Barbells and custodians: why investors will soon treat Bitcoin as the gold of the cryptocurrency space
The largest impediment towards institutional investment in Bitcoin has been the lack of established custodians in this sector. This is now changing, and there is a grudging acceptance that cryptocurrencies are here to stay.
13th Jan, 2021 - 6 min read
Property, currencies and commodities: Peter Kinsella’s guide to what will go up and down in 2021
Residential property will perform well, but commercial will not. Cryptos will continue to rise in value, while the dollar will weaken. Meanwhile, an up move of between 10%-15% in the likes of the S&P is entirely doable, with risks firmly on the upside.
4th Jan, 2021 - 6 min read
Opportunity cost: Why it is time to sell the government’s stake in the pillar banks
The massive compression in banks’ net interest margins means that the state’s bank shareholdings are unlikely to recover in a material manner. So, it is now timely to consider whether it makes sense to sell the state’s holdings, even if it means crystallising a significant loss.
22nd Dec, 2020 - 6 min read
Workers and shoppers have been moving. Now it’s the turn of commercial property investors
First, there was anecdotal evidence that the pandemic-induced acceleration of trends towards remote working and online retail would reshape the commercial property market. Now hard figures are emerging in a number of international locations.
17th Nov, 2020 - 5 min read
The luck of the Irish: Why a Biden presidency and a Republican Congress might be the best of both worlds for Ireland
A Biden presidency will be good for Ireland in terms of Irish influence, Brexit and global trade. But a Republican-controlled Congress will help when it comes to maintaining inflows of FDI.
9th Nov, 2020 - 5 min read
Three reasons commodities are headed higher in 2021
Commodity prices tend to move in cycles. The downswings can be brutal, and the upswings come along suddenly and dramatically. There are three good reasons to suggest we're at the beginning of an upswing in commodity prices.
30th Oct, 2020 - 4 min read
Big whales and options: How speculative options trading can have massive market impact
Rumours had swirled among the broker community about a so-called ‘whale’, who was creating a massive impact on stock prices with huge orders. The option contracts were so large that banks and dealers were forced to enter the market and buy the same stocks. It was self-fulfilling.