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...
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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...
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Jackson Hole Sinks Bitcoin
Bitcoin reversed from $80,258 midweek (Aug 27), closing the week near $77K to $78K, per Coinglass, after Warsh’s hawkish Jackson Hole speech...
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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.
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Portfolio Watch – Adjusting equity and commodity risks as the reflation story stalls
Hello everyone, and welcome back to our weekly portfolio watch, where we shed light on the most important factors driving our Macro and Crypto...
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