By: ryan on Aug. 30, 2020, 12:53 p.m.
Hope everyone is enjoying the weekend! The US Dollar keeps going down - what you get paid in will now buy less. While the alternate financial system built on blockchain continues to build more value. If you’re not paying attention, you should be. It…
By: ryan on Aug. 30, 2020, 12:50 p.m.
Hope everyone is enjoying the weekend! It’s great to see the DeFi ecosystem start to take off, with Ethereum (ETH) ‘naturally’ rallying in conjunction - it’s like investing in the Internet / ecosystem in the early 90s. If you want to learn more, fee…
By: ryan on Aug. 30, 2020, 12:45 p.m.
Hope everyone is enjoying the weekend! Enjoy the content below, and as always, share with others and send comments/feedback!
“Carpe diem (seize the day)” - Horace
Translation: No time like the present - enjoy it and capitalize on the opport…
By: ryan on Aug. 23, 2020, 2:54 p.m.
Building off of the original crypto-asset post here, this post lays out the investment case for the 'original' crypto-currency - Bitcoin.
We liken bitcoin to digital gold - both should go up as real interest rates go down. Ethereum is more similar t…
By: ryan on Aug. 9, 2020, 4:39 p.m.
Expanding the forum to also discuss blockchain related ideas, in particular digital assets that are being built on the 'alternate' financial system today - many of which take the form of publicly traded cryptoassets (cryptocurrencies, tokens/coins, …
By: ryan on Aug. 1, 2020, 10:13 p.m.
Hope you’re all enjoying the weekend! After a brief hiatus for July 4th, we’re back with some exciting content. As a reminder, the goal is to aggregate and curate high quality content in key overlapping areas (finance, blockchain, tech) - to help di…
By: ryan on June 28, 2020, 2:08 p.m.
Another great week of content and discussion - check out the links and recaps below. It’s become increasingly clear that the mainstream media outlets are simply biased *political machines* - we need facts and *better, more informed decision making. …
By: ryan on June 27, 2020, 6:01 p.m.
In terms of companies that embody/embrace the above frameworks, here's a quick list that comes to mind (below). Throw up your thoughts as well.
Winners
Losers
By: ryan on June 27, 2020, 5:50 p.m.
A quick recap of a recent conversation on Telegram that revolves around identifying high quality companies with a strategic analysis framework
Business Strategy Analysis - *A Fresh Take* [Telegram]
Recap: Great discussion around resources that la…
By: ryan on June 21, 2020, 4:07 p.m.
Happy Father’s Day to all the dads out there. Enjoy the weekend and the content below!
*“Show me the incentive and I'll show you the outcome” *- Charlie Munger
Translation: Incentives drive outcomes -- always understand how people, corporat…
By: ryan on June 19, 2020, 8:19 p.m.
A quick recap of a recent conversation on Telegram that revolved around the path forward and the weakest links -- notably CLOs, and the risk of an unwind as defaults rise.
Path Forward & CLO Market Education [Telegram]
Recap: We’ve gone throu…
By: ryan on June 13, 2020, 12:23 p.m.
Hope everyone is having a great weekend. If you enjoy the content, share with a friend via the link below (or a simple forward):
*“Change is the law of life. And those who look only to the past or present are certain to miss the future.” …
By: ryan on June 11, 2020, 2:07 a.m.
Agree. Asset prices are disconnected from underlying fundamentals. The underlying cause, in my view, is the Fed. Powell made it VERY clear today they are focused on getting back to full employment and generating inflation - if asset prices double fr…
By: ryan on June 7, 2020, 5:02 p.m.
Enjoy the content below & feel free to share - this post, in particular, helps provide some backdrop for the ongoing tensions around the world.
Just because the media is now recognizing something, does NOT mean it hasn…
By: ryan on May 31, 2020, 5:42 p.m.
Hope everyone is safe and healthy. We’ve added a few new elements - check it all out below. Feel free to send feedback on what you’d like to see (or see more of)!
*“History doesn't repeat itself, but it often rhymes” *- Mark Twa…