It is interesting how certain names can be household names in one place but meaningless in another. This is how it was for me with Paul Tudor Jones. After looking him up I felt that I should have heard about him, but whatever, I now know who he is and why he is consi...
I hope you and your families are well and staying safe.
Each quarter I write a newsletter to investors. These letters are usually confidential. This quarter, given the magnitude of events happening, I have decided to share the non-confidential contents of the letter. Y...
On 4 March 2020 the Supreme Court of India delivered a judgement on ability of the Reserve Bank of India (RBI) to direct '...the entities regulated by RBI (i) not to deal with or provide services to any individual or business entities dealing with or settling virtual c...
In the previous post to this I outlined how the forthcoming Central bank arms race for the development of Central Bank Digital Currency would unfold. I did not however expect to find out so soon that the Reserve Bank of Australia (RBA) has been using a private version...
On 1 November, 2019 Christine Lagarde takes on the role of President of the European Central Bank (ECB). I am predicting that under her leadership the ECB will seek to develop a digital EUR. This is almost a certainty. A stretch prediction is that some cryptocurrenc...
This excellent research report from German bank Bayern LB sets out the importance of stock-to-flow ratios to the valuation of assets and looks at this in the context of valuations for Gold, Silver, Palladium, Platinum and Bitcoin.
For the first time since I started this blog I have not posted a story for over a month. I have been away. But also there is so much happening that I did not find a specific topic give me focus. The macro economic and geopolitical issues the world is facing at the mome...
