Investment Gems

In our constant endeavor to find companies ready to launch products and services in the gene therapy space, we come across Vertex Pharmaceuticals and CRISPR Therapeutics, who alongside bluebird bio, are penning a new chapter in the story of gene therapy for sickle cell disease. Now, to bring this into…

The macro narrative is missing a giant piece of the puzzle. Dive deep into the data, and an understated deflationary shock from China becomes evident. Surprisingly, in the face of a 6% depreciation of the yuan against the USD over the past 12 months – an event that, by all…

Over the past decade, I’ve been notably bullish on China, driven by their remarkable growth trajectory since the 1970s and the potential for their equities to dominate globally. However, post-2020, certain events have prompted a reevaluation of this stance. The emergence of the pandemic in 2020, coupled with the unchallenged…

In a recent radio interview on the U.S. banking crisis, I talked about the urgent need for banking business models to adapt to the lightning-fast pace of real-time settlements. Why? Because in this age of social media and digital banking, when bank runs happen, they happen at a pace that’s…

Caitlin Long is someone I’ve been tracking for a while now. Trust me when I tell you, she knows her stuff when it comes to crypto. Recently, she’s dissected the demise of Prime Trust, a state-chartered trust company that’s now stumbling through a voluntary Chapter 11. According to Caitlin, your…

In the feverish madness of 2020 and 2021, the powers that be – governments and central banks – decided that maybe modern monetary theory works and used it to guide their policies. They kicked their printing presses into high gear, churning out fantastical amounts of money and buying debt with…

The Soft landing Thesis Contrary to the mainstream financial prophecy (including my own), The Federal Reserve (FED) persists in its narrative that there will not be a recession in the near future. This statement presents itself as a stark contrast to the forecasts of various banks and financial pundits (again,…

The Bank of Japan (BoJ) is taking the macro world for a spin. It’s shaking up its yield curve control (YCC) policy, expanding its trading band for 10-year GDP yields from a range of 50 basis points to a much broader range of 100 basis points. This is a remarkable…

Summary The cyclical dance of boom and bust has long been choreographed by central banks, an orchestration tracing back to the close of the Volcker era. It is with a sense of prophetic inevitability that we entered into a new phase of this cycle – the bubble burst – last year. With the…

Executive Summary Central banks and regulators have fueled debt growth, leading to potential economic instability; Bitcoin offers a hedge against risks. Bitcoin’s predictive nature and self-custody capabilities make it an attractive investment for protection against lurking financial threats. Grayscale Bitcoin Trust provides a related, alternative investment option for traditional investors…