Some believe the four-year bitcoin price cycle is over. I have no doubt that one day it will be, but not yet. What is clear is that the amplitude of the four-year cycle is falling as other drivers take over.
The root cause of the four-year cycle comes from the…
If broad money growth stabilises above 10% per annum, then Napier doesn’t have a problem saying inflation stabilises above 4%. That was music to my ears because I wrote a piece for the LBMA in 2018 called The Rational Case For $7,000 Gold By 2030.
In the late summer, we were asked by a UK member of parliament, Steve Baker MP, to help make the case against central bank digital currencies. …
Price cycles and seasonality sometimes appear to be one of the great market mysteries, but there’s often a simple explanation. It is easy to understand why the demand for fireworks peaks at New Year, but other cycles can be harder to explain.
I’ll get to gold and show you why…
ByteTrend is a trend following strategy for crypto developed by ByteTree to identify the leading crypto trends. It is a simple yet powerful tool that enables investors to stay on top of the market.
The aim of trend following is not to identify market tops and bottoms but to identify…
With rates so low, inflation is key for gold in 2022. If it keeps on rising, that will see gold perk up while equities cool off. Short-term inflation measures are already moving higher as the Omicron variant seems to be pretty mild. …
At the recent Bitcoin conference in Miami (the really bullish one), Twitter’s founder and former CEO said: “if I was not at Square or Twitter, I’d be working on bitcoin”.
He announced his resignation from Twitter this week, and it seems he wants to spend more time on bitcoin. …
The world is sinking in debt, and the most gracious exit is to see it inflated away. Inflation is something we had better get used to because financial repression, which keeps interest rates low despite inflation, has become a policy choice. …
The bad news is the latest calibration brings down the constant from 4 to 3.54. That takes fair value from $2,061 to $1,824. The good news is that gold remains slightly undervalued, and the cheapest it has been since 2007.
