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Same Circus, Different Week – Only The Ticket Prices Have Risen!
Another week in the wonderful world of capital markets, where investors are celebrating record equity prices, governments are borrowing money...
The Cheque Is On It’s Way – And Europe Doesn’t Have The Dough To Pay!
What the hell is going on? For years I've been banging on about the direction Europe is travelling, and...
The Digital Asset Dispatch: Bulls Test Resistance as Macro Pressures Loom
The digital asset ecosystem navigated a tumultuous, high-stakes stretch over the past seven days, characterized by fierce tugs-of-war between institutional...
Cash, Quality, Gold and a Loaded Gun: How I’d Position for What Comes Next
There are times to be aggressive, and there are times to make sure you're still standing when everyone else discovers...
The Weekly Block: Institutional Conviction Meets On-Chain Divergence
The digital asset ecosystem navigated a defining stretch over the past seven days, marked by a decisive return of institutional...
Growth Diversified Strategy (GDS): August 2026 Investor Update
Portfolio Manager's Note The GDS Portfolio navigated a challenging global environment in August, marked by political uncertainty, elevated volatility, and...
Trump Talks, Markets Listen – But Europe Has a Much Bigger Problem
Donald Trump went to the United Nations and, depending on your political persuasion, either delivered some uncomfortable home truths or...
The Great Whiplash: How Regulatory Gridlock and Spot ETF Inflows Sparked a Late-Week Breakout
The cryptocurrency landscape delivered a dramatic demonstration of volatility over the past seven days, swinging violently from regulatory pessimism to...
Oil Lights the Fire, Bonds Send the Bill – and the Fed Reaches for the Extinguisher
I was hoping the markets might start behaving themselves. Fat chance. They appear to have spent the week drinking crude...
Under the Macro Wire: Institutional Capital, Regulatory Showdowns, and the Battle for On-Chain Liquidity
The digital asset ecosystem found itself caught in a high-tension crosscurrent over the closing days of the week. Between macroeconomic...
