#Finance

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.