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Q3 Cyclical Outlook

Q3 Cyclical Outlook

Cyclical Outlook Growth to slow Inflation sticky Dollar firm Interest rates peaked but higher for longer Growth peaked on a quarter over quarter seasonally adjusted annual rate in Q3 last year at 4.9%. The preferred reading is on an annual basis where growth peaked in Q4 of last year at 3.13%. Growth in Q1 was […]
Colosseum accelerator secures $60 million to propel new crypto projects

Colosseum accelerator secures $60 million to propel new crypto projects

Solana-focused acceleration fund Colosseum announced today the successful raise of $60 million for its oversubscribed Fund I, aimed at crypto-focused founders globally. This fund is dedicated to pre-seed investments in startups that are developing groundbreaking products on-chain. The capital will primarily support hackathon winners who enter Colosseum’s Accelerator program. “We started Colosseum to enable founders […]
Opinion: “An (Almost) Inverted Yield Curve Is Worrying China”

Opinion: “An (Almost) Inverted Yield Curve Is Worrying China”

S. Ren in Bloomberg: “It’s getting flatter, prompting worries over an ‘asset famine’ and a prolonged recession.” Whatever the reason, an inverted yield curve has a bad rap. In normal times, notes with longer maturities offer higher rates to compensate lenders for tying up their money for an extended period. When those yields sink close […]
Cloudflare Stock Price Forecast: Can It Hit $100 Again?

Cloudflare Stock Price Forecast: Can It Hit $100 Again?

Image Source: Unsplash Cloudflare Inc. (NYSE: NET) has been a standout in the tech sector, known for its robust cloud networking and cybersecurity services. As of today, the stock is trading flat year-to-date at around $80 but significantly down from its February peak of $116. This down move has created concerns among investors about its future […]
Bitcoin Price Analysis: Will It Drop Below $50k?

Bitcoin Price Analysis: Will It Drop Below $50k?

Image Source: Unsplash Bitcoin’s recent drop in price has taken it back to levels we last saw after the April halving, sitting around $58,560. This decline has sparked new talks among analysts and investors about what’s next for the top cryptocurrency. Currently bitcoin is struggling to break higher resistance levels, and some experts are noticing a pattern […]
ZIRP-Addicted Japan Is Crumbling Under Higher Rates

ZIRP-Addicted Japan Is Crumbling Under Higher Rates

The message is loud and clear: The Japanese economy has no tolerance for higher interest rates after the Bank of Japan has kept them artificially near zero for decades. Meanwhile, as the largest holders of US Treasury debt, Japan’s economic well-being has become inextricably dependent on the capricious whims of Federal Reserve monetary policy — and both […]
Bill seeks to allow Bitcoin payments for federal income tax

Bill seeks to allow Bitcoin payments for federal income tax

Rep. Matt Gaetz II (R-FL, 1st District) has introduced legislation enabling Americans to pay their federal income taxes using Bitcoin. The bill aims to amend the Internal Revenue Code of 1986 to allow tax payments to be made with the alpha crypto.Notably, the bill did not specify whether the legislation would extend or would be […]
Portfolio Diversification Is The Only Free Lunch You’ll Ever Get

Portfolio Diversification Is The Only Free Lunch You’ll Ever Get

Image source: Pixabay Successfully investing your money in financial markets does not require insider knowledge. But far too many investors fail to take advantage of portfolio diversification. Instead, they go straight to the asset class that provides the best returns.But if you expose all your wealth to just one asset class, like US equities, your portfolio […]
FHFA And Case Shiller Repeat Sales Indexes Show YoY Price Growth Has Peaked

FHFA And Case Shiller Repeat Sales Indexes Show YoY Price Growth Has Peaked

This week’s data focuses on house prices and new home sales, and the more important personal income and spending report on Friday.In the housing data I am looking at any movement towards rebalancing between new and existing home sales. To recapitulate, the big increase in mortgage rates has locked up the existing home market, increasing […]
High Dividend 50: Clearway Energy Inc.

High Dividend 50: Clearway Energy Inc.

High-yield stocks pay out dividends that are significantly more than market average dividends. As a reference point for how to define high-yield, the S&P 500 is yielding about 1.3%.We generally see high-yield as stocks with dividend yields of at least 5%, or more than three times that of the broader market.High-yield stocks can be very […]