Ecoinometrics | Substack

Thinking about individual investments as bets has lots of advantages. Now let's se how to combine them in a portfolio.

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From fasted crash recovery in 2020 to worst start of the year in 2022. That escalated quickly…

Jul 4

Today one Bitcoin is worth about $20k. Where is it likely to be in 5 years? And are you getting good odds by making a bet on it now?

Jun 29

After an uneventful week it is time to zoom out and see how this bear market stacks against the past and what's awaiting in the future.

Jun 27

How a framework for thinking about your investments as bets can help you make better decisions.

Jun 22

Bear markets aren't made to cry in the the fetal position in the corner of the shower. Believe it or not they are a great time to hunt for asymmetric…

Jun 20

How to think about stablecoins and the status of the Tether peg.

Jun 15

Inflation is hot. That means demand destruction is the only way forward.

Jun 13

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