The bitcoin surge in its proper context

Over the last few weeks we’ve been witnessing a historic surge in the Bitcoin price, a seemingly unstoppable ride that the mainstream media headlines can hardly keep up with. Especially following the news that Elon Musks’ Tesla bought $1.5 in the cryptocurrency, sending it to new record highs, most of the media coverage appears to be …

Gold Is Money – Everything Else Is Credit – J.P. Morgan – Part II

Interview with Rafi Farber: Part II of II Rafi Farber, pen name Austrolib, is the publisher of The End Game Investor, a daily market commentary written from an Austrian economics perspective focusing on precious metals, the Comex, and monetary analysis. His work is followed by leaders in the precious metals industry including Eric Sprott. He also writes …

“The U.S. economy felt like a balloon in search of a needle” – Part II

Interview with Robert Mark: Claudio Grass (CG): In this surreal policy environment, how has the role and the investment process of the value investor evolved, especially over the last decade?  How can one still identify value in a world of subsidized binge borrowing, extreme indebtedness, and stock buybacks?  Robert Mark (RM): The patriarch of value investing, Ben …