The Disciplined Speculator

The Disciplined Speculator

Financial Markets


Let the Good Times Roll

7 Jan 2020 1 minute read 0 comments Rod_cfa

Historically, the destiny of all government currency, or money, is extinction. https://app.box.com/s/1h1obdemojo94zw25rd6uho8tfxtpc35  

The Broken Repo Market Sparks Inflation

10 Dec 2019 1 minute read 0 comments Rod_cfa

https://app.box.com/s/sqbr9q81c8bh03li10c1mgxaqck3qvh0

Is It Over for Pot Stocks?

26 Nov 2019 1 minute read 0 comments Rod_cfa

https://app.box.com/s/7fr77i843rctqp87zte327k7uk0ws1c6  

A Multiyear Bull Market for Gold Has Begun

19 Nov 2019 1 minute read 0 comments Rod_cfa

https://app.box.com/s/6dubgcr5uu5fwilohfwbe0n7v06xde5d  

The Bubble of Everything Continues

12 Nov 2019 1 minute read 0 comments Rod_cfa

https://app.box.com/s/cels65rpv9koz2z4hsio0yrlpuahc978  

Why the US Dollar and Gold Are Both in Uptrends

29 Oct 2019 1 minute read 0 comments Rod_cfa

https://app.box.com/s/fl08cw5cihwrgoyen6wbxnbpif78xxxr  

Real Rates of Return to Decline Longer Term

22 Oct 2019 1 minute read 0 comments Rod_cfa

https://app.box.com/s/f3tetgh1fwpndflkah8rfbty26pljulx

Recession Fears Begin to Subside

15 Oct 2019 1 minute read 0 comments Rod_cfa

https://app.box.com/s/4dfk4yy2sowx03eqcz2ld2iohydl6sc3  

Cryptocurrencies: Turning the Theory of Investment Value on its Head

4 Oct 2019 1 minute read 0 comments Rod_cfa

Cryptocurrencies are non-producing assets. They do not generate any cash flows and therefore have no investment value, as defined. Their value is based solely on what someone is willing to pay for the asset. Consequently, the only way to value these...

Bitcoin: Buy the Dip, But Wait for the Rebound

1 Oct 2019 1 minute read 0 comments Rod_cfa

Last week, the price of bitcoin broke below its key support level of $10,000 for two reasons: 1. The launch of the first “spot”-settled bitcoin futures contract by Bakkt failed to meet trade volume expectations and 2. The SEC further delayed making a...