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  • Highest​ inflation since the launch of the Euro​

    February 7, 2022 • The ​January ​euro-area inflation was a shocker, with the CPI the ​highest​ ever since the launch of the Euro​. Energy was the biggest driver, but the core CPI surprised to the upside as well​, signaling the issue is far from "temporary".​ 
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  • Recession or higher structural inflation?

    January 31, 2022 • This is in essence the dilemma facing the Federal reserve. Most banks & analysts have been predicting the worst; 1.5-3% increase of fed fund rates and even a reduction of the balance sheet. Such a scenario would ravage asset prices and curtail economic growth, leading an already slowing economy into recession. 
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  • It is a mistake to conflate all crypto assets in the same category

    November 29, 2021 • The investment case for Bitcoin ("BTC") is inherently different from all other crypto assets. 
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