Using Veritas to Construct the "Per…

29-04-2017 Hits:88417 BoomBustBlog Reggie Middleton

Using Veritas to Construct the "Perfect" Digital Investment Portfolio" & How to Value "Hard to Value" tokens, Pt 1

The golden grail of investing is to find that investable asset that provides the greatest reward with the least risk. Alas, despite how commonsensical that precept seems to be, many...

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The Veritas 2017 Token Offering Summary …

15-04-2017 Hits:82134 BoomBustBlog Reggie Middleton

The Veritas 2017 Token Offering Summary Available For Download and Sharing

The Veritas Offering Summary is now available for download, which packs all the information about Veritas in a single page. A step by step guide to purchasing Veritas can be downloaded here.

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What Happens When the Fund Fee Fight Hit…

10-04-2017 Hits:82016 BoomBustBlog Reggie Middleton

What Happens When the Fund Fee Fight Hits the Blockchain

A hedge fund recently made news by securitizing its LP units as Ethereum-based tokens and selling them as tradeable (thereby liquid) assets. This brings technology to the VC industry that...

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Veritaseum: The ICO That's Ushering in t…

07-04-2017 Hits:86519 BoomBustBlog Reggie Middleton

Veritaseum: The ICO That's Ushering in the Era of P2P Capital Markets

Veritaseum is in the process of building peer-to-peer capital markets that enable financial and value market participants to deal directly with each other on a counterparty risk-free basis in lieu...

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This Is Ground Zero for the 2017 Veritas…

03-04-2017 Hits:82959 BoomBustBlog Reggie Middleton

This Is Ground Zero for the 2017 Veritas Offering. Are You Ready to Get Your Key to the P2P Capital Markets?

This is the link to the Veritas Crowdsale landing page. Here is where you will be able to buy the Veritas ICO when it is launched in mid-April. Below, please...

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What is the Value Proposition For Verita…

01-04-2017 Hits:85087 BoomBustBlog Reggie Middleton

What is the Value Proposition For Veritas, Veritaseum's Software Token?

 A YouTube commenter asked a very good question that we will like to take some time to answer. The question was, verbatim: I've watched your video and gone through the slides. The exchange...

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This Real Estate Bubble, Like Some Relat…

28-03-2017 Hits:56178 BoomBustBlog Reggie Middleton

This Real Estate Bubble, Like Some Relationships, Is Complicated...

CNBC reports US home prices rise 5.9 percent to 31-month high in January according to S&P CoreLogic Case-Shiller. This puts the 20 city index close to an all time high, including...

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Bloomberg Chimes In With My Warnings As …

28-03-2017 Hits:84405 BoomBustBlog Reggie Middleton

Bloomberg Chimes In With My Warnings As Landlords Offer First Time Ever Concessions to Retail Renters

Over the last quarter I've been warning about the significant weakness in retailers and the retail real estate that most occupy (links supplied below). Now, Bloomberg reports: Manhattan Landlords Are Offering...

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Our Apple Analysis This Week - This Comp…

27-03-2017 Hits:84120 BoomBustBlog Reggie Middleton

Our Apple Analysis This Week - This Company Is Not What Most Think It IS

We will releasing our Apple forensic analysis and valuation this week for subscribers (click here to subscribe - lowest tier is the same as a Netflix subscription). As can be...

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The Country's First Newly Elected Lame D…

27-03-2017 Hits:83988 BoomBustBlog Reggie Middleton

The Country's First Newly Elected Lame Duck President Will Cause Massive Reversal Of Speculative Gains

Note: Subscribers should reference  the paywall material here for stocks that should give a good risk/reward scenario for bearish trades. The Trump administration's legislative outlook is effectively a political desert, with...

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Sears Finally Throws In The Towel Exactl…

22-03-2017 Hits:90454 BoomBustBlog Reggie Middleton

Sears Finally Throws In The Towel Exactly When I Predicted "has ‘substantial doubt’ about its future"

My prediction of Sears collapsing once interest rates started ticking upwards was absolutely on point.

