This guy is a macro whiz who has been on Real Vision a few times before.

Check out this great YouTube video where he is talking about reflation and equities.

(10) TSS S10 E2: Gerard Minack Sees a Future of Reflation & Lagging U.S. Equities - YouTube

@Christopher Moir special mention to you as there is a bit of chat around the bund yield rates as well, perhaps prompting another of your updates ;)

Let's get this guy back on Real Vision soon!

Hope you enjoy...

Hi guys,

I have put together a chart and some tables for discussion.  I have focused on an analysis of crypto market caps and to approach the hive mind for anything we can take from this?  Values are in USD.

These are my arbitrary positions i have selected.  The data is from trading view so will likely vary by data source.  I haven't really yet spent the time analysing this, just thought I would share it and get some feedback and potentially generate some ideas!  Please also give me some feedback on how to better think about this/present any of this information if you see any flaws/improvements.

For the purposes of this exercise I have considered Ethereum not in the alt coin bracket. Alt coins refers to anything that is not Bitcoin or Ethereum.

My thoughts are that this current run will see an increase to the peak value of alt coins over total market cap.  

Given we are currently at 738% MC growth for alt coins compared to the start of the bull run, and the previous peak was at 2219% MC growth from the previous bull run, we still have a ways to go in terms of market cap growth of alt coins, and total crypto market cap.

Cheers

Does anyone else use the Exodus wallet and know anything about the IPO they have advertised? There is limited information available that I can see, as it is just an expression of interest at this stage.... 

I thought I would drop in a couple of interesting charts/tables I found in the WTO's 2020 World Trade Report.

There is a ton of interesting information/charts in the document (World Trade Report 2020: Government policies to promote innovation in the digital age (wto.org))

The WTO website itself also has lots of other resources available which look good but I haven't followed up on yet.

I found the first chart quite interesting as to the speed at which IT infrastructure growth is occurring in each sector.

The second chart is showing the rate of change of patent applications in the IT& communications space compared to total patent applications.

The final table is showing the top patent applicants by AI field which really gives an insight as to who is really pushing forward in this space!

Cheers