Capriole Investments

Why markets are not as overvalued as you might think.

and why the Shiller PE Ratio is broken.

Everything you need to know about yield curves

An analysis of 150-years of yield curve inversions and why they are a great…

SLRV Ribbons

Introducing a Bitcoin strategy which uses on-chain investor flows to outperform Bitcoin.

The Digital Asset Thesis

A birds-eye view at Bitcoin and digital assets in 10 charts

The Capriole Macro Index

An introduction to Capriole’s autonomous, fundamentals only, Bitcoin trading strategy which analyzes over 35 on-chain and macro market data points

A Simple Metric to Identify Bitcoin Tops

Introducing: Supply Delta

What is Money?

The economic fundamentals you need to know to preserve your wealth.

The Coronavirus Black Swan — Part 2

Trading Bitcoin in Fear, Greed and Recession

The Coronavirus Black Swan

Part 1 — The Current Macroeconomic State

Global markets are dancing a…