— Point/Counterpoint from Brian Kelly (inflation hedge) and Coin Desk’s Emily Parker (safe haven). — A third possible answer … maybe neither. — Revisiting an old friend, AerCap Holdings N.V. (AER), not a safe haven short term but a store of value and inflation hedge long term. The Great Bitcoin Debate In the clips I’ve attached “Fast…
Tag: Russia
Growth and Innovation: The Bloom Is off The Rose
— When you see the carnage in growth/tech/inovation it is easy to jump to wrong conclusions – DON’T! — The ARKK fund becomes the poster child for the unwinding of the bifurcated market — The negatives that face the market … the economy, Covid Omicron, the Fed, Inflation, Russia and China … Are they insurmountable? — Growth vs. Value. The…
Session 136–Collapsing Crude Prices=Systemic Risk?
Though I am not certain that this will be the case (in fact I believe it won’t be), I’m willing to bet that this is the spin (systemic risk) that the media will begin to attach to rapidly falling oil prices. Why? Because there is potential to come to very negative conclusions about the impact…