We are currently in the high volatility zone for all risk assets in the financial markets. While we are encouraged by the outlook for the broader crypto and Bitcoin market in months ahead, the probability of an elevator down move to wash all the late longs is increasing.
From the archive (11 Feb 2009)
Rational Active Allocation - Update (Jan 2024)
From the archive (18 Dec 2013)
Rational Active Allocation - Update (Dec 2023)
Rational Active Allocation - Update (Nov 2023)
Rational Active Allocation - Update (Oct 2023)
Rational Active Allocation - Update (Sep 2023)
Rational Active Allocation - Update (Aug 2023)
Chop chop - going from one liquidation to another! Accumulate bitcoin and be patient.
And make sure you have some dry powder gold (PAXG)

