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bear market

September 21, 2022 By Asi de Silva

US Recession and Earnings Outlook

This Dispatch updates our US recession and earnings outlook. Forward-looking macro indicators like the LEI point to further slowing. June Quarter ex-energy earnings declined YoY, and Wall Street is finally starting to cut estimates. Yet, the dominant narrative we hear is that that earnings are growing, and valuations are now attractive. As we’ve previously written […]

Filed Under: News, The Dispatch Tagged With: bear market, container volumes, earnings estimates, equity positioning, Estimate revisions, Leading Indicators, Recession, retail sentiment, S&P earnings, Tornado Cash

August 13, 2022 By Asi de Silva

Crypto Selloff Exposed Incompetence

The 2022 crypto selloff exposed the incompetence and hubris in many traditional crypto companies. For example, Celsius had a $1.2bn balance sheet hole on client assets of $4.7bn by the time it filed for bankruptcy. Listed Canadian company Voyager had to declare bankruptcy because it provided a loan of $674m with zero collateral. Other companies […]

Filed Under: News, The Dispatch Tagged With: bear market, bitcoin selloff, Celsius, Coinbase, crypto bankruptcy, crypto selloff, insider trading, OFAC sanction, Tornado Cash, Voyager, Zipmex

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