Macroeconomics Archives - Page 2 of 4

The Dominoes Keep Falling part 2

4.) Stone Ridge Asset Management, a firm with $10B under management, created a $115M digital asset fund in which they purchased some 10,000 bitcoins. The Bitcoin fund was created after firm employees began accumulating Bitcoin for their personal accounts and clients increasingly wanted exposure.… Read more

The Changing World Order – Ray Dalio

As it turns out, I am not the only one who sees the end of the current monetary system on the horizon. Ray Dalio, one of the world’s most successful macro investors, is writing a book on this very topic. As Ray writes each chapter, he posts it online to read for free.… Read more

The Bitcoin Reformation

Here is an amazing long-read by Tuur Demeester, in which he uses the Protestant Reformation of the 16th century as a blueprint to help grasp the magnitude of the tidal change in socio-economic trends the world is undergoing as we shift into the Information Age, and how Bitcoin factors in and acts as a catalyst during this epochal shift.… Read more

The Triumvirate of Liquidity – Nik Bhatia

Here is an interesting piece by Nik Bhatia explaining the Triumvirate of Liquidity — US Treasuries, gold, and Bitcoin — the only safe have assets which shelter investors from systemic risks of the overextended global financial system, the liquid assets to which investors flee amid turmoil.… Read more

The World Has Gone Mad and the System Is Broken – Ray Dalio

Here’s another post by one of the world’s most successful investors, Ray Dalio, which follows up on a post he made a few months ago that I covered here.

I don’t have anything to add to what I wrote last time.… Read more