Tag: economics
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The Network State – by Balaji Srinivasan
Summary The network state in 1 sentence: A network state is a highly aligned online community with a capacity for collective action that crowdfunds territory around the world and eventually gains diplomatic recognition from pre-existing states. Key Takeaways What I got out of it The Rabbit Hole is written by Blas Moros. To support, sign up…
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Carbon Tax – an illustration
How carbon tax works. Follow me on my adventure… Pretend there are 5 people living in Canada and this is what they make annually: Gertrude: $500,000William: $400,000Suzy: $50,000Spencer: $40,000Dwight: $30,000 Gertrude and William own all the stores and sell grocery, clothes and industrial supplies to Suzy, Spencer and Dwight. This is what these 5 will…
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All It Takes Is All You Got – by Balanji
Your assets are the government’s collateral. A recent Wall Street Journal article included this wonderful graph: That’s weird. Why is the US government issuing Treasuries at emergency rates when the official narrative is that everything is fine? And why is the Wall Street Journal acknowledging something extremely strange is going on…and that it could end badly? Here are…
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Raoul Pal’s “Everything Code”: Deciphering the Interconnected Web of Finance, Economics, and Government
I’ve been closely following Raoul Pal’s work on the “Everything Code” – a comprehensive framework that aims to unravel the complex web of interconnections between the financial markets, economic trends, and governmental policies. As a precursor to my previous article, today I’m pulling apart the peach a bit further. The Debt Trap: When Governments Can’t…
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Raoul Pal’s “Everything Code”: A Comprehensive Exploration of the Crypto Landscape
I’ve been closely following the work of Raoul Pal, the renowned global macro investor and co-founder of Real Vision. Pal’s latest venture, the “Everything Code,” has been generating significant buzz within the crypto community, and I’m excited to dive into this comprehensive framework and share my insights with you. Pal’s “Everything Code” is a holistic…
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Peering into the Future
The Big Whoosh (disclaimer, long read) When you really boil down the entirety of what’s going on – the current state of the market boils down to one simple observation. The people buying the highs of the 1999 tech bubble were right. But they were too early. Sama’s most recent interview highlighting how “humanoid robotics…
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The Inevitable Rise of Artificial Intelligence
Buckle up, because this is going to be a wild ride. Let’s start with the obvious: artificial intelligence is no longer the stuff of science fiction. It’s here, it’s real, and it’s about to turn our world upside down. And let me tell you, the government is probably going to find a way to screw…
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The Bitcoin Standard
by Saifedean Ammous Why Bitcoin Could Be the Future of Sound Money The history of money is a fascinating one, filled with the rise and fall of various forms of currency. In his book “The Bitcoin Standard,” economist Saifedean Ammous makes a compelling case that Bitcoin could be the solution to the shortcomings of our…
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The Revival – April 2022
Greetings Friends, In true Ontario fashion, yesterday we enjoy a sunny spring day (actually saw folks in tee’s and shorts!) and today we are battling grey skies and wet flurries. Equally as undecided, Ontario’s real estate is trying to pick a direction too. However, we will get into that below. At Ontario Assets, Katherine and I had…
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Quantitative Sleaze –
Quantitative Sleaze – How The Bank Of Canada Mislead Politicians On Real Estate & QE ExternalInbox By Peter Sunwasi Canada’s central bank head piqued the interest of economists, and not because of his dazzling personality. Speaking to lawmakers, the Bank of Canada (BoC) Governor Tiff Macklem explained quantitative ease (QE) has no impact on housing. He further explained…