Token analysis and valuations

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 "professional" investors and analysts seem to miss the point. You often hear, those who only see rewards (or lack thereof, ie. "Hey, Ether went up 150% last year!") or those who only see risks (or lack thereof, ie. "Bitcoin is too volatile to make a good investment"). This last point has been espoused not only be novice retail investors, but by global investment banks, the Financial Times, CNN/Money and even the London Business School. I'm actually quite serious about this (Financial Times, London Business School and Credit Suisse) - all entities that really should know better.

Published in BoomBustBlog

IMG 20170308 092804

Many bitcoin aficionados are waiting with baited breath as the SEC is to announce by this Friday whether they will approve the first registered bitcoin ETF. This is not the make or break event that many think it is, though. As a matter of fact, if the ETF is denied and the bitcoin drops, I'll consider it an opportunity.

Published in BoomBustBlog

SNAPBy just the 2nd full day of trading, math and reality hits SNAP stock. Last week, I posted "Goldman Sachs & Morgan Stanley Pull Off the Heist of the Decade, Bends Over Those Who Don't Read BoomBustBlog", and if that wasn't a textbook example of a guaranteed short, a clear sign of a bubble and the most demonstrable example of the Street taking advantage of clients, then I don't know what is.

Published in BoomBustBlog

After reading what is essentially Fake News about Bitcoin from Financial Times, London Business School and Credit Suisse, I have created an easy to understand metric that allows anyone to compare the risks and rewards of Bitcoin to basically any currency, commodity, stock or asset class.

BTC vs Eur risk vs reward

Published in BoomBustBlog

There is no such thing as a trustworthy trusted partyCredit Suisse has been posting cryptocurrency advisories over the last few weeks. They are quite one-sided, although couched in the appearance of objectivity. To explain why it's couched in the appearance of objectivity, and not actually objective, let me give you some background. 

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Last week I queried "Is Bitcoin the Undisputed Best Performing Asset Class In the World?". The purpose of that piece and the piece before it was to debunk long standing misconceptions as to the actual investment performance of BTC (bitcoin) as portrayed by respected institutions such as the London Business School and the Financial Times, not to mention Money Magazine. 

Now, it's time to get into exactly what value propositions are there to support bitcoin's price.BTC price 1 31 17

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In the educational piece titled "Is Bitcoin Too Risky? Whenever the Bitcoin is Mentioned in Financial Pop Media, Ignorance Ensues," I reviewed the many misconceptions that "so-called" professional investment types had about bitcoin, its relative risks and rewards. I called out the Financial Times, the London Business School and Money Magazine as basically not knowing what they hell they were talking about. Now, we will take the analysis a step further for those investors who want to get their feet a little more than just wet.

risk

Published in BoomBustBlog

I hate to be the one to break bad news to you, but most of the pop media/mainstream media financial pundits that I hear and see opine on bitcoin have absolutely no idea what the hell they are talking about.  This article will be the piece that strips the pretense of knowledge away from all of those other "smart guy" media types.

thumb Bitcoin sharpe ratio today

Published in BoomBustBlog