The Weekly Market Monitor – Reality Check!
When something is 'priced for perfection,' disappointment is inevitable. Just ask Google. By the way, a spot Bitcoin ETF is inevitable, too. This...
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Through the Fire - Will the Rubber Meet the Road?
Crypto prices are following expected trends, but face short-term risks like stagnant liquidity and further financial tightening. We view downside...
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Ready to Get Spooked? Properly Comparing Real Yields and P/E Ratios = Massive Downside for Equities!
If history, again, rhymes, the S&P 500 Index is heading for an ugly 6-month period as real yields continue to spiral higher.
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Steno Signals #70 – 10 Charts You NEED to Monitor in Global Macro
Happy Sunday from Mallorca and welcome to our weekly flagship editorial. The world of Macro never fails at keeping us busy and this week I reveal...
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Positioning Watch: Shifting Gears without Panic
I sent Congress an urgent budget request to fund America’s national security needs to support our critical partners, including Israel and...
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