The Disciplined Speculator

The Disciplined Speculator

Financial Markets


The Spike in Inflation Is Indeed Transitory -- Setting the Stage for Financial Instruments to Rocket

25 Jan 2022 1 minute read 0 comments Rod_cfa

  https://app.box.com/s/jnm221667gl5qobgu1d6rr3smsz0pnxa  

Where We Are in the Interest Rate (& Bitcoin) Cycle

18 Jan 2022 1 minute read 0 comments Rod_cfa

  https://app.box.com/s/sralp7cnmujp9or193q34mw428ql3tc2  

It s Not Over for T-Bonds or Bitcoin Just Yet

11 Jan 2022 1 minute read 0 comments Rod_cfa

  https://app.box.com/s/gkj8bq16tvc0j6h3t653tzs2fq0vn6p9  

2022: SPY, T-Bonds & Metals Good--Watch Out Bitcoin

4 Jan 2022 1 minute read 0 comments Rod_cfa

  https://app.box.com/s/qulsjic3f34g1ny5ud7xora9nztbcibx  

Why Treasury Bond Prices Are Not Falling and When to Sell Bitcoin

30 Nov 2021 1 minute read 0 comments Rod_cfa

  https://app.box.com/s/779j8317jtkph7eci2w3sk5giibltded  

Forget the News; Play the Cycles

26 Oct 2021 1 minute read 0 comments Rod_cfa

  https://app.box.com/file/877091379690?s=de8h6es13emeoyfvcgn7syo045jsr778  

Tapering Is Coming, but It Won’t Change the Trends

12 Oct 2021 1 minute read 0 comments Rod_cfa

  https://app.box.com/s/zpgq6aoszuyl0mkxj6fmw8u4o4n5x2s1  

No Yield Curve Inversion, No Problem

5 Oct 2021 1 minute read 0 comments Rod_cfa

  https://app.box.com/s/03bznv9j73blrlum71sx9boq8853xzii  

Don’t Worry About A “Taper Tantrum”

14 Sep 2021 1 minute read 0 comments Rod_cfa

  https://app.box.com/file/858294662190?s=5xr6gio4guthj6uifq8ur0wy311rquzy  

What Bitcoin Teaches About Market Cycles

17 Aug 2021 1 minute read 0 comments Rod_cfa

  https://app.box.com/s/ja18xklpkuduj6fr9mcdg55vvmlz2tz8