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December 27, 2021 • Stalwarts BTC & ETH are marginally up and the total category basically flat. Or have they? Truth is that a lot has been happening as some crypto platforms have continued to grow and garner large capital allocation.
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December 20, 2021 • Stablecoins ("SC"), a digital version of the USD on an encrypted decentralized ledger. The success of these digital assets is truly stunning.
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December 13, 2021 • Since inflation started to break out of the trend, the two years US treasury rate has dramatically shot up while the ten years rate has stayed basically flat.
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December 6, 2021 • The fate of equity markets rest in the hands of the central bankers and they are facing a dire dilemma. Inflation is not so temporary after all and they need to take action.
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November 29, 2021 • The investment case for Bitcoin ("BTC") is inherently different from all other crypto assets.
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November 22, 2021 • C19 continues to hamstring the economy and further weakening of the euro and/or sustained rising of food and energy prices will tip the Eurozone into stagflation.
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November 15, 2021 • While governments cannot act on supply to mitigate inflation, they can affect demand by reducing liquidity by raising interest rates and taxes. Problem is that for the time being they can do neither.
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November 8, 2021 • While Bitcoin, the stalwart of the category, has been making new ATHs, almost two thirds of the growth is coming from the non-store of value platforms, or "Crypto-ex BTC"
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November 3, 2020 • CBDCs represent the biggest transformation in financial markets since Bretton Woods and the implications for global investors are profound.
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May 23, 2020 • UK 2yrs bond rates have gone negative for the first time in 326 years of history. It looks like US rates will follow suit.
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May 21, 2020 • Extreme monetary & fiscal policies combined with the disruption of global trade & technology consolidation may finally give inflation a fighting chance.
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April 17, 2020 • While the outbreak may start to subside, the knock on effect of Covid-19 on the global economy and financial markets is just getting started.
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The Weekly Opinions are concise and data-driven observations pointing to key current issues in financial markets. The premium monthly Swerve Insights are thought pieces articulated into two sections: a monthly macro update and a specific investment idea. All delivered in a concise package to help you stay ahead in the financial landscape of today and to get inspired with new ideas and opportunities.
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