IDX Digital Assets – Video presentation and Q+A on ‘Volatility in Digital Assets and why it Doesn’t Need to be a Hurdle to Enter the Space’

 

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Thoughts From the Divide: When The Facts Change

BY JON WEBB
It has been a big news week. So much so that it’s quite hard to decide which was the biggest story. It’s certainly hard to ignore the announcement that Mr. Biden will not be running for re-election and has endorsed his VP, Kamala Harris. We generally try to avoid offering opinions on politics because a) it is not our day job and b) it’s a surefire way of making half your readers hate you. That said, we do think VP Harris’ exhortation to consider “What can be, unburdened by what has been” is good advice for both investors and policymakers. Read more →

Thoughts From The Divide: Identifying Ducks

BY JON WEBB
While we may have missed getting out our Thoughts From The Divide year-in-review piece before the new year (mea maxima culpa), we did manage to spend some time going through our “best of” and “greatest hits” in anticipation of the changing of the calendar. As usual, there were some repeated themes and tropes, but at the highest level, what struck us was that last year seemed very much governed by the timeless question from the underrated philosopher of science, Whitney Houston: “How will I know?” (closely followed by her observation that “crack is whack”) Read more →

Thoughts From The Divide: Finding Reasons

BY JON WEBB
The latest flurry of Fed speak has been a broad recanting of the previously guaranteed, 100% for sure, cuts this year, with members saying, “I definitely don’t feel urgency to cut rates”, “I’m not in a mad dash hurry to get there[, to lower rates]”, and “at some point, … we will start to normalize policy back to a less restrictive stance [ed. Ha!], but we don’t have to do that in a hurry”. It’s nice to be vindicated. But now what? Read more →
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