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News & Resources


Math, Risk and Return of Capital
News16/09/2020 | 11442 Views
Math, Risk and Return of Capital

After this recent Wall St correction the futures markets are telling us the herd are now bullish again with short interest on the NYSE falling

DeFi – Undoubtedly the Future
News15/09/2020 | 13019 Views
DeFi – Undoubtedly the Future

Decentralised finance, or DeFi, aims to give users an alternative by removing the need to trust centralised parties and traditional financia

“All Time High Fragility” – Handle with Care
News14/09/2020 | 12039 Views
“All Time High Fragility” – Handle with Care

There is a tonne of investor cash looking for a home in markets at a time where there are no clear safe bets.  The central banks’ l

Insolvency Phase – Now v Great Depression – How this ends
News11/09/2020 | 14731 Views
Insolvency Phase – Now v Great Depression – How this ends

More heavy losses on Wall Street last night signal we could well be in the terminal throes of the “Hope Phase”.  Last night

Lost Silver – Why that’s good!
News10/09/2020 | 13382 Views
Lost Silver – Why that’s good!

When asked why gold and silver have intrinsic value the answer is ultimately about how rare it is and the fact that it can’t simply be

Calm Before the Insolvency Storm
News09/09/2020 | 13866 Views
Calm Before the Insolvency Storm

Raoul Pal’s “The Unfolding” thesis continues to play out.  As we outlined, his thesis plays out in 3 phases.  Firs

Bitcoin In Bullish Retracement?
News08/09/2020 | 12077 Views
Bitcoin In Bullish Retracement?

Bitcoin has battled for the current week with wild price swings causing traders to remain alert.    The bitcoin price is skipping ar

Dow Jones Topped and Set for Long Fall – SCPA 100% Probability
News07/09/2020 | 12875 Views
Dow Jones Topped and Set for Long Fall – SCPA 100% Probability

Falls on Wall St on Thursday and Friday have analysts speculating as to whether this is the end of the bull trap bounce.  It is a public