Silvergate the crypto bank goes bust!
Silvergate Bank, the crypto bank is the first bank failure since late 2020. It's involvement with FTX undermined its deposit base leading to bank run and ultimate failure.
Avoiding the Bubble – when the music stops!
I am struck by the recent large number of decentralised finance (DeFi) company collapses such as Celsius and 3AC (Three Arrow). These failures have rightly increased calls for regulation with a…
Crypto the new Subprime?
There are similarities between crypto and subprime, however there is little threat to the financial system. Today, mainstream economist rail against crypto and financial theorists show it is an inefficient…
Is the super debt cycle fuelled by liquidity about to collapse?
Mark Spitznagel believes that we are in a super debt-fueled bubble and that there is no way to time a market crash or tactically trade it, adopting such a strategy…
The end of the bubble as we know it?
Jeremy Grantham, the famous stock market forecaster, has just published his latest market views, about the approaching the end of the first combined US bubble in housing, equities, bonds and…
Dogecoin – The Musk Effect!
Elon Musk's Tweets boost dogecoin's value as he believes that dogecoin - which was invented as a joke - is more suited to transactions than bitcoin!
US Q3 Earnings Calls and the Spectre of Inflation!
US Q3 Earnings Calls support the proposition that supply side pressures are leading to increasing inflationary expectations.
Dogecoin, Parody v Reality!
From parody to the sixth-largest digital coin with a total market value of almost $42bn. How celebrity Tweets drive digital valuations.
LTCM – It Could Never happen Again – Well it Did!
After LTCM, leverage was identified as a key factor in its collapse, it was a feature of the Global Financial in 2008 and yet again in the case of Archegos…
GPA II – The Phoenix Arises
he €25bn takeover of GE Capital Aviation Services (GECAS) by Aer Cap reunites all the disparate parts of the original GPA. AerCap also comprises the two original company's credited with…