Richmond Hill Capital Management SARL combines top-down and bottom-up analysis to optimize equity, digital asset and real estate investments. There is no alpha in consensus, because by definition consensus is priced in.
The chart provides a compelling historical perspective of major S&P 500 corrections and their relationship with Federal Reserve interest rate cycles. It highlights three significant market downturns (the shaded areas in red): the Dot-com Bubble (-49%, March 2000 - October 2002), the Global Financial Crisis (-57%, October 2007 - March 2009), and the COVID-19 Crash...
Block Inc has broken above its long-term consolidation range of $54 to $84, surpassing the 0.236 Fibonacci retracement level on the monthly chart. A December close above these levels would establish support, targeting the 0.382 Fibonacci level at approximately $125, representing a 30% upside potential from current prices.
Block Inc maintains strong operational...
Block Inc has broken above its long-term consolidation range of $54 to $84, surpassing the 0.236 Fibonacci retracement level on the monthly chart. A December close above these levels would establish support, targeting the 0.382 Fibonacci level at approximately $125, representing a 30% upside potential from current prices.
Block Inc maintains strong operational...
COINBASE (COIN) Bull Case: With Bitcoin entering its late-cycle phase and the anticipated altcoin momentum to follow, Coinbase is strategically positioned to capitalize on increased trading volumes and institutional adoption. Our analysis indicates a price target of $449 by 2025, driven by revenue diversification, expanding institutional services, and heightened...
Bitcoin surpassed its previous all-time high, reaching $80,000 this weekend, signalling entry into a parabolic phase characterized by price discovery. While setting nominal price records, BTC's fully diluted market capitalization remains below its historical peak of $1.58 trillion. Based on current market dynamics and adoption trends, we project Bitcoin to reach...
The bullish case for MicroStrategy (MSTR) appears compelling. While the company has already experienced significant growth this year, several potential catalysts suggest further upside:
Bitcoin Market Dynamics
We're potentially entering the final phase of the Bitcoin bull cycle
The company's significant Bitcoin holdings position it to benefit from any...
My view is that we have reached a bottom on MBLY forecast is improving. Lower rates should improve car sales and MBLY revenues thus our target for 2025 is 28 USD per share!
