Dispatch #26 – 2021 August 13th, 2021 The crypto language inserted into the Infrastructure Bill takes top billing this week. This political bungle might become a big deal for US-based developers, but investors won’t notice any difference. A bipartisan group of Senators tried to strip out the potentially harmful language, but failed because of pork […]
SEC crypto letter
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 […]