Pete Tobin
drpetetobin.bsky.social
Pete Tobin
@drpetetobin.bsky.social
Thoughts on this topic

Economic outlook has deteriorated due to policy uncertainty, govt job cuts etc. and this becomes obvious in the summer

-> Fed reserve does emergency rate cuts

-> Bitcoin hits ATHs

What are the flaws in this thought process?
May 12, 2025 at 8:31 PM
Am now short the quantum realm
December 18, 2024 at 4:10 PM
From 2019…

His more recent commentary on BRICS and USD is interesting but unclear if this principle can be extrapolated to cryptocurrencies. I don’t think we can assume he will be logically consistent or even consistent with his prior statements
December 1, 2024 at 12:27 AM
This is the most amusing timeline.

I didn’t think we would get the old ‘21 set ups.
November 22, 2024 at 1:47 PM
iBIT options will be listed tomorrow, November 19 2024

www.barrons.com/amp/articles...
Bitcoin ETF Options Trading Will Start Tuesday
An industry push to offer options trading on Bitcoin exchange-traded funds recently cleared some regulatory hurdles.
www.barrons.com
November 19, 2024 at 1:52 AM
The drop in $IONQ today seems random
November 18, 2024 at 6:40 PM
US tariffs may be bullish for some sectors of Chinese economy if it forces Chinese govt to stimulate the local economy to offset the effect of the tariffs.

Inflation gets bid either way.
November 17, 2024 at 5:24 PM
Europe has its own multitude of problems. Germany GDP is not growing and it has been the growth engine of Europe.

Having said that, $VXUS looks interesting here with some components like $AZN compelling for a number of reasons
November 17, 2024 at 2:18 PM
Do you think it’s feasible that $MSTR gets listed on S&P500? The positive earnings criteria seems to be the only challenge. If listed, would create a good short set up as passive is forced to buy.
November 17, 2024 at 2:10 PM