Digital Assets Weekly: April 21st, 2020
Please see important disclosures at the bottom of this report
Portfolio Strategy
These are strange times. Very, very strange times indeed.
Oil markets have gone mad. At least that’s what I’d think if I’d only looked at the price, which plunged as low as -$37.63. Although, I’m strangely unsurprised given the macro backdrop, I must admit the situation interesting.
However, I’m not here to talk about Black Gold, I’m here to talk about Digital Gold, and by that, I mean Crypto Oil, which isn’t referring to the Venezuelan Petro either.
The “Crypto Oil” I’m talking about is the one that’s being used to power fast growing emerging digital decentralized crypto economies.
Perhaps the best way to summarize the stark contrast between these two oil markets is with the opening passage from Charles Dickens famous novel A Tale of Two Cities:
It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it was the spring of hope, it was the winter of despair, we had everything before us, we had nothing before us, we were all going dir...Unlock this article by joining our Community!
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These are released periodically after crucial market developments.
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Daily commentary on market trends and short term opportunities.
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Wall Street Whispers
Exclusive insights based on discussions with institutional clients.
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Quantitative Strategy
Quantitative market research utilizing industry-leading analytical methods.
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US Policy
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Weekly summary of market events and updates on our key theses.
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Earnings Daily
A multi-faceted update of earnings developments.
UPDATED BI-WEEKLY
Signal From Noise
Highlights timely market themes and sectors with corresponding stocks, cutting through the day-to-day market “noise” for a distinct perspective.
UPDATED MONTHLY
FSI Sector Allocation
A sector allocation strategy that is designed to outperform the S&P 500 while taking minimal risk.
UPDATED MONTHLY
Factor Strategy
List of ETFs based on quantitative models that should outperform the S&P 500 on a monthly basis.
UPDATED MONTHLY
Newton's Upticks
Technically derived, intermediate-term picks of attractive risk/reward opportunities from the S&P 500.
FSI Academy
Thematic investment stock picks that aim to outperform the S&P 500.
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Crypto Comments
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DAILY
Crypto Market Update
Stay on top of the crypto markets with macro commentary, technical analysis, and the most relevant news.
INTRA MONTH
Crypto First Word from Tom Lee
Hear directly from Tom Lee about important cryptocurrency developments.
WEEKLY
Crypto Technical Strategy
From Bitcoin, Ethereum and Solana to other coins, our Head of Technical Strategy highlights important price movement to help give you an edge.
WEEKLY
Crypto Strategy
A must-read summarizing our key thoughts about the crypto market, price action, and developing trends.
WEEKLY
Funding Fridays
Are you looking for investment opportunities in the crypto space? We explore early-stage crypto opportunities in this note about where the smart money is being invested!
WEEKLY
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Crypto Events
Never miss another conference, a high-impact software update, or an event that could be market-moving!
NTRA-MONTH
Deep Research Reports
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WEEKLY
Crypto Strategy
Keep track of bitcoin sentiment to plan your digital assets strategy.
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