Real Interest Rates Provide a Headwind for Bitcoin
The malaise comes from the macro, where real yields are rising. The best news I can deliver is that they won’t rise forever.
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BOLD
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Hard Assets Correct as Real Interest Rates Surge
Equities have recently begun to outperform hard assets as rising real interest rates have strengthened the US dollar.
Venture: Biotechnology
Issue 132; Biotech is still showing signs of strength, and we add another gem to the portfolio.
AI Drives Genomics
Trade in Whisky; This week I’ll be revisiting biotech and genomics, but before we get there, I will address
The International Toll Booth
The "SaaSpocalypse" was based on an uncertainty shock. An industry which had a very narrow set of possible
Gold Correction Still More Likely than a Bear
Atlas Pulse Gold Report Issue 115; I do not think gold bull markets end in periods with high real rates.