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News & Resources


Dalio’s 6pt “Bubble Indicator” at Extreme
News24/02/2021 | 7843 Views
Dalio’s 6pt “Bubble Indicator” at Extreme

Another day another Wall St heavyweight warning of the ‘everything bubble’ looking extreme.  The head of the world’s largest he

Is Bitcoin A Bubble?
News23/02/2021 | 7863 Views
Is Bitcoin A Bubble?

Yesterday BTC and ETH had short sharp corrections and bounced back.  Topically last night our favourite macro investor Raoul Pal released a Macro

Why Rising Rates are the Pin for this Bubble
News22/02/2021 | 7127 Views
Why Rising Rates are the Pin for this Bubble

In a bubble looking for a pin, maybe the biggest threat (pin) developing is the rise in yields or interest rates as we discussed in part on Friday.&nb

Taper Tantrum or Volmageddon Ahead?
News19/02/2021 | 9287 Views
Taper Tantrum or Volmageddon Ahead?

The ‘everything bubble’ is starting to look increasingly shakey.  Last night, literally everything except platinum, which seems bulle

MOAR QE
News18/02/2021 | 8711 Views
MOAR QE

In a recent interview with Raoul Pal, Diego Parrilla, portfolio manager at Quadriga Asset Managers and the author of “The Anti-Bubbles,” s

The Great London Silver Squeeze
News17/02/2021 | 12228 Views
The Great London Silver Squeeze

The last couple of weeks have been extraordinary for silver, starting with the #silversqueeze movement which saw unprecedented sales of both physical

Bitcoin Gearing Up
News16/02/2021 | 8972 Views
Bitcoin Gearing Up

The crypto market went through a “shake out” event yesterday, dropping 7% from its new record high. Despite this rapid fall, institutions

Another Wall St Record v Gold
News15/02/2021 | 8857 Views
Another Wall St Record v Gold

Another day, another record.  For the first time in history the US sharemarket is valued, or more accurately*, priced, at twice the US economy me