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Bitcoin Loves Hot Money

Bitcoin Loves Hot Money

ATOMIC 98; In both 2014 and 2018/9, we saw rates and inflation turn down, coinciding with a period of Bitcoin weakness. When the reading went negative in March 2020, Bitcoin crashed, just as it did in November 2014. The 2020 bull market followed rates and inflation higher until early

All Change

All Change

The AAA Model has shifted focus, dropping industrial metals in favour of global equities. Equity markets continue to do well, as is normally the case in the fourth year of the U.S. presidential election cycle. The S&P 500's "Magnificent Seven" stocks dominate, comprising

Time for a Hedge Fund

Time for a Hedge Fund

Trade in Soda; Hedge funds were all the rage in the late 1990s, as skilled investors, and even more unskilled, came up with a strategy and raised capital in the hope of joining the rich list. While some made it, most failed. There were several tests, the first being the

Crypto Market Downturn

Crypto Market Downturn

ByteFolio Issue 113; 💡This issue covers Near (NEAR), Arweave (AR), Pendle (PENDLE), and Kaspa (KAS). As predicted, the crypto market is softening, with Bitcoin down to $62k. There is support at $60,000, and a strong 200-day moving average, so I would be confident that the downside is limited. Bitcoin

Bonds, Deficits, and Weird Shit

Bonds, Deficits, and Weird Shit

We have seen lower inflation, which has led to expectations for lower interest rates. There has already been a cut in Europe and Canada, yet there’s a problem, and given there are elections all around us, you have probably spotted it. No one who is planning to lead our

Weird Shit Investment Conference

Weird Shit Investment Conference

Issue 31; My Take on the Best Ideas I recently attended the “Weird Shit Investment Conference” hosted by pro investor Swen Lorenz. The conference was so named because someone suggested he hosted a conference focused on all the “weird shit” investment ideas they liked to discuss in his circles. That

China and the Gold Price

China and the Gold Price

Atlas Pulse Gold Report Issue 94; While it may be disappointing that the People’s Bank of China stalled gold purchases in May, we can now add the Chinese gold ETFs to the mix. They hold 2.3 million ounces, which is small compared to the PBOC’s 72.8