Bringing The Metaverse & NFTs Back To Earth
Image by Arek Socha from Pixabay
The hype never ends when it comes to cryptocurrencies. These days, the Metaverse and non-fungible tokens (NFTs) have the spotlight. Like …
Read MoreInflation: Why Now And Will Bondholders Care?
Image by StockSnap from Pixabay
As I sat down to write this month’s article, just one topic came to mind: inflation. Readers know that I just wrote on this …
Read MoreInflation Is Shortages And Thankfully Transitory
I’ve got inflation on my mind these days. Who doesn’t? The U.S. 10-year treasury yield is up nearly 3-fold in the past year, stoked …
Read MoreBitcoin Doesn’t Fix DeFi, DeFi Fixes Bitcoin
Image by WorldSpectrum from Pixabay
“Bitcoin fixes this.” I cringe every time I see this popular meme. I find it worse than nails on a chalkboard. Bitcoin and other …
Read MoreTrading Time As A Fractal Experience
Created by Wolfgang Beyer with the program Ultra Fractal 3. – Own work, CC BY-SA 3.0, https://commons.wikimedia.org/w/index.php?curid=321973
I’m currently reading Benoit Mandelbrot’s brilliant book The Misbehavior of Markets: A …
Read MoreUsing GameStop To Uncover Biases
Image by Luiz Jorge de Miranda Neto- Luiz Jorge Artista from Pixabay
2021 sure picked up from where 2020 left off. As if things couldn’t get any crazier than …
Read MoreDeconstructing Bitcoin’s Zeal Into Investible Theses
Image by Miloslav Hamřík from Pixabay
It’s all Bitcoin all day in my Twitter feed these days. Quiet are the Tesla bears, the Fed-obsessed, and even the gold bugs. …
Read More2020 Reads
Image by congerdesign from Pixabay
I read a fair amount these days. I do it strictly for pleasure which frees me to take my time and explore a …
Read MoreHow I Process Ideas Into Investments
Image by MustangJoe from Pixabay
Investing is incredibly hard. Mapping observations to security price movements is complex to say the least. Often, the relationships governing these moves are unknown. …
Read More
ESG Is A Superfluous Virtue Signal
Image by RoboAdvisor from Pixabay
Environmental, social, and governance (ESG) investing is all the rage these days. Naturally, funds are launching to meet the growing investor demand. However, new …
Read More