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As I've been highlighting recently, don't look to US Treasuries for "safe haven" or "flight to quality" flows. Their yields barely budged after the Israeli attack on Iran. Instead, watch gold (below) and silver. The flows are happening; they're just not headed to Treasuries as

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In French this time - the numbers are brutal. Google AI Overview dropped NYT traffic by 36%, or Chegg, an education platform by 49%. korben.info/google-ai-over…

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BlackRock will shut several US-based sustainable funds as part of a wider review of its investment products and “the evolving needs” of the firm’s clients.

BofA FMS 👇. Gold playing the role of FX hedge for non-US investors this year. bankeronwheels.com/role-of-gold-i…

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Spain is quite surprising.

Diversify with managed futures, they say. Sharpe ratio you will improve, they say. Closed funds will quietly go under the radar and new ones will be backtested, they don't say.

As bs detectors BoW may still be in business 😉

Indeed and thank you. Europe growing at a faster rate than US even. Bullish this industry. Another great event. Thx to all who came out.

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The massive pump by US legislators, BTC treasuries combined with anaemic price action is a bit worrying IMHO.

This guy running past hundreds of homeless people in SanFran must truly be a dystopian experience.

Happy reading! Wouldn't be possible with long hours of curation & research each week by Francesca musco ♥️