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The Bears Are Getting Loud Again, Which Is How You Know They Are Wrong
<h3><strong>Today’s Letter Is Brought To You By Consensus: Hong Kong.</strong></h3><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1af26790-7546-46a0-adfc-ece030689e61_640x325.jpeg" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="Consensus Hong Kong 2025 – Believe In Something Together - YouTube" class="sizing-normal" height="285.390625" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1af26790-7546-46a0-adfc-ece030689e61_640x325.jpeg" title="Consensus Hong Kong 2025 – Believe In Something Together - YouTube" width="562" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 …
Stock Analysis Compilation #73
<div class="subscription-widget-wrap-editor"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Stock Analysis Compilation! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input class="email-input" name="email" tabindex="-1" type="email" /><input class="button primary" type="submit" value="Subscribe" /><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><em>Don't hesitate to send me any interesting research you come across and I'll be happy …
Omnia in Tempore Suo
<p>Hey traders. Happy Friday to everyone, I hope the Thanksgiving holiday treated you well & you enjoyed the day with those who matter most! Starting today and lasting through the weekend I’m opening up a Black Friday sale, 20% off all subscription plans. You can upgrade your role by clicking …
What To Buy For A Macro Portfolio In 2025
<p>Good morning, this is Alf - welcome back to The Macro Compass!<br />I wish you a fantastic year ahead: follow your passions, keep learning, and don’t drink cappuccino after 11am.</p><p>In this macro piece, we will cover the biggest market mover for H1 2025: <strong>tariffs.</strong><br />We will also investigate what’s <strong>the …
A Central Bank Just Said They Want To Buy Billions In Bitcoin
<h3><strong>Today’s letter is brought to you by Bitcoin Investor Week!</strong></h3><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0cdf790a-de8a-4f32-bd5b-c358eaec9b35_800x418.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="" class="sizing-normal" height="418" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0cdf790a-de8a-4f32-bd5b-c358eaec9b35_800x418.png" title="" width="800" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" width="20" xmlns="http://www.w3.org/2000/svg"><path d="M3 …
Time To Think About Rates
<h3><strong><a href="https://themarketear.com/posts/c2WH4UX8jO">Higher for longer</a></strong></h3><p>US 10 year bounced perfectly on the big trend line, and is now reaching the short term negative trend line. This last move higher has taken most by surprise. Note we are above all major moving averages as of today...</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff81d4775-5477-42ea-a054-342e85df9570_1326x884.png" target="_blank"><div class="image2-inset"><source …
Father Time's Chronicles: 12/2-12/6 Weekly Outlook
<p>Happy Sunday traders. I hope everyone has had a great holiday weekend, and that all of you were able to spend time with those who matter most. </p><p>Heading into the week, it could not be a better time to be a bull. Bitcoin is knocking on the door of $100k, …
Hedge funds' best ideas #29
<div class="subscription-widget-wrap-editor"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Stock Analysis Compilation! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input class="email-input" name="email" tabindex="-1" type="email" /><input class="button primary" type="submit" value="Subscribe" /><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><em>Don't hesitate to send me any interesting research you come across.</em></p><p><em>You can also follow me …
How To Prepare For Tariff Day
<p>Next week will be crucial for markets as Trump is set to announce (or disappointingly not announce) tariffs.</p><p>In this piece <strong>I will highlight the rationale behind my base case scenario and its impact on markets.</strong></p><p>Before we do that, I want to share something with you.</p><p><strong>I am offering a FREE trial</strong> …
New Accounting Rules Create Billions In Profits For Bitcoin Treasury Companies
<p>To investors,</p><p>Public companies are held to a higher standard of transparency and disclosure. The idea is to ensure investors are operating with as much information as possible. This has led to strict accounting practices and a regulatory apparatus ensuring companies are using similar definitions and calculations. </p><p>The problem with such …