STRATEGIC CRYPTO

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May 26, 20222 min read

Macro Forecast (2Q22)

Updated as of 5/4/2022 Current Notes •Fed raised interest rate +50bps, said TWO more +50bp raises on the horizon (day late and a dollar...

May 26, 20221 min read

I moved from the TradFi (Traditional Finance) space in October of 2021 as it was becoming clear that opportunities to make money in the...

May 26, 20223 min read

Below is the process that I have built and will continue to adapt dynamically over time. The #1 GOAL: preserve capital. You can only grow...

May 26, 20223 min read

Performance and Allocations As of 3/20/20 Dear all, Wow. What a chaotic week. The market went from up 3% on Friday to down nearly 5% by...

May 26, 20225 min read

Quarterly Investment Update 4/4/20 To cap off the worst quarter in the stock market since the 2007-2009 Financial Crisis, the S&P 500...

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