• Skip to main content
  • Skip to footer

RockDen Advisors

Wealth advisory & investment management

  • About
  • Insights
  • Contact
  • Client Login

bond volatility

June 30, 2022 By Asi de Silva

Market Tea Leaves for 2H22

As July approaches, let’s read the market tea leaves for 2H2022 and beyond. Over the past few weeks, markets have priced a broader growth scare as commodity equities sold off sharply and Treasuries priced a lower and earlier peak in Fed Funds rate. However, bonds markets were blind to the inflation surge, so why should […]

Filed Under: News, The Dispatch Tagged With: 3AC, Blockfi, bond volatility, buffett indicator, CAPE ratio, Celcius Network, Celsius, Commodities, commodity inflation, crypto winter, earnings estimates, equity valuations, FTX, Gucci, inflation, inventory spike, LooksRare, move index, NFTs, Paypal, profit margins, rents, S&P earnings, SBF, shelter inflation, sticky price inflation, Uniswap, Voyager, wage inflation, yield curve

December 4, 2021 By Asi de Silva

Fed follows Biden on Inflation

The Fed follows Biden on inflation with Chair Jay Powell articulating a faster taper this week. There has not been any new material inflation data since the Fed announced gradual taper plans, but the Biden administration has pivoted to an inflation focus. However, with rising inflation, high valuations and policy rates near zero, we are […]

Filed Under: The Dispatch Tagged With: BadgerDAO, bitcoin adoption, bitcoin ETF, Bitcoin loans, bond volatility, Chevron, coal, consumer confidence, covid breakthrough, covid lockdown, covid vaccines, crypto adoption, crypto hack, Defi exploit, energy capex, energy divestment, energy privatization, energy transition, Eric Balchunas, Exxon, Fed taper, gas fee, inflation, interest rate hke, Jay Powell, move index, Omicron, used auto prices, yield curve

Footer

  • LinkedIn
  • Twitter
  • Disclosure

Copyright © 2025 RockDen Advisors · by My Project Solution