Zaboer Rafaqat·4 days agoCountries with the highest crypto adoption rates revealedOver the past decade, we have seen exponential growth in the price of cryptocurrencies. However, some have wondered if people around the world are actually using these crypto-assets. The answer is that several countries are rapidly expanding their crypto adoption rate. …Special4 min read
Zaboer Rafaqat·4 days agoWeekly Analyst Update — June 27Navigating the rising recession risks Recession risks are now soaring as Central Banks prioritise curbing inflation over all else. Has been a unique cycle so far, with US equities and bonds lagging vs many prior slowdowns. Defensives like consumer staples, utilities, healthcare are our focus, to stay invested for the…Weekly Update3 min read
Zaboer Rafaqat·4 days agoCrypto Roundup — June 27Compound and Polygon soar 50% as Bitcoin stabilizes DeFi revival turns altcoin market green Altcoins outperformed Bitcoin last week, with DeFi favorites making high double-digit gains as the largest cryptoasset found stability at $21K. The DeFi revival came on hopes that the global economy might avoid a recession. Federal Reserve Chairman Jerome Powell said on Thursday that economic downturn in the US is “not…Weekly Update3 min read
Zaboer Rafaqat·Jun 202022 has been rough for the streaming industry. Will they rebound in the second half of the year?In April 2022, Netflix made a dramatic announcement that it had lost more than 200,000 subscribers in the first quarter of 2022. It was the first time that the streaming leader had lost subscribers in more than a decade. Even more damning was the outlook for the second quarter where…Special5 min read
Zaboer Rafaqat·Jun 20Weekly Analyst Update — June 20Judging earnings versus valuations We present a valuation and earnings matrix to judge S&P 500 risks. Valuations fallen below average, limiting risks unless see a big recession. But earnings growth is still seen at a resilient 10%, and is the main risk now. Profits typically fall over 20% in a…Weekly Update3 min read
Zaboer Rafaqat·Jun 20Crypto Roundup — June 20Crypto sell-off accelerates as Bitcoin tests $20K Unprecedented macro headwinds lead to 25% losses for BTC and ETH In one of the worst weeks ever for crypto, Bitcoin plunged 25% to test the previous all-time high of $20K. Markets began falling ahead of the Fed’s 0.75 bps rate hike on Wednesday, which represents the biggest rate increase since 1994 and is widely expected to trigger an economic slowdown…Weekly Update4 min read
Zaboer Rafaqat·Jun 14What are the top Move-to-Earn Tokens and NFT projects?One of the biggest innovations in the crypto, gaming, and blockchain world is that the participants are paid to be part of the project. Now this concept is moving into the fitness space with the move-to-earn concept. That’s right, you can make money by simply moving your body. …Special4 min read
Zaboer Rafaqat·Jun 13Weekly Analyst Update — June 13The winning investment styles Dividends now; small caps later Getting the investment ‘style’ right matters, by 31% this year, and is never easier. High dividends (@DividendGrowth) led pack, and our ‘U-shaped’ recovery focus. Momentum (MTUM) and ‘quality’ (QUAL) have lagged, but the outlook is now better. Small caps (IWM) is…Weekly Update3 min read
Zaboer Rafaqat·Jun 13Crypto Roundup — June 13Bitcoin retreats to $25K as inflation hits 40-year high Ethereum sinks 25% despite successful Merge test Ethereum fell below the highs of 2018 over the weekend, losing 25% as Bitcoin weathered the storm with 12% losses. The marketwide downturn was driven by both macroeconomic and crypto-specific events. US inflation figures came in hot on Friday, triggering turmoil across global financial markets as traders priced in the…Weekly Update3 min read
Zaboer Rafaqat·Jun 7The rise of oil stocksOil is a volatile commodity. With the onset of Covid-19, the price of oil plummeted as economies shut down and movement was restricted. In April 2020, oil prices went negative as demand for oil dried up and oil firms were desperate to get the crude off their hands. …Special4 min read