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An Honest Assessment of The Orange Coin
With both assets making new all time highs this year, the Bitcoin vs Gold debate is starting to get some mainstream play again. I still prefer holding…
Apr 18
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Mike Fay
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An Honest Assessment of The Orange Coin
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Gold Knows
Mischief may be afoot. And I don't think the end result is going to be pleasant.
Apr 6
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Mike Fay
6
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Gold Knows
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Fund Flows And Crowd Behavior
A good contrarian investor has to know when to move against the crowd. In this update, we'll look at ETF flows for BTC and Gold, MicroStrategy's…
Mar 7
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Mike Fay
3
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Fund Flows And Crowd Behavior
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Thinking Through Next Moves
Yesterday's crypto selloff was an opportunity if you've been waiting for a meaningful pullback. Are we going to get any additional pain or is it time to…
Mar 6
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Mike Fay
4
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Thinking Through Next Moves
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Welcome To The Melt-Up?
Imagine being in risk assets that didn't go up on Friday...
Mar 1
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Mike Fay
1
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Welcome To The Melt-Up?
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Macro, Bitcoin ETFs, and an Indecisive Metal Market
What’s up, heretics! With the first week (if we can call it that) of trading for the year now in the books, here’s a quick glance at some of the…
Jan 5
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Mike Fay
4
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Macro, Bitcoin ETFs, and an Indecisive Metal Market
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End of Week TA: Metals, Bitcoin, and The Index
No one ever went poor taking profit.
Dec 15, 2023
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Mike Fay
1
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End of Week TA: Metals, Bitcoin, and The Index
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He Who Holds The Paper Derivative
The powers that be are losing control. That doesn't mean the ride won't be bumpy.
Dec 8, 2023
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Mike Fay
5
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He Who Holds The Paper Derivative
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Predicting Pivot Points
Mortgage rates, home prices and a handful of charts for your enjoyment.
Nov 28, 2023
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Mike Fay
5
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Predicting Pivot Points
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The Return of The Bond Vigilante?
We appear to be in a game of chicken with mathematics.
Oct 3, 2023
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Mike Fay
3
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The Return of The Bond Vigilante?
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Freedom Ain't Free
Rich man, poor man, we all gotta pay.
Oct 2, 2023
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Mike Fay
2
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Freedom Ain't Free
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Two Goldbugs Walk Into a Digital Bar
I can’t believe this is a true statement, but it’s been nearly a full year since Phil Denniston from InflationEducation visited the Heretic Speculator…
Aug 31, 2023
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Mike Fay
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Two Goldbugs Walk Into a Digital Bar
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