Diego Tremiterra

Diego Tremiterra

Diego Tremiterra
Markets
Members Public

Positive Stock-Bond Returns Correlation for the First Time in 30 Years, and Why it Matters

Stock and bond return correlation matters. We explain why and how to benefit from it.

Diego Tremiterra
Crypto
Members Public

Bull Narratives Beware of the Macro Cycle

As bull cases re-emerge, remember to always consider the shifting macro backdrop

Diego Tremiterra
Markets
Members Public

(EU)phoria: Taking Profits

We think that the latest market rally won't last, especially in Europe.

Diego Tremiterra
Markets
Members Public

Max Uncertainty in 2023, So Focus on The Long Term

In a year of max uncertainty due to the divergence of outcomes possible, let's focus on what we know.

Diego Tremiterra
Crypto
Members Public

Lessons Learned in 2022

We highlight the six lessons we learned in 2022.

Diego Tremiterra
Markets
Members Public

The Case for a Soft Landing in the US

We lay out a four-step process that showcases how a US soft landing could materialize.

Diego Tremiterra
Members Public

Bear Markets: How to Identify a Bottom

We highlight a framework that helps us get a sense of what round of the current bear market we are in.

Diego Tremiterra
Crypto
Members Public

Bitcoin: The Bull and The Bear

We clarify the bull and bear arguments you’re likely to hear about in this part of the cycle.

Diego Tremiterra
Markets
Members Public

Q3 Markets Update: A Cross-Asset Bear Market

We look back at what happened over the last 9 months of the year.

Diego Tremiterra
Markets
Members Public

Into Year End, It’s All About Policy Makers

With an energy crisis, elections, geopolitical risks and ramping inflation, policy makers will have plenty of tough decisions to make into year-end.

Diego Tremiterra
Crypto
Members Public

Bitcoin and Time Horizons

Bridge protocols, Bitcoin's investment time horizons, and New addresses momentum.

Diego Tremiterra
Editorial
Members Public

The EU and Its Russian Energy Dependence

Can the EU move away from Russian imports? We break it down for you.