Financial Markets

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State of the Market (12/10/23)

10 Dec 2023 3 minute read 57 comments Todd Mei PhD

Get the Full Free Version of The Art of the Bubble Newsletter here. The Macro Situation Economic equilibrium (noun): a state when supply and demand balance each other; a no-when; the point within an economy when the Heat Miser and the Snow Miser ba...

Bitcoin Is A Thing, And We Really Need A Thing Right Now . . .

28 Dec 2023 1 minute read 2 comments davidgyoung

Forgive us for the jejune title.  Internet boom. Internet bubble burst. Internet apps boom (search, shop, email). Real estate mini boom. Real estate massacre great financial crisis. Internet apps boom (social media, cloud, web services). Real estate...

Ok, So When The Heck is CHECKMATE - Bitcoin

29 Mar 2024 1 minute read 6 comments davidgyoung

Admittedly - we felt the cuts would come before publicly announced further bond buying.  Maybe it won't go down that way.  So what.  Here's a few recent posts here that are relevant to this topic: BOJ Tries to End YCC and Bitcoin Impact Fed Jawbones...

State of the Market (12/24/23)

24 Dec 2023 3 minute read 3 comments Todd Mei PhD

Get the Full Free Version of The Art of the Bubble Newsletter here. The Macro Situation Schrödinger’s Cat (noun): a physics thought experiment used to illustrate superposition, or that a thing can exist in multiple states at once—i.e. that a cat ca...

Crypto Macro Uncertainty as Liquidity Dries Up

8 Sep 2023 3 minute read 1 comment ulriklykke

I’m slowly getting tired of writing about the Fed's aggressive rate hike that has been rambling on since March 2022. The fact of the matter is that we are slowly but surely inching closer to the target 2%. Right now, realtime data from Truflation sho...

Crypto Market Liquidity Dries Up as Fed Resumes Rate Hike

27 Jul 2023 2 minute read 1 comment ulriklykke

Surprise, surprise! The US Federal Reserve remarked in a press release this week its intention to raise the interest rate benchmark by 25 basis points, resulting in a new target range of between 5.25% and 5.5%. Markets had already anticipated the mov...

State of the Market (04/28/24)

28 Apr 2024 4 minute read 0 comments Todd Mei PhD

Get the Full Free Version of The Art of the Bubble Newsletter here.   The Macro Situation   deux coups (noun): two strikes, as in to strike twice with one stone; double whammy;the transition period of the economy when consumers and investors get h...

State of the Market (04/14/24)

14 Apr 2024 4 minute read 1 comment Todd Mei PhD

Get the Full Free Version of The Art of the Bubble Newsletter here. The Macro Situation play action pass (noun): in American football, a play designed to look like a run that turns out to be a pass; in economics, a play utilizing som...

State of the Market (01/14/24)

14 Jan 2024 3 minute read 0 comments Todd Mei PhD

Get the Full Free Version of The Art of the Bubble Newsletter here. The Macro Situation hiccup (noun): an involuntary spasm of the diaphragm; a snag or delay; a character from the How to Train Your Dragon film series; the moment when the circulatio...

Building On Bitcoin Is Picking Up Momentum (and yes, AI is involved) - Breaking Down Lightning Labs Update

10 Mar 2024 1 minute read 2 comments davidgyoung

Lighting Labs published an update recently, and that link is shown here below: Lightning Labs Update 2024 Here are the main themes and concepts the BTC devs are starting to feast on:   Not crucial to get bogged down in the intense techie stuff above...