Macro Finance and Bitcoin by James Lavish
Governments can print money to avoid debt default, James Lavish argues
James Lavish states that any government issuing debt in its own fiat currency is highly unlikely to default, as it can always print more money to buy its own debt. Lavish notes that while ...
James Lavish: Emotion can be a key obstacle for investors
James Lavish emphasizes that emotions can often hinder successful investing. He suggests that if an investor starts to question a holding, it is important to re-evaluate the investment thesis ...
Key signals in unofficial Federal Reserve policy sheets, James Lavish notes
James Lavish draws attention to the absence of official guidance from the Federal Reserve. He suggests that market participants should monitor unofficial indications of Fed policy through ...
James Lavish: Printing more money expected to address insolvency issue
James Lavish suggests that authorities will likely respond to insolvency concerns by printing additional money. The comment implies ongoing reliance on monetary expansion to resolve financial ...
Bitcoin continues volatile adoption phase, James Lavish notes
James Lavish addresses concerns from those critical of Bitcoin. He asserts that Bitcoin is not dead or dying, but rather undergoing typical periods of high volatility during its adoption and ...
James Lavish: Focus on first principles amid Bitcoin price weakness
James Lavish addresses recent questions regarding his conviction in Bitcoin following its price weakness. He states that his views remain unchanged, emphasizing the importance of focusing on ...
Selling Bitcoin after Strategy's small move is misguided, James Lavish states
James Lavish comments on recent Bitcoin selling activity. The author suggests that those selling Bitcoin after Strategy sold just 0.004% of its holdings may not understand tax harvesting or basic ...
James Lavish: Fed and Treasury policies risk long-term problems for Main Street
James Lavish highlights concerns about economic policy divergence under new Federal Reserve Chair Kevin Warsh and new Treasury Secretary Scott Bessent. He observes that two key charts ...
Owning Bitcoin is about avoiding slow losses, James Lavish notes
James Lavish argues that so-called crypto fans have soured on Bitcoin after realizing it is not a get-rich-quick scheme but rather a means to avoid slow financial decline. He adds that these ...
James Lavish: Kevin Warsh to become Fed Chair as U.S. Treasury faces bond market volatility
James Lavish comments on the upcoming appointment of Kevin Warsh as the new Federal Reserve Chair, noting that the bond market is reacting as he prepares to take on the role. Lavish also ...
Official U.S. CPI inflation rate rose 24.7 percent over five years, James Lavish notes
James Lavish points out that the official government-reported U.S. Consumer Price Index (CPI) inflation rate has increased by 24.7 percent over the last five years. The statement highlights the ...
James Lavish: Digital credit investment options explained for STRC and SATA
James Lavish, industry influencer, has published an accessible overview of investing in STRC and SATA, focusing on the emerging sector of digital credit. The analysis is part of Lavish's regular ...
Debt headlines this week show rising risks, James Lavish notes
James Lavish, industry influencer, draws attention to rising concerns about U.S. debt and fiscal stability in his upcoming Informationist newsletter. He previews an analysis titled "How America ...
James Lavish: New Informationist issue explores U.S. Treasury outlook and former official’s remarks
James Lavish has previewed the upcoming edition of the Informationist newsletter, set to be released at 5 a.m. PT. The new issue, titled “Break the Glass,” will examine statements made by a ...
Market prices in Fed rate increase by December, James Lavish notes
Concerns about sustained higher oil and energy prices are impacting market expectations. James Lavish highlighted that the market is now factoring in the likelihood of a Federal Funds Rate hike by ...
James Lavish compares gold and silver holders to Bitcoin investors
James Lavish addressed gold and silver investors in his latest tweet. He suggested that they now share a similar experience to that of Bitcoin holders over the past 15 years. This comparison ...
James Lavish: Fed balance sheet expansion signals economic shift
James Lavish argues that the Federal Reserve's recent actions will lead to an expansion of its balance sheet. He suggests that despite official claims of short-term 'Reserve Management', this ...
James Lavish: Fed adds $8.8 trillion liquidity, Bitcoin sees bullish momentum
James Lavish highlights a significant shift in market dynamics attributed to the Federal Reserve. Over the past 16 years, the Fed has injected a total of $8.8 trillion in liquidity into the ...
James Lavish signals Bitcoin value challenge against US dollar
James Lavish posed a provocative question regarding inflation and the value of Bitcoin compared to the US dollar. He challenged the perception of inflation as just a social construct, asserting ...
James Lavish warns of financial misconceptions urges Bitcoin learning
James Lavish cautions that people have been misled about money throughout their lives. He suggests learning about Bitcoin as a means of safeguarding personal finance before facing potential ...
James Lavish warns of Fed oversight impacting financial decisions
James Lavish, a notable voice in the finance sector, recently took to social media to caution against potential pitfalls of having financial interests tied to Federal Reserve oversight. Lavish's ...
