Charlie Longren.
A Bitcoin Paradox
Banking in the Shadows: Part 6
This article explores the evolution of money from early credit-based systems to the modern Eurodollar system, arguing that Bitcoin represents a return to "hard money" principles that offer greater transparency and value preservation.
...Only Bitcoin Can Save Us!
Banking in the Shadows: Part 5
The current Eurodollar system is broken, unsustainable, and destined to collapse, while Bitcoin offers a more stable and transparent alternative rooted in hard money principles. However, transitioning to a Bitcoin standard will come with significant societal and economic upheaval. Even the most promising solutions carry heavy prices.
The Bull Case For ShitCoins
Alternative Currency's Economic Role ​
Most alternative cryptocurrencies are either misguided tech experiments or scams, but the industry's rapid growth signals a need for more practical focus, quality attention, and efficient resource use in cryptography.
Equities
Why Betting Against the Crowd Pays:
A Data-Driven Guide to Deep Value Investing
This article explores the hypothesis that companies with low market expectations—measured by underperformance in price-to-cash flow ratios—tend to outperform high-expectation peers over time. Rooted in the principle of mean reversion and the reliability of cash-based metrics, the analysis highlights the potential of value investing.
However, the authors acknowledge the unpredictability of markets. Their aim is not to promise outperformance, but to develop disciplined, bias-resistant investment systems grounded in sound principles.
