PinnedJames McKayWhy a September cut isn’t good news for the US economyMainstream commentary on the US economy has been mostly optimistic, with assurances that a recession can be avoided with a ‘soft landing’…Sep 1Sep 1
PinnedJames McKayKing dollar, monetary madness, and unsafe havensAs market disorder continues, we look at how dollar strength is impacting assets and currencies, and investigate the origins of this macro…Oct 16, 2022Oct 16, 2022
PinnedJames McKayHow Citizenship by Investment trends reflect global HNWI investment prioritiesThough the growth of the citizenship by investment industry has continued unabated over the past five years, it has only come to…Dec 14, 2020Dec 14, 2020
James McKayBitcoin adoption: Why institutions are here to stay this timeIt’s tough to keep up with the pace of institutional involvement in bitcoin right now, with Microsoft’s highly anticipated shareholder vote…6d ago6d ago
James McKayMarkets React to the Fed’s Jumbo Rate Cut: What’s Next?Well, what a difference a couple of weeks can make in markets.Sep 30Sep 30
James McKayTrump’s crypto card and the bitcoin strategic reserveAs usual, the sheer number of monthly developments in digital assets bears all the hallmarks of a new technology rubbing up against its…Aug 1Aug 1
James McKayWhy bitcoin is struggling to break out of its boxDespite bitcoin’s rapid appreciation in recent months (up 47% YTD) and a seemingly endless stream of developments pointing to its rising…Jul 1Jul 1
James McKayHow bitcoin became the open, decentralised, political currencyJust this past week, Donald Trump, the presumptive Republican nominee, formally became the first major party candidate to accept bitcoin…May 31May 31
James McKayAsia’s first spot crypto ETFs open in Hong KongWith the bitcoin halving now firmly in the rear-view mirror (the event itself being overshadowed by a seven-fold spike in miners’ fees)…Apr 30Apr 30
James McKayBitcoin and Cryptofication: the good, the bad and the uglyLast month, we looked at how the massive demand created by spot Bitcoin ETFs has played an instrumental role in propelling the current bull…Apr 3Apr 3