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Don’t “believe” in bitcoin; understand Store of Value, Stock-to-Flow and Network Effects

December 17, 2020

“Do you believe bitcoin?” “Do you believe in gold?” This line of questioning makes it sound like there is something mystical or religious about these store of value assets. Yes, people talk about gold and bitcoin with religious fervor, but gold is precious for a reason and the same logic is applicable to bitcoin. The … More Don’t “believe” in bitcoin; understand Store of Value, Stock-to-Flow and Network Effects

Gold thesis intact after ATHs

August 2, 2020

Subsequent my March 2020 post “Protect Capital: The Case for Gold” the yellow metal has rallied 20% to all-time highs of $1975/ounce. Record highs incorrectly suggest to some that gold is expensive and that the rally is long in the tooth, but evidence refutes this inclination. Volatility and drawdowns should be expected, but current gold … More Gold thesis intact after ATHs

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Tag: silver

Don’t “believe” in bitcoin; understand Store of Value, Stock-to-Flow and Network Effects

Gold thesis intact after ATHs