“The perception that the Fed is done raising rates was part of the recent crypto resurgence, so it will be interesting to see if crypto stays supported next week”
Having read your previous week post about BTC as a QE-policies hedge (rather than an inflation one) I can’t understand why the Fed having a relatively more dovish stance implies crypto will have a hard time going on with its current bull run.
It's interesting to see how speculators are bearish on the US stock market despite the stability. Do you think the current pessimism is warranted, or could this be an opportunity for contrarians? Also, thoughts on crypto's resilience despite negative predictions?
Hi - new reader to your platform on Substack; I found you through Twitter. Can you share the link to BB’s Colorado Recommendation Engine for your posted music video? Very chill! Thank you - great newsletter, BTW, appreciated.
Friday Speedrun: April 14, 2023
Oh my... this is so good!!! Thanks Brent! Super refreshing, stripped down to pure relevance and even aesthetically pretty much final boss level!!
Hi! I can’t fully get this paragraph:
“The perception that the Fed is done raising rates was part of the recent crypto resurgence, so it will be interesting to see if crypto stays supported next week”
Having read your previous week post about BTC as a QE-policies hedge (rather than an inflation one) I can’t understand why the Fed having a relatively more dovish stance implies crypto will have a hard time going on with its current bull run.
Thank you for all the great content you post!
Really good
I enjoyed your analysis. Thank you for your work.
It's interesting to see how speculators are bearish on the US stock market despite the stability. Do you think the current pessimism is warranted, or could this be an opportunity for contrarians? Also, thoughts on crypto's resilience despite negative predictions?
This is one of my new favorite reads. Thanks for doing it!
Great content for students getting into markets!
Loved it! Wow, I'm so happy I subscribed to your speed runs. Great work overall, you bring a lot of knowledge, also through other substack!
Thank you for exposing me to The Loser’s Game! Illuminating article! You have one more weekly reader now!
Hi - new reader to your platform on Substack; I found you through Twitter. Can you share the link to BB’s Colorado Recommendation Engine for your posted music video? Very chill! Thank you - great newsletter, BTW, appreciated.
Thanks Brent!