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.
The altcoin space just got obliterated.Traders have been liquidated en masse, and bullish positioning has been wiped clean. By definition, pessimism now outweighs optimism.But if you've been following along, you know I spent months neutral on crypto....
When it comes to inflation expectations, the Treasury Inflation-Protected Securities vs the US Treasury Bonds ratio is one of the best ways to measure it.
