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Financial Narratives

When stimulus is not spent but saved

In line with last month data, While consumption is resuming, we are still a long shot from pre-Covid 19 levels (12% below). That’s when the stimulus package is still providing an effect. June will be the last month with the stimulus package. What can we expect next? Others ways to…

Retail madness

On this, still Covid-19, recovery, the main narrative is the push from retail towards the stock market. I already found that saving rates are going insane, in correlation with interest in stock and robinhood on Google Search and posted their impact on oil, bitcoin and Tesla. In this post, I…

The impact of millenials

Who knew? The generation shit is a narrative for stock (or asset) picking. This Forbes article found a strange correlation between Tesla and Bitcoin and explain it because they have the same buyers, the millenials. While at some point Tesla is expected to be a productive asset, meaning fundamental should…

Retail investors fuel the bitcoin rally

After saving the S&P500, speculating in the oil derivative market, the retail investors is still looking for ways to invest. This time I focus on bitcoin following this Coindesk article. The basis is a sharp increase of the number of bitcoin addresses with a balance > 0.1BTC (around $700) since…