Portfolio Watch: The outlook is brightening into October
Everything is about the ongoing rally in Chinese equities at the moment, with China now being the best yielding country in the world in equity...
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Crypto Crisp: The Final Liquidity Crunch, Then Up Only
Following the U.S. Federal Reserve’s decision last Wednesday to lower the dollar interest rate by 50 basis points, the crypto market has responded...
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Portfolio Watch: A hawkish 50bp cut marking the bottom?
Happy Friday from Copenhagen!We haven’t had the best week, but we are thankfully still doing well in trades trending in a cutting cycle, such as...
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Crypto Moves #44 – Ethereum Will Shine Again
Since the Ethereum merge on September 15, 2022, Ethereum has dropped 48% compared to Bitcoin. Chart 1: Ethereum versus Bitcoin (ETH/BTC) Since...
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Portfolio Watch: Buy Bonds, Wear Diamonds (or Gold)?
We’ve generally experienced a “softer” September than anticipated in terms of interest rates. The typical September issuance seasonality takes a...
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