Search
Why the Stock Market is Poised for Its Worst September Since 2011
26.9.2020
Last week saw the third-biggest outflow from stock funds in history, and the dollar is the strongest it’s been since April. Here’s what’s going on
Sven Henrich on the Ever-Weakening Economic Cycle
25.9.2020
The founder and lead market strategist at NorthmanTrader explains how the Fed has boxed itself in and why our fundamental economic capacity fails to grow
Did Corporate Insiders Perfectly Predict the Market Top?
24.9.2020
In August, the volume of personally owned stock sold by corporate executives reached its highest level since 2015, followed by a 10% decline in the S&P500 in September
Violent Reflexivity: Why Market Movements Are More Aggressive Than Ever, Feat. Corey Hoffstein
23.9.2020
How the Fed and the rise of passive investing and volatility strategies have combined to make market movements faster and more severe
Marty Bent on Why Bitcoin and Big Energy Are Unlikely Allies
22.9.2020
Bitcoin mining can help big energy companies produce more efficiently, increasing American energy independence in the process
The FinCEN Files Show Banks Don’t Actually Care About Stopping Money Laundering
21.9.2020
The massive leak of suspicious activity reports shows how banks let the government know about likely money laundering, then go right on providing services
Lyn Alden’s Latest: Why Currency Devaluation Is Inevitable
20.9.2020
This week’s “Long Reads Sunday” reading is from macro analyst Lyn Alden and focuses on the inflation vs. deflation debate in historical context
Why the First US Crypto Bank Is a Big Deal
19.9.2020
Kraken became the first crypto exchange to win a U.S. banking license this week. Here’s why that matters
BREAKDOWN: Why the First US Crypto Bank Is a Big Deal
19.9.2020
Kraken became the first crypto exchange to win a U.S. banking license this week. Here’s why that matters
‘I Didn’t Buy It to Sell It. Ever.’ MicroStrategy’s Michael Saylor on Shifting $425M From Cash to Bitcoin
18.9.2020
The CEO of publicly traded MicroStrategy (MSTR) shares why he started to feel like he was “sitting on a 500-lb block of ice” and how he came to bitcoin as a solution
Monetary Policy Is Finished and Macro Debates Are Boring, Feat. Raoul Pal
17.9.2020
A wide-ranging conversation about the state of macro, why central banks can’t really do anything and why private markets are leading the future of money
Governments vs. Networks: The Battle for the Soul of Finance
16.9.2020
Governments have significant discretion over economics and finance today, but decentralized network-driven alternatives threaten that control
The Decade of the Living Dead: How Zombie Companies Are Robbing Tomorrow’s Economy
15.9.2020
The percentage of companies that can’t afford to pay the interest on their debt has reached a new all-time high in the wake of central bank intervention
The Business of Geopolitical Competition
14.9.2020
As Oracle wins a bid for TikTok US, a look at how tech competition, culture competition and currency competition shape the business of geopolitics
Is Being the ‘Saudi Arabia of Money’ Good for America?
13.9.2020
A reading of “How to Diagnose Your Own Dutch Disease,” a look at the problems of America’s dollar trade
The Raw, Savage Capitalism of Open-Source Protocols
12.9.2020
Recapping the biggest stories of the week, including Joe Biden’s China plan, a market holding pattern and, of course, the strange competitive saga of SUSHI
‘As Toppy as It Gets’: Metals, Bitcoin and Fiat’s Race to the Bottom, Feat. Tavi Costa
11.9.2020
The Crescat Capital portfolio manager gives his take on the flashing macro warning signals and why it is an explosive moment for gold, silver and (potentially) bitcoin
How Monetary Policy Undermined American Resilience
10.9.2020
A legacy of artificially low interest rates is not just the death of savings, but a forced buying into the perpetual growth machine of financial asset prices
‘Absolute Raging Mania’: Famed Investor Druckenmiller Thinks 10% Inflation Is Possible
9.9.2020
The Hedge Fund legend says in a new interview the Federal Reserve’s policies have created a massive asset bubble while making both inflation and deflation more likely
Bitcoin and Altcoins Bulls Defending Crucial Breakdown Supports
9.9.2020
Bitcoin price is trading in a crucial range below the USD 10,400 and USD 10,500 resistance levels. BTC bears made another attempt to clear the USD 10,000 support. However, the bulls defended losses below USD 10,000 and the price is currently (08:30 UTC) trading well above the USD 10,000...