In the past six-seven weeks, I’ve communicated my bearish view and the opportunity it eventually represents for long-term investors. As markets have continued lower, I will reiterate that view once more. One doesn’t often feel, hear, read as much bearishness as one does these days. I’m not saying it’s a…

For the past month or so, I’ve stated my bearish view on markets. It seems that the sentiment has permeated in other investors’ mind. There’s a lot of bearishness, desperation and the beginning of capitulation. I tend to be contrarian but, for now, I will stay aligned to my initial…

For the past month or so, I’ve stated my bearish view on markets. It seems that the sentiment has permeated in other investors’ mind. There’s a lot of bearishness, desperation and the beginning of capitulation. I tend to be contrarian but, for now, I will stay aligned to my initial…

In last week post, I shared my medium-term bearish bias which has, is, will probably keep on playing out. The view hasn’t changed. The dire Russo-Ukrainian situation, the impact on commodities prices and so energy cost of production in Europe, messed up supply chains, the unrelated but no less impactful…

In last week post, I shared my medium-term bearish bias which has, is, will probably keep on playing out. The view hasn’t changed. The dire Russo-Ukrainian situation, the impact on commodities prices and so energy cost of production in Europe, messed up supply chains, the unrelated but no less impactful…

The current market is a sobering reminder that, while crypto and more specifically BTC can be seen as a store of value and an inflation-hedge, it also very much remains a risk-asset. As it matures, it’s performance becomes ever more correlated to equities -and more specifically growth/tech stocks. With that…

Over the years, I’ve often encountered some detractors comparing Bitcoin to a Ponzi scheme. I’ll address, here, why I think Bitcoin is in fact the very opposite. Their premise -on the surface, and only on the surface- seems valid enough: Assuming Bitcoin has no value, if you pour money into…

With disappointed earnings from major tech companies and obvious concerns about valuations, investors, it seems, are starting to doubt the incessant bull run we experienced across assets — and the advertised economic recovery. Yesterday, the S&P and the Nasdaq both fell 2.5%. The dollar bounced amid the sell-off. This morning…

It might be because we’ve just passed 100 million coronavirus cases globally, or maybe because of the hurdles the current US administration is facing in regards to a stimulus plan, but markets felt slightly bearish across the board. Equities in Asia, Europe, and America edged lower. Treasuries inched down. The…