This morning, I ran our emerging cryptocurrency scan, which alerts us to when a cryptocurrency exceeds a certain market-cap threshold for the first time. When a cryptocurrency is climbing the market-cap ladder, we're the first ones to know about it....
One sector that I feel a bit underexposed to right now is real estate -- particularly REITs. And when a dominant player in New York City's commercial real estate sector pops up in our scans with a beautiful chart, it feels to me like this one might be...
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...
