How Value Investors View Bitcoin
Howard Marks’ (Oaktree) latest quarterly letter made big waves in the investing and crypto communities. We’re going to look at Howard’s comments and the …
Read This ArticleTrusting your Intuition in Financial Markets
I think the world has gone way too far in shutting down intuition when it comes to investing. Everything is passive and disconnected. We …
Read This ArticleTotal Coin Supply and Inflation in ICOs
Startups are doing ICOs and issuing protocol tokens rather than equity fundraising. It’s a very frothy scene with many cheering on the revolution. One of …
Read This ArticleTokens, Blockchain, and Bubbles
Over the last year or so I’ve delved deeper into the blockchain and cryptocurrency space as well as a couple other related businesses. Lots of …
Read This ArticleThree Ways To Be In Service To the Market
The constant drone of controversy you hear in the background on active vs passive management and rules-based vs discretionary and how you “outsmart” other investors …
Read This ArticleUnderlying behavioral trends
It seems the market is in a downtrend, but trends can be notoriously difficult to identify in their early stages. Trend fakeouts are just …
Read This ArticlePattern Recognition vs Pattern Matching
Pattern recognition is an incredible skill that we mostly do without even noticing. Pattern recognition is not the same as pattern matching. Pattern matching …
Read This ArticleSeasons of the market
A sunny and bullish trending market showering your portfolio with gains feels incredible. During the market summer, bearish sentiment quickly turns cautiously optimistic and …
Read This ArticleVolatility expands at the end of a bull market
We all know that volatility tends to expand when in a downtrending bear market. Less frequently, volatility expands when price is trending higher. One …
Read This ArticleMarket maps and cycle changes
The biggest debate in markets over the past two months is whether the late August drop would lead to a deeper decline and potential recession …
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