Monday, May 24, 2021

Sick of Talking About Crypto? Us Too.

The stock market rally finally suffered substantial losses Thursday as the 10-year Treasury yields continue to rise. So, do we find ourselves staring down the barrel of a broad stock market retreat or a sector rotation?

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May 24, 2021

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Look Past the Dumb Crypto Headlines — U.S. Economic Conditions Are Still Improving

You guys know that I also write for another column, Venture Society. Well, if you didn't… You do now.


This past Thursday, I wrote about how absolutely sick of crypto headlines I am. But that's all the media is talking about, which means I have to talk about it. Even when there's other things going on that are, frankly, more important.


Like the fact that the economy is still accelerating…


So for just a bit, I had a break from talking about crypto and got to talk about semiconductors. But Monday morning, I stumbled across yet another article.


This time, it was about how one of the top hedge fund managers in the world, Bridgewater Associates founder Ray Dalio, is now dabbling in crypto. He transitioned from doubting to buying because he fears a global debt crisis.


But guess what? The economy is still accelerating.

Here We Go Again…

Nvidia Splits Shares Amid Looming Semiconductor Shortage

May 21, 2021

Economics, at its core, has one basic principle: supply and demand. So what happens when supply can't keep up? Well, prices go up — which is also known as inflation…

That's exactly what we're seeing with the semiconductor chip shortage, and it looks like it's only going to get worse. That's not stopping some companies, however.

Continue Reading

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