Odinian Beta

Economic data blows away expectations. Wages are a price and prices are going up because of inflation. Keynesians can’t even follow their own playbook. Real demand is determined by supply. Don’t take free heroin just because you don’t want ...

Value stocks becoming the new momentum stocks. Previous momentum stocks pick up momentum in the wrong direction. Bitcoin’s reaction to Russia Ukraine tensions prove it’s the opposite of a safe haven.

Momentum stocks rally. Gold inches higher under everyone’s radar. Investors distracted by Bitcoin’s bear market rally. Atlanta Fed President Bostic admits policy will be less loose, not tight. Original CPI change was intended as a stealth w...

Surprise earnings send Nasdaq on a roller coaster. Companies are paying the price for not raising their prices. Bitcoin trading above $40k, perhaps for the last time. $10/gallon gasoline on the horizon.

The stock market is rotating, not crashing. Weak economic data will make it harder for the Fed to tighten. Fed may begin blaming rising oil prices on economic slowdown. Market will assign premium to companies producing earnings and paying divi...

January could end up being the worst month ever in the stock market. Worst is yet to come for Robinhood. Fed’s hawkish talk pushing the dollar higher and gold lower. Value investments continue to outperform growth investments.

Jerome Powell surprises no one in FOMC meeting. Tesla is not Microsoft. Hedge fund sharks will smell blood on Cathie Wood. Bullish gold news ignored by traders. Powell confuses economic strength for an economic bubble. -

Stocks pump on potential Powell pivot. Fed trying to prevent its credibility and the market from imploding. More than two thirds of Bitcoin holders are underwater on their purchase. The gold standard didn’t fail. -

Fed’s talk pricked the mother of all bubbles. Netflix becomes a victim of its own success. Cathie Wood’s ARKK fund sees an entire bear market in one week. Investors are no longer taking refuge in the US dollar.