Investment Strategy
My Twitter/X account was compromised from February 26th to March 3rd, but I confirm that I've regained control of it now. Thank you to everyone who helped make it happen. Fortunately, I still had access to Nostr during that time (e.g. primal.net/lyn), which is decentralized social media. Eight months ago, at the Oslo Freedom Forum, I had a … [Read more...]
This research piece on fiscal dominance in the United States was compiled and written by Sam Callahan, and commissioned and advised by Lyn Alden. Published: January 2025 Executive Summary • Structural fiscal deficits have surpassed private sector lending and monetary policy as the primary drivers of economic activity and inflation, marking a … [Read more...]
This research piece on the correlation between measures of liquidity and the price of Bitcoin was compiled and written by Sam Callahan, and commissioned and advised by Lyn Alden. Published: September 2024 Executive Summary Bitcoin moves in the direction of global liquidity 83% of the time in any given 12-month period, which is higher than … [Read more...]
Published: August 2024 In the modern era of corporate finance, the balance sheet of a corporation has trended toward being less important relative to the income statement. Back during Benjamin Graham's quintessential value investing days, he looked at balance sheet valuation metrics almost as much as he did income-related valuation metrics. … [Read more...]
Published: July 2024 It would be powerful if you could bring your digital identity, content, and followers from one social ecosystem, such as Twitter, LinkedIn, Instagram, or Substack, to another. Imagine if you could publish content and send messages in any of those types of ecosystems, with one continuous digital identity rather than … [Read more...]