Bitcoin could gain significant traction from the growing M2 money supply, but a correction below $58,000 is still on the table before more upside. Bitcoin is at a “perfect” setup from a macroeconomic ...

In a January 20th article, I argued that "Disinflation and Falling Interest Rates Should Drive Strong Performance" of net lease REITs in 2023. Net leases typically feature long terms of 10-20 years, ...

LATAM Airlines has emerged from Chapter 11 as a structurally stronger airline, with disciplined costs, lower leverage, and a proven ability to generate free cash flow despite macro volatility. A ...