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Visit lynalden.com → RSS feedOn Hacker News Apr 2020 – Jun 2023
Tech Industry & Business 14Society, Policy & Culture 12Crypto & Blockchain 2
Originally Published: May 2021 Inflation is a controversial and complex topic. This article looks at 150 years of data across multiple countries to provide a general idea of what inflation is, what to look for, and how to invest with inflationary and deflationary risks in mind. Read from the beginning, or jump to the…
Editor’s Note: This topic is now comprehensively covered in my book, Broken Money. Money is a surprisingly complex subject. People spend their lives seeking money, and in some ways it seems so straightforward, and yet what humanity has defined as money has changed significantly over the centuries. How could something…
Published February 2020 There is currently a short squeeze affecting most of the global economy, slowing its growth. This has been the case well before the impacts from the trade war and the coronavirus. A short squeeze occurs when something that is heavily shorted goes on to rise sharply in price for one reason or […]
Published December 2, 2020 Since autumn of 2019, I’ve been bearish on the dollar, meaning I have a longish-term outlook towards a weaker dollar. This view began forming when the Federal Reserve cut interest rates in summer 2019, and then the view solidified with a catalyst after an overnight repo rate spike in…
Published: June 2023 In prior articles and newsletters, I’ve explored the causes of consumer price inflation over time. In short, the rate of consumer price inflation in an economy comes from a combination of 1) money supply growth and 2) significant changes in productivity and/or resource abundance. -Periods of fast…
Originally published: November 2021 One of the most polarizing topics today is wealth inequality. I think a better description is to refer to it as wealth concentration. Nobody should expect wealth to be equal in a society, but when wealth becomes extremely concentrated (way more unequal than usual), it’s often a sign…
Published November 2020 Lately, it has become fashionable to debate what is, or is not, “money-printing” by central banks. This debate is natural, due to the extreme policy nature of 2020, with massive fiscal expenditures, huge increases in central bank balance sheets, and changes in central bank inflation targets…
Originally published: December 2021 When price inflation occurs, it can be a very challenging time for everyone. In that type of environment, prices of goods and services often go up faster than wages, and the public and policymakers wish to constrain them. Historically, when price inflation becomes rampant…
Originally published: January 2021 The anonymous founder of Bitcoin, Satoshi Nakamoto, solved the hard problems associated with digital scarcity with a white paper in 2008, and launched Bitcoin in 2009. After that invention, numerous other projects came in its wake. There are now over 8,000 separate digital assets…
October 9, 2022 Latest Articles: A Look at the Lightning Network Energy: The Area Under the Curve This newsletter issue focuses on recent problems with developed country sovereign bond markets and how energy supply constraints pose an ongoing problem for them. The Sovereign Bond Bubble During much of 2019 and 2020…
Published December 2, 2020 Since autumn of 2019, I’ve been bearish on the dollar, meaning I have a longish-term outlook towards a weaker dollar. This view began forming when the Federal Reserve cut interest rates in summer 2019, and then the view solidified with a catalyst after an overnight repo rate spike in…
For the first time in modern history, the Fed is operating at a loss. This article explores what that means for savers and investors.
January 16, 2022 Latest Article: The Importance of Price Signals This newsletter issue takes a look at the self-reinforcing cycle that stuffed excess global capital into the US stock market over the past 40 years (and especially the past decade) like a sponge soaking up water, along with an examination of catalysts…
Updated for 2023, this report is a deep dive on Bitcoin's energy usage and long-term scaling approach, with data tables and case studies.