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 MoreNegative Rates Are Destructive But Profitable
“Remember that Time is Money.” Benjamin Franklin, Advice to a Young Tradesman
It’s unfortunate that such genius identifications as the above have long been forgotten by the economic community. First …
Read MorePodcast Interview With The Market Huddle
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I joined Patrick Ceresna and Kevin Muir on The Market Huddle for a wide-ranging conversation covering all things macro. Be sure to stick …
Read MoreTo Fight The Fed Or Not
“Don’t Fight The Fed”!
This was arguably the most successful investment strategy over the past ten years. There was also no easier way to tarnish one’s reputation and career than …
Read MoreCentral Banks Don’t Create Money … Really
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Powell’s Real Choice: His Reputation Or Esteem—Part 2
The following is Part 2 in a series discussing my belief that fiat currency regimes with central …
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Inflation Is Shortages And Thankfully Transitory
Image by kalhh from Pixabay
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 …
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