James MoyMay 26, 20222 min readMacro Forecast (2Q22)Updated as of 5/4/2022 Current Notes •Fed raised interest rate +50bps, said TWO more +50bp raises on the horizon (day late and a dollar...
James MoyMay 26, 20221 min readWhy Crypto?I moved from the TradFi (Traditional Finance) space in October of 2021 as it was becoming clear that opportunities to make money in the...
James MoyMay 26, 20223 min readMy ProcessBelow is the process that I have built and will continue to adapt dynamically over time. The #1 GOAL: preserve capital. You can only grow...
James MoyMay 26, 20223 min readPerformance and Allocation Update (March)Performance and Allocations As of 3/20/20 Dear all, Wow. What a chaotic week. The market went from up 3% on Friday to down nearly 5% by...
James MoyMay 26, 20225 min read1Q20 Investment UpdateQuarterly Investment Update 4/4/20 To cap off the worst quarter in the stock market since the 2007-2009 Financial Crisis, the S&P 500...