Number Three

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)This current crypto nuclear bear market marks my third brush with generalised market carnage. And while they can sometimes feel like...

16h

Floaters

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)Sometimes you just want to experience pain to remind yourself that you still exist. Maybe that is why I thought walking on to the University...

2w

Shut it Down!

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)Come eat some of these ‘member berries with me.‘Member when folks used to travel hours per day to plop their tush into a seat in a steel...

5w

Luna Brothers, Inc.

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)There is shockingly little that we as humans can actually control about our existence in this universe. Even so, we as a civilization...

May 2022

The Doom Loop

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)The COVID pandemic, and most importantly, the global policy response to it, pulled forward decades worth of societal trends in a very...

Apr 2022

The Q-Trap

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)To Buy or To Sell?An inordinate amount of time is spent debating — with maximum consternation — whether to buy or sell. The charts that...

Apr 2022

Five Ducking Digits

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)The zenith of the fiduciary is upon us. Never before in the history of human civilisation has a class of individuals been able to reap...

Apr 2022

Energy Cancelled

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)The last major hydrocarbon energy shock occurred because Arab suppliers rug pulled the West. The Gulf States “lived their values” regarding...

Mar 2022

Annihilation

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)Thankfully, unlike many others around the world, my experiences of war are sanitised and indirect. Two of my mother’s brothers were...

Mar 2022

Bottomless

Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.Dump-eve8:00 PMScanning the horizon, you giddily observe the accumulation of snowflakes. The forecast calls for DUMP. And you and the...

Jan 2022