


Too Quiet Out There – CHAINLETTER 63
In the short term there are a couple of things that urge us to tactically rein in our bullishness, not least that there is so much complacency in markets, at least as defined by volatility. Furthermore, the dollar has just sharply strengthened – should we be nervous about liquidity conditions?

The Bitcoin Volcano Is About To Blow…Again – CHAINLETTER 61
We’re getting to the end of a consolidation period that is similar to previous episodes in the current bitcoin bull market.

Poised For Action – CHAINLETTER 39
We look at how gold and bitcoin have been behaving and assert that the recent misalignment is temporary