Probabilistic Market OutlookThe way we try and think about investing was loosely captured in this excellent article “Probabilistic Thinking.” Suggest everyone read it…Oct 28Oct 28
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 18Oct 18
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 16Sep 16
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 5Sep 5
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 27Aug 27
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 26Jul 26
Crazy Safe ArbitrageIn a past life, I used to run this structured trade finance program for some of the world’s largest agricultural companies. It was…Mar 30, 2023Mar 30, 2023
