Unconstrained macro-driven portfolio strategy across both traditional and digital assets. Economist. Early stage tech investor
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China equities conveniently bouncing off a multi year support level. Is a rebound ahead? #China
No sign of deceleration in labor costs. In fact the opposite is true As monetary conditions are the losest in more than two years and fiscal continues to be expansive, expect #CPI to stay far higher than historical
Gold ETFs are experiencing continued outflows, a trend that may be further accelerated by the highly successful launch of the #Bitcoin ETC This new development offers investors an alternative and attractive option as a store of value
The strength of the US economy has surprised many, yet the reasons for this resilience might be more obvious than initially thought A post at the link π https://www.linkedin.com/posts/pietroventani_beyond-the-rate-hikes-the-hidden-levers-activity-7160152140957503490-DrB6?utm_source=share&utm_medium=member_android