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BK: What’s Behind the Bitcoin Bonanza?

By - - BK's 2 Bits on May 25, 2017 3:00 PM 0 Follow-Ups
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Bitcoin has gone wild – it’s up +10% in the last 24 hours; it’s up +100% for the month; and it’s up +178% year to date.  Bitcoin is the best performing asset by a country mile. Simply put, it is the “Big Long”. So what’s behind the move? 1.) Bitcoin Scaling Agreement – this is […]

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Dan: A Look Under the Hood

By - - Equities on May 23, 2017 2:53 PM 0 Follow-Ups
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this post originally appeared on RiskReversal   On last night’s Fast Money on CNBC we opened the program with a discussion of whether or not investors looking to put fresh money to work in the stock market should stick with winning sectors year to date or dabble in with some laggards. While my crystal ball […]

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BK: Putting the Dollar “Dive” in Perspective

By - - Market Sentiment on May 17, 2017 9:16 AM 0 Follow-Ups
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Plenty of angst and ink spilled this morning on the US Dollar “diving” on Trump political chaos. Typically when everyone starts worrying about the same thing, everyone is wrong. In an effort to make some of us “not wrong”, BK thought he would give some perspective to the so-called “dive” in the dollar. It appears […]

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