As the market plays ping pong between views on reflation vs. deflation and moves with U.S. bond yields, both gold and Bitcoin are part of the larger macro trade.
If the latest FOMC meeting left you scratching your head, then you're not alone. Let's try to pick apart what's really going on.
A change in market behavior is in action as oil appears to top out and Treasuries, gold, and the U.S. dollar have all managed to grind higher together.
The stock market has given us some incredible returns in the past year or two but there are some warning signs developing -- and one key date to keep an eye on.
Back then, who thought tech and growth would be hot, and who thought the dollar could rally?
Looking underneath the surface, there have been quite a few discrepancies in terms of themes, rotations and consensual trade unwinds.
We have never seen a bull run survive this large a net long holding.
Most had thought that Bitcoin was impenetrable - that holding crypto in your own wallet was fail safe.
I would not invest in MSTR with my money and I could not recommend that you do so with yours.
Plus, questioning MicroStrategy Inc.'s plans to sell a bundle of debt to add to its Bitcoin long position.