Gerard Kavanagh
Tip of the spear
Good article from Finextra discussing the developments & forthcoming growth areas within the NFT space. The NFT industry began to...
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Gerard Kavanagh
- Jan 20
- 12 min
Delivering on the promise
So it appears our outcome is the optimistic one - embedded high inflation, financial repression (yield and capital controls), higher...
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Gerard Kavanagh
- Jan 20
- 7 min
Substance over form
Today we get the pleasure of introducing (if needed) the wonderful human being, and exceedingly wise owl, that is Dylan Grice. Dylan was...
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Gerard Kavanagh
- Jan 20
- 3 min
The perfect solution
Today's blog uses the GMO 1Q market commentary to start the ball rolling (readers can read the full commentary through the link): ...
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Gerard Kavanagh
- Jan 20
- 6 min
The real deal
It's nice when someone else does your job, and so today in markets full of doubt and concerns it's important to give people the necessary...
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Gerard Kavanagh
- Jan 20
- 6 min
After the party, the hangover
For those of us of an elderly deposition (ie this scribbler), then we have been forged in the furnace of market dislocations and...
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Gerard Kavanagh
- Jan 20
- 4 min
The tide is out and we are fully clothed
Today's Blog commentary will concentrate on Risk and its management. Before we get there it's worth highlighting this article on DB's Jim...
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Gerard Kavanagh
- Jan 20
- 3 min
Ben Hunt was right
Good news dear reader, this is a very short blog commentary. I follow on to Ben Hunt's lament about BTC. To wit: "Bitcoin is trading...
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Gerard Kavanagh
- Jan 20
- 7 min
Ubiquity and Utility
Today we are going to look back at a recent very lengthy blog commentary when we shared a more than a year-old treatise on BTC by Ben...
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