The new Fed nominee has called Bitcoin a ‘sustainable store of value,’ and the ‘new gold’ for anyone under 40. So why isn’t Bitcoin surging? The answer reveals something important about what Bitcoin is in this moment, and whether it belongs in your portfolio.
By Charlie Ormond,
While the world’s central banks keep cutting, the Reserve Bank hit reverse on Tuesday.
By Charlie Ormond,
Gold at record highs isn’t a victory lap — it’s a warning siren for the global financial system.
By Charlie Ormond,
A new paper reveals how ‘the great AI job replacement’ may actually be a future where you become irreplaceable in your workplace.
By Charlie Ormond,
Art of the Deal or TACO is asking the wrong question. What should we all learn from this moment?
By Charlie Ormond,
Google’s new protocol has all the ingredients to turn shoppers into digital serfs.
By Charlie Ormond,
These aren’t isolated currency wobbles. They’re stress gauges for global leverage and a referendum on whether the US dollar stays dominant through higher rates, or loses ground through political chaos at the Fed.
By Charlie Ormond,
Rio Tinto and Glencore begin discussions to form a copper behemoth. Should the deal proceed, it would forge one of the largest mining companies in the world. But is everyone happy?
By Charlie Ormond,
The macro regime has shifted. Fiscal dominance, sticky inflation, and constrained central banks create a structural case for real assets. This isn’t a rotation. It’s a regime allocation.
By Charlie Ormond,
2025 was dominated by political theatre, but the structural story was unfolding in technology. AI capex driving growth while application-layer delivery lagged. That tension will define 2026.
By Charlie Ormond,
Investment ideas from the edge of the bell curve.
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