Investment Strategy
Published June 2021 The oil and gas sector has been one of the most disliked and out-of-favor sectors among investors for a while now. Some traders have played with it short-term due to the global reflationary rebound, but few investors are willing to commit to it long-term at this point. It's nothing more than a post-pandemic transitory bump … [Read more...]
Originally published: June 2021 Most asset classes have some degree of controversy. Investors will debate endlessly regarding whether a stock is overvalued, whether bond yields make sense for the current environment, to what extent oil will be used two decades in the future, and so forth. But few asset classes are quite as controversial as … [Read more...]
Originally Published: May 2021 Inflation is a controversial and complex topic. This article looks at 150 years of data across multiple countries to provide a general idea of what inflation is, what to look for, and how to invest with inflationary and deflationary risks in mind. Read from the beginning, or jump to the section you … [Read more...]
I receive a lot of questions about market capitalization, or "market cap" and how it applies to various asset classes such as stocks, gold, or bitcoin. In particular, transfers between asset classes seem to be a somewhat unintuitive concept, and thus worthy of review and examples. The key reason to understand market capitalization dynamics is … [Read more...]
Originally published: March 2021 Over the past decade, the bitcoin network has been the most secure public blockchain. This is because it has by far the highest market capitalization and hash rate in the asset class, along with customized hardware required to mine it, meaning that the cost for a potential attacker to try to control 51% of the … [Read more...]