by Bryan
The first in a ?-part series, we look into the current landscape of the individual investor, why there’s been such a mad dash toward speculative assets, what’s causing it, and what’s on the horizon to shift retail investing from a game of chasing the in-vogue asset to one that provides true power and ownership to the individual.
Read Moreby Bryan
Forget the speculative, meme-based cryptoassets like Bitcoin, Dogecoin, and art NFTs: there are cryptotokens being created in the Decentralized Finance space that are rewriting the possibilities of democratized financial instruments at a level not seen since Bogle’s Vanguard revolution in the 1970s.
Read Moreby Bryan
The second of our research papers focused on US legislators who potentially used non-public information from the COVID-19 pandemic to inform their stock purchases. We took a look at publicly-available US Representatives Financial Disclosures data to find indications of insider trading by representatives off of the back of their private COVID briefing back in January. While most do not act on this information, we have identified over a dozen representatives that potentially violated the STOCK Act based on the timing and positioning of their transactions.
by Bryan
GameStop/BlackBerry/Bitcoin/Tesla/Pets.com/1980’s Japan/Mississippi Company/South Sea Company/Tulip Bulbs/etc./etc./etc. Time is a flat circle, and the stock market is a (mostly) rational house built out of irrational bricks.
…Wait, I feel like I’ve said this before…
Read Moreby Bryan
Africa always seems to be five years away from being five years away from breaking through…but recent shifts could finally see its promise fulfilled. Unfortunately, there isn’t really a viable path to public equity investment into wide swathes of the continent…yet.
Read Moreby Bryan
<ERROR: UPLOAD OF OVER-USED QUOTATION FROM THE DARK KNIGHT ‘youeitherdieaherooryoulivelongenoughtoseeyourselfbecomethevillain.txt’ FAILED FOR UNKNOWN REASONS>
by Bryan
GameStop/BlackBerry/Bitcoin/Tesla/Pets.com/1980’s Japan/Mississippi Company/South Sea Company/Tulip Bulbs/etc./etc./etc. Time is a flat circle, and the stock market is a (mostly) rational house built out of irrational bricks.
by Bryan
A well-constructed investment thesis or a solid concept behind a portfolio is nice, but let’s face it: “it’s about the [returns], stupid.” We take a look into the recent performance of our two funds so far, not just against benchmarks but against expected performance as well.
Read Moreby Bryan
What can the late “your favorite rapper’s favorite rapper” and apps that deliver groceries tell us about the impending bifurcations in multiple industries?
Read Moreby Bryan
Another research paper, but one that’s a bit of a departure from our previous works. We took a look at publicly-available US Senate Financial Disclosures data to find indications of insider trading by senators off of the back of their private COVID briefing back in January. Most senators didn’t act on this nonpublic information, but three senators (Burr, Loeffler, Perdue) have some flags raised in their transactions that need to be investigated further.
Read More
