Steno Signals #101 – Introducing the Washington DC Crypto Put!
It’s been a break-through week for Crypto bros in many ways. First, the SEC made a massive u-turn and approved the spot ETH ETF and then Donald...
262 Views
Portfolio Watch: Trading the next of the rolling melt-ups
Welcome to our weekly Portfolio Watch. We have had a decent week as our short bet on Utilities has started to deliver, while a continued long bet...
438 Views
Inflation Watch: Freight rates to reach 2022 levels impacting goods-inflation?
Freight rates are rising rapidly again, and no news (from Gaza) equals bad news for those hoping for lower goods-inflation. Rates on benchmark...
275 Views
Great Game – What will Raisi’s death mean for Iran’s future and the Middle East?
Welcome to this week’s Great Game after an eventful week in Geopolitics. This week we cover four topics: Iranian President Raisi dies in helicopter...
221 Views
The low-down on USA’s Russian Uranium Ban
Investors support Patriot, Metals x shareholder attends AGM, Biden signs bill to ban Russian uranium imports, waivers available until 2028, Rosatom...
222 Views