It’s So Over, Right?
I spent last week with the team in Mauritius. We spent our time discussing market conditions and thinking about the path forward for the asset class
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2026 | Jan 26, 2026
Coming in 2026, the crypto pendulum has swung firmly in the bulls’ favour. Crypto is hated, dismissed, and back to being a contrarian asset class...
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If the ETF Era Made Bitcoin Investable, the 401(k) Era Could Make It Unavoidable
This report argues that the August 2025 Executive Order allowing Bitcoin inside 401(k) plans is a structural breakthrough — potentially more...
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2026 Top 26 Maverick Predictions! The Inaugural Edition!
The U.S. economy enters 2026 with solid growth, stocks at all-time highs, broadening profit drivers, big investments, a strong consumer, and a...
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Equity Watch: The Trump versus Biden Basket
We’ve received loads of feedback from our clients regarding our Trump versus Biden basket. As a result, we will provide a detailed breakdown of...
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