The Art of the EndgameKeynes had this famous thought experiment about a beauty contest where judges won by picking not the prettiest faces, but the faces they…2h ago2h ago
The End of EuropeThe start of the industrial age marked the peak of Europe. The end of oil may mark its end.Dec 3, 2024Dec 3, 2024
New MoneyRemember that scene in Trading Places where the Duke brothers try to corner the frozen orange juice market? Two crusty old establishment…Nov 12, 2024Nov 12, 2024
Probabilistic Market OutlookThe way we try and think about investing was loosely captured in this excellent article “Probabilistic Thinking.” Suggest everyone read it…Oct 28, 2024Oct 28, 2024
A Market View of ElectionsThere are few things less palatable in this world than watching Kamala Harris speak. Makes you feel a bit dirty. Her words are textbook…Oct 18, 2024Oct 18, 2024
Timing the Market with Monetary PolicyWired Capital has maintained long exposure to the crypto markets with a view toward a bullish Q4 2024 / Q1 2025. We have stated the need…Sep 16, 2024Sep 16, 2024
Bonds, the Budget and a Bull MarketImagine for a moment that Robert Mugabe is resurrected as President & Monetary Czar of the United States. Soon he’s raring to get out there…Sep 5, 2024Sep 5, 2024
On Predicting the FutureAbout a decade ago, for a year I was camped out at one of those prop shops where they set you up with a shiny six monitor spread; make you…Aug 27, 2024Aug 27, 2024
Crypto’s Institutional AgeWatching politicians talk about crypto is a jarring experience to say the least. Crypto has however become a key policy matter…Jul 26, 2024Jul 26, 2024
