If someone wants to listen to macro story:
https://www.youtube.com/watch?v=EI_M4o2mrs8F. Zulauf is amazing, I wish i listened more to him at the end of last year.
He used to be Barron's round table member for decades.
However, they did not discuss bitcoin, just stonks and bonds.
From their discussion: Fed will probably pivot in Q2 and it will be risk-on in the second half of 2023, but before that-recession and earnings decline.
I figure, end of Q1-early Q2 might be a perfect time to buy pretty much everything, including bitcoin.
However, they predict that this would be just a cyclical rally with more interest rates jump in 2024 into 2025.
Likely correct they will pivot say mid may but rates will rise again down the road.
Juggling interest rates in a way that the multi trillion dollar long term care industry can survive means higher rates for a while.
by moving them up in late jan 50 bp and mid march 50bp then one last bump in very early may say 25 bp
LTC funds will get much more stable..
Pause rates in late june and august to assess the various finances of other companies .
of course the Ukraine 🇺🇦 vs Russia 🇷🇺 conflict could alter shit radically.
lots of variables there.