Over the last 12 months, we have witnessed the acceleration of the so-called “ponzinomics” models of network growth in digital assets. Three basic examples of this phenomenon are Axie Infinity, OlympusDAO, and Terra blockchain. For each of these networks, their early success was…
In the Chinese news: China will boost ties with Russia in military tech, energy and space. China - Russia trade increased 20% from January to April…
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If you are a regular reader of Intrinsic Macro, please tap the heart button right above this to help me get more circulation. Or please send it to…
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The Fed and various macro conditions are driving markets right now. The market is bearish because of the Fed’s hawkish stance. The Fed has a hawkish…
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We got the rally that we expected on Wednesday after FOMC meeting, but it was short-lived, followed by a whiplash drop today. Tomorrow is jobs report…
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JOLTs report was a beat at 11.5 million open jobs, above March’s 11.3 million, and above the expectations of a decline to 11 million. Tomorrow is FOMC…
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This week the FOMC meeting starts tomorrow with the public conference on Wednesday, where they are expected to announce a 0.50% hike, to put the…
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The Michigan Survey of Consumer Sentiment came in 9.8% above March, but is down 26% from one year ago. Found these excellent resources for learning …
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