The Insider
Join The Insider Letter - A weekly letter packed with research from the investors inside the crypto industry.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 14 | Founded | 2 months ago | Last Issue | 12 days ago |
| Active | |||||
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theinsiderletter.substack.comLatest Issues
The Best CPI Print Since Covid Will Not Save Kevin Warsh From A Rate Hike
To investors,
Every desk this week is reading June CPI as relief, the number that buys Warsh room to hold. That misses what matters. July hike odds have doubled in days despite a favorable print, and that is not stubbornness. The tool the...
SK Hynix's $28 Billion Listing Is The Second Liquidity Drain In Five Weeks.
To investors,
SK Hynix begins trading on the Nasdaq tomorrow, having priced a $28 billion offering oversubscribed more than seven times, the largest first time foreign share sale on record, ahead of Alibaba’s $21.8 billion debut in 2014 an...
The Risk Circle Investors Are Actually Pricing
To investors,
Circle lost 17% of its value in a single session on June 30, its worst day since going public thirteen months ago. Most coverage explained this as fear of a new competitor. That is not precise enough to be useful. Circle is n...
Peter Schiff Called the 2008 Crash. He Is Calling the AI Bubble Now.
To investors,
I sat with Peter Schiff this week for two hours. He called the 2008 housing collapse at the very top, made money on the way down, and called gold when the consensus said it was uninvestable. He is not always early. He is usua...
Kevin Warsh's First FOMC Was the Most Consequential Fed Meeting in a Decade. Here Is Everything That Changed.
To investors,
After two days of meetings, briefings, and debate, Warsh produced a 130-word statement. Jerome Powell’s last statement ran 341 words. That ratio is not a stylistic choice. It is a philosophy about what a central bank should s...
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Join The Insider Letter - A weekly letter packed with research from the investors inside the crypto industry.
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