BTC on chain analytics + some economic data.
Charts, thoughts and more.
Rates Hikes, Employment, Banks & Credit
First Republic, The Fed, Markets & Volatility, and some other thoughts.
Liquidity Cycles, GDP, Commercial Real Estate & the 1 Day Vix
Bubble Caps and Concentration, the Dollar & the Debt ceiling, Blow off tops and the road ahead.
UK, US & Europe economic data catch up, 401Ks, Buybacks & Labour Vs Capital
Balance sheets & money, CPI and some broader thoughts.
Oil, Jobs and Economic data
The Dollar, weekly wrap up, rate hikes and more.
Money matters, employment & the cycle
Not so Little Britain, Sentiment, Positioning and weekly plan.
