The decanted portfolio

"Randomly" - 17 Oct 22


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In Nico's market notes we discuss about the weekly macroeconomic and market developments we observe and interpret on our www.monetharia.io/blog. In this episode we discuss about the very little volatility observed in the bitcoin, and the increase in mining difficulty that might put some miners under stress. Stock markets have bounced without any fundamental reason, and might continue to do so in the short term as markets are oversold and cash-rich investors automatically buy at resistance levels. Bonds have instead behaved more rationally, with yields continuing to go higher. In parallel, inflation signals may indicate that we are about to reach a peak in several geographies, even if this does not mean that central banks will stop hiking rates anytime soon. It is not the market bottom. Read more on www.monetharia.io/posts/18-10-2022.

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The decanted portfolioBy Nico and Basti