Market Commentary
BACK TO INSIGHTS
Insights Brett Munster
The Node Ahead
The Node Ahead 99: Five tailwinds heading into Q4
READMarket Commentary
Monthly Manager Commentary: August 2025
READThe Node Ahead
The Node Ahead 97: Is bitcoin’s four year cycle over?
READThe Node Ahead
The Node Ahead 96: Crypto’s enduring regulatory change and bitcoin’s liquidity test
READMarket Commentary
Monthly Manager Commentary: July 2025
READThe Node Ahead
The Node Ahead 95: Crypto week in Congress and bitcoin is eating the bond market
READThe Node Ahead
The Node Ahead 94: Everything’s bigger in Texas and Fannie & Freddie get orange pilled
READMarket Commentary
Monthly Manager Commentary: June 2025
READRequest More Info
"*" indicates required fields