Tag Archives: bitcoin

Bitcoin Signalling Major Risk Off Trade?

A look at the relationship of bitcoin (#bitcoin) one of the most risky asset classes with other asset classes over the last year reveals some interesting details. We can say with almost 100% certainty that bitcoin shows a strong positive … Continue reading

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The Most Important Crowded Trade of All?

We have recently witnessed or are about to witness the implosion of a series of crowded trades namely long bitcoin, long Index ETF’s and short volatility. The most important crowded trade of all is the dollar carry trade and this … Continue reading

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Bitcoin 2017 Vs Home Builders 2008 Vs Nasdaq 2000

Most periods of excessive booms end with speculative busts. The dotcom bust of 2000 produced a recession so did the housing bust of 2008. Today’s poster child seems to be bitcoin. Just as the internet was here to stay back … Continue reading

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