Taking the Bitcoin Halvings Out of Isolation
Taking an in-depth look at previous Bitcoin halvings by taking them out of isolation by adding economic and market circumstances: Why Spot Bitcoin...
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Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment?
Gold and BitCoin are monetary inflation hedges NOT high street inflation hedges. Rebounding Global Liquidity is fuelling a breakout of these...
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The Gold BRICS – A Coming Threat to US Dollar Hegemony?
The slated gold-backed BRICS currency unit may be announced this coming August. Could it pose a future threat to the US dollar? We argue that in...
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Weekly Market Monitor (16) - The Odds of a Recession Is Rising; Earnings Just Don’t Know It Yet
Welcome to the weekly Market Monitor, keeping you updated on the week’s most important charts and developments in financial markets.
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EM Watch: Western investors are tired of China and Japan “crying wolf”
Welcome to our weekly EM Watch, with a particular focus on China and metals. I used to travel to China and Japan a lot, but I haven’t visited the...
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