The question “Is the Ukraine invasion a buy trigger?” does not attempt to make light of the destruction and suffering in Ukrainian. Readers look to The Dispatch for investment observations, not malformed geopolitical ramblings. We shall aim to stick to our knitting even during this unfortunate time. The massive markets reversal on Thursday was a […]
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Crypto Yield Has Been Muzzled
Crypto Yield has been muzzled as BlockFi pulls offering in the US after settling with the SEC and states. This follows the SEC litigation threat against Coinbase’s proposed Lend product. You bet other companies offering crypto yield will be in the SEC’s crosshairs. Crypto yield offerings are both innovative and complicated. The products have provided […]
KPMG’s Bitcoin and Ethereum Purchase
KPMG’s bitcoin and ether purchase is the lead story, because The Dispatch holds itself out as a crypto-leaning weekly! The high January inflation reading and rising risk of a Fed policy errors are of equal importance. KPMG Canada did not announce the size of its purchase, but an accounting/advisory firm supporting crypto is still a […]
Are we set to repeat 2000 or 2008
Are we set to repeat 2000 or 2008 is an important markets question? Equity indices sold off at both of those points, but for distinctly different reason. The Dispatch sees a higher probability that we are facing a set up like the year 2000, where a subset of stocks became overvalued. The unwind of the […]
The Price of Passive ETFs
This week, we’ve started to see the price of passive ETF investing. A rising number of ETFs have funneling money into the same large cap tech stocks leading to elevated valuations. These flows are now reversing and we are discovering the inherent problem of ETFs aiming to trade near the market close. ETFs promise to […]