The Analyst @analyst_quant

Portfolio manager with quantitative background • Overlay management • Multi asset • Financial data analysis • No investment advice • Own views expressed Frankfurt on the Main, Germany Joined April 2019

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The Analyst @analyst_quant

5 years ago

Which Macro Factors explain the price of Bitcoin? | by Avantgarde Research Blog | Oct, 2020 | Medium andre-dragosch.medium.com/which-macro-fa…

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Frederik Ducrozet @fwred

6 years ago

Here we go. 5y5y euro inflation swaps down to new all-time lows, below 1.11%.

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The Analyst @analyst_quant

6 years ago

"This Pattern Is Unusual": Why Morgan Stanley Thinks 2019 Was One Of The Most Bizarre Years Ever | Zero Hedge zerohedge.com/markets/patter…

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The Analyst @analyst_quant

6 years ago

‘Crypto-Currency Act of 2020’ - US lawmaker introduces draft bill to bring regulatory clarity - The Block theblockcrypto.com/post/51220/cry…

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The Analyst @analyst_quant

6 years ago

The best investment of the decade turned $1 into $90,000 - CNN cnn.com/2019/12/17/inv…

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Otavio (Tavi) Costa @TaviCosta

6 years ago

Only the beginning. This 12-year breakout in mining stocks relative to gold now as solid as a rock. Couldn’t be more bullish for such a historically depressed industry. Exactly how the early stages of a precious metals bull market should look like.

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The Analyst @analyst_quant

6 years ago

Association Of Private German Banks Argues For Digital Euro | Zero Hedge zerohedge.com/crypto/associa…

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The Analyst @analyst_quant

6 years ago

Stanford Prof: Crypto Will Rain On Banks' Low-Interest Rate Parade | Zero Hedge zerohedge.com/crypto/stanfor…

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Otavio (Tavi) Costa @TaviCosta

6 years ago

Gold & silver miners never looked so appealing. Especially relative to overall stocks offering no value proposition whatsoever. We could be in the early stages of a multi-year bull market for this historically depressed industry.

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The Analyst @analyst_quant

6 years ago

"Has It All Been Worth It": Critics Lash Out At Trump's "Trade Deal" | Zero Hedge zerohedge.com/economics/has-…

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Otavio (Tavi) Costa @TaviCosta

6 years ago

These CFO surveys couldn’t be more bearish. Now plunging the most in the history of the data. All happening while: - Insiders selling the most in two decades. - Dismal ISM numbers. - CEO confidence falling the most since GFC. - S&P 500 Buyback index now down on a YoY basis.

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The Analyst @analyst_quant

6 years ago

Gave: The Bond Market is the Biggest Bubble of our Lifetime themarket.ch/interview/gave…

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Bloomberg Markets @markets

6 years ago

If you think Bitcoin is the world's most widely used cryptocurrency, you're probably wrong bloom.bg/2muMo57

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zerohedge @zerohedge

6 years ago

"Financial analysts argue that the Fed needs to buy anywhere from about $200 billion to a half a trillion dollars in Treasury securities to bulk up its balance sheet " - BBG Just don't call it QE4. Whatever you do, don't call it QE4. bloomberg.com/news/articles/…

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CNBC @CNBC

6 years ago

The U.S. markets will go "haywire" if Trump loses the 2020 election, Mark Mobius says. cnb.cx/2kTh7YV

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Otavio (Tavi) Costa @TaviCosta

6 years ago

We just set a new record again. Italy now joined the pack. Today 19 economies have their 30-year yields below the Fed funds rate. Previous extremes proved to be a bad omen for the global economy. The Fed is cutting rates, and this count keeps rising.

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Otavio (Tavi) Costa @TaviCosta

6 years ago

Share buybacks now failing to work. S&P 500 Buyback Index is down on a YoY basis. Repurchases have been a major source of liquidity for stocks. Business cycles can’t last forever. At these extreme valuations, equity markets are doomed.

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PlanB @100trillionUSD

6 years ago

#bitcoin price and stock-to-flow are cointegrated. Only prediction I take from S2F model is that btc price will be >$100k before Dec 2021 (I did not calculate the exact time, but if btc is <$100k around that time, it becomes non-stationary). BTW a prediction is not a guarantee!

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𝕀ℕ 🌻 @Ianbins

6 years ago

Just let this sink in...🤔 “The integration of Ripple with Temenos, a B2B finance software solution, will allowed Ripple to gain access to over 500 million consumers and 3,000 financial institutions in more than 150 countries.” @digitalassetbuy smartoptions.io/the-ripple-maf…

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Peter Brandt @PeterLBrandt

6 years ago

One thing I have learned from 45 years of trading: Markets have a tendency to do what the most number of market participants least expect and don't want to happen. Descending triangles are most often bearish. $BTC