Section
Bitcoin
42 posts
Mr. Crypto Goes to Washington
by Hubert Marleau, Market Economist, Palos Management June 6, 2025 A large number of my readers want to…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Denise Chisholm: Tech Check & Bitcoin’s Bounce
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The market’s recent slide has been fast –…
Beyond the Hype: Smart Investing in Crypto and AI's Transformative Era
As the Internet enters a new era, crypto and AI are poised to become integral technologies for business that may open new markets, enable new capabilities and..
Risk vs. Refuge: Why Gold’s Climbing While Bitcoin’s Tripping
by SIACharts.com In the ever-evolving world of investment, gold and Bitcoin represent two distinct yet influential assets, often…
Recalibration Is Complete Now that the Policy Rate is Neutral
by Hubert Marleau, Market Economist, Palos Management December 22, 2024 The Federal Reserve cut its policy rate by…
Secular Bull Market or Regime Change? Jurrien Timmer Weighs In
by Jurrien Timmer, Director of Global Macro, Fidelity Investments This information is provided for educational purposes only and…
FactSet's Elisabeth Kashner
The Scoop: Deep ETF Trends Insights
Listen on The Move In this conversation, Pierre Daillie interviews Elisabeth Kashner, Director of Global Funds Research, FactSet,…
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
Listen on The Move In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics…
The Fed’s Economic Narrative is Positive: Not Far From It
by Hubert Marleau, Market Economist, Palos Management March 9, 2024 Sessions of geopolitical turmoil or domestic political strife…
Hugh Hendry's Big Picture Bitcoin Perspective
Hugh Hendry's big picture take on bitcoin (1:46 mins) Hugh Hendry joined us for over an hour in…
Hugh Hendry: How do you value bitcoin or gold or the magnificent 7?
How do you value bitcoin or gold or the magnificent 7? (5:02) Hugh Hendry joined us for over…
The Future of Bitcoin with ETF Introduction: Learning from Past ETF Trends
In his latest Substack post1, Anthony Pompliano, provides an update on the historic approval of the bitcoin spot…
Was that the 'Bitcoin ETFs' dress rehearsal' yesterday?
In the article "The Bitcoin ETF Dress Rehearsal Yesterday" by Anthony Pompliano on Pomp's Substack, Pompliano describes the…
BofA Flow Show: Debt Stop Noise
by Michael Hartnett, Chief Investment Strategist, BofA Securities Copyright © BofA Securities
Cryptonite
by Scott Woodcock, Senior Research Analyst, Neuberger Berman The FTX collapse is a blow to the idea of…
