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Last week, Juan Villaverde and Bruce Ng discussed Bitcoin “punching through $24,000.” But things move fast in the crypto markets. Over the weekend, Bitcoin punched through $27,000 … and then...
The shock and damage done to the world’s economies by the pandemic has caused contractions in gross domestic product (GDP) unparalleled in modern history … weighed down by demand destruction in...
Old-school financial markets are in what’s commonly referred to as a “low trading volume” period. This usually happens around Thanksgiving, Christmas and New Year’s. Meanwhile, crypto continues...
In just the last few days, Bitcoin smashed the $20,000 barrier ... paused briefly ... and then took off again to a high of $28,300 over the weekend. Now, this morning, I want to share our...
You could say that in 2020, “The King of Crypto” earned its royal crown. In these final weeks of the final quarter, Bitcoin (BTC, Tech/Adoption Grade “A-”) hit an all-time high, leading a broad...
Christmas is a season for many things … and it’s also a time for commodities. No, I don’t mean the jewelry you’ll inevitably buy your sweetheart. I’m talking the old-time commodities like gold,...
As we did during the Thanksgiving holiday week, we’ve shortened our normal seven-day trading week to six days in observance of Christmas Eve and Christmas. Index data are through midday...
Digital transformation winners are hard to come by, but I want to talk about two firms that need to be considered by all investors: SailPoint Technologies Holdings, Inc. (NYSE: SAIL) and Appian...
If you’re a longtime reader, you know I spend most of the year in Asia. I’ve lived in Japan, Singapore, Indonesia, Thailand, the Philippines and Vietnam.  Asia is wonderful, but, I must confess,...
Technology stocks have been on a tear since the market lows in March. Even if you weren’t convinced of the importance of technology, there’s no way you can deny that now. Traditional brick and...