Dispatch #27 – 2021 August 20th, 2021 The focus story this week is the absolute and risk adjusted return enhancement from adding bitcoin to traditional 60:40 portfolios. We highlight the study by Econometric, a blockchain analysis firm, that illustrates the superior outcome over most historic time horizons if a portfolio added and kept a 5% […]
inflation
Rents Will Keep Core-Inflation High for Longer
Dispatch #23 – 2021 July 16th, 2021 This week’s Dispatch is going to focus on Inflation, to explain how rising rents will keep core-inflation high for longer. We’ll look at the composition of the CPI basket, what items are most heavily weighted and how price data is diverging from reality. Housing, the largest weight at […]
Fidelity Bitcoin pricing model
Dispatch #12 -2021 April 23rd, 2021 The leading story this week is the Bitcoin pricing model published by Fidelity’s Jurrien Timmer. This study incorporates the exponential demand curve with the already well understood exponential supply decline. He uses the mobile phone adoption curve to model how the Bitcoin price may evolve over the long term. […]
Crypto taxes, Turkey bans crypto, Bitcoin acceptance, used auto price, vaccines & re-opening, diversifing beyond Bitcoin
Dispatch #11 -2021 April 16th, 2021 Let’s start with crypto taxes as it is traditional tax week. For 2020, IRS Form-1040 specifically asks if you had crypto transactions, illustrating the IRS’ growing focus on digital assets. You are expected to track the cost basis of your coins and report capital gains accurately. Other items discussed […]
Multiple Bitcoin ETFs, Visa & Paypal start crypto payments, Bitcoin for transactions & salary, digital yuan
Dispatch #10 -2021 April 9th, 2021 A slew of Bitcoin ETF filings with the SEC takes top billing in Dispatch 10. The filers are industry powerhouses like Fidelity Investments, Goldman Sachs, Van Eck and Wisdom Tree. Bitcoin also continues to make subtle progress as a medium of exchange. Examples are Tesla accepting Bitcoin for car […]