— 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: Ukraine
Inflation and War Talk … Sawing Sawdust Again
— Media fright fest … This week they turned up the volume on old news, sawing sawdust again. — Inflation … Should it really be making us and the market crazy? — War in Eastern Europe … What’s the impact on iPhone demand? Media Fright fest If I were the head of a major media empire last…
Sesssion 94–Rootin’, Tootin’ Putin
What a guy. His continued saber rattlin’/pistol packin’ stance over the Ukraine, plus continued worries about a Chinese debt crises and, voila, you have a mini market meltdown. It always amazes me how quickly the market can turn tail and run on little or no new news. On the other hand, yesterday may have…