Posts Tagged ‘digital assets’
A Brief Moment of Reflection and Explanation
According to the latest data, since Donald Trump took office, the United States has seen over $3 trillion in promised investment, creating taxpaying jobs for many Americans.
Read MoreThe Ever-Changing Global Landscape
Make no mistake – we are living through a period of profound transformation. Whether our economies continue to grow or experience a major downturn is only part of the broader narrative.
Read MoreIt’s a Fire Sale!
It’s been a hell of a week – literally. A fire at my house has caused significant damage, and let’s just say my wife is less than impressed. As I sit here writing this, I’m still waiting for the insurance guy to turn up, which means I’m currently camping at the in-laws. Not exactly the five-star accommodation I had in mind, but hey, at least the foods decent.
Read MoreForget EUR/USD. The popular trade is now in OMB/TCZ!
This catchy acronym represents “Orange Man Bad” versus “That Clown Zelensky,” which captures the current geopolitical buzz. Without delving into the rights and wrongs of recent events, let’s focus on how these dynamics have and will shape our investment strategies.
Read MoreAre we going to see the risk premium downgraded?
As we inevitably get closer to a cease-fire and end of hostilities in Ukraine, the markets will have to go through a period of rebalancing and reassessment. This week we have seen both Gold and digital gold (Bitcoin) drop handsomely. These, along with the price of oil, are all products that see their prices rise when global risk increases.
Read MoreUkraine, Tariffs and the Impact on Global Stock Markets
The Potential Impacts on Global Stock Markets if the war in Ukraine ceases while President Trump intensifies tariffs on the European Union (EU).
Read MoreReasons to Be Cheerful!
With so much happening in the world – especially now that Trump is back in office – the outlook is looking much brighter. The physical gold we bought three years ago at €1,700 per ounce is now over €2,800, and the trend remains positive.
Read MoreA New Era for American Politics and Economics
While many might have hoped for it, the only law Trump didn’t put among his executive orders was one mandating the purchase of Bitcoin. We have undoubtedly entered a new era – whether for better or worse depends on one’s perspective.
Read MoreFortunately, I’m Still Speculating – My UK Pension Won’t Be Enough for What’s Ahead!
The message may be blunt, but it’s essential: The economic landscape in Europe looks far from promising, especially for those of us watching closely as speculating investors.
Read MoreStrategic Economic Outlook for 2025: Navigating a Year of Massive Change
The global economic landscape of 2025 presents a tale of two divergent paths: a dynamic resurgence in the United States under the Trump Administration and a deepening crisis in Europe.
Read MoreThe End of a Weird but Wonderful Year
As we approach the festive season, I want to take a moment to wish each of you a very Merry Christmas. For those who’ve had an exceptional year, that joy is a given—but it’s worth extending holiday cheer to everyone, regardless of the numbers on the balance sheet.
Read MoreA Series of Disruptive Events
This past week has been marked by a series of events that disrupted market expectations and posed significant challenges. From Donald Trump’s prominent appearance at Notre Dame to the swift removal of…
Read MoreThe Big Picture: Too Much to Take In
It’s December, so let’s review the big picture before everyone issues their yearly forecasts. The global economic landscape continues to evolve rapidly, with significant developments on both sides…
Read MoreHappy Thanksgiving! So Much to Be Thankful For!
As we celebrate Thanksgiving, I’ll keep this commentary brief. Today is a time to enjoy the company of family and friends, not delve too deeply into market analysis or debate what the Trump victory might mean for the economy. Let’s savour the holiday and reflect on what we’re thankful for.
Read MoreAs Bitcoin soars, is crypto finally breaking through to the mainstream?
Jackie Wilson once sang, “Your love keeps lifting me higher,” and this week, the collective love for Bitcoin has sent its price soaring to new heights! I spent a rare few days this week braving the cold and rainy weather in London to attend the Finance Magnates London Summit.
Read MoreEveryone’s a Winner!
Or, as the UK Conservatives might announce with enthusiasm: Stock Market, UP! Bitcoin, UP! Dollar, UP! It’s a great result for business, and while some may exhibit crocodile tears over the result, the reality is that many who supported the Kamala Harris campaign likely recouped their funding due to the market’s bullish response to the TRUMP VICTORY.
Read MoreDamn! I got that wrong!
I honestly thought the Democrats would cheat and put up more of a fight, causing more delays, but it seems they didn’t want Kamala either! But to hell with that. I woke up real early Wednesday morning to see how the election was going, and boy, I have been smiling since.
Read MoreIs the Noise of the Herd Being Heard?
Equities have outperformed our economies by a wide margin, with valuations now sitting at over 22 times earnings. How significant this statistic is can be debated, but it’s something we all need to be aware of…
Read MoreBuy on the rumour, sell on the fact. But what is the fact?
“C’mon man, you know the thing…,” as America’s invisible President used to say.
The fact is the American electorate is worried about two things: the economy and mass illegal immigration. Another fact is that Vice President Kamala Harris is extremely weak on both issues.
Read MoreThe Vital Role of Capital Markets in Driving Progress
The financial markets industry often faces criticism from those outside its sphere, who perceive it as reckless or driven by greed—likening it to gambling with other people’s money. However, for those of us who work within the capital markets, we understand there is far more to this business than simply making risky bets and hoping for the best.
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