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Caution in the Near-term Still Warranted, Q4 Setup Remains Compelling (Core Strategy Rebalance)

Sep 5, 2024
Author
Sean Farrell
Sean Farrell AC

In today's video, we discuss the increasing near-term risks as demonstrated by the disconnect between real yields and bitcoin, and by a rising MOVE index. We also talk about why we remain optimistic heading into Q4. Last but not least, we discuss the latest Core Strategy rebalance.

The chart in this report is only accessible to members
The chart in this report is only accessible to members

Tickers in this video: #BTC

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