Author: Seth Levine

Rediscovering Money’s Factual Definition

Image by Christian Storb from Pixabay I can’t shake money from my mind. It features prominently in this age of pervasive central banking, Wall Street bailouts, investment market obsessions, and cryptocurrency culture wars. Many seem to have prospered by betting big on money-related investment themes from speculating on Bitcoin, to buying profitless technology stocks, or..

Read more

No, Fed: Supply Construction, Not Demand Destruction

Image by bridgesward from Pixabay Everyone loves to dunk on the Federal Reserve (Fed). To many, the setters of U.S. monetary policy never get it right. Its stable of Ph.D. economists are always too late, or too slow, or too early, or too fast. Shockingly, many have built prominent careers in peddling this viewpoint. Yet,..

Read more

Money’s Many And Problematic Definitions

Image by PDPics from Pixabay There’s no escaping the Federal Reserve (Fed) when it comes to investing these days. The Great Financial Crisis (GFC) showed how the movement of money through the financial system can impact markets and mainstreamed these previously obscure discussions. As a result, flexing your financial system “plumbing” expertise is now fashionable…

Read more

Banks Create Money From Leverage, Not Thin Air

Image by Kranich17 from Pixabay Not a day goes by without the need for money. Whether buying a cup of coffee, checking your investment portfolio, or contemplating monetary policy, money is always top of mind. Yet despite daily use, money confounds us. Even experts ascribe mythical qualities to it. For example, many believe that banks..

Read more

Pondering Investment Themes After The Russian Invasion

Image by linsenfutter2016 from Pixabay So much for returning to normal. I had hoped that easing COVID restrictions would supercharge economic growth this year. Many affected industries and markets were rebuilding and reopening to a backlog of robust demand. Sure, markets had issues to grapple with: inflation, changing central bank policies, and the return of..

Read more

Rising Rates And Volatility Might Create Future Opportunities

Image by QuakerGirl22 from Pixabay Catching inflection points is the holy grail of trading. It’s what makes investing lore. From shorting the 2005 housing boom or skyrocketing technology stocks in 2000, to classic value investing, taking contrarian positions can create large profits and legendary reputations. While seductive, it’s a difficult way to trade over the..

Read more

Crypto Has Evolutionary Benefits Not Revolutionary Hype

Image by jplenio from Pixabay Cryptocurrency (crypto) is full of potential. It’s also teeming with confusing jargon and grandiose promises that give the most famous of cults a run for their money. Blockchain, DeFi, DAOs, NFTs, Metaverse, and more proliferate the lexicon. To an outsider, crypto can be extraordinarily intimidating. However, below the complex veneer..

Read more

2021 Reads

Image by Hermann on Pixabay I read a fair amount these days. I do it strictly for pleasure which frees me to take my time and explore a wide range of topics. While not everything I read is about investing, I find many to have relatable themes. Below is a catalog of books and papers..

Read more

How Gold Lost Its Inflation Luster

Image from Pixabay. Gold is lots of things to lots of people. To some, it’s the ultimate store of value and a source of financial freedom. To others, it’s just a shiny rock with an inflated, emotionally-driven price. Gold’s most popularly used to hedge inflation risk; to preserve purchasing power from thieving bureaucrats and central..

Read more

Chinese Investment Markets Reveal Their Fatter Tails

Image by ErikaWittlieb from Pixabay I’m truly shocked to watch events unfold in the Chinese investment markets. Throughout the year, the Chinese Communist Party (CCP) progressively restricted freedoms of its citizens, plummeting share prices for some of the largest companies in the world. While this not-so-naked power struggle between economic and political factions is as..

Read more

Social media & sharing icons powered by UltimatelySocial