Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys — and this week checked all the boxes: Baker Bros, coal stocks, big software bets, and precious metals.
In Monday’s letter, we walked through how we’re monitoring Bitcoin’s downside risks in the face of an incredibly strong tape. Even though this environment is...
As Bitcoin approaches its previous all-time highs and our primary long-term target, we remain vigilant regarding several developments that may prompt a shift towards a more tactically bearish outlook. Amidst these considerations, it is imperative to...
