Flash Note: No Action
Given today’s events, I am sharing a few thoughts.
Charlie Morris
Hard Assets and Gold
With gold trading at an all-time high and many commodity prices on the rise again, it is starting to feel as though the next wave of inflation is approaching. This is now being priced in by financial markets, assisted by policy uncertainty and the rise in tariffs.
USA Two-Year Inflation
Venture: UK London Property
Issue 63;
The property market has faced tough conditions in recent years. UK-listed property trades at roughly the same levels as it did in 2005. A property boom preceded the financial crisis of 2008, and the market never quite recovered thereafter. Then came the pandemic, where people worked from home,
Japan, Tariffs and Insurance
Trades in Whisky and Soda;
There are two trades this week, so let’s get straight to it.
The Japanese stockmarket peaked relative to the world in 1988, as shown below against the world index. Since then, it has underperformed by 90.5%, as shown in blue. Could it be
The Banks Go On-Chain
💡This issue covers Ethereum (ETH), TRON (TRX), and SuperRare (RARE).
ByteFolio Issue 151;
It’s a good start to the week, with the Bitcoin price back above the 30- and 200-day moving averages. Better yet, the price has touched the blue 20-day max line for the first time since January.
The Steady Gold Bull
Atlas Pulse Gold Report Issue 103;
The world is changing, and strategic investors are dumping the dollar in exchange for gold. In this issue, I revisit the crucial gold sentiment indicators and look at investor behaviour in gold, gold miners and silver.
As gold breaks $3,000 for the first
Resetting
Trades in Whisky and Soda;
The US Treasury Secretary, Scott Bessent, was interviewed on CNBC to make the point that they are working to avoid a financial crisis that could be the result of massive government spending over the past few years. He said, “We are resetting, and we are
