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News & Resources


Why 2022 Could Be An “economic inflection point”
News22/12/2021 | 13361 Views
Why 2022 Could Be An “economic inflection point”

Whilst there is growing consensus around strong inflation and the subsequent need for the Fed and other central banks to tighten monetary policy,

Strong Hands Still Stacking BTC
News21/12/2021 | 12194 Views
Strong Hands Still Stacking BTC

Bitcoin endured a second consecutive week of price ranging, following the sharp drawdown in early December. After opening at $50,093 US, the pri

The Great Rotation Into Metals
News20/12/2021 | 10520 Views
The Great Rotation Into Metals

We’ve mentioned the ‘perverse distortions’ currently fundamental to the current market set up.  Such distortions are seeing

Liquid Gold Rationing and Supply Chain Disruption
News17/12/2021 | 10557 Views
Liquid Gold Rationing and Supply Chain Disruption

A week out from Christmas festivities and a Friday to boot, let’s talk gold, liquid gold and a ‘rubber hits the road’ example of why

Fed Capitulates on Transitory Narrative
News16/12/2021 | 9579 Views
Fed Capitulates on Transitory Narrative

Last night saw the much anticipated US Fed meeting outcome after a lead up of ever present and expanding inflation.  Just yesterday we saw the hi

Is Wall St about to crash? Debunking TINA
News15/12/2021 | 9811 Views
Is Wall St about to crash? Debunking TINA

There is a saying along the lines of “be wary of times when the generals lead but the soldiers don’t follow”. When one looks at the

The Aftermath of Deleveraging
News14/12/2021 | 9588 Views
The Aftermath of Deleveraging

The Bitcoin market has attempted to regain its footing, following a tumultuous and volatile deleveraging event last week. Bitcoin prices were largely

40 Year High CPI Only the Headline - “None of us own enough tangible assets”
News13/12/2021 | 9314 Views
40 Year High CPI Only the Headline - “None of us own enough tangible assets”

On Friday night the much anticipated CPI inflation print came out in the US.  Whilst it hit a 40 year high 6.8% many in the market were expecting