Could the least expected outcome, a financial smash-up be on the cards? The idea that stocks are heading for a melt-up, that trillions of dollars of liquidity will gravity towards stocks away from bonds makes sense in a world of functioning market dynamics and where price discovery, the fundamentals dictate price. But the post-2008 financial crisis tipped markets out of their usual orbit. Asset prices have since been orbiting around...
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Up until recently, the Global X Uranium EFT price has been in a secular bear market with a few small bull markets in a larger bear market. Five-year return to date -17.47% but over the last 3 months it is up the same amount (17.63%). Traders weighted towards technical analysis are starting to wag their tails. Uranium EFT has recently managed to break through a line of resistance, volume has picked up and so too has volatility. The...
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The political fallout from US President Trump’s “shithole countries” remark could mean troubling times for investors going forward. It is difficult to deny the fact that the current US President has the tact, decorum, and diplomacy of an uncouth workman. Here’s Trump’s comment during an immigration debate which grabbed world headlines; “Why are we having people from all these shithole countries come here? The US...
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On the subject of where next for Bitcoin, a senior economist recently wrote that Bitcoin could rise beyond $1 million or it could go to zero. “The ‘true’ value of Bitcoin depends on its future use case,” wrote Teunis Brosens, a senior economist at ING. “If users would, en masse, lose interest, then it could end at zero. On the other hand, in the unlikely scenario that Bitcoin takes over all worldwide payments, its value could rise...
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It has been a great year for investing in startup unicorns, in fact in 2017 there were 57 startup unicorns that surpassed the $1 billion-dollar mark. But what exactly is a unicorn? The unicorns I am talking about aren’t the mythical animal with a horn projecting from their forehead, although that too is a unicorn 😉 The unicorns I am referring to are the start-up companies that end up reaching a valuation of more than...
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