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MACRO AND GLOBAL LIQUIDITY ANALYSIS: GOLD, SILVER, AND BITCOIN - JULY 2024
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MACRO AND GLOBAL LIQUIDITY: GOLD, SILVER, AND BITCOIN - JULY 2024
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Where we are in the Global Macro Cycle, and how it is being driven by the Global Liquidity Cycle?
Conviction is built around our current position in these cycles, how to best take advantage of the opportunity using Gold, Silver and Bitcoin.
Bitcoin is selected as the BEST ASSET to hold during the rising liquidity phase of the cycles, with the greatest potential for risk adjusted outperformance.
Gold and Silver also have important roles to play as less volatile alternatives to Bitcoin with their own unique properties, particularly during the late and bust phases of the cycles.
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