bitcoin

At RealVision, we have a whole group and a whole suite of video interviews dedicated to Crypto. But I am considered a macro guy at RV. And so, I try to stay out of the crypto side of things except to the degree it relates to traditional…

I have a conversation scheduled for 4PM today with Real Vision CEO and Co-Founder Raoul Pal. And I wanted to use today's newsletter as a 'prep' for that discussion. Raoul has become quite ensconced in the cryptocurrency world and sees that…

A quick note here with a few thoughts on technology IPO companies with economic moats I use Slack every day at work. It is an essential internal communications tool for my job. And, as such, I see it as a company with relatively high…

Stories on job losses on UK high streets, wage battles in Britain and bubbles in crypto and startup tech companies

If bitcoin and its equivalents can deliver what its champions promise, what’s not to like? Well, the rub is what Economist Abba Lerner said “The modern state can make anything it chooses generally acceptable as money".

Japan has just decided that Bitcoin is not a currency, which subjects it to sales and income taxes. This is consistent with the view of the Canadian Revenue Service, which has found Bitcoin to be property and not a legal currency, and the…

This post is about three different topics, Bitcoin and e-Payments, the Minimum Wage, and consumer spending and Walmart. There has been a lot of discussion about all three and I believe I have an innovative way to attack all three issues…

In the wake of the financial crisis, bailouts and cheap money have done much to restore American bank balance sheets. Earnings for banks have returned to pre-crisis levels. But over the medium-term I believe banks’ earnings power will be…

2013 has been a breakout year for Bitcoin, the virtual payment system. I haven’t written anything on it to date but I have been following the market. Here are some ideas on Bitcoin based on what I have seen.

Reports indicate strong Bitcoin interest in China. BTC, the China-based Bitcoin exchange accounts (trading a third of all Bitcoin transactions, while China may account to close to half of the daily turnover, according to some internet…