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Raoul Pal
RaoulGMI
Do we have the wrong denominator?Many of us believe that Fed money printing is creating an asset bubble. But when we switch the denominator to the Fed balance sheet equities
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Still #irresponsbilylong but feeling rather responsible now! Pro tip - scrunch the Y-axis for perspective 1/ And use regression channel for perspective... And seasonality for conviction... And @100trillionUSD for framework...
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My initial view is that WSB's didn't beat Wall Street because they forced HF's to take some huge losses and continue to do so. That is normal for the casino.
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Honest question is search of knowledgeable answers?I understand Robin Hood needed urgent cash as t+2 settlement became immediate settlement in the market conditions to avoid issues at clearing house level.People
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There is a phenomena that I have observed over the last 30 years in markets... The New Year Head Fake. 1/2 Hedge funds and asset managers start the year with
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Ok, looks like I need to explain this tweet...https://twitter.com/RaoulGMI/status/1347316138062053376 Its just a thought but...Let's say there is a $100bn of institutional money ready to come into BTC in the next
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Crypto Bomb:Ok, I'm leaking some GMI early... (not published yet - tomorrow a.m.) I will eventually publish in Real Vision too (this article only). I push back strongly the Pfeffer
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While everyone seems to celebrate every single new BTC high, let me remind you of where we are going... Nothing is a Law of Nature but the log-regression trend since
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We are at the stage where people I really respect - mean reversionists, value players and rationalists are urging caution in bitcoin. However, I think reflexivity here is stronger than
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Final crypto comment for a bit:Tokens are just real-time trading VC bets. If you owned early seed investments with real-time mark to market you'd see the exact same. 80% go
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At the beginning of December I wrote about the economic impacts of potential covid restrictions over Christmas/New Year in Europe... The UK is suffering the full brunt of this...https://www.ft.com/content/3484bb65-e394-49ab-a23b-6e9001d79ba
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The derivatives layer is another $1.2 QUADRILLIONFeels more like ETH than BTC as the dominant player. Total equities traded per annum globally is around $70 trillion. Tokens are more likely
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