Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

All-round Multi-Asset investor. Former head of a EUR 5 billion multi-asset fund range. Speaker. Charts & Frameworks. Founder of True Insights, a provider of independent investment research, trade ideas & well-diversified portfolios.
https://true-insights.net/

Global Multi-Asset Investment Strategist

ISM Manufacturing – the Ugliest Macro Indicator for Stocks!

The Weekly Market Monitor – These Two All-Time Highs Are No Coincidence!

The Weekly Market Monitor – The End of Goldilocks?

The Weekly Market Monitor – The 34-Year Wait Is Over!

A Real-Time Estimate of Gold's Market Cap and Bitcoin's Potential Value

Nvidia: A Quality Stock that Shows Human Investors Are Unable to Discount Exponential Growth

Build Well-Diversified Multi-Asset Portfolios

True Insights

Our research helps investors build well-diversified multi-asset portfolios and profit from market developments. In addition, our unique and proven Macro – Sentiment – Valuation (MSV) investment framework ensures a consistent flow of new investment opportunities. Together with our market views, these opportunities will be reflected in our live ETF-based Global Multi-Asset Portfolios.

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>Bitcoin rose nearly 20% this week, and the impact of spot Bitcoin ETFs is huge, but with a twist.</li>
<li>This week's US personal income data provides yet another chart showing that the recession is already behind us. But will the US consumer keep spending?</li>
<li>That new The Economist cover does not bode well for stocks, but the moving average does. Yet, sentiment remains in Frenzy.</li>
</ul>


Bitcoin rose nearly 20% this week, and the impact of spot Bitcoin ETFs is huge, but with a twist.
This week's US personal income data provides yet another chart showing that the recession is already behind us. But will the US consumer keep spending?
That new The Economist cover does not bode well for stocks, but the moving average does. Yet, sentiment remains in Frenzy.


Shanghai Stock Exchange Composite Index (SHCOMP INDEX)

The Weekly Market Monitor – Please Give a Warm Welcome to BITCOIN