Photo credit: Mike Mozart The GameStop episode is not about valuation. It is about supply and demand. With 130% short interest and what seems to be a volume of puts issued way bigger than the available float, it seems like a bad case of an overcrowded trade that got squeezed. Therefore, it makes no sense… Read More Quick thoughts on the GameStop debacle

The monetary architecture that rules the world is one of the most important pillars of US dominance. And the US dollar is one of its most important tools. The reserve currency of the world has allowed the use of policies not permitted to other countries. The privilege of issuing currency to stimulate the economy, while… Read More Bitcoin is a threat to the US dominance