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Month: July 2021

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Crypto Macro

What is Bitcoin?

July 5, 2021July 5, 2021 Sundeep Bajikar

Bitcoin (BTC) is a crypto asset (aka digital asset, digital property) based on a decentralized monetary network for which the monetary policy was preprogrammed at

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4SAFEt Crypto How to think Macro

Asset Allocation when Inflation is a Concern

July 5, 2021December 24, 2021 Sundeep Bajikar

Asset Allocation has been shown to be the dominant (90%+) driver of portfolio returns, with stock selection playing a smaller role. Asset Allocation represents a

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Equity Research for the Technology Investor - Value Investing in Technology Stocks

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