Deconstructing 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 MoreHow I Process Ideas Into Investments
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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 MoreReflexivity Here In The Yield Curve & Everywhere
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George Soros is about as close to a household name as it gets for a hedge fund manager. He’s legendary for his …
Read MoreCatching The Drippings Of A Melting Market
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If one is to believe what he or she reads in the financial press, then one thing seems certain: the markets are about to melt! The problem is, that …