Blog: Defining Bubbles, Recessions and Inflation MAD style
How do you handle ambiguous rules?
Topic
crypto
A collection of 12 issues
The Fractal Market Hypothesis and Gambling - MUSI Shifts to Fragile
If the line blurs between investing and gambling, bad things can happen.
Blog: Tipping Point or False Alarm?
Are the markets weary, or is this just another false alarm?
Blog: AI Bubble - Are we there yet?
Bubble conditions are here. But risk sentiment is positive.
Blog: Are Stablecoins and DeFi taking us "Back to the Future?"
The decentralized US banking system in 19th century illustrates risks.
Blog: Skill vs. Luck in Markets
Don't confuse genius with a bull market.
Blog: Bitcoin Creates a New Type of Moral Hazard
A national "reserve" of an unregulated asset seems unlikely.
Blog: Disruption, Speculation and Money
Is crypto like a banana taped to the wall?
Blog: Bitcoin Post Election Analysis
It's still not investing.
Blog: Bitcoin - Value vs. Utility, or, "Is Bitcoin Useful?"
Bitcoin. What is it good for?