Our Perspectives

Why Jerome Powell and the Federal Reserve are walking a fine line and the discounts on "Growth".

How passive indexing is shaping market structure and helping take Tesla to Mars.

Say hello to financial repression, and why oil may be a key driver to watch in the inflation debate.

Will Treasury holders need a page out of the Reddit playbook? Some thoughts on rates, inflation, leverage, SPACs, and more.

A look back at macro and structural variables in 2020, their impact on the markets, and what to watch in 2021.

Lane Generational believes Bitcoin is a unique and compelling investable asset, despite mainstream media’s attempt to paint it as a scam, a Ponzi-scheme, an enabler of financial crime, and a hackable network. Bitcoin is none of these things and should no longer be ignored as a long term investment.