Section
Bitcoin
49 posts
The Fedās 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…
Prepare, Donāt Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonāt come down anytime soon, and the growing correlation between stocks and bonds...
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 Ā© 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 FTXās Demise: An Unexpected Turn of Events
by Frank Holmes, CEO, CIO, U.S. Global Investors What a week itās been. First, the midterm elections failed…
The āPutin Price Hikeā Is Fake News
by Frank Holmes, CEO, CIO, US Global Investors By now youāve 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…
Elon Musk Sold His Houses, but He Wonāt Be Selling His Bitcoin and Ethereum
by Frank Holmes, CEO, CIO, U.S. Global Investors Own physical things instead of cash. Thatās the high-level advice…
Cryptocurrency and investor portfolios: Is an allocation warranted?
by Jorge Suarez, Amneet Singh, Sam Pittman, AllianceBernstein It was only a matter of time. With the two…
The Crackdown on Canadian Truckers Shines a Spotlight on Bitcoin and Gold
by Frank Holmes, CEO, CIO, U.S. Global Investors History has shown us that the more socialist a country…
The pros and cons of Bitcoin
by Mark Casey and Douglas Upton, Capital Group Rarely has an emerging technological development captured as much attention…
