Preface: Explaining our market timing models We maintain several market timing models, each with differing time horizons. The "Ultimate Market Timing Model" is a long-term market timing model based on the research outlined in our post, Building the ultimate market timing model. This model tends to generate only a handful of signals each decade. The Trend...
Risk-off came to the crypto world on the weekend as all cryptocurrencies took a sudden tumble. Bitcoin fell as much as 20%. Prices slightly recovered and steadied, but all major coins suffered significant losses. How should investors analyze the crypto crash and what does it mean for equity investors and other risk assets....
I have been asked to comment on Bitcoin. On a short-term basis, BTC is testing support while exhibiting a positive RSI divergence. That's the good news. The bad news is BTC and other cryptocurrencies are facing an existential threat. The quantum computing threat I came across a Decrypt article entitled "Quantum computers...
In response to my recent publication (see A focus on gold and oil), a number of readers asked, "What about Bitcoin (BTC)?" Indeed, BTC has diverged and beaten gold recently. Even as gold prices corrected, BTC has been rising steadily since early October. Here are the reasons why you should and shouldn't invest...
For the longest time, I never "got" crytocurrencies. I never bought into the idea of an urgent need for a currency that is outside the control of the "authorities", or how you ascribe value to something that had no cash flow. If it has no cash flow, then how do you calculate a DCF value?...
