Section
Cryptocurrency
28 posts
False Comforts, Real Consequences: Rethinking Growth, Gold, and Gut-Punch Volatility
I used to believe in stimulus. Government steps in, writes some checks, growth rebounds, the crowd cheers. Textbook stuff. Until I read Rob Arnott, Alex Pickard, Henry Neville, Michael Mauboussin and Dan Callahan all say, in their own careful ways, “not quite.”
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...
Stablecoins: Uncle Sam’s New Best Friend... or Riskiest Gamble?
In the face of rising national debt, growing ‘fiscal dominance' shrinking foreign appetite for U.S. Treasuries, and growing geopolitical headwinds, Washington has turned to an unlikely financial ally: stablecoins.
Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer
LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal Reserve rate cuts, gold, the U.S. dollar, and much more.
Stablecoin Meets Sovereign Debt: Is Treasury’s Next Funding Tool Hiding in Plain Sight?
Imagine this: the U.S. Treasury, faced with ballooning debt and tougher borrowing conditions, turns to a solution born…
Flying Cars, AI Storylines, and the Future of Investing: TDAM’s Big and Bold Outlook for 2035
Let’s be honest—predicting where investing is headed ten years from now feels a bit like guessing what the…
Mr. Crypto Goes to Washington
by Hubert Marleau, Market Economist, Palos Management June 6, 2025 A large number of my readers want to…
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..
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…
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…
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…
Blockchain Technology, Real World Assets Tokenization and Smart Contracts: Today’s IRL Use Cases
by Maredith Hannon Sapp, Director of Business Development, Digital Assets, WisdomTree Blockchain technology, real world assets tokenization and…
BofA Flow Show: Debt Stop Noise
by Michael Hartnett, Chief Investment Strategist, BofA Securities Copyright © BofA Securities
