ari Paul, the co-founder of BlockTower Capital, a crypto asset-focused asset management firm.
The Big (Equity) Splurge
Market Outlook: Feb. 16, 2021
Gold is struggling, Silver, Copper and Platinum aka semiconductor metals are killing it this morning – remember, Gold is a currency and vastly underperforms in Scenario 2. Not to say that we won’t come back to Gold at a later time, just not at the moment.
All the Glitters is……..Gold?
What the Fed-Driven Bubble Means for the Financial Establishment: Raoul Pal & Mark Cuban
Why the Media’s Eco-Driven Attack on Tesla’s BTC Purchase Fails
Elon Musk triggered a new vector of attack on Bitcoin: that it’s just as climate-destroying as crude oil and gas.
Not Just Bitcoin, Paypal’s Vision Involves Central Bank Digital Currencies Too: What You Need To Know
PayPal Holdings Inc PYPL wants to shape the future financial system and central bank digital currencies are a part of its vision, as per CEO Dan Schulman.
Chart Advisor: Speculators Twitch
Tesla Just Bought $1.5 Billion Worth of Bitcoin. Is Apple Next?
What Is Driving Institutional Interest in Crypto?
Markets Edge Higher: Feb. 11, 2021
Chart Advisor: FOMO Market
Tesla and Bitcoin – Twin Leads of Speculation
Why Ethereum is on the Rise
The interest in Ethereum technology has never been higher. Ethereum is the second-largest public Blockchain network by both market capitalization and daily trading volume.