Portfolio Watch: Don’t underestimate the US consumer
Welcome to our weekly Portfolio Watch, where we walk you through the most relevant trading topics for our portfolio and yours. Our bet on the US...
165 Views
Portfolio Watch: Short metals and Europe but long (US) liquidity sensitive assets
The European investment case has suffered a significant blow with the reintroduction of fragmentation risks due to the political turmoil in...
175 Views
Long ETH, Short BTC on Expected ETH ETF Approval
SEC approval of 19b-4 forms paves way for spot Ethereum ETFs, while ETH lags behind in crypto rally. ETHBTC ratio may have present further upside.
465 Views
Steno Signals #101 – Introducing the Washington DC Crypto Put!
It’s been a break-through week for Crypto bros in many ways. First, the SEC made a massive u-turn and approved the spot ETH ETF and then Donald...
473 Views
Portfolio Watch: Reflation is back!
We were honestly puzzled by the weakness in Manufacturing PMIs in April as our models pointed in the other direction. The timely data delivered by...
636 Views