Portfolio Watch: Sea of cyclical green
Welcome to our latest edition of Portfolio Watch, our weekly deep-dive into prevailing market trends and our portfolio strategies. In this updated...
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Crypto Moves #18 – The Least Speculative Crypto Bull Market
The cryptocurrency market is probably the most speculative, largely because it has not had enough time for price discovery, lacks consistent and...
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5 Things We Watch – Natural Gas, ECB, Crypto, Liquidity & Positioning
Hello everyone, and welcome to our ‘5 Things We Watch’, where we as always provide you with 5 things that we find particularly interesting in the...
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Crypto Crisp: Two Scenarios
Last week was notably positive for the cryptocurrency market, particularly for Bitcoin and Ethereum, which both experienced impressive...
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Portfolio Watch: What if We Add a Rate Cut to This Fire..
The cyclical rotation is slowly but slowly rolling and if central banks add rate cuts to this mix, we are staring directly into the melt...
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