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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Crypto Moves #43 – Trading Crypto on the First U.S. Rate Cut
It is becoming increasingly clear that the first U.S. interest rate cut is just around the corner. The next Federal Open Market Committee (FOMC)...
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A Tale of Two Markets
TradFi stays resilient while crypto struggles. Bitcoin and Ethereum lag behind US Treasuries. Powell’s pivot brings hope, but crypto needs a demand...
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