Macro Finance and Bitcoin by James Lavish
James Lavish: Market often reacts to short-term moves over long-term conviction
James Lavish commented that markets sometimes prioritize short-term price action rather than long-term conviction. He suggested that if individuals believe governments will quickly and ...
Gaining knowledge about bitcoin leads to more confidence and security, James Lavish says
James Lavish stated that as people learn more about bitcoin, they become increasingly disappointed with the monetary system while feeling greater confidence and security regarding their personal ...
James Lavish: Fiscal dominance explained for U.S. taxpayers
James Lavish explains the term fiscal dominance and addresses how it affects the average U.S. taxpayer. He describes his recent write-up as aiming to simplify this complex concept for general ...
Trading volatile assets with leverage risks loss of collateral, James Lavish warns
James Lavish cautions that trading volatile assets using leverage, especially when the same asset is used as collateral, can result in losing that asset. He emphasizes the risks inherent in such ...
James Lavish: New Fed Chair may have made early policy error
James Lavish suggests that the recently appointed Federal Reserve Chair may have already committed a policy error. The observation points to concerns regarding the direction of monetary policy ...
Interest in bitcoin may rise, James Lavish notes
James Lavish suggests that hundreds of millions of people may come to regret not considering and studying bitcoin, instead of dismissing it outright. He emphasizes the potential significance of ...
James Lavish: Fed chair Warsh calls for limits on central bank forward guidance
James Lavish reports that former Federal Reserve chair Kevin Warsh stated the central bank's role in providing forward guidance should be limited and carefully defined. Warsh emphasized concerns ...
Elena Rybakina claims $5.5 million U.S. Open prize and gets a Bitcoin nod, James Lavish notes
James Lavish congratulated Elena Rybakina for her victory at the U.S. Open, highlighting her $5.5 million prize. Lavish also referenced Bitcoin, inviting readers to consider the ...
James Lavish: Global 10-year government bond yields receive fresh scrutiny
James Lavish raises attention to the current state of global 10-year government bond yields. The tweet suggests a check-in on bond yields across various countries, hinting at notable ...
Uncertainty surrounds Bitcoin cycle low, James Lavish notes
James Lavish raises the question of whether Bitcoin has reached a bottom in its current cycle. He shares that this topic will be analyzed in detail in his upcoming Sunday Informationist ...
James Lavish: France 30-year yields return to Great Financial Crisis levels
James Lavish highlights that France's 30-year sovereign debt yields have returned to levels last seen during the Great Financial Crisis. This renewed spike draws attention to ongoing pressures in ...
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 ...
