BTC: Desperate Times Require Centralized Measures
Image Source: Pexels Just three years ago, BlackRock’s Larry Fink and the current White House’s Donald Trump openly declared that BTC was a scam.Fast-forward to today, and the Trump administration is promising a BTC “strategic reserve” stockpile while Fink (who has since launched a $50B+ BTC spot ETF) is at Davos front-running a 700,000 price target […]
Commodities And The January Trend Trade
I am all about following price this year more than ever. In fact, I will go so far as to say, the credo should be first price then narrative-again this year more than ever. On the notion of inflation, disinflation, deflation or reflation, this concept is also more important than ever. What will the Fed do? What will […]
The Gold Update: Gold Goes Long With Three Golden Goals
Gold’s weekly parabolic trend finally (after a 10-week Short run) flipped to Long this past Tuesday at 15:19 GMT upon price eclipsing the 2759 level toward settling the week yesterday (Friday) at 2777.‘Twas a beautiful thAng, and in thanking our valued republishers we penned: “…we look forward to a modicum of rejoicing in next Saturday’s edition …”Thus without […]
The Case For Passive Investing May Have Never Been More Precarious
Overseas investors have never been more bullish on U.S. equities than they are today. “Over the past three months, foreigners purchased US equities at a record pace of $76.5B,” reports Yardeni Research (via Daily Chartbook). The firm continues, “One note of caution: Their buying has a record of being a contrary indicator. They tend to be big buyers […]
Ethereum Tests Massive Falling Wedge – Breakout Could Target $4K Cycle Highs
Image Source: Pixabay Ethereum (ETH) has been trading within a narrow 4-hour range between $3,150 and $3,500, leaving investors frustrated with its lackluster performance in recent weeks. As other assets in the crypto market make strides, Ethereum’s sideways movement has caused many to question whether it can regain its momentum this year. The prolonged consolidation has […]
Three Things I Think I Think – Weekend Reading
Here are some things I think I am thinking about this weekend. 1) There’s Still a Strong Disinflationary Bias at Work. One of the most important pieces of news this week was the New Tenants Rent Index. The NTRI leads the actual CPI rental data and came in at a the lowest rate of […]
Weekly Commentary: For Posterity
For Posterity. He certainly wasted no time; hit the ground running – and swinging. President Trump is setting the standard for swift execution of campaign promises. And it’s refreshing to see the President of the United States available to field questions from the press. There has been no shortage of vigor or fight in the […]
The Short-Term Uptrend Continues; The SPX Reaches New Price High
The short-term uptrend continues, with the SPX reaching new price highs, and the number of NYSE new 52-week lows remaining at harmless levels. The PMO index has quickly moved from the extreme low to the extreme high of its range. At this point, I become more cautious, restraining myself from making many new purchases and trimming […]
Bloomberg Pledges To Cover U.S. Paris Agreement Obligations After Trump Exits Deal
Bloomberg LP founder, UN Special Envoy for Climate Ambition and Solutions, and former New York City mayor Michael Bloomberg announced that Bloomberg Philanthropies, alongside other climate funders, will cover some of the U.S.’ key Paris Agreement obligations, including its funding for the UN Framework Convention on Climate Change (UNFCCC), and the U.S.’ reporting commitments, […]
Warren To The Rescue
Median home prices rise from $63,700 in Q1 1980 to $420,400 in Q4 2024 Suddenly, everybody is on board. ‘Ready to work with’ Donald Trump. Democrats. Republicans. Tech bros. Hollywood stars. Everyone.All of those who rigged-up the economy now say they are ready to de-rig it. Those who spent money as if they had robbed it […]
