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Macro

Reflections on the Recent Slump in Risk Assets

11 Oct 2018

Cross asset correlations are rising yet again as risk assets slump. Here we examine possible reasons why, and also offer an explanation to the movements in crypto markets.

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Macro

Buying Bitcoin at the Plaza Hotel

13 Sep 2018

33 years ago, the U.S. government balked under pressure from exporting companies. This would come to have dramatic effects on the dollar.

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Thoughts

Fear, Uncertainty, and Doubt — or Possible Outcomes?

10 Sep 2018

As with all bubbles, it's extremely hard to stay objective. No one wants to hear the possible future outcomes for bitcoin and altcoins.

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