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: The USD Wrecking Ball Is Back
The USD has been on a roll since the firm US inflation report earlier in the week and we are approaching the point where European trade balances...
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Portfolio Watch: The Real World Is Reflating Again
Welcome to this week’s rundown of our portfolio, its performance, and our most clear-cut conviction for the period ahead. The cocktail of better...
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Portfolio Watch: Sea of cyclical green
Welcome to our latest edition of Portfolio Watch, our weekly deep-dive into prevailing market trends and our portfolio strategies. In this updated...
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Portfolio Watch: What if We Add a Rate Cut to This Fire..
The cyclical rotation is slowly but slowly rolling and if central banks add rate cuts to this mix, we are staring directly into the melt...
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