Videos
- Macro Minute Video
- Comments
- Macro Minute Video
Video: Macro Minute: Two key developments this week (so far). First, "technical confirmation" of the small-cap breakout and second, evidence this is funded by rotation out of large-caps.
VIDEO: The "summer of small caps" appears to be triggering a rotation out of large-cap as noted by Mark Newton, Head of Technical Strategy. Also, the collapse of existing home sales is further signal for Fed to make cuts sooner = good for small-caps Please click below to view our Macro Minute (duration:...
Crypto - Comments
Discussing the Recent Market Rinse
Today, we discuss the recent market rinse, how it is not necessarily inconsistent with what we are seeing in the equity market, and the metrics...
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Crypto - Comments
Raising Some Cash (Core Strategy Rebalance)
Today we discuss taking some risk off the table in light of crypto's continued muted response to disinflationary data and the lack of breadth within...
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Macro Minute Video
Video: Macro Minute: The CPI, PPI and NY Fed reports show so much disinflation, markets are skeptical. But this week reinforces our view inflation is falling like a rock = supportive of higher P/E into year-end
VIDEO: The key inflation reports this week CPI, PPI, NY Fed were dovish. And the magnitude of improvement so significant, markets are skeptical Please click...
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- Comments
Soft Landing Back on the Table, Seasonal Headwinds Worthy of Attention
In today's video, we break down the market's shift back to pricing in a soft landing, outline and Fed landing scenarios and how crypto might perform in each, and highlight key seasonal headwinds investors need to watch. https://vimeo. com/999300733/20221361cc? share=copy TICKERS IN THIS VIDEO: #BTC
Crypto - Comments
Mt. Gox Spooks Market While Corporate Bitcoin Adoption Grows
In today's video, we discuss why we think fears about Mt. Gox tokens are overblown and Semler Scientific representing the latest corporate entity to adopt...
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Crypto - Comments
Some Quick Thoughts on ETH ETF, Regulation, and Updates on Recent Tactical Trade Ideas
In today's video, we discuss rising ETH open interest ahead of the ETF decision, the House of Representatives' approval of FIT21, and updates on some...
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Macro Minute Video
Video: Macro Minute: We see NVDA results good enough to pull cash off sidelines for market broadly. When considering global labor shortage, seems early days for AI
VIDEO: We discuss several things tonight. NVDA likely pulls money off sidelines. Broader market multiples likely expand as well. Please click below to view our Macro Minute (duration: 04:17)....
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Crypto - Comments
A Historically Momentous Week, Increasing ETH Exposure
In today’s video, we discuss the SEC's sudden shift in stance regarding Ethereum spot ETFs, which could result in 19b-4s being approved as early as tomorrow morning. Therefore, we...
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