February 14, 2022 • Gold seems to have broken out of its descending pattern started in August 2020. While the movement could be ascribed to geopolitical instability, the simpler and more compelling narrative is that the investment case for storeholds of value keeps getting stronger as inflation and debt debasement takes center stage.
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December 31, 2021 • As one of the few assets that may effectively hedge against the demise of the current fiat monetary system, the investment case for BTC is fundamentally macro-based.
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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 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 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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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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