Focus: Collectibles investing can pay Collectibles investing, from wine to cars, has long been both popular and profitable. It is also increasingly possible indirectly through stocks. Most of our 7 collectible and hobby stock baskets have performed well. Watch and music stocks have beaten global equities near 3x the past…

YFI and ATOM welcome new year with double-digit gains After retracing the Santa rally in the lull between Christmas and New Year, Bitcoin finished the week with 7% losses. The leading crypto fell 19% in December as a whole, marking a muted ending to a lucrative year, and bringing a quiet mood to the network’s birthday celebrations — with…

Solana makes double-digit gains as Doge makes brief leap higher After a week of whipsawing prices on macroeconomic concerns, Bitcoin has finished flat and certain altcoins have outperformed. Federal Reserve chairman Jerome Powell announced plans to battle inflation on Wednesday, briefly pushing Bitcoin to $49K as global markets rallied. Yet the swing higher was short-lived, with prices falling again as…

Focus: Year end health check up Timely PMI activity indicators show India, US, and much of Europe leading growth momentum, and resilient to rising omicron fears. Whilst China and Germany are laggards. We also see tantalising signs that inflation fears are peaking. This would allow Central Banks to go slow…

Despite briefly surpassing $50K on Friday’s hot inflation figures, Bitcoin spent most of last week hovering below this psychological milestone. Meanwhile, market fundamentals continued to improve. Crypto executives testified before Congress on Wednesday, with most participants agreeing on the huge potential of crypto and the need for careful regulation. Visa…

Focus: Managing the 2022 risks We forecast a near-unprecedented 4th straight year of good returns in 2022. We examine the risks to this, and how to manage them. We see earnings growth forecasts too low. This is rare, as they normally fall. Similarly, valuations are high, especially in the US…

Global market jitters spread to crypto at the weekend, with Bitcoin falling to $42K before bouncing to almost $50K. Markets are digesting multiple uncertainties, including the many unknowns of the Omicron variant, and the possibility of an end to pandemic-era central bank stimulus. Combined with thin weekend trading volume and…

Focus: Positive on Europe in 2022 We are positive on Europe in 2022. It’s stronger-than-US GDP growth and cyclical stock market makeup, will drive double digit earnings growth. Valuations are 30% cheaper than in the US. It has four growth buffers to slow down risks: a strong start point, more…

Bitcoin is bouncing back towards $58K after coronavirus uncertainty dashed prices on Black Friday. Traditional markets and crypto plunged together on news that another Covid-19 variant had been detected in South Africa, putting Bitcoin briefly below $54K. China’s latest crypto crackdown was also blamed for the downturn, and some analysts…