(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) The question at hand is whether the current price for Bitcoin is at the “bottom”. Bitcoin is the purest...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) Reflections Last week I described how Sam Bankman-Fried was the right kind of white boy, and how he leaned...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) I suggested in my last piece that you had to at least give kudos to Sam Bankman-Fried (SBF) for...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) I have no words… JK! I actually have a few thousand for y’all. I asked a question on Twitter...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) Everything is relative except maybe the speed of light. So, when I proclaim that Central Bank Digital Currencies (CBDC)...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) The story of the crypto capital markets is one centred in North Asia – specifically, Greater China. Side note:...Read More
Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions. For better or for worse, one of the interesting upshots of the pandemic and the ensuing outpour of pseudoscience...Read More
While crypto winter drags on, I feel compelled to address a handful of recent events in the crypto space. Usually, I would use Twitter to get my ideas out on these slightly less meaty topics, but because of the short-form nature of Twitter threads, I think they often do an injustice both to the original...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) Are you a patriot? Do you pledge allegiance to the flag? Are you a pinko commie? Are you a...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) I have very few original ideas when it comes to global macroeconomic conditions. I rely on the writings of...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) I’m currently reading Alchemy of Finance by George Soros, and it inspired me to write this stream of consciousness...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) Whenever I step onto a tennis court, my sole desire is to atomise any green felt ball that flies...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) (Note to reader: this week’s essay is a continuation of my piece from last week, “A Samurai, a Knight,...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) Betwixt a placid pond and the high road rests an inn. That is where you shall find me, a...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)This current crypto nuclear bear market marks my third brush with generalised market carnage. And while they can sometimes feel...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)Sometimes you just want to experience pain to remind yourself that you still exist. Maybe that is why I thought...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) Come eat some of these ‘member berries with me. ‘Member when folks used to travel hours per day to...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) There is shockingly little that we as humans can actually control about our existence in this universe. Even so,...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) The COVID pandemic, and most importantly, the global policy response to it, pulled forward decades worth of societal trends...Read More
To Buy or To Sell? An inordinate amount of time is spent debating – with maximum consternation – whether to buy or sell. The charts that guide us on our journey depict the emotional roller coaster a group of humans travel in their quest for profits. Electronic trading dominates most markets, and is dictated largely...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) The zenith of the fiduciary is upon us. Never before in the history of human civilisation has a class...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) The last major hydrocarbon energy shock occurred because Arab suppliers rug pulled the West. The Gulf States “lived their...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) Thankfully, unlike many others around the world, my experiences of war are sanitised and indirect. Two of my mother’s...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) Dump-eve 8:00 PM Scanning the horizon, you giddily observe the accumulation of snowflakes. The forecast calls for DUMP. And...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)One of the most destructive mental constructs to the health of your financial portfolio is measuring yearly arithmetic returns. The...Read More
Do not be led astray by the siren songs of capricious harpies – for these creatures wish to infect the faithful with FUD in service to their master. These slimy serpents slither and yearn to surreptitiously slip allegiance to their false gods into our consciousness. Why do such malicious beings exist? Why … because they...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) Looking back on recorded human history, it becomes apparent how much luck played in the circumstances of our modern...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) Digital artworks enabled with NFT technology and hosted on public blockchains, hereafter referred to as NFTs, beg the latest...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) A real trader will make a market on anything. Story time. As many long time readers know, I spent...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) Art is an expression of human civilisation’s energy abundance. When viewed in net energy terms, it is completely worthless....Read More
