Soliloquy on Crypto

A Stonk investor’s greenhorn take on cryptocurrencies

• Decentralization of monetary policy, a key idea behind the birth of crypto. The technology pieces to build cryptoeconomy were around for years — cryptography, digital time-stamping, probability theory.

Yin/ Yang in the markets, has the pendulum swung too far?

• The market run since March 18th, 2020 came to an end last…

Market mutations since the pandemic

plus ça change, plus c’est la même chose — the more things change, the more they stay the same — perhaps a case of natural mutations not metamorphosis

• Markets at all time highs are an outcome of low rates, low taxes, and abundance of…

Suspension of disbelief no more?

• The market run since March 18th, 2020 fueled by the tsunami of liquidity from the Avengers team of Fed and Congress forced most naysayers to suspend their disbelief of the relentlessly rising markets
• Last eight months of market fretting about…