Forget China, look into Energy, Crypto, and Value
We're not interested in buying the China Tech dip - there's plenty of opportunities elsewhere.
Don't Fear All-Time Highs
Investing at new All-Time Highs has historically brought good results to investors.
October at Lykeion
We look back at what we've written over the past month.
The Race to a Bitcoin ETF
We might have the first US Bitcoin ETF being approved as early as next week.
Global Risks: Energy and China
The energy crisis is likely to get worse, and China risks will likely be contained.
September at Lykeion
We look back at what we've written over the past month.
Improving Collateral and the Excitement Behind NFTs
Improving collateral will reduce BTC volatility going forward, and NFTs are an overheated market that might open up many future opportunities.
Infinite Inflows, China’s Tech Crackdown, and Increased OPEC Pricing Power
Record-high equity inflows promise a continued liquidity bonanza for markets, while the oil supply and demand imbalance is likely to grow more acute than what consensus expects.
Bitcoin Fundamentals Still Look Healthy
Despite a challenging Q2 price performance, BTC fundamentals continue to highlight healthy developments.
Mid-Summer Inflation Update
Economic and markets indicators are telling us two different stories about inflation.
Tapering, The Return of Growth, and Oil's 7-Years High
Tapering is not yet an issue, growth is timidly coming back and oil is near 7 years high.
Cryptos and Energy Consumption; Here We Go Again
The energy debate is not new and is brought up in every crypto market cycle.