Greenspan Era: Fed Funds vs 3-month T-bill A detailed analysis of the Greenspan era at the Fed and whether or not he set interest rates or interest rates guided Fed policy.
Bitcoin Fundamentals Report #160 In this issue we discuss Twitter adding lightning network tipping and news out of China, along with price action, mining, government news, and stablecoins.
Evergrande The Deteriorating Situation in China - E233 This is an early cut of the Evergrande podcast episode coming out next week on Fed Watch. I discuss the proper context in which to view Evergrande, and give details on what I see going on over there in China.
Bitcoin Fundamentals Report #159 This week's newsletter, we discuss Gensler's testimony to Congress, the vaccine mandate, deglobalization and China, price action, and the Solana attack.
Macro Chart Rundown - Sept 16, 2021 In this post we take a detailed look at factors affecting the oil market, dive into the dollar chart, and stress over gold.
Bitcoin Fundamentals Report #158 We cover a lot of ground this week, El Salvador, Ukraine, Coinbase, bitcoin price, mining, and CBDCs.