Written Sources


Here is a list of my favorite sources for written content:



























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You Can't Bring Me Down

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  Financial markets never cease to amaze me. We’ve seen a company most of us heard of before a couple of weeks ago threatening to bring the whole system down. This comes on top of the CCP’s ability to put in new regulations like Steph Curry knocking down three pointers. I shared an article below about how China’s ban on crypto is different this time. I’m not exactly sure it is. The CCP had plans to dominate the world, but I’m not sure this is how they thought it would go. I thought of today’s title when I saw the strength of equity and crypto markets this week. All the news pointed to another lower week, but they seemed to fight it off and end the week higher. It’s also the title of a song in my pre-race routine. Here are some of the lyrics. I think it describes the crypto community quite well. Not sure if that ends good or bad. Time out, let's get something clear I speak more truth than you want to hear Scapegoat to cover up your fear, you can't bring me... You ain't never...
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Mo Money, Mo Problems

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  Each week there seems to be some event that is out of the ordinary and has nearly everyone talking about it. Last week, we had four of them; Bitcoin became a $1T asset class, NASA landed a vehicle on Mars, the House hearing on the GameStop fiasco, and the cold snap in Texas. I’m opening with the House hearings because, in my opinion, they were a complete joke. Most of the politicians have no idea what’s going on and those testifying gave bland standard answers. I mean it’s not like this happened the day before and you didn’t have time to have your staff educate you on the basics. Ask a decent question please. Honestly, this basically was a complete waste of everyone’s time, but at least it was quasi entertaining. The person that impressed me the most was Jennifer Schulp of the Cato Institute. I felt she did a decent job of dealing with the dumb questions and explaining them so non-industry pros could understand some parts of the industry and what was actually going on. What we sh...
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Excuse me as I kiss the sky

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  There has never been a better time in history to sell the major indices. Well, that’s because they’re at all-time highs. Let's just hope we're not Wile E. Coyote in a Road Runner cartoon.  Aside from the continued march higher, A couple of big M&A deals were announced last week. The official announcement of the Salesforce (CRM) acquisition of Slack (WORK.O). S&P Global and IHS Markit announced a $44B all-stock deal. Talks of delisting Chinese stocks from US exchanges continued, and it’s not what I originally thought with those stocks moving to the OTC market. OPEC+ kept us waiting, but they’ve announced a small production hike of 500k barrels per day for next month.  We’ve got a light earnings’ calendar again, but we’ve still got a few events on the week. Disney (DIS), Starbucks (SBUX,O), and Salesforce (CRM) are holding investor meetings. Some IPOs on the docket too. DoorDash (DASH.K) and Airbnb (ABNB.O) are the big ones, but there are six in total expected fo...
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