Bridge protocols, Bitcoin's investment time horizons, and New addresses momentum
The hotly contested island nation is one of the most important geopolitical chokepoints of the coming decade.
Stock market rallies could be self-defeating, the likelihood of China rebounding in 2H, and the preference for direct commodities exposure
Can the EU move away from Russian imports? We break it down for you
We look back at what we've written over the past month
Tesla vs. Toyota, PEs at Market Bottoms, Energy Arbitrage, Sovereign Defaults, Nuclear Reactors, Home Sales by Price Range, World Cup Spending
Natural Gas and LNG markets are top of mind for global geopolitics. What should we be aware of?
Are conditions tight enough to slow inflation?
We look back at what markets did in the first half of the year and highlight the main themes for the second half
The BoJ Experiment, Policy Makers Constraint Framework, Particulate Emissions from Tires, Post Secondary Enrollment, Refiners and Crack Spreads
Deep dive into the current macro set-up, with a special focus on Europe, Japan, and the US