Category Archive: Finance, No picture
Rates Spark: The 2Y10Y Bund Disinversion Is Structural
Image Source: PexelsWith macro risks tilted to the downside there is room for pricing a scenario requiring a faster central bank response. Whether that justifies low long-end yield levels is a different question. We see more curve steepening pressure from both ends. French spreads widened again, but it was no widespread risk-off this time. The early cutting cycle […]
“Why Aren’t Home Prices Falling?”
Image Source: Unsplash From time to time, I like to point out errors that we make because we think in nominal space, or because we had 25 years of inflation being so low that we didn’t have to think about it very much. I do think that at some level, we should consider pointing the finger […]
Republicans urge SEC to drop SAB 121 crypto accounting rule
Key Takeaways Bipartisan congressional members request SEC to withdraw SAB 121. SAB 121 requires custodians to treat digital assets as liabilities, increasing costs. Share this article Republican lawmakers from both chambers of Congress have sent a letter to the Securities and Exchange Commission (SEC) urging the agency to rescind its special accounting rule for cryptocurrency […]
We’re Dealing With Muted Monday Malevolence
Image Source: Pexels The S&P 500 is like a plane in a holding pattern, trading mildly higher. Nothing to write home about… nothing to get excited about… right?Well, traders are digesting the 50-basis-point rate cut we got last week – and weighing the 50/50 proposition that the Fed may cut another 50 basis points at their […]
Fed Rate Cut Spurs $1.6 Billion Bitcoin Buying Spree Among Whales, Can BTC Reach $70,000?
↵Image Source: Unsplash The Fed rate cuts have boosted the confidence of Bitcoin investors, with whales buying up to 1.6 billion BTC since the macro decision. With such a bullish outlook, there is the possibility that the flagship crypto can soon reach $70,000. Fed Rate Cuts Prompt Buying Spree Among Bitcoin Whales The Fed rate cuts have prompted […]
News Is Noise
Image Source: Pexels As we anticipated, the market went up last week in what technically was a reasonably predictable week even though most eyes were on the news.The catalyst for Thursday’s rise was the Fed 0.5% rate cut. Worth noting we rarely talk about macro events, but we still typically get market direction right.The rate cut […]
Cash And Risk Management Work Together
Image Source: Pexels Many traders think a fully-invested portfolio is the way to go. But investing all of your capital means you are also taking a lot of risk. So let’s talk about how cash and risk management can work together to help you protect your portfolio AND grow your wealth. Cash opens up opportunities You […]
Celestia Foundation raises $100M in latest round, bringing total to $155M
Key Takeaways Celestia Foundation’s recent $100M funding round was led by Bain Capital Crypto. Celestia plans to scale block throughput to 1 gigabyte, aiming to exceed Visa’s capacity. Share this article The Celestia Foundation has announced a successful $100 million fundraising round, led by Bain Capital Crypto, with participation from Syncracy Capital, 1kx, Robot Ventures, […]
Opposites On Top
Image Source: Unsplash Before last week, when the S&P 500 last made a record high in July, breadth was incredibly narrow as only two sectors – Technology and Communication Services (driven mostly by ‘tech-like’ stocks) – had outperformed the S&P 500 on a YTD basis. In the latest leg of the rally, breadth has broadened, and […]
Telegram to share user data with authorities in crime crackdown following CEO arrest
Key Takeaways Updated Telegram policies focus on curbing illegal activities, not affecting ordinary users. Telegram enhances search tool moderation but will share user data for legal requests. Share this article Telegram has announced it will begin sharing user data with authorities as part of a broader effort to crack down on illegal activities. The move […]
