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BvddyCorleone
I know everyone‘s focused on Bitcoin, Tesla, EVs, meme stonks, and the hottest SPACs. I get it. The Ponzi sector is a-boomin’.Still, one of the most attractive investment opportunities (to
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This is a prime example of how government intervention, even with the best of intentions, can turn a good into a bad.(Chart via @calvinfroedge) The rise in the cost of
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Companies with exposure to federal land (e.g. $DVN / $OXY / $EOG / $MUR) are expectedly reacting quite negatively to this 60-day freeze...But is the reaction justified?https://twitter.com/josh_young_1/status/1352325636640157699 1- Important
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I’m getting this question a lot. Where will inflation come from? What will cause it to rise?I know the opinions on inflation are many and varied, but here’s my take.A
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It’s my birthday today but I can’t resist commenting on the big moves in Growth/Value...Today’s rise in the 10Y to above 1% has coincided with a massive blowout in the
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#Bitcoin just broke US$30,000, making it *A TRIPLE* since October. What in the world is going on?Hint: it has to do with $GBTC (and other big players) gobbling up
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Brief note on the Growth/Value Rotation. I have been using the $QQQ / $IWN ratio to proxy the Large Growth and Small Value factors respectively. Admittedly, these are imperfect proxies,
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Why We’re on the Precipice of Another Bitcoin Mania...A thread.Note: it has nothing to do with Bitcoin replacing fiat money anytime soon. 1- We can quibble all day about whether
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The Next Bitcoin Mania is Here...The main thesis (explained in the thread below) has been that rising institutional demand coupled with an already-tiny float will catapult Bitcoin higher in the
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What’s up with bond yields?The consensus scenario appears to be that yields stay pegged at zero forever and beyond. I just don’t buy it.Let’s imagine why long term rates would
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I finally gave this episode a listen. Great and provocative interview as always from @ErikSTownsend.Below I’ll share some general comments on MMT along with some thoughts that came to mind
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This week was... interesting. The election turbulence that some were predicting finally materialized. The most notable day of the week, IMO, was Wednesday: stocks sold off by more than 3.5%,
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