Investment Strategy
Published: February 2022 This article examines the concept of sovereign government debt from an investment perspective and a social perspective. What happens when it gets too high? And how high is too high? For decades now, there have been many over-simplistic views on government debt. Some people were acting as though it would be a … [Read more...]
Originally published: January 2019 (updated January 2022) Gold stocks, meaning companies that mine gold or finance gold production, are currently out of favor. It’s not a bad idea to add a little gold and/or gold stock exposure to your portfolio as a diversifier while it’s cheap, in my opinion. This article takes a look at the role of gold … [Read more...]
Originally published: December 2021 When price inflation occurs, it can be a very challenging time for everyone. In that type of environment, prices of goods and services often go up faster than wages, and the public and policymakers wish to constrain them. Historically, when price inflation becomes rampant, policymakers tend to put in place … [Read more...]
Originally published: December 2021 Last Updated: July 2023 Back in April 2020, I turned bullish on bitcoin at about $6,900/BTC, and recommended it to my premium subscribers. Since then, I've written a series of public articles researching bitcoin, and I continue to provide coverage in my research service as well. The most common question … [Read more...]
Originally published: November 2021 I've been asked a number of times for an update for my views on Ethereum since my January 2021 article on the topic, which received over a quarter million reads. In that prior article, I described Ethereum, explained areas where I was bullish, but also expressed my fundamental concerns with it. The overall … [Read more...]