News and Analysis

Major developments for the week Bitcoin potentially breaks out against M1 money supply $2 billion crypto fund inflows in May Australia launches its first spot Bitcoin...

Equity markets continue uptrend in May May ended with a tech rout triggered by disappointing results from software companies Salesforce and Dell. Despite this, the Nasdaq...

NVDA decision to a 10 to 1 split will help individual investors to access stocks that moved up 2.5 times in the past 12 months. The split will happen in June. NVDA has...

Major developments for the week: Spot Ethereum ETFs greenlighted by the SEC  Hong Kong’s SFC is in talks to allow staking for Ether ETF issuers Bitcoin ETF inflows...

NOW: Firming corporate earnings and a continued outlook for US interest rate cuts this year have propelled a strong May relief rally from April’s overdue pullback. This has taken...

COMMODITIES: The stealth commodity rally is accelerating as developed market interest rate cuts near, the US dollar eases, and Chinese economy stabilises. The recent rally has...

CRYPTO: Crypto optimism is back ahead of Thursday’s first final SEC decision on a spot Ethereum ETF. Bitcoin is back over $70,000 but it's Ethereum that has taken the recent...

Major developments for the week: Wisconsin Investment Board buys $100m of Bitcoin ETFs Bitcoin ETFs saw net inflows of $948.3 million last week SEC to decide on...

MACRO: It’s been a good US results season, with earnings up 8% and 80% stocks beating forecasts. It’s been the twin pillar of May’s rebound and this nascent bull market, alongside...

WHALES: The 13F first quarter portfolio updates of the highest profile US fund managers, from Warren Buffett to Stanley Druckenmiller, gives insight into their thinking and is...