Slowly, Slowly…

Published on: November 22nd, 2021

Slowly the bigger-picture weak macro fundamentals are emerging, and clouds are gathering for 2022…


  • OM
    Oliver M.
    22 November 2021 @ 19:15
    I have some concerns about crypto in this environment for the shorter term. From what I know, crypto/digital assets like printing, stimulus, inflation, weak dollar, etc. With deflation possibly heading our way, less printing, and strong dollar for now, seems like we are going the wrong way.
    • Jo
      Jim o.
      22 November 2021 @ 22:02
      I'm long crypto and this is my concern as well. I'm hoping that the macro headwinds will be slow enough to allow crypto to do its thing. At the end of the day, I'll fall back on trading the momentum because I'm not a big fan of huge drawdowns, even though I think crypto eventually continues going parabolic.
    • OM
      Oliver M.
      22 November 2021 @ 21:33
      @Bill T. I am long some crypto but probably just thinking too short term. I'm a trader at heart LOL
    • BT
      Bill T.
      22 November 2021 @ 19:56
      If the institutions see the same clouds, why would they allocate?
    • BT
      Bill T.
      22 November 2021 @ 19:55
      Retail is trapped between the fear of missing the end of year, early next yr parabolic move in cyrpto and the risk of not getting out before the gathering storm arrives.
    • JW
      JW2 W.
      22 November 2021 @ 19:36
      Entirely possible Oliver, but OTOH the weaker the regular financial system becomes or is perceived to become, the stronger the alternative of the digital ecosystem becomes. Plus, we are still awaiting the delayed (positive) effect of institutional decision making allowing for serious money to flow into the space...... we shall see how it pans out...
  • JW
    JW2 W.
    22 November 2021 @ 19:18
    Bond (real) yields will be negative for a long time. Will large funds leave the bond market? Where will they go? Bitcoin - a little too early perhaps. Defi - not until it's regulated. Real Estate? Where?
    • JW
      JW2 W.
      22 November 2021 @ 19:34
      Just thought about where the money goes...Bitcoin Bonds :-)
  • MS
    Mark S.
    22 November 2021 @ 20:15
    The Yen should be watched closely by everyone in my opinion. Feels like USDJPY is going higher.
  • WM
    William M.
    22 November 2021 @ 21:05
    Well, today its certainly NOT going into gold. Massive take down in the price.
  • RM
    R M.
    23 November 2021 @ 00:19
    Usually Raoul is very good (if not the best) at summarizing the So What? I did not see any investment guidance / suggestions here. I think everybody already knows there's uncertainty....
    • RP
      Raoul P. | Founder
      23 November 2021 @ 22:26
      Exactly, wait for the busses...
    • AK
      Alexander K.
      23 November 2021 @ 15:48
      wait for the busses..