Portfolio Watch: Don’t underestimate the US consumer
Welcome to our weekly Portfolio Watch, where we walk you through the most relevant trading topics for our portfolio and yours. Our bet on the US...
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Crypto Crisp: There it was, the height of Mt. Gox fear
It was only a matter of time. Today, Mt. Gox confirmed that it will begin distributing its Bitcoin and Bitcoin Cash holdings to creditors,...
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Crypto Moves #33 – Dazzling Positivity on the Horizon
Welcome to the 33rd edition of Crypto Moves. We are now nearly one-third of the way to our hundredth edition. On another note, Denmark faces...
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Crypto Crisp: Imminent Surge in Liquidity
Last Wednesday, the U.S. Consumer Price Index (CPI) for May was released, showing soft inflation. However, during the U.S. Federal Reserve’s (FED)...
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Portfolio Watch: Short metals and Europe but long (US) liquidity sensitive assets
The European investment case has suffered a significant blow with the reintroduction of fragmentation risks due to the political turmoil in...
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