Bear markets are a good time to revisit your thesis and see why you invested in the first place
If the only thing that changed is price, then have a better buying opportunity than you did yesterday
This will probably be the highest inflation print of year
But inflation will remain well above the 2% target for a while
This is why rate hikes are being in priced in
BREAKING: US May PCE inflation, the Fed's preferred inflation metric, rises to 4.1%, the highest reading since April 2023.
Core PCE inflation rose to 3.4%, its highest since October 2023.
US inflation is now officially running at more than double the Fed's 2.0% target.
Hormuz traffic sees a sharp d/d uptick
Confirmed Strait of Hormuz crossings rose to 70 on 24 June, up 105% day on day, as demining efforts advanced and operators increasingly used the Omani route. Commercial traffic accounted for most activity, with 53 transits, while low-risk vessels dominated the day’s profile. The US-Iran MoU framework and apparent lifting of the US blockade appear to have supported a short-term confidence boost, although IRGC warnings against use of the Omani route could create a new source of contention.
IMO-route use picked up slightly, but continued Dark routing, incomplete demining and unresolved issues over inspections, sanctions and future Strait governance mean the rebound is not yet a confirmed return to pre-crisis conditions.
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@BTCoptioneer Allow it to to float freely, keep the dividend, remove the target peg
Keeping an asset fixed with high tail risk wont be an easy task
Even treasuries face volatility
Allow the market to decide what the yield needs to be, and Strategy gets more flexibility to issue shares
@LuxAlgo Reality is most people buy at the top
Most are either barely up on their positions or underwater
Not many people had a position early in the year
Central banks expecting higher inflation for longer, rate hike expectations growing, and yields remain elevated
Meanwhile oil keeps falling and dollar remains strong
Conflicting signals, different outcomes