Back from break

We're back from a week off with the family. It was a lot of fun and we'll make sure to continue having fun throughout the rest of the holiday season. But enough of's what's going on out there and here's what we think.

SHOW TRACKS (click in video to navigate)

  1. Opening monologue

  2. Portfolio update

  3. Thinking global macro

  4. Our short and key support

  5. US Dollar comeback

  6. Bitcoin extension target

  7. Have a good one

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