2025 and Trade Warz II
As the calendar flips to 2025, the markets are clinging to a cautiously optimistic narrative. Lower taxes and a pro-business political climate have fueled hopes of stronger corporate earnings, and for the first quarter or so, this honeymoon might even hold. Investors, after all, have a knack for ignoring storm clouds until they’re standing in…
Michael Saylor’s Bitcoin Gambit: The Prisoner’s Dilemma of Holding and Selling
Much has been written about Michael Saylor’s use of bonds to create a Ponzi-like mechanism for buying Bitcoin for $MSTR. Rather, I would like zoom out and examine the more fundamental strategy behind this gambit. Michael Saylor’s Bitcoin strategy is focused on trust and coordination. Bitcoin works best when holders cooperate by holding—creating scarcity, driving…
Super Micro Computer (SMCI): Navigating Turbulence Amid Strong Demand
Super Micro Computer, Inc. (SMCI) has been on a rollercoaster ride in recent months, with its stock price experiencing significant volatility due to concerns about potential fraud and delisting from the Nasdaq. However, a closer look at the situation reveals that these fears may be overblown, and the company’s fundamental business remains strong. The Controversy…
Navigating the Markets in Trump’s America: Strategic Investment Moves for 2025 and Beyond
As President Donald Trump returns to the White House, investors are presented with a unique set of opportunities and challenges. His administration’s policies are expected to emphasize deregulation, corporate tax cuts, domestic manufacturing, and a pro-crypto stance, all of which could have significant implications for various sectors of the economy. At GreenSight Capital, we’ve analyzed…
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