Macro: Commodity moves this week showed oil (WTI) rising 8.34% while gold and silver fell 2.12% and 5.35%, respectively, indicating divergence between energy and precious metals.
Gold: -2.12%
Oil (WTI): +8.34%
Silver: -5.35%
Berkshire Hathaway’s latest 13F shows no changes in positions. No public context found this week.
Strategy sold approximately $216 million in Bitcoin to fund dividends, per news reports. The move suggests liquidity needs for dividend payments. Neutral signal: liquidation may reflect operational cash flow priorities over holding Bitcoin.
BlackRock’s latest 13F shows no changes in positions. No public context found this week.
ARK Invest’s latest 13F shows no changes in positions. News reports indicate recent purchases of Coinbase and SpaceX, but these are not reflected in the 13F filing.
No 13F filing found for Shopify this week.
Scion Asset Management’s latest 13F shows no changes in positions. No public context found this week.
Bridgewater Associates’ latest 13F shows no changes in positions. No public context found this week.
Duquesne Family Office’s latest 13F shows no changes in positions. No public context found this week.
Oaktree Capital Management’s latest 13F shows no changes in positions. No public context found this week.
Ninepoint Partners’ latest 13F shows no changes in positions. No public context found this week.