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Part 1 mapped what the incumbents are building for. This piece looks for the holes they leave. The door is free and the meter is going free, so I'd back what agents buy and the risk of what they do, at prices a realistic exit can repay.
The agent-payment protocols are free, and the open ones carry almost no money. The return sits with whoever issues the agent's credential and writes the rule for who eats a bad payment, mostly card networks and issuers, and with whoever owns the shopper's attention.
Recent econ data and policy developments suggest a stagflationary environment, and BTC may serve as a hedge. This post explores implications for the US, equities, & crypto
As financial markets digest the news of Trump’s new tariffs on imports from Mexico, Canada, and China, another alarm bell is ringing: the U.S. bond market.
In 2020, I wrote about a fundamental tension in the global monetary order: America's "Exorbitant Privilege" versus China's "Infinite Patience"...
Over the course of the past months, I've revisited the use of Technical Analysis.
In the first post of this series I described the general concept of this trading strategy, and described how Cyclically Adjusted Price-to-Earnings ratios were a primary component of the strategy.
Howdy, this is the next installment of my articles on the CAPE <> F-Score Strategy.
This is a follow-up from my previous post explaining my concept of a CAPE <> F-Score <> Triple Top equity trading strategy.
Warren Buffet once said \\\“Price Is What You Pay, Value Is What You Get”\\\.
This is not so much a 'deep-dive' or analytical post, but more so a primer post on a topic that I believe will only gain more importance and attention as time goes on.