Section
Bitcoin
38 posts
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…
Digital Shiny Objects
by John Mauldin, Thoughts from The Frontline, Mauldin Economics - Assets, Not Currencies - Intermediary Problem - When…
Midterm Outcome and FTX’s Demise: An Unexpected Turn of Events
by Frank Holmes, CEO, CIO, U.S. Global Investors What a week it’s been. First, the midterm elections failed…
The “Putin Price Hike” Is Fake News
by Frank Holmes, CEO, CIO, US Global Investors By now you’ve heard that the annual rate of inflation…
Hugh Hendry: War Europe Inflation U.S. China Dislocations Bonds Equities Carbon Metaverse
Hugh Hendry, The Acid Capitalist, Macro-Advisor, and Founder of Eclectica Asset Management, joins us for a creative and…
