Let’s build a framework to think about investing in the stocks highly correlated with Bitcoin.
4
1
We are always talking about the total returns of an asset. But when inflation runs as hot as now maybe we should adjust for that?
14
Is it a good strategy to build positions by dollar cost averaging only in the drawdowns?
2
Can you predict Bitcoin moves by looking at the funding rate?
5
Does Bitcoin show different behaviours in the Asian, European and US trading session?
9
Dear subscribers, Due to a last minute personal emergency, today’s issue of the newsletter will be published tomorrow (Thursday July 28) instead of our…
4
1
Or why inflation is a game changer.
5
1
There was one way to beat inflation over the past 12 months. Turns out it was completely obvious.
6
2
The assets tapping in the power of the exponential age have grown at an exponential rate. If you want your portfolio to experience exponential growth…
6
When building a portfolio it is rare to make purely independent bets. Said differently, you can't neglect thinking about correlations.
8
3
The next inflation print is due this week. Are we past the peak? Or is it going to be another bad surprise?
20
Thinking about individual investments as bets has lots of advantages. Now let's se how to combine them in a portfolio.
8
6