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The Transformation of Television in Amer…

21-03-2017 Hits:88033 BoomBustBlog Reggie Middleton

The Transformation of Television in America and Worldwide

TV has changed more in the past 10 years than it has since it's inception nearly 100 years ago This change is profound, and the primary benefactors look and act...

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We are already back in a bubble, literally months after popping the last one...  

  1. China is using stimulus steriods to pump up manufacturing through lending, literally recreating the bubble that brought down the west, thier major trading partners. Bank asset and loan quality, corporate balance sheet stabiity and real asset valuations are bound to suffer as a result. The question is when will it be apparent. The Chinese government was never known for its freedom of speech and transparency policies.
  2. The US equity markets are out of control, rebounding from a slump that was caused by problems that still exist. Yes, the goverment headed off calamity by laxing many of the symptoms, but the root causes are still embedded in banks' balance sheets. See FASB tries to close Pandora's box for ideas of what my happen next or see "The Great Global Macro Experiment, Revisited" for why this cycle (in bullets one and two, here) must go on and on despite everyone knowing the inevitable conclusion.

On the consumer technology front...  

  1. Google is an interesting and high growth company, but it may be maturing in many of its primary revenue driver markets, which is probably by they are aggressively expanding into others, primarily that of the telecomm and software giants. There recent beef stemming from getting their Google Voice app rejected from Apple's app store for the Iphone is interesting. Anti-trust issues show Apple is now the Goliath, and not the David (see Why The FCC Wants To Smash Open The iphone). In addition, an app like Google Voice easily obsceleces services from overpriced Verizon and ATT. Hmmmm. Another paradigm shift is coming, and services that previous carried heavy upfront costs but large margins are now relegated to the old school by access to the universal network known as the Internet. We do not have broadcast TV, satelite or cable in my home. All media is consumed through the Internet, at the time and convenience of our choosing. We all overpay for cell phone service, when we should be consuming both voice and bi-directional video services through the data network, with low cost software such as Skype or Google Voice replacing cell phone minutes. Telecomm and cable TV margins, beware (see my File Icon CVC Intelligence note for evidence of this happening already).
  2. Google is also moving in on MSFT's app space, which is scary for MSFT for sure. Here is a secret though. MSFT makes a better search engine than Google makes an office suite. Try Bing, if you like Google search, you will love Bing. The recent team up with Yahoo may also mean that market share will now start coming out of Google vs. being taken from Yahoo. Watch out Google, you are now big enough where the only place to go is down if you're not careful.
  3. The Apple Iphone is a cute device with a superior user interface (hardware/OS/UI integration) and multimedia integration, but is near useless for hard core business application. I see Apple is working on that, but at the same time their competition is honing thier skills on UI and multi-media. Unfortunately, they lack Apple's marketing acument and penchant for sexy designs. I wonder how long that disparity will last. It is obvious that Apple is not going to wait around to find out. I recently purchased an Ipod Touch 2G to use as a high end remote control. It is quite capable once jailbreaked (PS, I am not a big Apple fan at all). Rumor has it that their nest generation Ipod in September will have a mic and a camera. Here comes full fledged telephony over a wifi network, hint: Google Voice. Of course, Apple can come out with their own telephony app, but that will definitely piss off their telecomm partners who subsidize the Iphone by an enormous amount.
  4. Then there is the Apple Tablet, which will essentially be a big Ipod touch. This threatens the Amazon Kindle and the netbook market simultaneously. Apple's penchant is superior UI, hence user experience. Their marketing and sexy design don't hurt, either. The danger for Apple lover's here is that the Windows based devices may finally catch up with the release of the lightweight, Windows 7 OS, out in a few months. It would be foolish to assume that no fancy, tactile/touch enhanced hardware will be released with this new and significantly improved OS.