Categories
The Bell

Bitcoin & Semiconductors

Don’t Make Bitcoin Your Religion ‘You can be long bitcoin and expect higher prices and not have to make up conspiracy theories about the stuff. There’s no need to be a one-trick pony.’ Phoenix okays development deal with TSMC for $12 billion chip factory City officials in Phoenix, Arizona on Wednesday unanimously voted to authorize a development agreement with chipmaker Taiwan Semiconductor […]

Categories
The Bell

A digital future, the stock market API, and 2-100 club

The economy is way bigger than I ever thought. This means there are always a lot of opportunities to build new things and invest in great companies. Optimism for a Digital Future Amid Harsh Economic Realities Over the years, I already learned a lot from Howard Lindzon and Raoul Pal. In this video, they talk […]

Categories
The Bell

CMBX indexes, recurring revenue, and stocks I bought last month

“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August, and February — Mark Twain. 3 months left in this crazy year. This week more links than usual and a list of the stocks I bought and sold (short […]

Categories
The Bell

The bell #4: Everything is fragile.

Name a ‘system’ that is not under pressure … hard, isn’t it? It seems that everything is fragile at the moment. It’s like trying to stop a forest fire with a bucket of water. The COVID crisis accelerates almost everything, both the good and the bad. Last week I rewatched The Big Short, and it […]

Categories
The Bell

The bell: SPACs & Why Twitter and Square should merge

Even God Couldn’t Beat Dollar-Cost Averaging Should you follow the DCA (Dollar-cost averaging) strategy or buy the dip? My general rule is DCA. But (real) dips are great moment to rethink your strategy. For example in the beginning of the panic of this year, I went all in on growth stocks. Open Letter to Jack […]

Categories
The Bell

The bell: How to invest

Softbank is in interesting company, I’m quite bearish on their future but Masa Madness story was a well written and super interesting story. What else? Some great reads: Enduring Drawdowns in Wonderful Companies …’Third, and not surprising, long term shareholders must endure multiple, and sometimes painfully long drawdowns to reap great rewards. This would confirm […]

Categories
The Bell

The bell: People will buy the dip

Supply and demand are what the market drives. Low-interest rates mean that people seek other places to put their money to work. People will buy the dip this week. Some interesting reads about the markets. MiB: BlackRock’s Salim Ramji  Great podcast with Managing Director Salim Ramji, Head of iShares Index and ETFs. Some Thoughts On […]