Andrea Lisi, CFA
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andrealisi.bsky.social
Andrea Lisi, CFA
@andrealisi.bsky.social
Chief Investment Officer at Lisi Family Office and founder of Lisi Quant Analysis
Welcome!
December 24, 2024 at 6:56 PM
but I suspect this is the first company that could go belly up if we see a big sell-off in #Bitcoin.

MTCR has a market valuation bigger than $NEM and $Gold combined…..

#Investing
November 23, 2024 at 2:27 PM
However, I suspect there might be some good non-US-based company shares that US Investors could scoop up during the first half of 2025 at an attractive discount, also thanks to a strong dollar!
November 22, 2024 at 12:19 PM
It wouldn't be surprising if we saw a retest of parity as we head into Q1 2025.

After Trump's election, international markets have sold off considerably, and unfortunately, I don't think the sell-off is over.
November 22, 2024 at 12:19 PM
There is a noticeable surge in bets on an ECB 50 basis point cut in December. This, coupled with the widening interest rate differential between the US and the EU, suggests a clear direction for the Euro in the short term-a depreciation against the dollar.
November 22, 2024 at 12:19 PM