Macro

1Q24 Market Radar

This is a crosspost with this week’s Weekly Roundup from Onramp.

Jan 11, 2024 •

2024 Predictions

Because it's fun!

Jan 9, 2024 •

The Binance Settlement is an Armistice and the Bitcoin ETF is a Trade Deal

The Government and Crypto are Making Nice

Dec 5, 2023 •

Yellen Claus Saves Christmas

All Eyes Turn Toward RRP Drain

Nov 3, 2023 •

Flight to Quality

First they ignore you. Then they laugh at you. Then they fight you. Then you win.

Oct 26, 2023 •

Stocks Fall, Bonds Plummet, Gold and Bitcoin Rally, Upcoming Catalysts

Oct 22, 2023 •

Net Liquidity, Spiking Bond Yields, Could AI Fuel A(nother) Stock Market Bubble?

Oct 1, 2023 •

The Three Ways Wealth Gets Redistributed

May 21, 2023 •

TGA, Debt Ceiling, Market Prediction

May 7, 2023 •

AI and UBI, What Happened After The Five Times in History Both Stocks and Bonds Declined

Apr 9, 2023 •

Economic Reality Eventually Asserts Itself, A Country is not its Government

Apr 2, 2023 •

With Great Leverage Comes Great Volatility

Will We Get a J or a Hockey Stick?

Mar 30, 2023 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts