A trader friend of mine once shared an intriguing insight: Trends that “make no sense” = robust. Trends that become consensus = fragile… This idea has captivated me for years, especially as I’ve observed how it plays out in the financial markets, business and other areas of life. In this post, I’ll share some related […]

Let’s start with a short story about Caligula. Caligula was a Roman emperor who ruled from 37 to 41 CE. He was known for his eccentric and tyrannical behavior, and one of the most famous incidents involving him was when he brought his horse, Incitatus, to the Roman Senate. According to the historian Suetonius, Caligula […]

A question we get asked quite often during volatile periods in the market. What is our plan for next few weeks to a month? And our answer is always the same: “If you want to know our plan, you must first tell us what the market is going to do.” And this reminds us of […]

My brother and I love to solve brainteasers. Over the years, I have found that asking some specific questions can help you solve a puzzle, a lot faster. You can also use these questions if you are stuck with a problem or looking for a new idea. Here’s the list: Look for evidence to contradict […]

We have received emails from multiple clients about current selloff in BTC and if they should buy the dip. The answer to this question depends. Can you deal with all the volatility? If the answer is a resounding YES then it wouldn’t be a bad idea to nimble. We personally own some GBTC (Grayscale Bitcoin […]