3-Circle Investments by The Alethea Narrative
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My Podcast Interview with the Bitcoin Layer
In this podcast, I walk through my short thesis on IWM and I had some choice words from Chair Powell aka the "Gaslighter/Enabler" in Chief.
19 hrs ago
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Craig Shapiro
1
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My Podcast Interview with the Bitcoin Layer
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My Thoughts On The Trading Week Ahead - 5/6-5/10
Quiet macro week but lots of bond supply figures to pressure fixed income markets and could act as a headwind for risk assets. Plenty of Fed speak will…
May 5
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Craig Shapiro
3
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My Thoughts On The Trading Week Ahead - 5/6-5/10
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Productivity Miracle Postponed- The Fed Needs To Do More Tightening
The Fed needs to stick to the script and stop getting enamored by narratives created by petulant market participants in need of liquidity. Introduce…
May 2
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Craig Shapiro
2
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Productivity Miracle Postponed- The Fed Needs To Do More Tightening
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April 2024
My Podcast Interview with The Bitcoin Layer
In this podcast, I discussed the US Treasury debt markets and what it means for the global monetary system, gold and bitcoin. Yes, I actually did say…
Apr 25
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Craig Shapiro
1
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My Podcast Interview with The Bitcoin Layer
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The Fed Needs to Introduce Two-Sided Risk to Its Next Move to Slay Inflation
In order to bring inflation back down to 2%, the Fed has to be as willing to raise rates as they are to cut them. For now, the asymmetry of its policy…
Apr 17
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Craig Shapiro
2
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The Fed Needs to Introduce Two-Sided Risk to Its Next Move to Slay Inflation
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My Podcast Interview with The Bitcoin Layer
I discussed $ hegemony, US/China relations and the reason Gold is breaking out with Nik Bhatia
Apr 11
•
Craig Shapiro
2
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My Podcast Interview with The Bitcoin Layer
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The Fed Is Not Your Friend
Our Founding Fathers had some choice words for the Central Bank. We would be wise to heed their warning.
Apr 8
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Craig Shapiro
8
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The Fed Is Not Your Friend
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Janet Goes to Beijing
As Secretary Yellen heads to China to discuss economic policies with China's leadership, it's important to look back at history for what may become of…
Apr 3
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Craig Shapiro
6
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Janet Goes to Beijing
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Isn't It Ironic, Don't You Think?
Part 2 of My Hypothesis on How the US is Losing US$/UST Hegemony
Apr 1
•
Craig Shapiro
6
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Isn't It Ironic, Don't You Think?
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March 2024
Slowly, Then All At Once
Part 1 of My Hypothesis on How the US is Losing US$/UST Hegemony
Mar 28
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Craig Shapiro
7
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Slowly, Then All At Once
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Powell Needs to Stop Gaslighting Markets About Financial Conditions
The Fed's own indicators of financial conditions show a drastic loosening of conditions over the last 6 months, suggesting policy is not restrictive…
Mar 24
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Craig Shapiro
9
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Powell Needs to Stop Gaslighting Markets About Financial Conditions
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The Gladys Knight Strategy for Fed Policy Making
The Fed is in the "Buying Time" business as they try to achieve their dual mandate while maintaining the primacy of their unspoken "third" mandate to…
Mar 22
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Craig Shapiro
4
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The Gladys Knight Strategy for Fed Policy Making
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