Bitcoin Is Boring, But Smart Money Is Turning Bullish
After years of price frustration, CME futures data show large reportable traders moving net long while smaller traders take the other side.
Latest
Pro
DEFENDING THE YEN, DEFENDING THE SYSTEM
Duration Risk And Uncertainty Rising - Rogue Missive
Big Market Signals: Google Earnings, Treasury Yields, Oil Prices, and the Asia Crash - Rogue Missive
Hot, Cold, Hot - Rogue Missive
Disinflation Returning - Rogue Missive
Market Mysteries - Rogue Missive
Inflation Expectations Fall, Markets Breathe, Hidden Risks Remain - Pro Missive
BTCM Research
Demographic Collapse: Effects of Urbanization
The roots of the demographic decline, specifically urbanization, which has long been linked to reduced fertility rates. History, failed policies and schools of thought, and summary.
Discussing Reserves: Sources, Utility and Why QE Doesn't Work
Response to AIER's Salter on Inflation and Interest Rates
A Response from Team Transitory
Business Cycle: Is Limiting Credit the Best Route to Sanity?
Why a Bitcoin 6102 Won't Happen
