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.
Here is the link to this week's crypto recording. This is a chance for us to zoom out, put the noise aside, and discuss the most important charts in the world of crypto.
Friends and family are blowing up my phone (and this time, it’s not just about baby pics). They’ve noticed gold’s rally to new highs – and they want...
In last week’s letter, we outlined the various downside risks we were monitoring. Namely, with Bitcoin retesting the 2021 highs and profit-taking occurring on-chain, we pointed to a number of developments that could’ve prompted a more defensive...